Stakeholder Summary

Stakeholder Summary

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 /commercial-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/commercial-legal/matters/<matter-slug>/. Never read another matter's files unless Cross-matter context is on.

Destination check

Before producing output, check where it's going. If the user has named a destination (a channel, a distribution list, a counterparty, "everyone"), ask whether it's inside the privilege circle. Public channels, company-wide lists, counterparty/opposing counsel, vendors, and clients (for work product) waive the protection. When the destination looks outside the circle, flag it and offer (a) the privileged version for legal only, (b) a sanitized version for the broader channel, or (c) both — don't silently apply a privileged header and then help paste it somewhere the header won't protect it. See the canonical ## Shared guardrails → Destination check in this plugin's CLAUDE.md.

Purpose

The business owner who asked for this contract doesn't want a legal memo. They want to know: can I sign it, what's the catch, and what do I need to do. This skill takes a completed review and turns it into that.

Which side?

The underlying review memo was run against either the sales-side or the purchasing-side playbook. Carry that framing through. A purchasing-side summary tells the business owner "here's what we're getting and what we agreed to give up"; a sales-side summary tells them "here's what we're selling and what we're on the hook for." Check which side the review was run on (it should be noted at the top of the review memo) and match the voice. If it's not obvious from the memo, ask the lawyer before summarizing.

Audience calibration

Read ~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md → ## House style → who reads stakeholder summaries, how long should they be. If not specified, default to: procurement or a department head, two paragraphs max, no legal terms of art.

Different audiences need different summaries:

Ask who this is for if it's not obvious from context.

The summary

Length cap — enforced

The summary is:

• One paragraph for the verdict and what this is (business terms, plain English)
• One paragraph for the catch — the thing the stakeholder would be surprised by later if nobody told them now
• A 2-3 item checklist for what the stakeholder actually needs to do (at most three items; if you want a fourth, the first three aren't tight enough)
• A one-line close with approval timing

Under 200 words total. If you're writing more, you're including detail the stakeholder doesn't need — they have the memo for that. This is the quick read before the stakeholder hits reply.

If the close needs a third paragraph, fold it into the checklist instead. Don't let the close grow into a fourth block.

Scope of quote — discipline

When quoting a contract clause (in the summary, in the "catch" paragraph, or in the checklist), quote the full conditional sentence, not a truncated version. A clause that reads "Except as expressly provided in the Order Form, renewal of promotional or one-time priced subscriptions resets to list price" means something different from "renewal resets to list price" — the truncation drops the condition and misrepresents what the term does.

If a full conditional quote doesn't fit the summary's length cap, paraphrase rather than truncate. "For promotional pricing, renewal resets to list" is a fair paraphrase; "renewal resets to list" is not — it promotes the exception to the rule.

Format

Prepend the work-product header from ~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md ## Outputs (it differs by user role — see ## Who's using this).

[WORK-PRODUCT HEADER — per plugin config ## Outputs]
<!-- Remove the header above if forwarding outside the legal-privileged circle (e.g., to a business stakeholder, counterparty, or vendor). Confirm the correct marking for your jurisdiction and matter before forwarding. -->

**[Counterparty] [Agreement type]** — [READY TO SIGN | NEEDS CHANGES | BLOCKED]

[One paragraph: what this agreement does, in business terms. Not "Master Services
Agreement for the provision of cloud-based analytics" — "this is the contract
for the dashboard tool the marketing team wants."]

[One paragraph: what the stakeholder needs to know. The catch, if there is one.
The thing that will surprise them later if nobody tells them now. E.g., "Heads
up: this auto-renews every year and we have to cancel 60 days out. I've added
it to the tracker but you should know." Or: "Clean agreement, no surprises,
cleared to sign."]

<!-- Do not claim "I've added it to the tracker" unless `renewal-tracker` has
actually been run for this contract — see Verify tracker entries before
asserting them below. -->

**Verify tracker entries before asserting them.** Before the summary says "I've added it to the tracker" (or any equivalent — "it's in the tracker," "tracked," "set a reminder"), verify that `renewal-tracker` has been run for this contract. Check the outputs folder or the matter folder for a `renewal-tracker` output that names this counterparty / agreement. If there isn't one:

- Either run `renewal-tracker` for this contract first, then write the summary.
- Or write the summary without asserting the tracker entry, and include an action item: "Add to renewal tracker — not yet done."

Claiming a tracker entry exists when it does not is worse than omitting the reassurance. The stakeholder then trusts the reminder that will never fire. If the truthful statement is "tracked," the skill runs the tracker. If it's "you should add this to your calendar — I haven't logged it," say that.

**What you need to do:**
- [ ] [Action item, if any — "confirm the team is okay with data living in EU"
  or "nothing — I'll route for signature"]

**Approval:** [who's approving and expected timing]

What to translate