tabellenreview-3d-teaser-processdocs

What it does

The skill reviews structured 3D data room tables (contracts, litigation trackers, IP registers, HR lists) for completeness, consistency, and disclosure risks within corporate-law settings. It guides the agent to identify deadlines, allocation of responsibility, and evidentiary needs, and to produce output such as a checklist or memo suitable for board or partner use.

How it works

1. It instructs the agent to clarify role, objective, and output, and to mark deadlines and risk factors first using the specific domains of the given matter.
2. It requires verification of core norms (e.g., BRAO, BORA, FAO, BNotO, StBerG, WPO, PAO, and related family) and to separate factual elements by responsibility, deadlines, and evidentiary sources.
3. It directs gathering and auditing documents and evidentiary materials (administrative files, contracts, pleadings, decisions) and to request missing documents from the client as needed.
4. It specifies creating an output package (e.g., memo, closing/action list, redline notes, or PMO board) with clearly identified sources and a risk color-coding system (green, yellow, red) for substantiated statements.
5. It sets a process to avoid mixing corporate decisions with other outputs, and to hand off findings to the appropriate downstream skill for drafting or review gates.
6. It enforces not to make factual claims without a verifiable source and to avoid external communications or final judgments without partner or specialist approval.

When to use it

Triggered when a user requests a concrete next step from a 3D-tabular data room or asks to review matters from a corporate, management, or investor perspective, or to draft board/partner documents. If the underlying company file or mandate workspace is missing, it instructs to gather minimum data (company, form, role, status, decision point, deadline, desired output, and relevance cues).

What it can touch

• Inputs: data room tables (contracts, litigation, IP, HR), supporting documents, and normative references.
• Outputs: corporate-vermerk, board-paper module, issue list, information requests, matter-update.

Caveats

• Outputs must be formulated in full sentences with sources; do not rely on model-only knowledge; require live-source verification for norms and judgments.
• Do not overstep into final decisions or external communications; direct hand-off to the appropriate downstream skill per the workflow.
• Use only verified citations and avoid speculative or unverified normative claims.