diligence-issue-extraction

Extract deal-relevant diligence issues from VDR documents by category and materiality thresholds.

Updated May 15, 2026
One-click install
npx skills add https://github.com/az9713/claude-for-legal-tutorial --skill diligence-issue-extraction-az9713
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: diligence-issue-extraction
Source: https://github.com/az9713/claude-for-legal-tutorial/tree/main/corporate-legal/skills/diligence-issue-extraction
Command: npx skills add https://github.com/az9713/claude-for-legal-tutorial --skill diligence-issue-extraction-az9713

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It eliminates the manual effort of reviewing a large VDR to find deal-relevant risks by extracting issues by diligence category and applying materiality thresholds, then formatting results as house-style findings for the deal team.

Core Features & Use Cases

  • VDR inventory and coverage mapping: Pulls the VDR index (when connected) and maps folders to diligence request categories, highlighting coverage gaps.
  • Materiality-filtered issue extraction: Reviews only documents needed to meet deal thresholds (including category-specific review strategies such as top-down contract review).
  • House memo findings with citations and severity: Produces category-grouped findings in the configured house memo template, including severity calibration and source attribution guidance, and flags items for the appropriate downstream handoffs (e.g., closing checklist, contract schedule, deal summary).

Quick Start

Ask to review the data room and extract diligence issues from the specified VDR folder path.

Frequently Asked Questions about diligence-issue-extraction

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

FAQPage Schema
How do I extract diligence issues from a VDR folder automatically?

To extract diligence issues from a VDR folder, this Skill reviews documents by applying category-specific materiality thresholds and top-down contract review strategies, outputting structured findings for deal-team handoffs.

What is a materiality threshold in corporate diligence review?

A materiality threshold in corporate diligence review sets the deal-specific value limits that filter which VDR documents require examination, ensuring only relevant risks are extracted and mapped to the house memo format.

Can I map a data room index to diligence request categories?

Yes, you can map a VDR index to diligence request categories. This Skill pulls the VDR index when connected, highlights coverage gaps, and filters the review scope based on materiality thresholds.

How do I format VDR findings into a house memo with citations?

To format VDR findings into a house memo, this Skill groups extracted issues by diligence category, applies severity calibration, and includes source attribution guidance with citation hygiene for downstream closing checklists.

Does this issue extraction approach flag items for a closing checklist?

Yes, this issue extraction approach flags items for appropriate downstream handoffs. It identifies deal-relevant risks and directs them to the closing checklist, contract schedule, or deal summary as needed.

What is the best way to review a large data room for contract consents?

The best way to review a data room for contract consents is applying top-down contract review strategies filtered by materiality thresholds, which limits the review scope and outputs only relevant house memo findings.