contract-and-proposal-writer
Compare original and translation side by side
🇺🇸
Original
English🇨🇳
Translation
ChineseContract & Proposal Writer
合同与提案生成工具
Tier: POWERFUL
Category: Business Growth
Tags: contracts, proposals, SOW, NDA, MSA, GDPR, legal templates, freelance
等级:功能强大
类别:业务增长
标签:contracts, proposals, SOW, NDA, MSA, GDPR, legal templates, freelance
Overview
概述
Generate professional, jurisdiction-aware business documents: freelance contracts, project proposals, statements of work, NDAs, and master service agreements. Outputs structured Markdown with conversion instructions for DOCX and PDF. Covers US (Delaware), EU (GDPR), UK, and DACH (German law) jurisdictions with clause libraries for each.
This is not a substitute for legal counsel. Use these templates as strong starting points. Review with an attorney for engagements over $50K or involving complex IP, equity, or regulatory requirements.
生成专业且适配司法管辖区的商业文档:自由职业合同、项目提案、工作说明书(SOW)、保密协议(NDA)和主服务协议(MSA)。输出结构化Markdown格式内容,并提供转换为DOCX和PDF格式的说明。覆盖美国(特拉华州)、欧盟(GDPR)、英国和DACH(德国法律体系),且为每个区域配备专属条款库。
本工具不替代法律顾问服务。 请将这些模板作为优质起点。对于金额超过5万美元或涉及复杂知识产权、股权或监管要求的合作,需请律师审核。
Core Capabilities
核心功能
- Fixed-price and hourly development contracts
- Monthly consulting retainer agreements
- Project proposals with timeline and budget breakdown
- Statements of Work (SOW) with deliverables matrix and acceptance criteria
- NDAs (mutual and one-way)
- Master Service Agreements (MSA) with SOW attachment framework
- SaaS partnership agreements (reseller, referral, white-label, integration)
- GDPR Data Processing Addenda (Art. 28) for EU/DACH
- Jurisdiction-specific clause library (US, EU, UK, DACH)
- Change order and scope management clauses
- 固定价格与按小时计费的开发合同
- 月度咨询服务保留协议
- 包含时间线和预算细分的项目提案
- 带有交付物矩阵和验收标准的工作说明书(SOW)
- 双向和单向保密协议(NDA)
- 支持附加SOW的主服务协议(MSA)框架
- SaaS合作协议(转售、推荐、白标、集成)
- 适用于欧盟/DACH的GDPR数据处理附录(第28条)
- 适配各司法管辖区的条款库(美国、欧盟、英国、DACH)
- 变更订单与范围管理条款
Workflow
工作流程
Step 1: Requirements Gathering
步骤1:需求收集
Gather before drafting:
| Question | Why It Matters |
|---|---|
| Document type? | Contract, proposal, SOW, NDA, MSA |
| Jurisdiction? | US-Delaware, EU, UK, DACH |
| Engagement model? | Fixed-price, hourly, retainer, revenue-share |
| Parties? | Legal names, roles, registered addresses |
| Scope summary? | 1-3 sentences describing the work |
| Total value or rate? | Drives payment terms and liability caps |
| Timeline? | Start date, end date or duration, milestones |
| Special requirements? | IP assignment, white-label, subcontractors, non-compete |
| Personal data involved? | Triggers GDPR DPA requirement in EU/DACH |
起草前需收集以下信息:
| 问题 | 重要性说明 |
|---|---|
| 文档类型? | 合同、提案、SOW、NDA、MSA |
| 司法管辖区? | 美国-特拉华州、欧盟、英国、DACH |
| 合作模式? | 固定价格、按小时计费、保留服务、收益分成 |
| 参与方? | 法律名称、角色、注册地址 |
| 范围摘要? | 1-3句话描述工作内容 |
| 总金额或费率? | 影响付款条款和责任上限 |
| 时间线? | 开始日期、结束日期或时长、里程碑 |
| 特殊要求? | 知识产权转让、白标、分包商、竞业禁止 |
| 是否涉及个人数据? | 触发欧盟/DACH地区的GDPR数据处理附录要求 |
Step 2: Template Selection
步骤2:模板选择
| Document Type | Engagement Model | Template |
|---|---|---|
| Dev contract | Fixed-price | Template A: Fixed-Price Development |
| Dev contract | Hourly/Retainer | Template B: Consulting Retainer |
| Partnership | Revenue-share | Template C: SaaS Partnership |
| NDA | Mutual | Template NDA-M |
| NDA | One-way (discloser/recipient) | Template NDA-OW |
| SOW | Any | Template SOW (attaches to MSA or standalone) |
| Proposal | Any | Template P: Project Proposal |
| 文档类型 | 合作模式 | 模板 |
|---|---|---|
| 开发合同 | 固定价格 | 模板A:固定价格开发合同 |
| 开发合同 | 按小时/保留服务 | 模板B:咨询服务保留协议 |
| 合作协议 | 收益分成 | 模板C:SaaS合作协议 |
| 保密协议 | 双向 | 模板NDA-M |
| 保密协议 | 单向(披露方/接收方) | 模板NDA-OW |
| 工作说明书 | 任意 | 模板SOW(可附加于MSA或独立使用) |
| 项目提案 | 任意 | 模板P:项目提案 |
Step 3: Generate & Fill
步骤3:生成与填充
Fill all placeholders. Flag missing information as . Never leave blanks -- an incomplete contract is more dangerous than no contract.
