# Diligence Issue Extraction

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

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

## Description

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.

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

# /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.

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## 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

The rest: https://github.com/anthropics/claude-for-legal/blob/HEAD/corporate-legal/skills/diligence-issue-extraction/SKILL.md