Summarize New Contract

command

Attach a contract summary and red-flag list to an approval task assigned to counsel.

Download .md

Command: summarize-new-contract

Extract and summarize key terms and risk flags from a contract for legal review.

Inputs

  • contract file — PDF or Word document uploaded to this task (required)
  • contract type — e.g. SaaS agreement, NDA, employment contract, vendor agreement; describes the legal framework and priority risk areas
  • counsel assignee — email of the attorney or paralegal who will review and approve (default: use current workspace's designated legal contact)
  • red-flag keywords — optional comma-separated list of high-priority terms to surface (e.g. "indemnity, liability cap, termination clause")

Steps

  1. Extract full contract text from the uploaded file into a private work document (do not share with external parties).
  2. Identify primary contract type and key sections (e.g. term, termination, liability, IP (intellectual property), confidentiality) and summarize each in 1–3 sentences.
  3. Flag legal risk areas: indefinite terms, one-way liability, uncapped damages, perpetual confidentiality, unilateral termination rights, or any conflict with standard organizational policies.
  4. Create an approval task assigned to counsel with the summary and risk flags listed in the task description; attach the original contract file to the task (not pasted in the description).
  5. Add a "not legal advice — attorney review required" notice at the top of the task description.

Constraints

  • Store all contract text and analysis in secure task files or document storage, never in task memory or titles.
  • Do not contact external parties, regulators, or counterparties with analysis results.
  • Flag missing data: if the contract lacks a key section, state "section not found" rather than guessing.

Done when: counsel is assigned a task with summary, red flags, original file, and legal review notice, ready to approve or reject in-org.