Portfolio risk review
Provides a consolidated view of recurring contract risks and value-weighted exposure, helping legal teams focus attention on the agreements that matter most.
— Legal & Contracts
Scores each contract in your register for standard risk heads, computes exposure from value and risk, and shows where it concentrates by theme, counterparty and entity with a remediation plan.
2–3 weeks → ~25 minutes
For a full population, not a sample
No coding required
— USE CASES
Provides a consolidated view of recurring contract risks and value-weighted exposure, helping legal teams focus attention on the agreements that matter most.
Shows where exposure concentrates across counterparties and legal entities. Supports discussions about whether risk is dispersed or dependent on a small number of relationships.
Identifies agreements carrying terms that differ materially from the wider portfolio, giving reviewers a focused set of exceptions for closer legal assessment.
Organises findings into a themed remediation plan, linking proposed priorities to recurring issues and concentrations of exposure.
— 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.
Movement across the contract portfolio is visualised from the computed data, so the trend is legible at a glance.
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 risk is difficult to judge across a large portfolio when individual agreements obscure recurring weaknesses and concentrated exposure. Portfolio risk review is the typical trigger — provides a consolidated view of recurring contract risks and value-weighted exposure, helping legal teams focus attention on the agreements that matter most. Get it right and the conclusion holds up in the room; get it rushed and it gets picked apart. Either way it costs roughly 2–3 weeks of experienced attention.
As a Skill, the work is already sequenced. You bring the evidence, and the run produces portfolio risk assessment with contract-level ratings plus transparent exposure ranking based on contract value and risk rating. 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: 2–3 weeks down to ~25 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
Contract Portfolio Risk Scan 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.
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.
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.