[BRACKETED][REQUIRED - description]填写所有占位符。缺失信息标记为。请勿留空——不完整的合同比没有合同更危险。
[BRACKETED][REQUIRED - description]Step 4: Review Checklist
步骤4:审核清单
Before sending any generated document:
- All placeholders filled
[BRACKETED] - Correct jurisdiction selected and consistent throughout
- Payment terms match engagement model
- IP clause matches jurisdiction requirements
- Liability cap is reasonable (typically 1x-3x contract value)
- Termination clauses include both for-cause and for-convenience
- DPA included if personal data is processed (EU/DACH mandatory)
- Force majeure clause included for engagements over 3 months
- Change order process defined for fixed-price contracts
- Acceptance criteria defined for each deliverable
发送生成的文档前,请确认:
- 所有占位符已填写
[BRACKETED] - 已选择正确的司法管辖区且全程保持一致
- 付款条款与合作模式匹配
- 知识产权条款符合司法管辖区要求
- 责任上限合理(通常为合同金额的1-3倍)
- 终止条款包含因故终止和方便终止两种情况
- 若涉及个人数据处理,已包含数据处理附录(欧盟/DACH地区为必填)
- 对于时长超过3个月的合作,已包含不可抗力条款
- 固定价格合同中已定义变更订单流程
- 为每个交付物定义了验收标准
Clause Library
条款库
Payment Terms
付款条款
| Model | Standard Terms | Risk Notes |
|---|---|---|
| Fixed-price | 50% upfront, 25% at beta, 25% at acceptance | Best for defined scope |
| Hourly | Net-30, monthly invoicing | Requires time tracking |
| Retainer | Monthly prepaid, 1st of month | Include overflow rate |
| Milestone | Per-milestone invoicing | Define milestones precisely |
| Revenue-share | Net-30 after month close, minimum threshold | Requires audit rights |
Late payment: 1.5% per month (US standard), up to statutory maximum in EU/DACH.
| 模式 | 标准条款 | 风险提示 |
|---|---|---|
| 固定价格 | 50%预付款,25%在Beta阶段支付,25%在验收后支付 | 最适合范围明确的项目 |
| 按小时计费 | 月结,账期30天 | 需要时间跟踪 |
| 保留服务 | 每月预付,每月1日支付 | 包含超额费率 |
| 里程碑式 | 按里程碑开票 | 需精确定义里程碑 |
| 收益分成 | 月结后30天支付,设有最低门槛 | 需要审计权限 |
逾期付款: 每月1.5%(美国标准),欧盟/DACH地区不超过法定上限。
Intellectual Property
知识产权
| Jurisdiction | Default IP Ownership | Key Requirement |
|---|---|---|
| US (Delaware) | Work-for-hire doctrine | Must be in writing, 9 qualifying categories |
| EU | Author retains moral rights | Separate written assignment needed |
| UK | Employer owns (if employee) | Contractor: explicit assignment required |
| DACH (Germany) | Author retains Urheberrecht permanently | Must transfer Nutzungsrechte (usage rights) explicitly |
Pre-existing IP: Always carve out pre-existing tools, libraries, and frameworks. Grant client a perpetual, royalty-free license to use pre-existing IP as embedded in deliverables.
