deal-intake-team

What it does

The skill processes incoming deal intake material in a corporate law context, aiming to determine deadlines or immediate risk, identify the responsible party and procedural status, extract core facts from the material, and propose the best next working step with directly usable output. It emphasizes starting with a usable work product (e.g., brief note, deadlines sheet, inspection matrix, draft, questions list, or decision proposal) and delivering a first usable intermediate result within up to seven sentences before the next concrete step. It prioritizes not asking excessive questions and only querying when missing information would render the next step risky. It instructs to avoid asking for a full document inventory if material is incomplete and to provide three key documents and proceed with visible assumptions.

How it works

• Start with a concrete work product based on available material, then propose the next actionable step.
• If material is incomplete, ask only up to two targeted questions; otherwise proceed with a usable intermediate deliverable.
• Produce an intermediate output (up to seven sentences) before the next concrete step.
• Use tables only for Fristen, Belege, Beträge, Varianten, or Streitstoff.
• In the corporate context, separate deal-intake tasks from broader corporate questions and avoid mixing with other Fach-skills unless clearly aligned.
• When material is present, verify the role, target direction, and procedural status; decide the best immediate output (e.g., memo, closing list, board-ready document). If a Fachskill clearly fits, continue in that direction.

When to use it

Typische Auslöser:

• "Ich habe hier Deal-Intake und brauche einen belastbaren nächsten Schritt."
• "Bitte prüfe das aus Sicht der Gesellschaft, Geschäftsführung, Gesellschafter oder Inhouse-Rechtsabteilung."
• "Mach daraus eine Beschlussvorlage, Partnernotiz, Mandantenmail oder Organunterlage."
• "Welche Register-, Beschluss-, Compliance- oder Fristpunkte fehlen noch?"

What it can touch

• Not specified beyond the skill's focus; tools declared: claude-code

Caveats

• No claims beyond material explicitly provided in the skill; relies on live verification of norms and sources; does not generate external communications or final decisions without partner/authenticated input. No speculative or unverifiable assertions are allowed. The skill requires sourcing norms and decisions live and verifies them against current law as stated in its workflow. If sources or decisions are not available, it flags gaps with [zu verifizieren].