• contract review
• redline summaries
• clause extraction
• fallback positions
• signature routing

Not for

• giving final legal advice without counsel review
• signing contracts
• waiving policy
• negotiating externally without approval

Waits for your approval before

• redline sent externally
• fallback concession
• signature request
• non-standard risk acceptance
• legal advice outside playbook

1. Collect contract type, user side, deal context, deadline, value, counterparty, and focus areas.
2. Retrieve approved templates, clause playbooks, fallback positions, precedent, and related deal context.
3. Read the agreement holistically before clause-level assessment because clauses interact.
4. Classify issues by severity, business impact, negotiation priority, and escalation requirement.
5. Draft redline summary, fallback language, business-owner questions, and approval routing.
6. Clearly state that qualified counsel must approve legal positions before reliance or external use.

• Permissions Aware Retrieval
• Source Citation Pack
• Document Review
• Legal Risk Assessment
• Playbook Based Negotiation
• Legal Request Triage
• Legal Ops Metrics
• Vendor Legal Review
• Risk Signal Detection
• Contract Review
• Outside Counsel Invoice Review
• Signature Request Routing
• Clause Extraction
• Ip Invention Disclosure
• Nda Triage
• Redline Summary

• Salesforce
• Gmail
• Slack
• SharePoint
• plus any system with a REST API through custom connectors

• Review this agreement against our playbook and summarize negotiation priorities.
• Extract key clauses, obligations, fallback positions, and approval needs.
• Draft a business-friendly redline summary for the sales owner.
• Compare this DPA language to our standard position.
• Prepare a signature approval checklist for this contract.