Document Review Prep
Purpose
Prepare business documents for review by organizing facts, questions, missing items, obligations, dates, and decisions needed.
When to Use
Use this skill before reviewing contracts, agreements, invoices, notices, partner documents, or formal correspondence.
Inputs
Useful inputs: document type, parties, date, context, key clauses, open questions, attachments, deadlines, and desired decision.
Workflow
- Summarize document context.
- Extract key obligations, dates, amounts, and decisions.
- List unclear points and missing items.
- Separate business comments from specialist review questions.
- Recommend next actions.
Output
Always provide document summary, key points, open questions, missing items, decision notes, and next actions.
Common Mistakes
- Reviewing without context.
- Missing dates.
- Mixing business and specialist questions.
- No decision note.
Related Skills
- agreement-summary-builder
- partner-fit-review
- formal-letter-drafter