Legal · Example workflow
Check a redline against your playbook
Every change in the counterparty’s markup, compared with your standard and fallback terms.
Example request
The vendor sent back their redline of our master services agreement. Compare it with our last signed version and the fallback positions in our negotiation playbook in Google Drive. List every change by section, mark the ones outside our fallback positions, and draft an issues list for Thursday’s call with the partner. Do not send anything to the vendor.
How the agent works through it
- Compare the redline with the prior version and your playbook.
- List each change by section and mark where it departs from your positions.
- Draft an issues list with the relevant clause text attached.
What comes back
An issues list the attorney can take into the call, with every change traced to its section.
What needs your approval
The attorney decides every position and approves anything sent to the other side. The issues list is a starting point, not legal advice.
Sharing with others
Bring the partner and associate into the issues list. The client’s contract stays in its matter scope.