AI workflows for contracts.

Drafting, reviewing, tracking and renewing the company's contracts.

Who does this work

  • Contract manager
  • Contracts administrator
  • Commercial counsel

5 workflow templates ready to adapt, and 11 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. Review upcoming renewal and notice dates
  4. Trace a clause through the agreement and its amendments
  5. Abstract a signed agreement into its terms, dates and obligationsIllustrative

The workflows identified

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

Check a counterparty certificate or bond against the source recordsA field-by-field comparison of a document the other side supplies with the contract and file records, with each mismatch raised as a verification question.Illustrative · not built yet
Index a loan document file against its checklistGives the next reviewer an indexed pack comparing received agreements, schedules and amendments with the closing checklist.Illustrative · not built yet

Contract review and drafting

Prepare an incoming contract for the right reviewer Prepares work for a lawyer. Not legal advice.Workflow templateReview a contract against the negotiation playbook Prepares work for a lawyer. Not legal advice.Workflow template
Prepare an agreement draft from approved commercial termsIllustrative · not built yet
Prepare the signing packet for approvalIllustrative · not built yet

Contract administration

Review upcoming renewal and notice dates Prepares work for a lawyer. Not legal advice.Workflow templateTrace a clause through the agreement and its amendments Prepares work for a lawyer. Not legal advice.Workflow template
Abstract a signed agreement into its terms, dates and obligationsIllustrative · not built yet
Assemble the records behind a possible contract noticeIllustrative · not built yet
Find the paperwork behind a vendor relationshipIllustrative · not built yet

Workflow templates

Contract amendment traceBefore a question about a signed contract goes to counsel, the contracts manager has one dated history of the provision that matters: every signed document in order, each version quoted with its document and section, every gap marked, and a list for the lawyer to confirm. It never says which wording controls. Prepares work for a lawyer. Not legal advice.Workflow templateContract renewal and notice registerFrom your signed agreements and amendments, the contracts manager gets a register for counsel to confirm: each term, renewal and notice clause quoted with its section, cancel-by and send-by dates proposed only under counsel's own counting rules, and the windows sorted by proposed send-by date. Nothing is sent. Prepares work for a lawyer. Not legal advice.Workflow templateContract 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

Questions people ask

What can AI do in contract work?
It prepares the work around a contract for a person to decide on: a brief that sends an incoming contract to the right reviewer, a table of issues set against your negotiation playbook, a register of upcoming renewal and notice dates, and a trace of one clause through an agreement and its amendments. Counsel or the contract owner makes every call.
Are there free AI workflow templates for contracts?
Yes. The published ones are free to read with a free account. They include the contract intake brief, the contract issues table for counsel, the contract renewal notice register and the contract amendment trace.
Does AI approve or sign a contract?
No. A workflow gathers, compares and flags, and names what it could not find. A lawyer or the contract owner reviews the result, decides and signs.

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Where to go next

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.

Within contracts

Other areas of legal and contracts