AI workflows for contract review and drafting.

Getting a contract to signature: routing it to the right reviewer, checking it against the playbook, drafting from agreed terms and preparing the signing pack.

Who does this work

  • Commercial counsel
  • Contracts paralegal
  • Contract specialist

3 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Prepare an incoming contract for the right reviewer
  2. Review a contract against the negotiation playbook
  3. Prepare an agreement draft from approved commercial termsIllustrative
  4. Prepare the signing packet for approvalIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare an incoming contract for the right reviewerAn intake brief listing agreement type, parties, exhibits, business purpose and missing information, so the contract reaches the right reviewer. Prepares work for a lawyer. Not legal advice.Workflow templateReview a contract against the negotiation playbookA cited issues table comparing an agreement's clauses with counsel's approved positions, with proposed wording and escalation questions. Prepares work for a lawyer. Not legal advice.Workflow template
Prepare an agreement draft from approved commercial termsA first draft on the approved template from agreed heads of terms, with the source terms and open drafting questions for counsel.Illustrative · not built yet
Prepare the signing packet for approvalA readiness checklist, proposed signing order and list of missing approvals or attachments for an agreement about to be signed.Illustrative · not built yet

Workflow templates

Contract intake briefWhen another party's agreement arrives, counsel gets a one-page intake brief: what it is, read from its titles, the parties as named, what is missing, the requester's purpose and date, and the reviewer your own routing rules name. It comments on no term; counsel decides. Prepares work for a lawyer. Not legal advice.Workflow templateContract issues table for counselBefore counsel negotiates a vendor or customer agreement, the contracts team hands over one cited issues table: every clause quoted with its section, the playbook position it meets or departs from, the playbook’s fallback wording copied beside each departure, and the approver your matrix names. Counsel decides. Prepares work for a lawyer. Not legal advice.Workflow templateNDA check against counsel's approved positionsBefore anyone signs a proposed NDA, counsel gets every clause quoted with its section and set beside the positions counsel has approved: matching, departing or not covered. Any obligation beyond confidentiality sends the whole NDA to counsel. The check never says an NDA is ready to sign. Prepares work for a lawyer. Not legal advice.Workflow template

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Where to go next

All of contractsThe broader area this belongs to, with its workflows.All of legal and contractsEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within contracts

Other areas of legal and contracts