$ loading_
Read VDR documents and extract issues per house categories and materiality thresholds, producing findings in house memo format. Use when user says "review the data room", "extract issues from [folder]", "diligence review", "what's in the VDR", or points at VDR documents.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "diligence-issue-extraction" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/claude-for-legal/main/corporate-legal/skills/diligence-issue-extraction/SKILL.md 2. Save it as ~/.claude/skills/diligence-issue-extraction/SKILL.md 3. Reload skills and tell me it's ready
~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md + ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md.ai-tool-handoff — if category is bulk and tool is configured, hand off first.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.
The VDR has 2,000 documents. Somewhere in there are the 30 that matter for the deal. This skill reads documents against the diligence categories and materiality thresholds from ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md, extracts issues, and writes them in house memo format.
~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md → Diligence structure (categories, materiality thresholds)~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md → Issues memo format (how findings are stated)~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md → deal-specific thresholds, VDR locationIf deal-context.md doesn't exist, ask which deal this is for.
If VDR MCP (Box/Intralinks/Datasite) is connected, pull the index. Map VDR folders to diligence request list categories. Note gaps — request list categories with no corresponding VDR content.
## VDR Inventory: [Deal code]
| Request category | VDR folder | Docs | Status |
|---|---|---|---|
| Corporate & Organizational | /01-Corporate | 45 | Reviewed |
| Material Contracts | /02-Contracts | 312 | In progress |
| IP | /03-IP | 89 | Not started |
| [etc.] | | | |
**Gaps:** [Request categories with no VDR content — follow-up request needed]
Per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md / deal-context thresholds. Don't review everything if the threshold says contracts >$X.
For contracts specifically: sort by stated value (if in filename/metadata) or by counterparty significance. Review top-down until you hit the threshold or the category is exhausted.
For each document read, check against the standard diligence concerns for its category:
Material contracts — standard extraction set:
Corporate — standard extraction set:
IP — standard extraction set:
Employment — standard extraction set:
…
Review and approve (or reject) pending playbook update proposals from the playbook-monitor agent and apply approved changes to the practice profile. Use when the playbook-monitor agent has surfaced proposals, when the user says "review playbook proposals", "what playbook updates are pending", or wants to step through deviation-driven playbook changes.
Reference: review of SaaS subscription agreements with attention to the terms that matter most in subscription deals — auto-renewal mechanics, price escalation, data portability, uptime SLAs, and subprocessor rights. Loaded by /commercial-legal:review when a SaaS or subscription agreement is detected.
Drafts board or committee meeting minutes in your house format. Auto-detects upcoming board and committee meetings from your calendar, asks for the agenda and any slides or pre-read materials, and produces a complete draft in the format learned from your seed minutes. Also handles written consents in lieu of meetings. Trigger: "board minutes", "draft minutes", "upcoming board meeting", "committee minutes", "written consent", or calendar detection of an upcoming board or committee event.
Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.
Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yaml built from the entity table, calculates filing deadlines by entity and jurisdiction, and surfaces what's due in the next 30/60/90 days. Use when user says "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health", or "good standing".
Trace how a contract has changed across its base agreement and all amendments — either a summary of all changes over time, or a provision trace for a specific clause. Use when the user says "what changed in this contract over time", "show me the amendment history", "where's the latest [clause]", "how has [provision] evolved", or uploads multiple versions of an agreement.