AI Tool Handoff

Matter context

Matter context. Check ## Matter workspaces in the practice-level CLAUDE.md. If Enabled is ✗ (the default for in-house users), skip the rest of this paragraph — skills use practice-level context and the matter machinery is invisible. If enabled and there is no active matter, ask: "Which matter is this for? Run /corporate-legal:matter-workspace switch <slug> or say practice-level." Load the active matter's matter.md for matter-specific context and overrides. Write outputs to the matter folder at ~/.claude/plugins/config/claude-for-legal/corporate-legal/matters/<matter-slug>/. Never read another matter's files unless Cross-matter context is on.

Purpose

Luminance and Kira are good at one thing: reading 500 contracts and finding every change-of-control clause. They're less good at judgment — deciding whether a particular CoC provision is actually triggered by this deal structure.

This skill hands off the bulk extraction to the right tool, then runs the QA layer on what comes back.

Before you hand off: try tabular-review first (/corporate-legal:tabular-review). For anything the user's environment can handle — a few hundred documents, a defined column schema — native tabular review is faster to set up, has no per-document cost, and keeps the work product local. Hand off to Luminance/Kira when the corpus is genuinely too large, the team already has a license and workflow, or the matter requires a tool with a validated provenance chain.

Load context

~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md → AI-assisted review:

• Tool in use (Luminance / Kira / none)
• What it's used for (which clause types)
• Trust level (use as-is / spot-check / full re-review)
• Handoff process (who loads, who QAs)

If ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md says no AI tool → this skill is a no-op. Everything goes through diligence-issue-extraction directly.

When to hand off

Hand off when all of:

• Category has >50 documents (below that, faster to just read them)
• Extraction target is a clause type the tool is good at (CoC, assignment, exclusivity, MFN, termination, auto-renewal)
• Documents are reasonably uniform (all customer contracts on similar paper — not a mix of contracts, letters, and board minutes)

Don't hand off:

• Bespoke or heavily negotiated documents
• Side letters and amendments (context-dependent, tools miss the interaction with the main agreement)
• Anything where the question is "what does this mean for the deal" not "does this clause exist"

The handoff

Step 1: Prepare the batch

• Identify documents for the batch (from VDR inventory)
• Specify extraction targets per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md (which clause types)
• Note the materiality threshold so tool output can be filtered

Step 2: Load (or instruct the loader)

Per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md — who loads. If it's you, generate the load instructions. If it's someone else, generate the request:

## [Tool] Load Request — [Deal code] — [Category]

**Documents:** [N] docs from VDR folder [path]
**Load to:** [Tool workspace/matter]
**Extraction targets:**
- Change of control / assignment
- Exclusivity
- [etc. per `~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md`]

**Filter output:** Flag only where extraction target is present — no need for "no CoC clause found" for every doc.

**Return by:** [date]

Step 3: QA the output

When the tool returns results, apply the trust level:

"Use as-is": Ingest directly into diligence findings. (Only if ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md says this — it's rare.)

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