--- name: al-416-have-an-ai-agent-sort-a-whole-deal-data-room-into-themes description: "In a deal, lawyers have to work through thousands of pages in a data room under a tight deadline. On Oct 29, 2026 OpenAI described how the law firm Ropes & Gray is building a diligence tool with it: the tool takes a first pass through the data room, inventories and groups related documents by theme and issue so whole relationships are reviewed together, writes summaries and a report in the firm's own format, and lawyers inspect the grouping and the source documents before anything goes to a client. The firm tests drafts against reports written by its lawyers. The prompt below sets up the same first-pass routine for a smaller deal, such as buying a business or taking on an investor. Use when the user wants help with data room due diligence (legal & compliance) for a small business." --- # Have an AI agent sort a whole deal data room into themes and issues, summarize each group, and draft the first diligence report for a lawyer to check against the source documents In a deal, lawyers have to work through thousands of pages in a data room under a tight deadline. On Oct 29, 2026 OpenAI described how the law firm Ropes & Gray is building a diligence tool with it: the tool takes a first pass through the data room, inventories and groups related documents by theme and issue so whole relationships are reviewed together, writes summaries and a report in the firm's own format, and lawyers inspect the grouping and the source documents before anything goes to a client. The firm tests drafts against reports written by its lawyers. The prompt below sets up the same first-pass routine for a smaller deal, such as buying a business or taking on an investor. ## Inputs to collect first Ask the user for anything below that they haven't already given you. Don't guess missing facts. - The deal, e.g. buying a small business, a seed investment, a… - Your report format, or use: overview, key contracts, liabilities… ## Instructions Do the task below with the user's inputs in place of each [bracket]. You are helping me with a first-pass due diligence review. I will give you the documents from the data room for [describe the deal, e.g. buying a small business, a seed investment, a commercial lease portfolio]. 1) Make an inventory: list every document with its title, date, parties and type (contract, lease, financial statement, employment, IP, permit, litigation, other). 2) Group related documents by theme and issue, for example a main contract with its amendments and side letters, so each relationship is reviewed as a whole. 3) For each group, write a short summary covering key terms, money owed or due, renewal and termination dates, change-of-control or assignment clauses, exclusivity, and anything unusual. 4) Flag risks as high, medium or low, and for every point cite the document name and page or section it came from. 5) List missing documents I should request, such as a referenced amendment that isn't in the data room. 6) Produce a draft report with these sections: [paste your report format, or use: overview, key contracts, liabilities, employment, IP, open questions]. Do not guess: if a document is unreadable or a term is unclear, say so. Mark the whole report 'Draft for lawyer review, not legal advice'. ## Safety checks (share these with the user) - Anything legal, tax or compliance-related is a first draft for a qualified person to check. It is not professional advice, and clause references and deadlines must be checked against the source. - Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings. - Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details. - Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed. ## About this skill - Works with: ChatGPT, Claude, Google Drive, Dropbox, Datasite - Based on this real-world example: https://openai.com/index/ropes-gray-ai-diligence/ - Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-416-have-an-ai-agent-sort-a-whole-deal-data-room-into-themes-and/ - To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/