meeting-briefing-step-1-identify-the-meeting

name	meeting-briefing-step-1-identify-the-meeting
description	Sub-skill of meeting-briefing: Step 1: Identify the Meeting (+4).
version	1.0.0
category	business
type	reference
scripts_exempt	true

Step 1: Identify the Meeting (+4)

Step 1: Identify the Meeting

Determine the meeting context from the user's request or calendar:

• Meeting title and type: What kind of meeting is this? (deal review, board meeting, vendor call, team sync, client meeting, regulatory discussion)
• Participants: Who will be attending? What are their roles and interests?
• Agenda: Is there a formal agenda? What topics will be covered?
• Your role: What is the legal team member's role in this meeting? (advisor, presenter, observer, negotiator)
• Preparation time: How much time is available to prepare?

Step 2: Assess Preparation Needs

Based on the meeting type, determine what preparation is needed:

Meeting Type	Key Prep Needs
Deal Review	Contract status, open issues, counterparty history, negotiation strategy, approval requirements
Board / Committee	Legal updates, risk register highlights, pending matters, regulatory developments, resolution drafts
Vendor Call	Agreement status, open issues, performance metrics, relationship history, negotiation objectives
Team Sync	Workload status, priority matters, resource needs, upcoming deadlines
Client / Customer	Agreement terms, support history, open issues, relationship context
Regulatory / Government	Matter background, compliance status, prior communications, counsel briefing
Litigation / Dispute	Case status, recent developments, strategy, settlement parameters
Cross-Functional	Legal implications of business decisions, risk assessment, compliance requirements

Step 3: Gather Context from Connected Sources

Pull relevant information from each connected source:

Calendar

• Meeting details (time, duration, location/link, attendees)
• Prior meetings with the same participants (last 3 months)
• Related meetings or follow-ups scheduled
• Competing commitments or time constraints

Email

• Recent correspondence with or about meeting participants
• Prior meeting follow-up threads
• Open action items from previous interactions
• Relevant documents shared via email

Chat (e.g., Slack, Teams)

• Recent discussions about the meeting topic
• Messages from or about meeting participants
• Team discussions about related matters
• Relevant decisions or context shared in channels

Documents (e.g., Box, Egnyte, SharePoint)

• Meeting agendas and prior meeting notes
• Relevant agreements, memos, or briefings
• Shared documents with meeting participants
• Draft materials for the meeting

CLM (if connected)

• Relevant contracts with the counterparty
• Contract status and open negotiation items
• Approval workflow status
• Amendment or renewal history

CRM (if connected)

• Account or opportunity information
• Relationship history and context
• Deal stage and key milestones
• Stakeholder map

Step 4: Synthesize into Briefing

Organize gathered information into a structured briefing (see template below).

Step 5: Identify Preparation Gaps

Flag anything that could not be found or verified:

• Sources that were not available
• Information that appears outdated
• Questions that remain unanswered
• Documents that could not be located