Portfolio rights: Developer retains right to display work in portfolio unless client requests confidentiality in writing within 30 days.
| 司法管辖区 | 默认知识产权归属 | 核心要求 |
|---|---|---|
| 美国(特拉华州) | 职务作品原则 | 必须以书面形式呈现,共9类符合条件的作品 |
| 欧盟 | 作者保留精神权利 | 需要单独的书面转让协议 |
| 英国 | 雇主拥有(若为雇员) | 承包商:需明确的转让条款 |
| DACH(德国) | 作者永久保留著作权(Urheberrecht) | 必须明确转让使用权限(Nutzungsrechte) |
预先存在的知识产权: 务必排除预先存在的工具、库和框架。授予客户永久、免版税的许可,以使用嵌入在交付物中的预先存在的知识产权。
作品集权利: 除非客户在30天内书面要求保密,否则开发者保留在作品集中展示工作成果的权利。
Liability
责任
| Risk Level | Cap | When to Use |
|---|---|---|
| Standard | 1x total fees paid | Most projects |
| High-risk | 3x total fees paid | Critical infrastructure, regulated industries |
| Uncapped (mutual) | No cap, mutual indemnification | Enterprise partnerships |
Always exclude: Indirect, incidental, and consequential damages (both parties).
| 风险等级 | 上限 | 使用场景 |
|---|---|---|
| 标准 | 已支付总费用的1倍 | 大多数项目 |
| 高风险 | 已支付总费用的3倍 | 关键基础设施、受监管行业 |
| 无上限(双向) | 无上限,双向赔偿 | 企业级合作 |
始终排除: 间接、附带和后果性损害(双方均适用)。
Termination
终止
| Type | Notice Period | Financial Treatment |
|---|---|---|
| For cause | 14-day cure period | Pay for work completed |
| For convenience (client) | 30 days written notice | Pay for work completed + 10-20% of remaining value |
| For convenience (either) | 30-60 days | Pay for work completed |
| Immediate (material breach uncured) | 7 days post-notice | Pro-rata payment |
| 类型 | 通知期限 | 财务处理 |
|---|---|---|
| 因故终止 | 14天整改期 | 支付已完成工作的费用 |
| 客户方便终止 | 30天书面通知 | 支付已完成工作的费用 + 剩余金额的10-20% |
| 双方方便终止 | 30-60天 | 支付已完成工作的费用 |
| 立即终止(未纠正的重大违约) | 通知后7天 | 按比例支付费用 |
Confidentiality
保密
- Standard term: 3 years post-termination
- Trade secrets: Perpetual (as long as information remains a trade secret)
- Return/destruction: All confidential materials returned or certified destroyed within 30 days of termination
- Exceptions: Publicly known, independently developed, received from third party, required by law
- 标准期限:终止后3年
- 商业秘密:永久(只要信息仍属于商业秘密)
- 返回/销毁:终止后30天内,所有保密材料需返回或经认证销毁
- 例外情况:公开已知、自主开发、从第三方获取、法律要求披露
Dispute Resolution
争议解决
| Jurisdiction | Recommended Forum | Rules |
|---|---|---|
| US | Binding arbitration | AAA Commercial Rules, Delaware venue |
| EU | ICC arbitration or local courts | ICC Rules, venue in capital of governing law |
| UK | LCIA arbitration, London | LCIA Rules, English law |
| DACH | DIS arbitration or Landgericht | DIS Rules, German law |
| 司法管辖区 | 推荐论坛 | 规则 |
|---|---|---|
| 美国 | 有约束力的仲裁 | AAA商业规则,特拉华州地点 |
| 欧盟 | ICC仲裁或当地法院 | ICC规则,管辖法律所属国首都地点 |
| 英国 | LCIA仲裁,伦敦 | LCIA规则,英国法律 |
| DACH | DIS仲裁或州法院 | DIS规则,德国法律 |
Jurisdiction-Specific Requirements
司法管辖区特定要求
US (Delaware)
美国(特拉华州)
- Governing law: State of Delaware (most business-friendly)
