What problem does it solve?
It prevents deals from missing closing by maintaining a live checklist of conditions precedent, closing deliverables, and pre-closing covenants, then telling you exactly what is blocking progress.
Core Features & Use Cases
- Self-updating deal checklist: Initializes from the purchase agreement and ingests new diligence “closing action” findings to append missing items.
- Status governance with identifiers: Supports explicit item status updates (by item ID) and tracks last-updated timestamps.
- Blocking-focused reporting: Produces a “what’s blocking” status view with at-risk prioritization based on estimated time-to-complete versus due dates.
- Critical-path prioritization: Separates blocking items by whether slips would likely push the close date, not just by marked “blocking” status.
- Matter-aware outputs and guardrails: Uses the practice-level matter context (when enabled) and includes a certification gate before any “ready to close” assertion.
Quick Start
Ask the skill to produce the latest “what’s blocking” closing checklist status for the current deal.