closing-checklist

# Closing Checklist ## Purpose Build and maintain a structured transaction closing checklist that captures every condition precedent, closing deliverable, and pre-closing covenant drawn from the transaction agreement. The skill can initialize a checklist from the agreement, fold in items surfaced by diligence, update item status, and produce a blocking and critical-path summary. It produces draft legal work product for attorney review — not legal advice and not a closing certification. ## Use When - A deal team needs to initialize a closing checklist from a purchase agreement, merger agreement, or financing document. - Diligence findings have surfaced pre-closing action items — consents, regulatory filings, board or shareholder approvals, releases, or escrow mechanics — that must be tracked to closing. - The team needs to update the status of existing checklist items and surface what remains open. - A deal is approaching signing or closing and the team wants a consolidated view of open conditions and deliverables for attorney review. - The user asks for a "closing checklist," "conditions checklist," "pre-closing action list," or equivalent. ## Required Inputs - **The transaction agreement** (purchase agreement, merger agreement, financing document, or equivalent) — required to initialize the checklist or verify item sourcing. Do not reconstruct or paraphrase conditions from memory or a description alone. - **Deal context** — deal name, transaction structure (e.g., stock...