- Work-for-hire doctrine applies (Copyright Act 101)
- Non-compete: Enforceable with reasonable scope/duration/geography
- Electronic signatures: Valid under ESIGN Act and UETA
- 管辖法律:特拉华州(对商业最友好的州)
- 职务作品原则适用(版权法101条)
- 竞业禁止:在合理范围/期限/地理区域内可强制执行
- 电子签名:符合ESIGN法案和UETA法案,合法有效
EU (GDPR)
欧盟(GDPR)
- Data Processing Addendum required if handling personal data
- IP assignment may require separate written deed in some member states
- Consumer protection laws may override contract terms for B2C
- Right to withdraw within 14 days for distance contracts (B2C)
- 若处理个人数据,必须包含数据处理附录
- 在某些成员国,知识产权转让可能需要单独的书面契约
- 消费者保护法可能优先于B2C合同条款
- 远程合同(B2C)有14天的撤销权
UK (Post-Brexit)
英国(脱欧后)
- Governed by English law (most common choice)
- IP: Patents Act 1977, CDPA 1988
- UK GDPR (post-Brexit equivalent) applies for data processing
- Electronic signatures: Valid under Electronic Communications Act 2000
- 受英国法律管辖(最常见的选择)
- 知识产权:1977年专利法、1988年版权、设计和专利法
- 英国GDPR(脱欧后等效法规)适用于数据处理
- 电子签名:符合2000年电子通信法案,合法有效
DACH (Germany / Austria / Switzerland)
DACH(德国/奥地利/瑞士)
- BGB (Buergerliches Gesetzbuch) governs contracts
- Schriftform (written form) required for certain clauses (para 126 BGB)
- Author always retains moral rights (Urheberpersoernlichkeitsrecht) -- cannot be transferred
- Must explicitly transfer Nutzungsrechte (usage rights) with scope and duration
- Non-competes: Maximum 2 years, compensation required (para 74 HGB)
- DSGVO (German GDPR implementation) mandatory for personal data
- Kuendigungsfristen: Statutory notice periods apply and cannot be shortened below minimum
- 合同受《德国民法典》(BGB)管辖
- 某些条款需要书面形式(BGB第126条)
- 作者始终保留精神权利(Urheberpersoernlichkeitsrecht)——不可转让
- 必须明确转让使用权限(Nutzungsrechte)的范围和期限
- 竞业禁止:最长2年,需支付补偿(HGB第74条)
- 处理个人数据必须遵守DSGVO(德国GDPR实施条例)
- 通知期限:适用法定通知期限,不得低于最低标准
GDPR Data Processing Addendum (Template Block)
GDPR数据处理附录(模板块)
Required for any EU/DACH engagement involving personal data:
markdown
undefined涉及个人数据的欧盟/DACH合作必须包含以下内容:
markdown
undefinedDATA PROCESSING ADDENDUM (Art. 28 GDPR/DSGVO)
数据处理附录(GDPR/DSGVO第28条)
Controller: [CLIENT LEGAL NAME]
Processor: [SERVICE PROVIDER LEGAL NAME]
控制方:[CLIENT LEGAL NAME]
处理方:[SERVICE PROVIDER LEGAL NAME]
Processing Scope
处理范围
Processor processes personal data solely to perform services under the Agreement.
处理方仅为履行协议下的服务而处理个人数据。
Categories of Data Subjects
数据主体类别
[End users / Employees / Customers of Controller]
[终端用户 / 雇员 / 控制方客户]
Categories of Personal Data
个人数据类别
[Names, email addresses, usage data, IP addresses, payment information]
[姓名、电子邮件地址、使用数据、IP地址、支付信息]
Processing Duration
处理期限
Term of the Agreement. Deletion within [30] days of termination.
