deal-team-summary | SkillBundle

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]

Deal lead tier

Same as above plus:

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.