/stakeholder-summary

name: stakeholder-summary
description: >
  Translates a contract review into a summary the business stakeholder will
  actually read. Not a legal memo — a two-minute answer to "can I sign this
  and what do I need to know." Use when user says "summarize for the business",
  "write this up for [stakeholder]", "explain this to procurement", "non-legal
  summary", or when a review is done and needs to go to someone outside legal.

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:

| 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 `~/.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