协议有效期内。终止后[30]天内删除。
Processor Obligations
处理方义务
- Process only on Controller's documented instructions
- Ensure authorized persons committed to confidentiality
- Implement Art. 32 technical and organizational measures
- Assist with data subject rights requests within [10] business days
- Notify Controller of personal data breach within [72] hours
- No sub-processors without prior written consent
- Delete or return all personal data upon termination
- Make available information to demonstrate compliance
- 仅根据控制方的书面指示处理数据
- 确保授权人员承诺保密
- 实施第32条规定的技术和组织措施
- 在[10]个工作日内协助处理数据主体的权利请求
- 个人数据泄露后[72]小时内通知控制方
- 无事先书面同意不得使用分包处理方
- 终止后删除或返还所有个人数据
- 提供信息以证明合规性
Current Sub-Processors
当前分包处理方
| Sub-Processor | Location | Purpose |
|---|---|---|
| [AWS/GCP/Azure] | [Region] | Cloud infrastructure |
| [Stripe] | [US/EU] | Payment processing |
| 分包处理方 | 地点 | 用途 |
|---|---|---|
| [AWS/GCP/Azure] | [Region] | 云基础设施 |
| [Stripe] | [US/EU] | 支付处理 |
Cross-Border Transfers
跨境传输
Transfers outside EEA: [ ] Standard Contractual Clauses [ ] Adequacy Decision [ ] BCRs
---向EEA以外传输:[ ] 标准合同条款 [ ] 充分性决定 [ ] BCRs
---Project Proposal Template (Template P)
项目提案模板(模板P)
markdown
undefinedmarkdown
undefinedPROJECT PROPOSAL
项目提案
Prepared for: [Client Name]
Prepared by: [Your Name / Company]
Date: [Date]
Valid until: [Date + 30 days]
致: [Client Name]
由: [Your Name / Company]
日期: [Date]
有效期至: [Date + 30 days]
Executive Summary
执行摘要
[2-3 sentences: what you will build, the business problem it solves, and the expected outcome]
[2-3句话:将构建的内容、解决的业务问题以及预期成果]
Understanding of Requirements
需求理解
[Demonstrate you understand the client's problem. Reference their specific situation, not generic boilerplate]
[展示你对客户问题的理解。参考客户的具体情况,而非通用模板内容]
Proposed Solution
解决方案提案
[Technical approach, architecture overview, technology choices with rationale]
[技术方法、架构概述、技术选型及理由]
Scope of Work
工作范围
In Scope
包含范围
- [Deliverable 1: specific description]
- [Deliverable 2: specific description]
- [Deliverable 3: specific description]
- [交付物1:具体描述]
- [交付物2:具体描述]
- [交付物3:具体描述]
Out of Scope
排除范围
- [Explicitly list what is NOT included -- prevents scope creep]
- [明确列出不包含的内容——防止范围蔓延]
Assumptions
假设条件
- [Client provides X by Y date]
- [Access to Z system will be available]
- [客户需在Y日期前提供X]
- [将可访问Z系统]
Timeline
时间线
| Phase | Deliverables | Duration | Dates |
|---|---|---|---|
| Discovery | Requirements document, architecture plan | 1 week | [Dates] |
| Development | Core features, API integration | 4 weeks | [Dates] |
| Testing | QA, UAT, bug fixes | 1 week | [Dates] |
| Launch | Deployment, monitoring, handoff | 1 week | [Dates] |
| 阶段 | 交付物 | 时长 | 日期 |
|---|---|---|---|
| 发现阶段 | 需求文档、架构规划 | 1周 | [Dates] |
| 开发阶段 | 核心功能、API集成 | 4周 | [Dates] |
| 测试阶段 | QA、用户验收测试、Bug修复 | 1周 | [Dates] |
| 上线阶段 | 部署、监控、交接 | 1周 | [Dates] |
Investment
投资明细
| Item | Cost |
|---|---|
| Discovery & Planning | [Amount] |
| Development | [Amount] |
| Testing & QA | [Amount] |
| Project Management | [Amount] |
| Total | [Amount] |
| 项目 | 费用 |
|---|---|
| 发现与规划 | [Amount] |
| 开发 | [Amount] |
| 测试与QA | [Amount] |
| 项目管理 | [Amount] |
| 总计 | [Amount] |
Payment Schedule
付款计划
- 50% upon contract signing
- 25% at beta delivery
- 25% upon final acceptance
- 合同签署后支付50%
- Beta交付后支付25%
- 最终验收后支付25%
Why Us
选择我们的理由
[2-3 concrete differentiators. Reference relevant experience, not just claims]
[2-3个具体的差异化优势。参考相关经验,而非空泛的声明]
Next Steps
下一步
- Review and approve this proposal
- Sign agreement (attached)
- Kick-off meeting within [5] business days
---- 审核并批准本提案
- 签署协议(附件)
- [5]个工作日内召开启动会议
---Document Conversion
文档转换
bash
undefinedbash
undefinedMarkdown to DOCX (basic)
Markdown转DOCX(基础版)
