# Deal Team Summary

Aggregate diligence findings into a deal team briefing at the right altitude for the...

- Repository: https://github.com/anthropics/claude-for-legal (9865 stars)
- Category: Engineering
- License: Apache-2.0
- Last updated: 2026-10-29
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/claude-for-legal --skill deal-team-summary -g -a claude-code -y`
Codex: `npx skills add anthropics/claude-for-legal --skill deal-team-summary -g -a codex -y`
Cursor: `npx skills add anthropics/claude-for-legal --skill deal-team-summary -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/claude-for-legal --skill deal-team-summary -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/claude-for-legal`

## Description

Aggregate diligence findings into a deal team briefing at the right altitude for the audience, exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Deal Team Summary

## Matter context

**Matter context.** Check `## Matter workspaces` in the practice-level CLAUDE.md. If `Enabled` is `✗` (the default for in-house users), skip the rest of this paragraph, skills use practice-level context and the matter machinery is invisible. If enabled and there is no active matter, ask: "Which matter is this for? Run `/corporate-legal:matter-workspace switch <slug>` or say `practice-level`." Load the active matter's `matter.md` for matter-specific context and overrides. Write outputs to the matter folder at `~/.claude/plugins/config/claude-for-legal/corporate-legal/matters/<matter-slug>/`. Never read another matter's files unless `Cross-matter context` is `on`.

---

## Purpose

The deal lead doesn't read 200 findings. They read: what's material, what changed since last brief, what needs a decision. This skill compresses the diligence output to the right level for the reader.

## Load context

- `~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md` → Deal team briefing (cadence, format, what the business reads)
- `~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md` → deal lead, timeline
- Current findings from diligence-issue-extraction output

## Audience tiers

Per `~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md`, what the business reads vs. what's for the file. Default tiers:

| Audience | Gets | Doesn't get |
|---|---|---|
| **Board / exec sponsor** | Top 3-5 material issues, price/structure impact, decision items | Category detail, green findings, process |
| **Deal lead** | All reds, all yellows, progress, decision items, next steps | Green finding detail |
| **Working team** | Everything, full findings, status by category, gaps | Nothing withheld |

Ask which tier if not obvious.

## The summary

### Exec tier

```markdown
[WORK-PRODUCT HEADER, per plugin config ## Outputs, differs by role; see `## Who's using this`]

The rest: https://github.com/anthropics/claude-for-legal/blob/HEAD/corporate-legal/skills/deal-team-summary/SKILL.md