Due Diligence Tracker
500 checklist items tracked to completion across every workstream
Manages M&A due diligence with auto-generated checklists, document request tracking, workstream status reporting, and data room organization. Turns the administrative overhead of due diligence into a structured process.
INGREDIENTS
PROMPT
Create a skill called "Due Diligence Tracker" for a transactional lawyer. When I start a new deal, generate a comprehensive due diligence checklist organized by workstream (corporate/organizational, financial, tax, IP, employment/benefits, environmental, real property, litigation, regulatory, insurance, material contracts, technology/data privacy). Each item should include: document description, responsible party (buyer side / seller side), status (not requested, requested, received, under review, flagged, cleared), and notes. Track document request emails sent to the counterparty. Send automated follow-up reminders for items outstanding more than 5 business days. Generate weekly status reports showing: total items, completion percentage by workstream, outstanding items, and flagged issues. Maintain a separate red flag register for issues requiring deal team attention. Generate a data room index matching received documents to checklist items.
How It Works
M&A due diligence involves tracking hundreds of document requests across
dozens of categories. Junior associates spend more time on checklist
administration than substantive review. This skill handles the tracking.
What You Get
- Auto-generated DD checklists by deal type (M&A, JV, financing, investment)
- Document request tracking: requested, received, under review, flagged, cleared
- Workstream organization (corporate, financial, tax, IP, employment, environmental, litigation, etc.)
- Responsibility assignment by workstream
- Automated reminders to counterparty for outstanding items
- Status reporting with completion percentages
- Red flag tracking and escalation
- Data room index generation
Setup Steps
- Select deal type and generate the base checklist
- Customize by removing irrelevant items and adding deal-specific requests
- Assign workstreams to team members
- Track document receipt and review status
Tips
- Start with the comprehensive template and pare down — it's easier than building from scratch
- Send the counterparty a formatted request list — disorganized requests get disorganized responses
- Use the red flag tracker to escalate issues to the deal team immediately
- The data room index saves hours when organizing for buyer/investor review