pandoc contract.md -o contract.docx --reference-doc=template.docx
pandoc contract.md -o contract.docx --reference-doc=template.docx
With numbered sections (legal style)
带编号章节(法律风格)
pandoc contract.md -o contract.docx --number-sections -V fontsize=11pt
pandoc contract.md -o contract.docx --number-sections -V fontsize=11pt
Markdown to PDF (via LaTeX)
Markdown转PDF(通过LaTeX)
pandoc contract.md -o contract.pdf -V geometry:margin=1in -V fontsize=11pt
pandoc contract.md -o contract.pdf -V geometry:margin=1in -V fontsize=11pt
Batch convert all contracts
批量转换所有合同
for f in contracts/*.md; do
pandoc "$f" -o "${f%.md}.docx" --reference-doc=template.docx
done
---for f in contracts/*.md; do
pandoc "$f" -o "${f%.md}.docx" --reference-doc=template.docx
done
---Common Pitfalls
常见陷阱
| Pitfall | Consequence | Prevention |
|---|---|---|
| Missing IP assignment language | Unclear ownership, disputes | Always include explicit IP clause per jurisdiction |
| Vague acceptance criteria | Endless revision cycles | Define "accepted" = written sign-off within X days |
| No change order process | Scope creep on fixed-price | Include change order clause with pricing mechanism |
| Jurisdiction mismatch | Unenforceable clauses | Match governing law to where parties operate |
| Missing liability cap | Unlimited exposure | Always cap liability at 1-3x contract value |
| Oral amendments | Unenforceable modifications | Require written amendments signed by both parties |
| No DPA for EU data | GDPR violation, up to 4% global revenue fine | Always include DPA when processing EU personal data |
| Missing force majeure | No protection against unforeseeable events | Include for engagements over 3 months |
| 陷阱 | 后果 | 预防措施 |
|---|---|---|
| 缺少知识产权转让条款 | 所有权不明确,引发纠纷 | 始终包含符合司法管辖区要求的明确知识产权条款 |
| 验收标准模糊 | 无限期修订循环 | 定义“验收”= X天内书面签字确认 |
| 无变更订单流程 | 固定价格项目出现范围蔓延 | 包含带有定价机制的变更订单条款 |
| 司法管辖区不匹配 | 条款无法强制执行 | 管辖法律与参与方运营地点匹配 |
| 缺少责任上限 | 无限风险敞口 | 始终将责任上限设为合同金额的1-3倍 |
| 口头修改 | 修改内容无法强制执行 | 要求双方签署书面修改协议 |
| 欧盟数据处理未包含DPA | 违反GDPR,最高可处全球年收入4%的罚款 | 处理欧盟个人数据时始终包含DPA |
| 缺少不可抗力条款 | 无法抵御不可预见事件 | 对于时长超过3个月的合作需包含该条款 |
Best Practices
最佳实践
- Use milestone payments over net-30 for projects over $10K -- reduces cash flow risk for both parties
- Always include a change order clause in fixed-price contracts
- For DACH: include Schriftformklausel (written form clause) explicitly
- Define response time SLAs in retainer agreements (e.g., 4h urgent / 24h normal)
- Keep templates in version control; review annually as laws change
- For NDAs: always specify return/destruction of confidential materials on termination
- Include a survival clause -- specify which clauses survive termination (confidentiality, IP, liability)
- For EU/DACH: check if consumer protection laws apply (B2C engagements have additional requirements)
- 对于超过1万美元的项目,使用里程碑付款而非月结30天——降低双方的现金流风险
- 固定价格合同中始终包含变更订单条款
- 对于DACH地区:明确包含书面形式条款(Schriftformklausel)
- 在保留服务协议中定义响应时间SLA(例如:紧急请求4小时内响应 / 常规请求24小时内响应)
- 将模板纳入版本控制;每年根据法律变化进行审核
- 对于NDA:始终规定终止后需返还/销毁保密材料
- 包含存续条款——明确哪些条款在终止后仍然有效(保密、知识产权、责任)
- 对于欧盟/DACH地区:检查是否适用消费者保护法(B2C合作有额外要求)
Related Skills
相关技能
| Skill | Use When |
|---|---|
| ceo-advisor | Strategic decisions about partnerships and business models |
| cfo-advisor | Financial terms, pricing strategy, revenue recognition |
| launch-strategy | Contract timing around product launches |
| 技能 | 使用场景 |
|---|---|
| ceo-advisor | 关于合作和商业模式的战略决策 |
| cfo-advisor | 财务条款、定价策略、收入确认 |
| launch-strategy | 产品发布前后的合同时间安排 |
Tool Reference
工具参考
1. contract_clause_checker.py
1. contract_clause_checker.py
Purpose: Validate a contract document (as structured JSON) against required clauses for a given jurisdiction and engagement type.
