AI Tool Handoff

Hands high-volume clause extraction to Luminance, Kira or a similar tool, then checks the output.

Free plan: up to 10 private skills and 3 members, no credit card.

What this skill does

Detects when Luminance, Kira, or a similar bulk-review tool is in use, hands off the high-volume clause extraction to it, and QAs its output per the configured trust level.

  • ai-review
  • contract-review
  • due-diligence
  • corporate-ma
  • in-house-legal
  • claude-for-legal

Files

  • SKILL.md shown below
  • LICENSE 4.6 KB

SKILL.md

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


Purpose

Luminance and Kira are good at one thing: reading 500 contracts and finding every change-of-control clause. They're less good at judgment — deciding whether a particular CoC provision is actually triggered by this deal structure.

This skill hands off the bulk extraction to the right tool, then runs the QA layer on what comes back.

Before you hand off: try tabular-review first (/corporate-legal:tabular-review). For anything the user's environment can handle — a few hundred documents, a defined column schema — native tabular review is faster to set up, has no per-document cost, and keeps the work product local. Hand off to Luminance/Kira when the corpus is genuinely too large, the team already has a license and workflow, or the matter requires a tool with a validated provenance chain.

Load context

~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md → AI-assisted review:

  • Tool in use (Luminance / Kira / none)
  • What it's used for (which clause types)
  • Trust level (use as-is / spot-check / full re-review)
  • Handoff process (who loads, who QAs)

If ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md says no AI tool → this skill is a no-op. Everything goes through diligence-issue-extraction directly.

When to hand off

Hand off when all of:

  • Category has >50 documents (below that, faster to just read them)
  • Extraction target is a clause type the tool is good at (CoC, assignment, exclusivity, MFN, termination, auto-renewal)
  • Documents are reasonably uniform (all customer contracts on similar paper — not a mix of contracts, letters, and board minutes)

Don't hand off:

  • Bespoke or heavily negotiated documents
  • Side letters and amendments (context-dependent, tools miss the interaction with the main agreement)
  • Anything where the question is "what does this mean for the deal" not "does this clause exist"

The handoff

Step 1: Prepare the batch

  • Identify documents for the batch (from VDR inventory)
  • Specify extraction targets per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md (which clause types)
  • Note the materiality threshold so tool output can be filtered

Step 2: Load (or instruct the loader)

Per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md — who loads. If it's you, generate the load instructions. If it's someone else, generate the request:

## [Tool] Load Request — [Deal code] — [Category]

**Documents:** [N] docs from VDR folder [path]
**Load to:** [Tool workspace/matter]
**Extraction targets:**
- Change of control / assignment
- Exclusivity
- [etc. per `~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md`]

**Filter output:** Flag only where extraction target is present — no need for "no CoC clause found" for every doc.

**Return by:** [date]

Step 3: QA the output

When the tool returns results, apply the trust level:

"Use as-is": Ingest directly into diligence findings. (Only if ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md says this — it's rare.)

"Spot-check X%": Randomly sample X% of flagged documents. For each, read the actual clause and compare to the tool's extraction. If error rate is low, accept the batch. If errors found, widen the sample.

"Full human review of flagged": Tool narrows the universe (500 docs → 80 with CoC clauses). Human reads all 80. Tool saved the time of reading the 420 clean ones.

Step 4: Judgment layer

The tool found the clauses. Now apply judgment:

For each flagged CoC provision: is it actually triggered by this deal?

  • Stock sale vs. asset sale vs. merger — different triggers
  • "Change of control" defined how in the contract — majority ownership? board control? something else?
  • Is there a carve-out for this type of transaction?

This is the part the tool can't do. Output goes to diligence findings in house format.

Output

The QA summary below is derived from VDR documents that are privileged, confidential, or both. It inherits the sources' privilege and confidentiality status — distribution beyond the privilege circle can waive privilege. Store with the matter's privileged files.

## AI Tool Handoff Summary — [Category]

**Tool:** [Luminance / Kira]
**Documents processed:** [N]
**Extraction targets:** [clause types]

### QA

**Trust level:** [per `~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md`]
**Sample size:** [N] docs spot-checked
**Error rate:** [X]% — [Accepted / Widened sample / Full re-review triggered]

### Results

| Clause type | Docs flagged | After judgment layer | Material |
|---|---|---|---|
| Change of control | [N] | [N actually triggered by deal structure] | [N above threshold] |
| Assignment | [N] | [N] | [N] |

**→ [N] findings added to diligence issues**
**→ [N] consents added to closing checklist**

Close with the next-steps decision tree

End with the next-steps decision tree per CLAUDE.md ## Outputs. Customize the options to what this skill just produced — the five default branches (draft the X, escalate, get more facts, watch and wait, something else) are a starting point, not a lock-in. The tree is the output; the lawyer picks.

What this skill does not do

  • It doesn't run Luminance or Kira — it manages the handoff and QA. A human (or the tool's own interface) runs the extraction.
  • It doesn't replace the tool's output with its own judgment entirely — if ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md says spot-check 10%, check 10%, not 100%.
  • It doesn't decide the trust level — that's in ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md, set at cold-start based on the team's experience with the tool.

A skill is a written procedure, not a prompt. Add it to your library and it is yours to edit in plain language.

In your Agentman library

A skill you keep, not a prompt you paste

  • Versioned, not pasted

    Edit a skill once and every agent using it follows the new version.

  • Shared with your team

    One library with per-skill access control and a record of who did what.

  • One connection

    A single MCP link works across Claude, ChatGPT, Cursor and Agentman agents.

How Agent Skills work
Questions

Using a skill

What is a skill?

A skill is a written procedure an AI assistant reads before it does a task: the steps, the judgement calls, the standards and what "done" looks like. It lives in a SKILL.md file, sometimes with reference files beside it. A prompt is typed again each time; a skill is versioned and runs the same way for everyone who uses it.

How do I use this skill in Claude, ChatGPT or Agentman?

Create a free Agentman account and add the skill to your library. One MCP connection then makes your library available in Claude, ChatGPT, Cursor and Agentman agents, so you set it up once. To see it work before you sign up, use "Try it in Claude" on this page, which opens a chat that reads the public SKILL.md.

Can I edit the skill after I add it?

Yes. Cloning a skill puts a copy in your workspace that is yours to edit in plain language. Skills are versioned: edit one once and every agent using it follows the new version. The free plan covers up to 10 private skills and 3 members, no credit card.

Make it yours

Add AI Tool Handoff to your library, edit it to match how your team works, and use it from Claude, ChatGPT or an Agentman agent. The free plan covers up to 10 private skills and 3 members, no credit card.

Or try it in ChatGPT first.

Use this skill free