Commercial Contract Review

Review a commercial agreement, selectively branch into SOW or redline work, and run parallel quality checks before attorney approval.

Human guidance: playbooks/commercial-contract-review.md · Plan: matter-plans/commercial-contract-review.json

Every output is draft legal work product for review by a licensed attorney. AgentCounsel does not provide legal advice and is not a substitute for a qualified lawyer. A licensed legal professional must review and adopt every output before it is relied upon.

Dependency graph

Dependency graph for Commercial Contract Review contract-risk-review → sow-review; contract-risk-review → redline-summary; contract-risk-review → source-validation; contract-risk-review → assumption-audit; contract-risk-review → privilege-check; contract-risk-review → contract-review-panel; source-validation → contract-review-panel; assumption-audit → contract-review-panel; privilege-check → contract-review-panel; contract-review-panel → final-attorney-review; sow-review → final-attorney-review; redline-summary → final-attorney-review contract-risk-review contracts/contract-risk-review sow-review contracts/sow-review redline-summary contracts/redline-summary source-validation legal-methodology/source-validation assumption-audit legal-methodology/assumption-audit privilege-check legal-methodology/privilege-confidentiality-check contract-review-panel Attorney gate final-attorney-review Attorney gate

Text alternative: dependency edges

Nodes, gates, and handoffs

NodeSkill or gateDepends onConditionProduces
contract-risk-reviewcontracts/contract-risk-reviewnoneAlwayscontract-risk-matrix
sow-reviewcontracts/sow-reviewcontract-risk-reviewhas-sow equals yessow-review-report
redline-summarycontracts/redline-summarycontract-risk-reviewhas-prior-redline equals yesredline-summary-report
source-validationlegal-methodology/source-validationcontract-risk-reviewAlwayssource-validation-report
assumption-auditlegal-methodology/assumption-auditcontract-risk-reviewAlwaysassumption-audit-report
privilege-checklegal-methodology/privilege-confidentiality-checkcontract-risk-reviewAlwaysprivilege-check-report
contract-review-panelAttorney gate: contract-review-panelcontract-risk-review, source-validation, assumption-audit, privilege-checkAlwaysnone
final-attorney-reviewAttorney gate: final-attorney-reviewcontract-review-panel, sow-review, redline-summaryAlwaysnone

Artifacts

ArtifactTypeProducerAttorney review
contract-risk-matrixmatrixcontract-risk-reviewyes
sow-review-reporttablesow-reviewyes
redline-summary-reporttableredline-summaryyes
source-validation-reporttablesource-validationyes
assumption-audit-reporttableassumption-audityes
privilege-check-reportchecklistprivilege-checkyes