bash
python scripts/contract_clause_checker.py contract.json --jurisdiction us-delaware
python scripts/contract_clause_checker.py contract.json --jurisdiction eu --json| Flag | Required | Description |
|---|---|---|
| Yes | JSON file with contract clauses and metadata |
| No | Jurisdiction to check against: us-delaware, eu, uk, dach (default: us-delaware) |
| No | Contract type: fixed-price, hourly, retainer, nda, msa (default: fixed-price) |
| No | Output results as JSON |
用途: 根据给定的司法管辖区和合作类型,验证结构化JSON格式的合同文档是否包含所需条款。
bash
python scripts/contract_clause_checker.py contract.json --jurisdiction us-delaware
python scripts/contract_clause_checker.py contract.json --jurisdiction eu --json| 参数 | 是否必填 | 描述 |
|---|---|---|
| 是 | 包含合同条款和元数据的JSON文件 |
| 否 | 要检查的司法管辖区:us-delaware, eu, uk, dach(默认:us-delaware) |
| 否 | 合同类型:fixed-price, hourly, retainer, nda, msa(默认:fixed-price) |
| 否 | 以JSON格式输出结果 |
2. proposal_cost_estimator.py
2. proposal_cost_estimator.py
Purpose: Generate a project cost estimate with phase breakdown, payment schedule, and margin analysis.
bash
python scripts/proposal_cost_estimator.py --hourly-rate 150 --hours 200 --phases 4
python scripts/proposal_cost_estimator.py --hourly-rate 150 --hours 200 --phases 4 --json| Flag | Required | Description |
|---|---|---|
| Yes | Hourly rate in dollars |
| Yes | Estimated total hours |
| No | Number of project phases (default: 3) |
| No | Desired profit margin percentage (default: 20) |
| No | Currency code (default: USD) |
| No | Output results as JSON |
用途: 生成包含阶段细分、付款计划和利润分析的项目成本估算。
bash
python scripts/proposal_cost_estimator.py --hourly-rate 150 --hours 200 --phases 4
python scripts/proposal_cost_estimator.py --hourly-rate 150 --hours 200 --phases 4 --json| 参数 | 是否必填 | 描述 |
|---|---|---|
| 是 | 小时费率(美元) |
| 是 | 预计总工时 |
| 否 | 项目阶段数量(默认:3) |
| 否 | 期望利润率(默认:20) |
| 否 | 货币代码(默认:USD) |
| 否 | 以JSON格式输出结果 |
3. contract_comparison_analyzer.py
3. contract_comparison_analyzer.py
Purpose: Compare two contract versions and identify differences in key clauses, payment terms, and risk areas.
bash
python scripts/contract_comparison_analyzer.py contract_v1.json contract_v2.json
python scripts/contract_comparison_analyzer.py contract_v1.json contract_v2.json --json| Flag | Required | Description |
|---|---|---|
| Yes | JSON file with first contract version |
| Yes | JSON file with second contract version |
| No | Output results as JSON |
用途: 比较两个合同版本,识别关键条款、付款条款和风险领域的差异。
bash
python scripts/contract_comparison_analyzer.py contract_v1.json contract_v2.json
python scripts/contract_comparison_analyzer.py contract_v1.json contract_v2.json --json| 参数 | 是否必填 | 描述 |
|---|---|---|
| 是 | 第一个合同版本的JSON文件 |
| 是 | 第二个合同版本的JSON文件 |
| 否 | 以JSON格式输出结果 |
Troubleshooting
故障排除
| Problem | Likely Cause | Solution |
|---|---|---|
| Placeholders left in final document | Rushed filling process | Use contract_clause_checker.py to scan for unfilled [BRACKETED] placeholders before sending |
| IP clause is unenforceable in EU/DACH | Using US work-for-hire language in EU context | Switch to explicit Nutzungsrechte transfer for DACH; use separate written assignment deed for EU |
| Client disputes scope after signing | Vague acceptance criteria or missing change order process | Define "accepted" = written sign-off within X business days; include change order clause with pricing mechanism |
