Step 1: Identify the Meeting (+4)
Step 1: Identify the Meeting
Determine the meeting context from the user's request or calendar:
- Meeting title and type: What kind of meeting is this? (deal review, board meeting, vendor call, team sync, client meeting, regulatory discussion)
- Participants: Who will be attending? What are their roles and interests?
- Agenda: Is there a formal agenda? What topics will be covered?
- Your role: What is the legal team member's role in this meeting? (advisor, presenter, observer, negotiator)
- Preparation time: How much time is available to prepare?
Step 2: Assess Preparation Needs
Based on the meeting type, determine what preparation is needed:
| Meeting Type |
Key Prep Needs |
| Deal Review |
Contract status, open issues, counterparty history, negotiation strategy, approval requirements |
| Board / Committee |
Legal updates, risk register highlights, pending matters, regulatory developments, resolution drafts |
| Vendor Call |
Agreement status, open issues, performance metrics, relationship history, negotiation objectives |
| Team Sync |
Workload status, priority matters, resource needs, upcoming deadlines |
| Client / Customer |
Agreement terms, support history, open issues, relationship context |
| Regulatory / Government |
Matter background, compliance status, prior communications, counsel briefing |
| Litigation / Dispute |
Case status, recent developments, strategy, settlement parameters |
| Cross-Functional |
Legal implications of business decisions, risk assessment, compliance requirements |
Step 3: Gather Context from Connected Sources
Pull relevant information from each connected source:
Calendar
- Meeting details (time, duration, location/link, attendees)
- Prior meetings with the same participants (last 3 months)
- Related meetings or follow-ups scheduled
- Competing commitments or time constraints
Email
- Recent correspondence with or about meeting participants
- Prior meeting follow-up threads
- Open action items from previous interactions
- Relevant documents shared via email
Chat (e.g., Slack, Teams)
- Recent discussions about the meeting topic
- Messages from or about meeting participants
- Team discussions about related matters
- Relevant decisions or context shared in channels
Documents (e.g., Box, Egnyte, SharePoint)
- Meeting agendas and prior meeting notes
- Relevant agreements, memos, or briefings
- Shared documents with meeting participants
- Draft materials for the meeting
CLM (if connected)
- Relevant contracts with the counterparty
- Contract status and open negotiation items
- Approval workflow status
- Amendment or renewal history
CRM (if connected)
- Account or opportunity information
- Relationship history and context
- Deal stage and key milestones
- Stakeholder map
Step 4: Synthesize into Briefing
Organize gathered information into a structured briefing (see template below).
Step 5: Identify Preparation Gaps
Flag anything that could not be found or verified:
- Sources that were not available
- Information that appears outdated
- Questions that remain unanswered
- Documents that could not be located
1---2name: meeting-briefing-step-1-identify-the-meeting3description: Sub-skill of meeting-briefing: Step 1: Identify the Meeting (+4).4---56# Step 1: Identify the Meeting (+4)78## Step 1: Identify the Meeting91011Determine the meeting context from the user's request or calendar:12- **Meeting title and type**: What kind of meeting is this? (deal review, board meeting, vendor call, team sync, client meeting, regulatory discussion)13- **Participants**: Who will be attending? What are their roles and interests?14- **Agenda**: Is there a formal agenda? What topics will be covered?15- **Your role**: What is the legal team member's role in this meeting? (advisor, presenter, observer, negotiator)16- **Preparation time**: How much time is available to prepare?171819## Step 2: Assess Preparation Needs202122Based on the meeting type, determine what preparation is needed:2324| Meeting Type | Key Prep Needs |25|---|---|26| **Deal Review** | Contract status, open issues, counterparty history, negotiation strategy, approval requirements |27| **Board / Committee** | Legal updates, risk register highlights, pending matters, regulatory developments, resolution drafts |28| **Vendor Call** | Agreement status, open issues, performance metrics, relationship history, negotiation objectives |29| **Team Sync** | Workload status, priority matters, resource needs, upcoming deadlines |30| **Client / Customer** | Agreement terms, support history, open issues, relationship context |31| **Regulatory / Government** | Matter background, compliance status, prior communications, counsel briefing |32| **Litigation / Dispute** | Case status, recent developments, strategy, settlement parameters |33| **Cross-Functional** | Legal implications of business decisions, risk assessment, compliance requirements |343536## Step 3: Gather Context from Connected Sources373839Pull relevant information from each connected source:4041#### Calendar42- Meeting details (time, duration, location/link, attendees)43- Prior meetings with the same participants (last 3 months)44- Related meetings or follow-ups scheduled45- Competing commitments or time constraints4647#### Email48- Recent correspondence with or about meeting participants49- Prior meeting follow-up threads50- Open action items from previous interactions51- Relevant documents shared via email5253#### Chat (e.g., Slack, Teams)54- Recent discussions about the meeting topic55- Messages from or about meeting participants56- Team discussions about related matters57- Relevant decisions or context shared in channels5859#### Documents (e.g., Box, Egnyte, SharePoint)60- Meeting agendas and prior meeting notes61- Relevant agreements, memos, or briefings62- Shared documents with meeting participants63- Draft materials for the meeting6465#### CLM (if connected)66- Relevant contracts with the counterparty67- Contract status and open negotiation items68- Approval workflow status69- Amendment or renewal history7071#### CRM (if connected)72- Account or opportunity information73- Relationship history and context74- Deal stage and key milestones75- Stakeholder map767778## Step 4: Synthesize into Briefing798081Organize gathered information into a structured briefing (see template below).828384## Step 5: Identify Preparation Gaps858687Flag anything that could not be found or verified:88- Sources that were not available89- Information that appears outdated90- Questions that remain unanswered91- Documents that could not be located
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