How to use the Deal Team Summary agent skill

What an agent skill is and what this one does

An agent skill is a folder containing instructions, in this case a file called SKILL.md, that an AI assistant reads when a task matches the skill's description. The instructions shape how the assistant works on that task.

This skill aggregates diligence findings into a deal team briefing pitched at the right level for the audience. An executive gets only the top material issues and decisions. A deal lead gets all red and yellow items with progress tables. The working team gets full detail. When a briefing repeats, it leads with what changed since the last one, because deal leads care more about movement than state.

• Board or exec sponsor: top 3-5 material issues, price or structure impact, and decision items.
• Deal lead: all reds, all yellows, progress, decision items and next steps.
• Working team: full findings, status by category and gaps, with nothing withheld.
• The skill drafts the brief. It does not make the materiality call and does not send anything.

Check the prerequisites before you install

The skill needs existing diligence findings. It summarises prior extraction output from the diligence-issue-extraction skill and does not review documents itself. Without that output, it has nothing to summarise.

It also expects Claude for Legal corporate-legal plugin configuration files under ~/.claude/plugins/config/claude-for-legal/corporate-legal/, including CLAUDE.md, deal-context.md and matter folders. Teams that do not use that plugin will need to set these up first. The skill runs no scripts and uses no network access, according to its listing.

Install the skill (ZIP download or Claude app upload)

Download the ZIP from this page and unzip it. For a personal setup, place the unzipped skill folder in ~/.claude/skills/. For a single project, place it in that project's .claude/skills/ folder.

Alternatively, upload the ZIP in the Claude apps under Settings → Capabilities → Skills.

• Personal install: ~/.claude/skills/deal-team-summary/
• Project install: the project's .claude/skills/ folder
• App install: Settings → Capabilities → Skills

Trigger the skill with natural requests

You do not need a special command. The skill is meant to be triggered by plain requests. Its description lists phrases such as "brief the deal team", "what's the state of diligence", "summarize findings for [audience]" and "deal update". A briefing on the regular cadence can also trigger it.

If the audience is not obvious, the assistant will ask which tier you want. If you have a matter workspace enabled and no active matter, it will ask which matter the brief is for and may suggest running /corporate-legal:matter-workspace switch <slug> or saying practice-level.

• "Brief the deal team on where diligence stands."
• "Summarize findings for the board."
• "What's the state of diligence? Lead with what changed since last time."
• "Deal update for the working team."

Read the output and check it before sending

Exec-tier briefs open with a work-product header and a privilege notice. The notice says the brief inherits the privilege and confidentiality status of its sources, and that distribution beyond the privilege circle, including to broader business teams, can waive privilege. Confirm the distribution list matches the privilege circle before sending.

The brief ends with a next-steps decision tree. The default branches are a starting point, and the skill is designed so the lawyer picks the branch. Items marked as decisions needed that resolve into closing conditions should go onto the closing checklist.

• Confirm the materiality calls, which were made at extraction time and are reported, not re-made.
• Confirm the distribution list before sending.
• Send the brief yourself. The skill drafts it only.