deal-team-summary

Aggregates diligence findings into audience-specific deal team briefings with decisions and deltas.

Updated May 19, 2026
One-click install
npx skills add https://github.com/jrhueiueng/codex-for-legal --skill deal-team-summary-jrhueiueng
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: deal-team-summary
Source: https://github.com/jrhueiueng/codex-for-legal/tree/main/plugins/jrhueiueng/codex-for-legal/skills/corporate-legal__deal-team-summary
Command: npx skills add https://github.com/jrhueiueng/codex-for-legal --skill deal-team-summary-jrhueiueng

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill turns a large set of diligence findings into a concise, audience-appropriate deal team briefing so leadership and the working team can quickly see what matters, what changed, and what decisions are needed.

Core Features & Use Cases

  • Audience-tier summaries: Produces board/exec, deal-lead, or working-team versions with different levels of detail and inclusion of decision items.
  • Change-focused deltas: Highlights what’s new, upgraded/downgraded, resolved, and how coverage progressed since the last brief.
  • Deal-process handoffs: Structures “decision needed” items so they can flow into follow-on closing-checklist actions.

Quick Start

Ask the Skill to brief the deal team for the board tier using the latest diligence findings and include material issues, decisions needed, and deltas since the last briefing.

Frequently Asked Questions about deal-team-summary

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create an executive summary of legal diligence findings for a corporate transaction?

To create an executive summary of legal diligence findings, aggregate privileged issue extractions and format them into audience-specific briefs that highlight material issues, deltas, and decisions needed for leadership or working teams.

What is the best way to track decisions and risk triage across an ongoing deal workflow?

Tracking decisions and risk triage across a deal workflow involves structuring material diligence issues into decision-needed items that highlight status deltas since the last briefing and flow directly into follow-on closing-checklist actions.

Can I generate different briefing versions for the board and the working team from the same diligence data?

Yes, you can generate board, deal-lead, and working-team briefing versions from the same diligence data by formatting outputs by audience tier, adjusting the level of detail and inclusion of decision items for each specific group.

How do I brief deal leadership on what changed since the last diligence update?

To brief deal leadership on what changed since the last diligence update, compile a change-focused delta summary highlighting what is new, upgraded or downgraded, resolved, and how coverage has progressed.

Do I need to load specific context files before drafting a corporate transaction briefing?

Yes, you need to load deal-level and practice-level context files and read accumulated diligence-issue extractions before drafting the corporate transaction briefing to ensure accurate material issue aggregation.

When should I not use an automated deal team summary for legal diligence reporting?

You should not use an automated deal team summary when raw privileged diligence findings have not yet been extracted into structured issue logs, as the Skill requires accumulated issue extractions to generate accurate audience-specific briefs.