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deal-team-summary

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Deal Team Summary

交易团队摘要

Matter context

事项背景

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
.
事项背景：查看实践层级CLAUDE.md中的
## Matter workspaces
部分。如果
Enabled
为
✗
（内部用户默认设置），则跳过本段剩余内容——技能将使用实践层级上下文，事项机制不可见。如果已启用但没有活跃事项，请询问：“这是针对哪个事项？运行
/corporate-legal:matter-workspace switch <slug>
或选择
practice-level
。”加载活跃事项的
matter.md
以获取事项特定上下文和覆盖配置。将输出写入事项文件夹
~/.claude/plugins/config/claude-for-legal/corporate-legal/matters/<matter-slug>/
。除非
Cross-matter context
为
on
，否则切勿读取其他事项的文件。

Purpose

目的

The deal lead doesn't read 200 findings. They read: what's material, what changed since last brief, what needs a decision. This skill compresses the diligence output to the right level for the reader.
交易负责人不会阅读200项调查结果。他们只关心：哪些是重要事项、自上次简报以来有哪些变化、哪些需要决策。本技能会将尽职调查输出压缩至符合读者层级的内容。

Load context

加载上下文

  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md
    → Deal team briefing (cadence, format, what the business reads)
  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md
    → deal lead, timeline
  • Current findings from diligence-issue-extraction output
  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md
    → 交易团队简报（周期、格式、业务方关注内容）
  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md
    → 交易负责人、时间线
  • 来自diligence-issue-extraction输出的当前调查结果

Audience tiers

受众层级

Per 
~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md
— what the business reads vs. what's for the file. Default tiers:
AudienceGetsDoesn't get
Board / exec sponsorTop 3-5 material issues, price/structure impact, decision itemsCategory detail, green findings, process
Deal leadAll reds, all yellows, progress, decision items, next stepsGreen finding detail
Working teamEverything — full findings, status by category, gapsNothing withheld
Ask which tier if not obvious.
根据
~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md
——业务方关注内容与归档内容的区别。默认层级：
受众接收内容不接收内容
董事会/执行发起人前3-5项重要问题、价格/结构影响、待决策事项分类细节、无风险调查结果、流程内容
交易负责人所有红色预警、所有黄色预警、进展情况、待决策事项、下一步计划无风险调查结果细节
工作团队全部内容——完整调查结果、按分类划分的状态、缺口无隐瞒内容
如果受众层级不明确，请询问确认。

The summary

摘要内容

Exec tier

执行层级

markdown
[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]

> This brief aggregates privileged diligence findings and inherits the sources' privilege and confidentiality status. Distribution beyond the privilege circle (including to broader business teams) can waive privilege — confirm the distribution list matches the privilege circle before sending.
markdown
[工作产品标题 — 按插件配置## Outputs — 因角色而异；详见`## Who's using this`]

> 本简报整合了保密尽职调查结果，并继承了来源文件的保密和特权状态。向特权圈子外的人员（包括更广泛的业务团队）分发可能会丧失特权——发送前请确认分发名单符合特权圈子范围。

[Deal code] — Diligence Brief — [date]

[交易代码] — 尽职调查简报 — [日期]

Status: [On track / Issues identified / Material findings] Coverage: [X]% of VDR reviewed
状态： [按计划推进 / 已发现问题 / 重要调查结果] 覆盖范围： 已审阅VDR的[X]%

Material findings

重要调查结果

[3-5 max. One paragraph each. What it is, why it matters to the deal, what we're doing about it.]
[最多3-5项。每项一段。说明内容是什么、对交易的影响、我们的应对措施。]

Decisions needed

待决策事项

  • [Specific decision — price adjustment, indemnity ask, walk-away trigger] — [who decides] — [by when]
  • [具体决策 — 价格调整、赔偿要求、终止交易触发条件] — [决策人] — [截止时间]

Since last brief

自上次简报以来的变化

[What changed. New findings, findings resolved, coverage progress.]
undefined
[哪些内容发生了变化。新发现的问题、已解决的问题、覆盖范围进展。]
undefined

Deal lead tier

交易负责人层级

Same as above plus:
markdown
undefined
在执行层级内容基础上增加：
markdown
undefined

All open issues by category

按分类划分的所有未结问题

🔴 Red

🔴 红色预警

[Finding title + one-line — link to full finding for detail]
[调查结果标题 + 一句话概述 — 链接至完整调查结果查看详情]

🟡 Yellow

🟡 黄色预警

[same]
[同上]

Progress

进展情况

CategoryDocs reviewedCoverageRedsYellowsStatus
[name][N/M][%][N][N][Complete / In progress / Blocked]
分类已审阅文档数覆盖范围红色预警数黄色预警数状态
[名称][N/M][%][N][N][已完成 / 进行中 / 受阻]

Gaps and follow-ups

缺口与跟进事项

  • [Supplemental request items outstanding]
  • [Questions to management]
  • [待补充的请求项]
  • [需向管理层提出的问题]

Next 72 hours

未来72小时计划

[What's getting reviewed, what briefings are scheduled]
undefined
[即将审阅的内容、已安排的简报]
undefined

Working team tier

工作团队层级

Full finding detail. Same structure as above but every finding gets its full house-format block, not a one-liner.
完整调查结果细节。结构与上述一致，但每项调查结果均采用完整的内部格式块，而非一句话概述。

Deltas

变更内容

If this is a recurring brief (per 
~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md
cadence), lead with what changed:
  • New findings since last brief
  • Findings upgraded/downgraded in severity
  • Findings resolved (consent obtained, issue clarified away)
  • Coverage movement
Deal leads care more about movement than state. "Still 12 yellows" is less useful than "2 new yellows, 3 resolved."
如果是定期简报（按照
~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md
中的周期），需首先说明变化内容：
  • 自上次简报以来的新调查结果
  • 严重程度升级/降级的调查结果
  • 已解决的调查结果（已获得同意、问题已澄清）
  • 覆盖范围的变化
交易负责人更关注变化而非现状。“仍有12项黄色预警”的价值远低于“新增2项黄色预警，3项已解决”。

Handoffs

交接

  • From diligence-issue-extraction: This skill reads the accumulated findings.
  • To closing-checklist: Any "decision needed" items that resolve into closing conditions go on the checklist.
  • 来自diligence-issue-extraction： 本技能读取累积的调查结果。
  • 移交至closing-checklist： 任何转化为交割条件的“待决策事项”需纳入清单。

Close with the next-steps decision tree

以下一步决策树收尾

End with the next-steps decision tree per CLAUDE.md 
## Outputs
. Customize the options to what this skill just produced — the five default branches (draft the X, escalate, get more facts, watch and wait, something else) are a starting point, not a lock-in. The tree is the output; the lawyer picks.
根据CLAUDE.md中
## Outputs
的下一步决策树收尾。根据本技能生成的内容自定义选项——五个默认分支（起草X、升级上报、获取更多事实、观察等待、其他）仅为起点，并非固定选项。决策树即为输出内容，由律师选择。

What this skill does not do

本技能不执行的操作

  • It doesn't make the materiality call — it reports the calls that were made at extraction time.
  • It doesn't decide what the deal team does about a finding — it surfaces the decision.
  • It doesn't distribute the brief — drafts it, human sends.
  • 不判断重要性——仅报告提取阶段已做出的重要性判断。
  • 不决定交易团队如何处理调查结果——仅呈现待决策事项。
  • 不分发简报——仅生成草稿，由人工发送。