infometa Stakeholder Summary
Matter context
Matter context. Check ## Matter workspaces in the practice-level practice-profile.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 ~/.codebuddy/plugins/config/legal-workflows/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 practice-profile.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 ~/.codebuddy/plugins/config/legal-workflows/commercial-legal/practice-profile.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:
| Audience | Cares about | Doesn't care about |
|---|---|---|
| Procurement | Price, renewal mechanics, approval routing | Liability cap structure |
| Department head (budget owner) | Can their team use it, what happens if it breaks, cost | Indemnity scope |
| Finance | Total cost of ownership, renewal price risk, off-balance-sheet commitments | Governing law |
| Security / IT | Data handling, subprocessors, SOC 2, where data lives | Everything else |
| Executive sponsor | Is this going to embarrass us, is legal a blocker | Details |
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 ~/.codebuddy/plugins/config/legal-workflows/commercial-legal/practice-profile.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
| Legal finding | Business translation |
|---|---|
| "Liability capped at 12 months fees" | "If they break something, the most we can recover is a year's worth of what we paid them." |
| "No termination for convenience" | "Once we sign, we're locked in for the full term — we can't just cancel if we stop using it." |
| "Auto-renewal with 60-day notice" | "This renews automatically every year. To cancel, we have to tell them two months before the renewal date." |
| "No IP indemnity" | "If someone sues us claiming this tool infringes their patent, the vendor isn't on the hook to defend us." |
| "Subprocessor list not disclosed" | "We don't know what other companies will have access to our data through them." |
| "Data deletion within 30 days of termination" | "When we cancel, they delete our data within a month. Export anything you need before then." |
| "SLA credits capped at 10% of monthly fee" | "If the service goes down, we get a small credit back. It won't cover the cost of the downtime to the business." |
What NOT to include
- Section numbers
- Defined terms in quotes
- The word "indemnification" (say "they cover us if" / "we cover them if")
- The word "notwithstanding"
- Risk matrices with colored dots (unless this stakeholder has specifically asked for them before)
- Caveats about how this isn't legal advice — the stakeholder knows who sent it
When the review found problems
If the review has 🔴 or 🟠 issues, the summary still needs to be two paragraphs — but the second paragraph is "here's what we're pushing back on and why."
[WORK-PRODUCT HEADER — per plugin config ## Outputs]
<!-- Remove the header above if forwarding outside the legal-privileged circle. -->
**[Counterparty] [Agreement type]** — NEEDS CHANGES
[What it is, one paragraph.]
We're going back to them on [N] things before this is ready. The main one:
[the critical issue in plain English — "they want the right to use our data
to improve their product, which means our competitors' instance gets smarter
from our data"]. We've asked them to strike it. [Realistic assessment: "They'll
probably agree" / "This might be a sticking point — will keep you posted."]
**What you need to do:**
- [ ] Nothing yet — I'll let you know when it's back from them.
OR
- [ ] [Business decision they need to make: "If they won't budge on X, are you
okay with Y, or do we walk?"]
Handoffs
From vendor-agreement-review / saas-msa-review: Those skills produce the full memo. This skill reads the memo and compresses it. Don't re-review the contract — read the review.
To the stakeholder: Via whatever channel ~/.codebuddy/plugins/config/legal-workflows/commercial-legal/practice-profile.md says. If Slack, keep it under 150 words. If email, the format above is fine as-is.
Escalation-fan-out reconciliation
The upstream review is a one-to-many producer: it can name five escalation targets (Deputy GC, CISO, Privacy Officer, CFO, business owner) across different findings. escalation-flagger routes one finding at a time. Without a reconciliation step, the Deputy GC sees the memo and the other four approvers never do.
Before producing the summary, read the upstream review memo and tally escalations:
- Count the escalation targets the review named. Look for the routing / escalation block at the end of the review, or for per-finding "escalate to [X]" tags. De-dupe by approver name — a reviewer named for two findings counts once.
- Count the escalations actually routed. Read the review folder (or matter folder) for
escalation-*.mddrafts produced byescalation-flaggersince the review was written. Each draft names one approver. - Reconcile. If N approvers were named and M drafts exist, (N − M) escalations have not been routed.
Include a short reconciliation block in the summary — above the checklist, below the catch paragraph:
**Escalation status:** [M] of [N] escalation targets routed. The following have not been routed and require action:
- [Approver name] — [one line on the finding that named them]
- [Approver name] — [one line]
If all N have been routed:
**Escalation status:** [N] of [N] escalation targets routed.
If the upstream review surfaced no escalations, omit the block.
Do not omit a named approver from the reconciliation because the stakeholder wouldn't recognize the name. Business stakeholders often do not know who the Privacy Officer or CISO is. The reconciliation is internal-facing — it tells the lawyer sending the summary whether all the routing is done, not the stakeholder. If the stakeholder-facing summary needs to stay narrow, the reconciliation can live in a "routing status" footer or attached note — but it has to exist. A summary that implies routing is complete when it is not is worse than no summary.
Word-count carve-out. The escalation reconciliation block is exempt from the 200-word cap. Length-cap discipline on the summary body stays; the reconciliation is housekeeping, not narrative.
When no escalation-flagger drafts exist. If the upstream review named approvers and no drafts are in the folder, treat the count as M = 0. The reconciliation block lists all N as unrouted. That is the finding.
A note on tone
Stakeholders remember two things about legal: did it block me, and did it make sense. This skill is how legal makes sense. Write like you're explaining it to a smart colleague over coffee, not like you're writing a memo to file.
If the honest summary is "this is fine, sign it," say that. Don't pad a clean review into three paragraphs to look thorough.