| name | deal-team-summary |
| title | Deal Team Summary |
| description | 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. |
| author | anthropics |
| author_url | https://github.com/anthropics/claude-for-legal/tree/main/corporate-legal/skills/deal-team-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | corporate |
| language | en |
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.
[On track / Issues identified / Material findings]
[X]% of VDR reviewed
[3-5 max. One paragraph each. What it is, why it matters to the deal, what
we're doing about it.]
[ ] [Specific decision — price adjustment, indemnity ask, walk-away trigger]
— [who decides] — [by when]
[What changed. New findings, findings resolved, coverage progress.]