Complexity limits

Use locally

python scripts/matter_plan_cli.py build commercial-contract-review --inputs inputs.json --markdown
{
  "schema_version": "1.0",
  "plan_id": "commercial-contract-review",
  "title": "Commercial Contract Review",
  "source_path": "playbooks/commercial-contract-review.md",
  "description": "Review a commercial agreement, selectively branch into SOW or redline work, and run parallel quality checks before attorney approval.",
  "tags": [
    "contracts",
    "risk-review",
    "redline"
  ],
  "required_inputs": [
    {
      "id": "agreement",
      "type": "document",
      "required": true,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "client-role",
      "type": "document",
      "required": true,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "business-context",
      "type": "document",
      "required": true,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "client-playbook",
      "type": "text",
      "required": false,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "has-sow",
      "type": "enum",
      "required": true,
      "may_infer": false,
      "sensitive": false,
      "enum": [
        "yes",
        "no"
      ]
    },
    {
      "id": "sow",
      "type": "document",
      "required": false,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "governing-msa",
      "type": "document",
      "required": false,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "has-prior-redline",
      "type": "enum",
      "required": true,
      "may_infer": false,
      "sensitive": false,
      "enum": [
        "yes",
        "no"
      ]
    },
    {
      "id": "redline-materials",
      "type": "document",
      "required": false,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "priority-issues",
      "type": "text",
      "required": false,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "review-date",
      "type": "date",
      "required": true,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "jurisdiction",
      "type": "jurisdiction",
      "required": true,
      "may_infer": false,
      "sensitive": false
    },
    {
      "id": "distribution-plan",
      "type": "text",
      "required": true,
      "may_infer": false,
      "sensitive": true
    },
    {
      "id": "matter-context",
      "type": "document",
      "required": true,
      "may_infer": false,
      "sensitive": true
    }
  ],
  "nodes": [
    {
      "id": "contract-risk-review",
      "type": "skill",
      "skill_id": "contracts/contract-risk-review",
      "mode": "deep-review",
      "depends_on": [],
      "condition": {
        "operator": "always"
      },
      "input_bindings": [
        {
          "target_input_id": "full-commercial-contract-text",
          "source": {
            "kind": "matter-input",
            "id": "agreement"
          },
          "required": true
        },
        {
          "target_input_id": "clients-role-under-the-agreement",
          "source": {
            "kind": "matter-input",
            "id": "client-role"
          },
          "required": true
        },
        {
          "target_input_id": "business-and-transaction-context",
          "source": {
            "kind": "matter-input",
            "id": "business-context"
          },
          "required": true
        },
        {
          "target_input_id": "clients-standard-positions-or-playbook",
          "source": {
            "kind": "matter-input",
            "id": "client-playbook"
          },
          "required": false
        }
      ],
      "produces": [
        "contract-risk-matrix"
      ]
    },
    {
      "id": "sow-review",
      "type": "skill",
      "skill_id": "contracts/sow-review",
      "mode": "standard",
      "depends_on": [
        "contract-risk-review"
      ],
      "condition": {
        "operator": "equals",
        "input_id": "has-sow",
        "value": "yes"
      },
      "input_bindings": [
        {
          "target_input_id": "statement-of-work-or-work-order-text",
          "source": {
            "kind": "matter-input",
            "id": "sow"
          },
          "required": true
        },
        {
          "target_input_id": "governing-master-services-agreement",
          "source": {
            "kind": "matter-input",
            "id": "governing-msa"
          },
          "required": true
        },
        {
          "target_input_id": "clients-role-and-the-business-context",
          "source": {
            "kind": "matter-input",
            "id": "business-context"
          },
          "required": true
        }
      ],
      "produces": [
        "sow-review-report"
      ]
    },
    {
      "id": "redline-summary",
      "type": "skill",
      "skill_id": "contracts/redline-summary",
      "mode": "standard",
      "depends_on": [
        "contract-risk-review"
      ],
      "condition": {
        "operator": "equals",
        "input_id": "has-prior-redline",
        "value": "yes"
      },
      "input_bindings": [
        {
          "target_input_id": "two-versions-of-a-contract-a-set-of-tracked-changes-or-a-base-agreement-plus-amendments",
          "source": {
            "kind": "matter-input",
            "id": "redline-materials"
          },
          "required": true
        },
        {
          "target_input_id": "clients-role-under-the-agreement",
          "source": {
            "kind": "matter-input",
            "id": "client-role"
          },
          "required": true
        },
        {
          "target_input_id": "issues-the-reviewer-most-cares-about",
          "source": {
            "kind": "matter-input",
            "id": "priority-issues"
          },
          "required": false
        }
      ],
      "produces": [
        "redline-summary-report"
      ]
    },
    {
      "id": "source-validation",
      "type": "skill",
      "skill_id": "legal-methodology/source-validation",
      "mode": "deep-review",
