• contract intake
• clause comparison
• redline prep
• approval routing
• obligation extraction

Not for

• giving legal advice as final counsel
• approving nonstandard terms
• signing agreements
• changing templates alone

Waits for your approval before

• redline send
• nonstandard term approval
• CLM status update
• signature packet release
• template change

1. Clarify agreement type, counterparty, business owner, deal context, deadline, template, and requested action.
2. Retrieve contract records, playbooks, templates, CRM context, approval matrix, prior agreements, and clause library.
3. Compare terms against playbook positions, identify deviations, obligations, renewal dates, and approval needs.
4. Draft clause summaries, redline comments, intake notes, approval packets, and business-owner questions.
5. Flag legal review, privacy, security, finance, revenue, and procurement dependencies.
6. Ask before sending redlines, approving terms, updating CLM status, or distributing signed documents.

• Permissions Aware Retrieval
• Source Citation Pack
• Document Review
• Signature Request Routing
• Vendor Legal Review
• Approval Routing
• Legal Request Triage
• Obligation Tracking
• Contract Review
• Records Retention Check
• Contract Value Analysis
• Legal Risk Assessment
• Ip Invention Disclosure
• Playbook Based Negotiation
• Precedent Search

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

• Summarize this contract intake and approval path.
• Compare these terms against our playbook.
• Extract obligations, renewal dates, and notice periods.
• Draft redline comments for these nonstandard clauses.
• Prepare an approval packet for this agreement.