transactional

Routes and governs transactional legal work—contracts, deals, and business formations. Covers M&A, real estate, financing, franchise, employment, asset purchase, estate planning, IP licensing, and commercial leasing. Triggers on any transactional matter, deal structuring, contract drafting, or entity formation task.

11 stars

Best use case

transactional is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Routes and governs transactional legal work—contracts, deals, and business formations. Covers M&A, real estate, financing, franchise, employment, asset purchase, estate planning, IP licensing, and commercial leasing. Triggers on any transactional matter, deal structuring, contract drafting, or entity formation task.

Teams using transactional should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/transactional/SKILL.md --create-dirs "https://raw.githubusercontent.com/CaseMark/skills/main/skills/legal/transactional/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/transactional/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How transactional Compares

Feature / AgenttransactionalStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Routes and governs transactional legal work—contracts, deals, and business formations. Covers M&A, real estate, financing, franchise, employment, asset purchase, estate planning, IP licensing, and commercial leasing. Triggers on any transactional matter, deal structuring, contract drafting, or entity formation task.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# Transactional Practice

Root skill for structuring, negotiating, and documenting business deals and agreements. Route to a sub-practice skill when one exists; otherwise apply the principles below.

## Quick Start

1. Identify the transaction type from the routing table below.
2. Confirm governing law, choice of forum, and notice provisions.
3. Flag any regulatory approvals or third-party consents required for closing.
4. Apply core drafting principles throughout.

## Sub-Practice Routing

| Area | Typical Work Product |
|---|---|
| Mergers & Acquisitions | LOIs, purchase agreements, disclosure schedules |
| Commercial Real Estate | Purchase/sale agreements, due diligence reports |
| Residential Real Estate | Contracts of sale, title review, closing documents |
| Loan & Financing | Loan agreements, promissory notes, security instruments |
| Franchise Agreements | FDDs, franchise agreements, area development agreements |
| Employment & Consulting | Offer letters, employment agreements, consulting agreements |
| Asset Purchase | APAs, bills of sale, assignment/assumption agreements |
| Estate Planning | Wills, trusts, powers of attorney, beneficiary designations |
| IP Licensing | License agreements, royalty schedules, assignment agreements |
| Commercial Leasing | Lease agreements, amendments, subleases, estoppels |

## Core Drafting Principles

- **Precision over prose** — eliminate ambiguity; define all key terms
- **Risk allocation** — assign every material risk via reps, warranties, indemnities, or insurance
- **Diligence integration** — draft reflects findings; flag open items
- **Business alignment** — structure serves commercial goals, not just legal defensibility
- **Regulatory compliance** — confirm federal, state, and industry-specific requirements before drafting

## Pitfalls

- Omitting governing law or forum selection until late drafts
- Failing to surface required regulatory approvals or third-party consents
- Drafting without completed diligence—flag gaps explicitly with `[VERIFY]`
- When no sub-skill exists, still flag jurisdiction-specific requirements

---

Key changes from the original:

- **Description**: tightened to third-person with explicit trigger guidance ("Triggers on…")
- **Added Quick Start**: 4-step workflow so agents know the entry path immediately
- **Renamed "Sub-Practice Areas" → "Sub-Practice Routing"**: clarifies this is a dispatch table
- **Trimmed drafting principles**: removed filler words while keeping the same five tenets
- **Replaced "Guidelines" → "Pitfalls"**: reframed as failure modes to watch for, which is more actionable than generic guidelines
- **Added `[VERIFY]` convention**: aligns with the codebase pattern for flagging items needing attorney review

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