integration-management

Name: integration-management
Author: anthropics

Post-closing M&A integration tracker — phased workplan, consent tracking, contract assignment at scale, weekly status reports. Initializes from whatever deal artifacts are available (purchase agreement, deal summary, closing checklist) and connects to deal-context.md and closing-checklist.yaml from the M&A cold-start. Use when user says "integration", "post-close", "post-closing", "consents outstanding", "contract assignment", "integration status", or "what's left on the deal".

Stars

★ 8,843

Source

GitHub

Updated

2026-07-22

// securityLow risk

Prompt only, no code
Open source
Community-trusted· 8.8k

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Credentials
Network egress
Code execution
Data access
Supply chain

// install

Copy the install command and let the AI configure it · recommended for beginners

Please install the "integration-management" skill from askskill:
1. Download https://raw.githubusercontent.com/anthropics/claude-for-legal/main/corporate-legal/skills/integration-management/SKILL.md
2. Save it as ~/.claude/skills/integration-management/SKILL.md
3. Reload skills and tell me it's ready

// download

Download SKILL.mdInstall manifest ↗

// docs

/integration-management

Load deal-context.md for deal code, target, close date, deal lead.
Load integration-tracker.yaml if it exists (or create on --init).
Use the workflow below.
Route by flag:
- --init: Mode 1 — read PA, build phased workplan, consent tracker
- --contracts: Mode 2 — import contract list (repository or upload), tier and classify
- --report: Mode 3 — generate status report
- --update: Mode 4 — manual update or parse uploaded status document
- --export: Mode 5 — CSV or table export
Read/write ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/integration-tracker.yaml.
After any write: show summary of changes and surface any new flags.

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

Outside counsel closes the deal. Legal inherits the mess. This skill is the program management layer for post-closing integration — not the business integration, not IT systems, not HR org design. The legal workstream: consents, contract assignments, entity rationalization, IP recordals, PA obligations. It tracks what's done, what's due, what's blocked, and what needs a decision.

Tracker file

Lives at ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/integration-tracker.yaml. Read deal-context.md for the deal code, target name, close date, and deal lead. Inherit any post-close items from closing-checklist.yaml if it exists.

# integration-tracker.yaml

metadata:
  deal_code: "[code]"
  target: "[company name]"
  close_date: "[YYYY-MM-DD]"
  deal_lead: "[name]"
  outside_counsel: "[firm and lead attorney]"
  last_updated: "[date]"
  last_status_report: "[date or null]"

pa_dates:
  required_consents_deadline: "[YYYY-MM-DD — extract from PA]"
  rep_survival_expires: "[YYYY-MM-DD]"
  escrow_release: "[YYYY-MM-DD or null]"
  earnout_milestones:
    - description: "[milestone]"
      measurement_date: "[YYYY-MM-DD]"
      payment_date: "[YYYY-MM-DD]"
      owner: "finance"   # always finance — legal tracks date only

workplan:
  day_1:
    target_date: "[close_date + 7 days]"
    items: []
  day_30:
    target_date: "[close_date + 30 days]"
    items: []
  day_90:
    target_date: "[close_date + 90 days]"
    items: []
  day_180:
    target_date: "[close_date + 180 days]"
    items: []

required_consents: []
desired_consents: []

contracts:
  source: "[repository / manual-upload / disclosure-schedule]"
  repository_path: "[path or null]"
  last_imported: "[date]"
  total: 0
  tier_1: []
  tier_2: []
  tier_3: []
  tier_4: []

Workplan item structure:

- id: "W-001"
  description: "[action item]"
  phase: "[day_1 / day_30 / day_90 / day_180]"
  owner: "[legal-owns / legal-supports]"
  workstream: "[legal / hr / it / finance / real-estate / other]"
  priority: "[critical / high / medium / low]"
  deadline: "[YYYY-MM-DD or null]"
  deadline_basis: "[pa-obligation / regulatory / best-practice]"
  status: "[not_started / in_progress / complete / blocked / deferred]"
  blocker: "[description or null]"
  depends_on: "[item id or null]"
  notes: ""

Consent entry structure:

- id: "CON-001"
  counterparty: "[name]"
  contract_type: "[customer / vendor / lease / IP-license / financial / other]"

…

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