      "depends_on": [
        "contract-risk-review"
      ],
      "condition": {
        "operator": "always"
      },
      "input_bindings": [
        {
          "target_input_id": "draft-legal-work-product-to-check",
          "source": {
            "kind": "artifact",
            "id": "contract-risk-matrix"
          },
          "required": true,
          "transform": "artifact-ref"
        },
        {
          "target_input_id": "cited-sources-authorities-and-underlying-record",
          "source": {
            "kind": "matter-input",
            "id": "agreement"
          },
          "required": true,
          "transform": "as-document-set"
        },
        {
          "target_input_id": "claims-quotations-and-dates-to-validate",
          "source": {
            "kind": "matter-input",
            "id": "review-date"
          },
          "required": true
        }
      ],
      "produces": [
        "source-validation-report"
      ]
    },
    {
      "id": "assumption-audit",
      "type": "skill",
      "skill_id": "legal-methodology/assumption-audit",
      "mode": "deep-review",
      "depends_on": [
        "contract-risk-review"
      ],
      "condition": {
        "operator": "always"
      },
      "input_bindings": [
        {
          "target_input_id": "draft-legal-output-to-audit",
          "source": {
            "kind": "artifact",
            "id": "contract-risk-matrix"
          },
          "required": true,
          "transform": "artifact-ref"
        },
        {
          "target_input_id": "user-provided-facts-source-documents-and-instructions-available-for-comparison",
          "source": {
            "kind": "matter-input",
            "id": "agreement"
          },
          "required": true
        },
        {
          "target_input_id": "intended-use-audience-jurisdiction-and-client-role-if-known",
          "source": {
            "kind": "matter-input",
            "id": "jurisdiction"
          },
          "required": true
        }
      ],
      "produces": [
        "assumption-audit-report"
      ]
    },
    {
      "id": "privilege-check",
      "type": "skill",
      "skill_id": "legal-methodology/privilege-confidentiality-check",
      "mode": "deep-review",
      "depends_on": [
        "contract-risk-review"
      ],
      "condition": {
        "operator": "always"
      },
      "input_bindings": [
        {
          "target_input_id": "draft-output-to-review-for-privilege-and-confidentiality-risk",
          "source": {
            "kind": "artifact",
            "id": "contract-risk-matrix"
          },
          "required": true,
          "transform": "artifact-ref"
        },
        {
          "target_input_id": "intended-recipient-and-distribution-plan",
          "source": {
            "kind": "matter-input",
            "id": "distribution-plan"
          },
          "required": true
        },
        {
          "target_input_id": "matter-context-client-identity-and-confidentiality-instructions-if-known",
          "source": {
            "kind": "matter-input",
            "id": "matter-context"
          },
          "required": true
        }
      ],
      "produces": [
        "privilege-check-report"
      ]
    },
    {
      "id": "contract-review-panel",
      "type": "attorney-gate",
      "depends_on": [
        "contract-risk-review",
        "source-validation",
        "assumption-audit",
        "privilege-check"
      ],
      "condition": {
        "operator": "always"
      },
      "gate": {
        "severity": "required",
        "instruction": "Attorney reviews high-risk provisions, source fidelity, assumptions, privilege, and negotiation priorities.",
        "required_artifacts": [
          "contract-risk-matrix",
          "source-validation-report",
          "assumption-audit-report",
          "privilege-check-report"
        ]
      },
      "produces": []
    },
    {
      "id": "final-attorney-review",
      "type": "attorney-gate",
      "depends_on": [
        "contract-review-panel",
        "sow-review",
        "redline-summary"
      ],
      "condition": {
        "operator": "always"
      },
      "gate": {
        "severity": "required",
        "instruction": "Attorney confirms the client position and authorizes any negotiation or signature recommendation.",
        "required_artifacts": [
          "contract-risk-matrix",
          "source-validation-report",
          "assumption-audit-report",
          "privilege-check-report"
        ]
      },
      "produces": []
    }
  ],
  "artifacts": [
    {
      "id": "contract-risk-matrix",
      "type": "matrix",
      "produced_by": "contract-risk-review",
      "attorney_review_required": true,
      "sensitive": true
    },
    {
      "id": "sow-review-report",
      "type": "table",
      "produced_by": "sow-review",
      "attorney_review_required": true,
      "sensitive": true
    },
    {
      "id": "redline-summary-report",
      "type": "table",
      "produced_by": "redline-summary",
      "attorney_review_required": true,
      "sensitive": true
    },
    {
      "id": "source-validation-report",
      "type": "table",
      "produced_by": "source-validation",
      "attorney_review_required": true,
      "sensitive": true
    },
    {
      "id": "assumption-audit-report",
      "type": "table",
      "produced_by": "assumption-audit",
      "attorney_review_required": true,
      "sensitive": true
    },
    {
      "id": "privilege-check-report",
      "type": "checklist",
      "produced_by": "privilege-check",
      "attorney_review_required": true,
      "sensitive": true
    }
  ],
  "final_outputs": [
    "contract-risk-matrix",
    "source-validation-report",
    "assumption-audit-report",
    "privilege-check-report"
  ],
  "budget": {
    "max_graph_depth": 4,
    "max_parallel_width": 5,
    "max_ready_nodes": 5,
    "max_total_estimated_tokens": 30000
  }
}