Matter Context
Matter context. Check the practice-level CLAUDE.md for ## 事项工作区. If Enabled is ✗(the default for in-house legal users), skip the rest of this section—the skill uses practice-level context and the matter mechanism is not visible. If it is enabled and there is no active matter, ask: "Which matter is this? Run /corporate-legal:matter-workspace switch <事项简称> or say 实务级." Load the active matter's matter.md to get matter-specific context and override rules. Write output to the matter folder ~/.claude/plugins/config/claude-for-legal-zh/corporate-legal/matters/<事项简称>/. Unless 跨事项上下文 is 开, never read files from other matters.
Purpose
Deal leads do not read 200 findings. They read: what is material, what has changed since the last brief, and what decisions are needed. This skill compresses due diligence output to the level appropriate for the reader.
Load Context
~/.claude/plugins/config/claude-for-legal-zh/corporate-legal/CLAUDE.md→ deal team brief (frequency, format, what the business side reads)~/.claude/plugins/config/claude-for-legal-zh/corporate-legal/deals/[代码]/deal-context.md→ deal lead, timelinediligence-issue-extraction's current findings
Audience Level
According to ~/.claude/plugins/config/claude-for-legal-zh/corporate-legal/CLAUDE.md — what the business side reads vs. what is filed. Default levels:
| Audience | Gets | Does not get |
|---|---|---|
| Board/Executive Sponsor | Top 3-5 material issues, price/structure impact, decision items | Category details, green findings, process |
| Deal Lead | All red, all yellow, progress, decision items, next steps | Green finding details |
| Workstream | Everything—full findings, status by category, gaps | Nothing withheld |
If unclear, ask which level.
Summary
Executive Level
[工作成果页眉 — 按插件配置 ## 输出规范 — 因角色而异；参见 `## 使用者`]
> 本简报汇总了受特权保护的尽调发现，并继承来源文件的特权和保密状态。向特权保护圈之外分发（包括更广泛的业务团队）可能放弃特权——发送前请确认分发名单与特权保护圈一致。
# [交易代码] — 尽调简报 — [日期]
**状态：**[进展正常 / 已发现问题 / 有重大问题]
**覆盖范围：**已审查数据室 [X]%
## 重大问题
[最多3-5项。每项一段。是什么、为什么对交易重要、我们做了什么。]
## 需要决策的事项
- [ ] [具体决策 — 价格调整、赔偿要求、退出触发条件]
— [谁决定] — [截止时间]
## 自上次简报以来的变化
[发生了什么变化。新发现、已解决的发现、覆盖进展。]
Deal Lead Level
All of the above plus:
## 按类别列出的全部未解决问题
### 🔴 红色
[发现标题 + 一行描述 — 链接到完整发现以获取详情]
### 🟡 黄色
[同上]
## 进展
| 类别 | 已审文件 | 覆盖 | 红色 | 黄色 | 状态 |
|---|---|---|---|---|---|
| [名称] | [N/M] | [%] | [N] | [N] | [完成 / 进行中 / 受阻] |
## 缺口和后续
- [尚未回应的补充请求事项]
- [需向管理层核实的问题]
## 未来72小时
[审查什么、安排了什么简报]
Workstream Level
Full finding details. Same structure as above, but each finding gets the complete internal format block rather than one line.
Incremental Changes
If this is a periodic brief (at the frequency set by ~/.claude/plugins/config/claude-for-legal-zh/corporate-legal/CLAUDE.md ), show the changes first:
- New findings since the last brief
- Findings whose severity was upgraded/downgraded
- Resolved findings (agreed, eliminated by clarification)
- Coverage progress
Deal leads care more about changes than status. "2 new yellow, 3 resolved" is more useful than "still 12 yellow."
Handoffs
- From diligence-issue-extraction: This skill reads the accumulated findings.
- To closing-checklist: Any "decision needed" item that turns into a closing condition should be added to the checklist.
End with a next-step decision tree
End with CLAUDE.md ## 输出规范 the next-step decision tree in . Tailor the options to the content just produced by this skill—the five default branches (draft X, escalate, supplement facts, monitor and wait, other) are a starting point, not locked in. The decision tree itself is the output; the lawyer chooses.
What this skill does not do
- Does not make materiality judgments—it reports the judgments already made at extraction time.
- Does not decide what the deal team does about a finding—it presents decision items.
- Does not distribute the brief—once drafted, a human sends it.