diligence-issue-extraction

Extracts diligence issues from VDR documents against materiality thresholds into house memo format.

Updated Jun 17, 2026
One-click install
npx skills add https://github.com/tk1cntt/PhapChe --skill diligence-issue-extraction-tk1cntt
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: diligence-issue-extraction
Source: https://github.com/tk1cntt/PhapChe/tree/main/docs/claude-for-legal-main/corporate-legal/skills/diligence-issue-extraction
Command: npx skills add https://github.com/tk1cntt/PhapChe --skill diligence-issue-extraction-tk1cntt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Reviewing a virtual data room with thousands of documents to find the handful that actually affect deal value is slow and error-prone. This Skill reads VDR documents against house diligence categories and materiality thresholds, extracts issues, and writes findings in the firm's standard memo format. ## Core Features & Use Cases - VDR Inventory and Gap Analysis: Maps VDR folders to diligence request list categories and flags categories with no responsive documents. - Materiality-Filtered Extraction: Applies deal-specific thresholds so only contracts and documents above the cutoff are reviewed, with standard extraction sets for material contracts, corporate, IP, employment, and litigation. - Severity-Calibrated Findings: States each issue in the house memo format with red/yellow/green severity, source-attributed citations, and recommendations such as price adjustment, indemnity, or consent. - Use Case: A corporate associate points the Skill at a 2,000-document data room for an acquisition; it inventories the VDR, reviews material contracts above the threshold, and produces a categorized issues memo with change-of-control consents handed off to the closing checklist. ## Quick Start Review the data room at the deal's VDR folder path and extract diligence issues per our house categories and materiality thresholds.

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 virtual data room?

Point the Skill at the VDR folder path or connect a VDR MCP such as Box, Intralinks, or Datasite. It inventories the data room, maps folders to request list categories, applies materiality thresholds, and writes findings in house memo format.

What issues does M&A contract diligence review look for?

The standard extraction set covers change-of-control provisions, assignment restrictions, exclusivity and non-competes, MFN clauses, termination rights, and unusual indemnities. Separate sets cover corporate, IP, employment, and litigation categories.

Can this handle bulk contract review of hundreds of agreements?

For high-volume categories it hands off bulk extraction to configured AI review tools like Luminance or Kira, then handles nuanced documents itself. It also supports batch processing with immediate flagging of red-severity findings.

How are diligence findings severity ratings determined?

Findings use the house severity scheme, typically red for issues affecting deal value or structure, yellow for solvable items needing attention, and green for noted items consistent with reps. The Skill applies thresholds but leaves borderline materiality calls to the lawyer.

What are the limitations of automated diligence issue extraction?

It does not make materiality calls on close cases, negotiate reps and warranties, or replace bulk AI review tools. Citations from model knowledge or web search are tagged for verification, and it declines to characterize statutes it cannot retrieve.