1. Load

   deal-context.md

   for deal code, target, close date, deal lead.
2. Load

   integration-tracker.yaml

   if it exists (or create on --init).
3. Use the workflow below.
4. Route by flag:

   • --init

     : Mode 1 — read PA, build phased workplan, consent tracker

   • --contracts

     : Mode 2 — import contract list (repository or upload), tier and classify

   • --report

     : Mode 3 — generate status report

   • --update

     : Mode 4 — manual update or parse uploaded status document

   • --export

     : Mode 5 — CSV or table export
5. Read/write

   ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/integration-tracker.yaml

   .
6. After any write: show summary of changes and surface any new flags.

What deal artifacts do you have available? Share whatever exists:

Ideal: The purchase agreement (upload or connected document path). I'll read the post-closing covenants, Required Consents schedule, survival periods, escrow terms, and earn-out provisions.

Also useful — share any combination of:

• Deal summary or term sheet (gives me the key economics and timeline)
• Integration to-do list or post-close checklist from outside counsel
• Existing workplan or integration tracker (I'll import and continue from it)
• Closing checklist — if generated by the M&A cold-start skill, I'll inherit it automatically from

  ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/closing-checklist.yaml

• Required Consents list alone (if the PA is held by outside counsel)

If you have nothing written down: Tell me the deal in plain terms — who was acquired, when it closed, what the main open items are — and I'll build a starter tracker from the standard Day 1/30/90/180 workplan that you edit.

• For each consent: counterparty name, contract type, and the contractual deadline. Set as required_consent: true with pa_deadline populated.

• Map each obligation to a workplan item. Assign to the correct phase based on the deadline. Tag as pa-obligation in deadline_basis.

• Required Consents deadline — extract from the PA
• Rep and warranty survival expiry — pull the specific survival periods from the PA. General, fundamental, and tax reps typically have different survival periods; pull each one the PA defines and record them separately. Do not assume a default.
• Escrow release date(s) — extract from the PA
• Any earn-out measurement and payment dates — add to pa_dates.earnout_milestones, owner always set to "finance"

• Entity name change filing (if acquired entity is being renamed) [priority: critical]
• Bank account signatory updates — notify bank with closing documentation [priority: critical]
• Registered agent notification of ownership change [priority: high]
• Key IP assignment execution — if any IP assignments were deferred from closing [priority: critical]
• Domain name and social media account transfer [priority: high]
• D&O insurance — confirm tail policy is bound for acquired entity directors [priority: critical]
• Secretary of State ownership notifications where required by state law [priority: high]

• Employee announcement and communications (HR owns, legal reviews) [priority: critical]
• Benefits day-1 coverage confirmation (HR owns, legal advises on COBRA and plan terms)
• Customer communication letters (business owns, legal reviews for accuracy)

• Required Consents initial push — contact all counterparties, document outreach [priority: critical]
• IP assignment recordal at USPTO (patents, trademarks) [priority: high]
• Copyright assignment filing [priority: medium]
• Trademark assignment recording [priority: high]
• Material contract review — complete tier 1 and tier 2 contract assignment analysis [priority: high]
• Insurance tail policy final confirmation [priority: high]

• Data migration privacy review (IT owns, legal advises on data transfer mechanisms)
• Real estate lease review for assignment provisions (facilities owns, legal advises)

• Required Consents deadline — all Required Consents must be obtained or escalated [priority: critical, deadline: pa_dates.required_consents_deadline]
• Entity rationalization decision — recommend keep separate / merge / dissolve [priority: high]
• Benefits plan assumption or termination documentation [priority: high]
• Secondary consent push — remaining outstanding consents [priority: high]
• Tier 3 change of control contract resolution [priority: critical]

• Full HR harmonization documentation (HR owns, legal advises on employment law)

• Entity merger filing — if rationalization decision is to merge [priority: high]
• Entity dissolution filing — if rationalization decision is to wind down [priority: high]
• Full contract novation — contracts requiring acquiror's name [priority: high]
• Rep survival tracking — note upcoming expiry date [priority: medium]

Integration tracker initialized — [Deal code] / [Target]

Close date: [date]
Required Consents deadline: [date] ([N] days from today)
Rep survival expires: [date]

Workplan items: [N] ([N] legal-owns, [N] legal-supports)
Required Consents: [N] (from PA schedule)
Desired Consents: [N] (from diligence — no PA deadline)

Contract assignment: not yet imported — run --contracts to populate

Next step: run /corporate-legal:integration-management --contracts to import the
contract list, then --report to see your first status summary.

Is your contract repository connected? (Google Drive, Box, SharePoint, or a VDR that's still accessible post-close?)

If yes: give me the folder path or folder name for the acquired company's contracts. I'll pull a list of what's there and read each contract for the assignment clause and counterparty.

• Extract filename and file path
• Read the document — identify: contract party (counterparty name), contract type (from header or subject matter), assignment clause text, change of control clause text if present, and annual value if stated.

Upload a contract list. This can be:

• The Material Contracts schedule from the PA disclosure schedules
• A CSV or Excel export from their contract management system
• A manually prepared list

Minimum required columns: Contract Name, Counterparty. Helpful but optional: Contract Type, Annual Value, Assignment Clause text.

• All extracted fields (counterparty, type, value, mechanism, tier)
• Initial status: tier 4 →

  no_action

  ; tier 3 →

  coc_triggered

  ; tiers 1/2 →

  consent_pending

  ; not_reviewed →

  not_reviewed

• pa_deadline populated for tier 1 from Required Consents schedule

/corporate-legal:integration-management --update [--deal [code]]

"We got the Salesforce consent. Mark it obtained, assigned to [name], date today." "The entity rationalization decision is to merge. Update status and add the merger filing to Day 180." "[Counterparty] refused consent. Flag it and note we need outside counsel on whether this triggers a PA indemnification claim."

Upload the status update from [outside counsel / HR lead / corp dev team]. I'll parse it and update the tracker.

Updated [N] items.

Changes:
  CON-003 Salesforce: not_started → obtained
  W-014 Entity rationalization: in_progress → complete

New flags:
  CON-007 [Counterparty]: refused — PA obligation may be unmet. Consider:
  outside counsel review of indemnification claim. ⚠️

• It does not manage business integration workstreams (IT, HR, finance, real estate). It tracks legal's touchpoints in those workstreams and flags when legal input is needed. Ownership stays with the business function.
• It does not draft the consent request letters or novation agreements — those are produced by the written-consent skill or by outside counsel.
• It does not advise on indemnification claims or PA breach. When a consent is refused or a deadline is missed, it flags the situation — the legal analysis of consequences is the attorney's call.
• It does not track earn-out performance. Earn-out milestones and payment dates appear in the tracker as reference dates with owner set to finance. The business drives the numbers.
• It does not read contracts in real time during status reporting. Contract status is what the attorney has updated in the tracker. The skill reads the tracker, not the contracts, at report time.

=

+

-

@

• Prefix with a single quote:

  '=SUM(A1:A10)

  →

  =SUM(A1:A10)

  (displayed as text, not executed)
• Applies to every cell that contains text sourced from a document, a tool result, or a user paste. Column headers you control and computed values you produce are safe.
• CSV: also escape embedded commas, double quotes, newlines (RFC 4180 quoting).
• This is not optional. A spreadsheet your user opens in Excel that triggers a macro or exfiltrates data via DDE is a supply-chain attack on your user.