Guide · Agent skill
How to use the Stakeholder Summary agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The stakeholder-summary skill is an agent skill that turns a finished contract review into a short note for a business colleague, such as procurement or a department head. It answers three questions: can they sign, what is the catch, and what do they need to do. This guide explains what the skill does, how to install it, how to trigger it, what it needs, and the safety points to check before you forward anything.
Stakeholder Summaryanthropics/claude-for-legal · Apache-2.0 Download the skill Quick start
- 1Download the ZIP. Download the stakeholder-summary ZIP from this page.
- 2Unzip into the skills folder. Unzip it into ~/.claude/skills/ for personal use, or into .claude/skills/ inside your project.
- 3Or upload it in the Claude apps. In the Claude apps, go to Settings, then Capabilities, then Skills, and upload the skill.
- 4Finish the contract review first. Make sure a completed contract review memo exists, since the skill summarises a finished review.
- 5Ask for a summary naturally. Say something like 'summarize this for the business' or 'explain this to procurement'.
- 6Confirm the destination. Answer the skill's question about whether the destination is inside the privilege circle.
- 7Check before sending. Read the summary against the memo and remove the work-product header if you are forwarding outside legal.
What the Stakeholder Summary skill makes the agent do
The skill takes a completed contract review and rewrites it as a two-minute read for someone outside legal. It is not a legal memo. The output gives a verdict in business terms, explains the one thing the stakeholder would be surprised by later, lists up to three actions they need to take, and closes with approval timing.
The summary is kept under about 200 words and avoids legal terms of art. Clauses are translated into plain English, for example a liability cap becomes 'the most we can recover is a year's worth of what we paid them.'
- Verdict: READY TO SIGN, NEEDS CHANGES or BLOCKED
- The catch: the point most likely to surprise the business owner later
- A checklist of at most three action items
- Approval: who approves and expected timing
Install the skill from the ZIP
Download the ZIP for the skill from this page. Unzip it into one of two locations. For a personal setup, use ~/.claude/skills/. For a single project, use the .claude/skills/ folder inside that project.
If you use the Claude apps instead, you can upload the skill under Settings, then Capabilities, then Skills.
- Personal install: ~/.claude/skills/
- Project install: the .claude/skills/ folder in your project
- Claude apps: Settings → Capabilities → Skills, then upload
Trigger the skill with natural requests
You do not need a special command. The skill is meant to run when you ask for a business-friendly version of a finished review. The skill description lists phrases such as 'summarize for the business', 'write this up for [stakeholder]', 'explain this to procurement' and 'non-legal summary'. It also applies when a review is done and needs to go to someone outside legal.
Name the audience when you can. The skill adjusts its focus to the reader. Procurement cares about price, renewal mechanics and approval routing. A department head cares about whether the team can use the tool and what happens if it breaks.
- 'Summarize this review for the business.'
- 'Write this up for procurement.'
- 'Explain this to the marketing department head, non-legal summary please.'
Check the destination before sharing
Before the skill produces output, it checks where the summary is going. If you name a destination such as a channel, a distribution list, a counterparty or 'everyone', it asks whether that destination is inside the legal privilege circle. Public channels, company-wide lists, opposing counsel, vendors and clients can waive privilege.
If the destination is outside the circle, the skill offers three options: a privileged version for legal only, a sanitized version for the broader channel, or both. It does not silently add a privileged header and then help you paste the text somewhere the header will not protect it.
- Privileged version for legal only
- Sanitized version for a broader channel
- Both versions
Know what the skill needs before you run it
The skill is designed to follow a completed contract review. It summarises a review that already exists and does not replace the review. For full functionality, it expects the Claude for Legal commercial-legal plugin configuration files, such as CLAUDE.md and matter folders. The renewal-tracker skill is optional and is only needed if the summary should refer to a tracker entry.
The skill checks which playbook side the review was run on, sales-side or purchasing-side, and matches the voice. If the memo does not show this, it asks the lawyer.
- Required: a completed contract review memo in the workflow
- Recommended: Claude for Legal commercial-legal plugin configuration files
- Optional: the renewal-tracker skill
Safety notes: scripts, network and tracker claims
According to the skill's metadata, it does not run scripts and does not use the network. Its outputs are written to the matter folder when matter workspaces are enabled.
The skill will not claim a renewal tracker entry exists unless renewal-tracker has actually been run for that contract. Saying 'tracked' when nothing was logged means the stakeholder trusts a reminder that will never fire. If no entry exists, the skill either runs the tracker first or tells the stakeholder to add the date to their own calendar.
- Runs scripts: no
- Uses network: no
- Tracker claims are verified before they are written
- Do not forward privileged content outside the legal circle without checking
Tips for better summaries
Give the skill a finished review, not a draft. Tell it who the reader is, because the same contract needs different emphasis for finance, security and an executive sponsor. If the summary must quote a clause, the skill quotes the full conditional sentence rather than a shortened version, since truncation can change the meaning.
Always read the summary against the memo before sending. The summary can only reflect the review it was built from.
- Attach or point to the completed review memo
- State the audience and the destination
- Expect full conditional quotes, even if the summary runs longer
- Remove the work-product header if you forward outside the legal circle
What people use it for
- Sending a finished review of a SaaS renewal to procurement with the auto-renewal notice period in plain English
- Explaining to a department head whether their team can use a new tool and what happens if it breaks
- Giving finance a short note on renewal price risk after a contract review
- Preparing a non-legal summary for an executive sponsor who needs to know whether legal is a blocker
Frequently asked questions
Is the Stakeholder Summary skill free?
The source for this page does not state pricing or licence terms for Claude itself. The skill's metadata lists the licence as Apache-2.0. Check the licence file in the source repository for the full terms.
What do I need to use the stakeholder-summary skill?
You need a completed contract review memo, because the skill summarises a review and does not replace one. For full functionality it also expects Claude for Legal commercial-legal plugin configuration files, such as CLAUDE.md and matter folders. The renewal-tracker skill is optional.
Where do I install the stakeholder-summary skill?
Download the ZIP from this page and unzip it into ~/.claude/skills/ for personal use, or into the .claude/skills/ folder of a project. In the Claude apps you can instead upload it under Settings, then Capabilities, then Skills.
Does the skill run scripts or access the internet?
According to the skill's metadata, it does not run scripts and does not use the network. It works from the review and configuration files you give it.
Why does the skill ask me about the destination?
Sharing privileged content with public channels, company-wide lists, counterparties, vendors or clients can waive legal privilege. The skill asks where the summary is going so it can offer a privileged version, a sanitized version or both.
Can the skill confirm that a renewal reminder is set up?
Only if renewal-tracker has actually been run for that contract. Without a tracker entry, the skill will not say the contract is tracked. It will either run the tracker first or tell you to add the date to a calendar yourself.
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Our verdict
Use this skill if you are in-house legal or a lawyer who needs to explain a finished contract review to procurement, finance or a department head in a few minutes. Pick something else if you need a full legal review, since this skill only summarises work that is already done, or if the summary would go to counterparties, vendors or public channels without a privilege check.
Download the skill