Skills

Diligence Issue Extraction

Read VDR documents and extract issues per house categories and materiality thresholds...

Install

npx skills add anthropics/claude-for-legal --skill diligence-issue-extraction -g -a claude-code -y
Category
Engineering
Updated
6d ago
License
Apache-2.0
Context cost
Mediumabout 3,000 tokens
Runs scripts
No, instructions only

What it does

Read VDR documents and extract issues per house categories and materiality thresholds, producing findings in house memo format. Use when user says "review the data room", "extract issues from [folder]", "diligence review", "what's in the VDR", or points at VDR documents.

/diligence-issue-extraction

  1. Load ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md + ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md.
  2. Use the workflow below.
  3. Check ai-tool-handoff, if category is bulk and tool is configured, hand off first.
  4. Read docs, apply materiality filter, extract per category.
  5. Findings in house memo format. Hand off consents to closing checklist.

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 VDR has 2,000 documents. Somewhere in there are the 30 that matter for the deal. This skill reads documents against the diligence categories and materiality thresholds from ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md, extracts issues, and writes them in house memo format.

Load context

  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md → Diligence structure (categories, materiality thresholds)
  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md → Issues memo format (how findings are stated)
  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md → deal-specific thresholds, VDR location

If deal-context.md doesn't exist, ask which deal this is for.

Workflow

Step 1: Inventory the VDR

Read the whole SKILL.md on GitHub

More in Engineering