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diligence-issue-extraction

Extract diligence issues from VDR documents into category-based in-house memos.

Updated May 19, 2026
Search Tags:#source attribution#issue extraction#diligence#materiality#vdr#closing checklist#corporate transactions
One-click install
npx skills add https://github.com/jrhueiueng/codex-for-legal --skill diligence-issue-extraction-jrhueiueng
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: diligence-issue-extraction
Source: https://github.com/jrhueiueng/codex-for-legal/tree/main/plugins/jrhueiueng/codex-for-legal/skills/corporate-legal__diligence-issue-extraction
Command: npx skills add https://github.com/jrhueiueng/codex-for-legal --skill diligence-issue-extraction-jrhueiueng

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the manual, error-prone work of scanning a large VDR and turning it into deal-ready, category-based diligence issues with a materiality lens.

Core Features & Use Cases

  • VDR inventory and coverage mapping: Pulls an index (when a VDR MCP connector is connected) and maps folders to diligence request list categories, highlighting gaps.
  • Materiality-filtered review: Applies house-category thresholds and deal-specific guidance so the review effort focuses on what matters most.
  • Category-standard issue extraction: Extracts deal-relevant issues per house categories (Corporate, Material Contracts, IP, Employment, Litigation) and formats results in an in-house memo style with severity calibration (🔴/🟡/🟢).
  • Source-attributed, guardrailed findings: Keeps citation provenance (VDR path/Bates/filename and tool/source tags) and avoids fabricating legal rules when legal research coverage is thin.
  • Handoff-ready outputs: Routes discrete pre-closing actions to the closing-checklist and aggregates deal-team summaries and schedule feeds where applicable.

Quick Start

Run diligence-issue-extraction to review the connected VDR for the active corporate deal, apply materiality thresholds, and generate an in-house memo of diligence issues grouped by request category.

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 by materiality and category?▼

To extract diligence issues from a VDR, apply house categories and deal-specific materiality thresholds to review contract, corporate, IP, employment, and litigation domains, generating an in-house memo with source-attributed findings.

What is the best way to map a data room inventory to a diligence request list?▼

Mapping a data room inventory to a diligence request list involves pulling a VDR index via an MCP connector, categorizing folders into standard request groups, and highlighting coverage gaps to focus review effort on material items.

Can I generate a closing checklist directly from extracted corporate transaction issues?▼

Yes, extracted corporate transaction issues can be routed directly into a closing checklist, taking discrete pre-closing actions identified during the materiality-filtered review and aggregating them into deal-team summaries and schedule feeds.

How do you calibrate severity levels for material contract issues during a data room review?▼

Calibrating severity for material contract issues involves applying deal-specific materiality thresholds to format findings into an in-house memo style, using calibrated severity indicators to prioritize deal-ready outputs.

Does diligence issue extraction fabricate legal rules when VDR research coverage is thin?▼

No, diligence issue extraction enforces source-attributed, guardrailed findings by retaining citation provenance like VDR paths and Bates numbers, ensuring it avoids fabricating legal rules when legal research coverage is thin.

What do I need to set up before running an automated VDR diligence review?▼

Before running an automated VDR diligence review, you need to load corporate-legal context and establish deal-specific materiality thresholds, plus connect a VDR MCP connector if you want to pull an index and map folder coverage.

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