deal-team-summary
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.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/claude-for-legal --skill deal-team-summary- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads deal-team-summary automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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
[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]
> This brief aggregates privileged diligence findings and inherits the sources' privilege and confidentiality status. Distribution beyond the privilege circle (including to broader business teams) can waive privilege — confirm the distribution list matches the privilege circle before sending.
# [Deal code] — Diligence Brief — [date]
**Status:** [On track / Issues identified / Material findings]
**Coverage:** [X]% of VDR reviewed
## Material findings
[3-5 max. One paragraph each. What it is, why it matters to the deal, what
we're doing about it.]
## Decisions needed
- [ ] [Specific decision — price adjustment, indemnity ask, walk-away trigger]
— [who decides] — [by when]
## Since last brief
[What changed. New findings, findings resolved, coverage progress.]
Deal lead tier
Same as above plus:
## All open issues by category
### 🔴 Red
[Finding title + one-line — link to full finding for detail]
### 🟡 Yellow
[same]
## Progress
| Category | Docs reviewed | Coverage | Reds | Yellows | Status |
|---|---|---|---|---|---|
| [name] | [N/M] | [%] | [N] | [N] | [Complete / In progress / Blocked] |
## Gaps and follow-ups
- [Supplemental request items outstanding]
- [Questions to management]
## Next 72 hours
[What's getting reviewed, what briefings are scheduled]
Working team tier
Full finding detail. Same structure as above but every finding gets its full house-format block, not a one-liner.
Deltas
If this is a recurring brief (per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md cadence), lead with what changed:
- New findings since last brief
- Findings upgraded/downgraded in severity
- Findings resolved (consent obtained, issue clarified away)
- Coverage movement
Deal leads care more about movement than state. "Still 12 yellows" is less useful than "2 new yellows, 3 resolved."
Handoffs
- From diligence-issue-extraction: This skill reads the accumulated findings.
- To closing-checklist: Any "decision needed" items that resolve into closing conditions go on the checklist.
Close with the next-steps decision tree
End with the next-steps decision tree per CLAUDE.md ## Outputs. Customize the options to what this skill just produced — the five default branches (draft the X, escalate, get more facts, watch and wait, something else) are a starting point, not a lock-in. The tree is the output; the lawyer picks.
What this skill does not do
- It doesn't make the materiality call — it reports the calls that were made at extraction time.
- It doesn't decide what the deal team does about a finding — it surfaces the decision.
- It doesn't distribute the brief — drafts it, human sends.
FAQ
What does the deal-team-summary skill do?
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.
How do I install deal-team-summary?
Run npx skills add https://github.com/anthropics/claude-for-legal --skill deal-team-summary in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/deal-team-summary/ (personal) or .claude/skills/deal-team-summary/ (project).
Which AI agents can use deal-team-summary?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is deal-team-summary safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains deal-team-summary?
It is published by anthropics in anthropics/claude-for-legal, and it is an official skill from the maker of the technology it covers. It has 594 recorded installs.
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