Contract portfolio due diligence
Provides a structured view of parties, values, terms and legal jurisdictions across a large contract portfolio. A summary of outliers helps advisers focus legal review where it matters.
— Legal & Contracts
Enriches every row of a contracts export with parties, value, term, renewal basis and governing law, turning a messy list into a queryable contract database with the outliers named.
1–2 weeks → ~15 minutes
For a full population, not a sample
No coding required
— USE CASES
Provides a structured view of parties, values, terms and legal jurisdictions across a large contract portfolio. A summary of outliers helps advisers focus legal review where it matters.
Makes contract terms and renewal bases comparable across inconsistent records, supporting assessment of ongoing commitments and renewal exposure.
Groups contracts by governing law and captures jurisdiction details, giving legal teams a clearer picture of the portfolio's legal coverage.
Flags unusual provisions in the available contract text and identifies outliers in a summary report, giving lawyers a focused basis for further assessment.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Each row of your export is processed on the same basis, so no clause is skipped however long the table is.
Findings on the contract portfolio are written up as a document that reads like professional output, with each claim tied back to a clause.
Derived columns are added row by row, keeping your source data and the judgement about each clause side by side.
Detail rows are summarised into the grouped view of the contract portfolio without losing the underlying clauses.
Contract portfolios often contain uneven descriptions, partial clause extracts and inconsistent records, making it difficult to compare exposure or identify agreements that deserve closer attention. Contract portfolio due diligence is the typical trigger — provides a structured view of parties, values, terms and legal jurisdictions across a large contract portfolio. A summary of outliers helps advisers focus legal review where it matters. Get it right and the conclusion holds up in the room; get it rushed and it gets picked apart. Either way it costs roughly 1–2 weeks of experienced attention.
As a Skill, the work is already sequenced. You bring the evidence, and the run produces enriched, queryable contract database plus contract party details. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. Net effect: 1–2 weeks down to ~15 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
Contract metadata extraction at scale exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Reads each contract in your register for renewal dates, notice windows and standing obligations, then returns a timeline and an alert list of everything that must be actioned inside 90 days.
Identifies every material change between two versions of an agreement and reads it commercially — what moved, in whose favour, and what must be accepted, pushed back or escalated before signature.
Grades every clause in an incoming NDA against your saved house positions and returns a single verdict — sign, mark up (with the drafting done) or escalate.
Merges a client brief with the scoping-call transcript to extract scope, deliverables, fees and exclusions, pausing for review before drafting the SOW.
Compares an executed agreement clause by clause against the approved template, logs each exception with severity and approval status, and flags the deviations that keep recurring.
Codes clauses by topic across your executed precedents, selects the strongest drafting as the approved position, and keeps weaker variants as fallbacks with the circumstances that justify them.