| Payment disputes on hourly contracts | No time tracking requirement or unclear invoicing terms | Specify time tracking tool, invoicing frequency (monthly), and payment terms (net-30) in the contract |
| GDPR non-compliance penalty risk | Missing DPA for EU/DACH engagements involving personal data | Always include Art. 28 DPA when processing EU personal data; use the template block in this skill |
| Contract fails legal review | Jurisdiction mismatch or missing mandatory clauses | Run contract_clause_checker.py against the target jurisdiction before legal review |
| 问题 | 可能原因 | 解决方案 |
|---|---|---|
| 最终文档中仍有占位符 | 填充过程仓促 | 发送前使用contract_clause_checker.py扫描未填充的[BRACKETED]占位符 |
| 知识产权条款在欧盟/DACH地区无法强制执行 | 在欧盟语境下使用美国职务作品术语 | 对于DACH地区切换为明确的Nutzungsrechte转让条款;对于欧盟使用单独的书面转让契约 |
| 客户签署后对范围提出异议 | 验收标准模糊或缺少变更订单流程 | 定义“验收”= X个工作日内书面签字确认;包含带有定价机制的变更订单条款 |
| 按小时计费的合同出现付款纠纷 | 无时间跟踪要求或开票条款不明确 | 在合同中指定时间跟踪工具、开票频率(月度)和付款条款(月结30天) |
| 存在GDPR不合规处罚风险 | 涉及个人数据的欧盟/DACH合作缺少DPA | 处理欧盟个人数据时始终包含第28条DPA;使用本技能中的模板块 |
| 合同未通过法律审核 | 司法管辖区不匹配或缺少强制性条款 | 法律审核前使用contract_clause_checker.py针对目标司法管辖区进行检查 |
Success Criteria
成功标准
- All [BRACKETED] placeholders filled before document delivery
- Correct jurisdiction selected and consistent throughout (verified by contract_clause_checker.py)
- Payment terms match engagement model with clear invoicing cadence
- IP clause matches jurisdiction requirements (work-for-hire for US, Nutzungsrechte for DACH)
- Liability cap set at 1-3x contract value with consequential damages excluded
- DPA included for all EU/DACH engagements involving personal data
- Change order process defined for all fixed-price contracts
- 交付文档前所有[BRACKETED]占位符已填充
- 选择了正确的司法管辖区且全程保持一致(通过contract_clause_checker.py验证)
- 付款条款与合作模式匹配,开票节奏清晰
- 知识产权条款符合司法管辖区要求(美国为职务作品,DACH为Nutzungsrechte转让)
- 责任上限设为合同金额的1-3倍,排除后果性损害
- 所有涉及个人数据的欧盟/DACH合作均包含DPA
- 所有固定价格合同均定义了变更订单流程
Scope & Limitations
范围与限制
- In scope: Contract templates, proposal generation, clause libraries, jurisdiction-specific compliance, document comparison, cost estimation
- Out of scope: Legal advice, contract negotiation strategy, litigation support, regulatory filings
- Not legal counsel: These templates are starting points; review with an attorney for engagements over $50K or involving complex IP, equity, or regulatory requirements
- Jurisdiction coverage: US (Delaware), EU (general), UK, DACH (Germany/Austria/Switzerland); other jurisdictions may require additional legal review
- Currency: Cost estimator defaults to USD; adjust for local currency in international engagements
- 包含范围: 合同模板、提案生成、条款库、司法管辖区合规性、文档比较、成本估算
- 排除范围: 法律咨询、合同谈判策略、诉讼支持、监管申报
- 非法律顾问: 这些模板仅为起点;对于金额超过5万美元或涉及复杂知识产权、股权或监管要求的合作,需请律师审核
- 司法管辖区覆盖: 美国(特拉华州)、欧盟(通用)、英国、DACH(德国/奥地利/瑞士);其他司法管辖区可能需要额外法律审核
- 货币: 成本估算默认使用美元;国际合作中需调整为当地货币
Integration Points
集成点
- ceo-advisor -- Strategic decisions about partnership structures and business models that drive contract type selection
- cfo-advisor -- Financial terms, revenue recognition, and pricing strategy that inform payment schedule and margin targets
- customer-success-manager -- SOW and MSA structures for customer engagements; renewal terms feed into CS workflows
- pricing-strategy -- When proposal pricing needs strategic positioning against competitors or market rates
- revenue-operations -- Contract values and payment schedules feed into pipeline forecasting and revenue recognition
- ceo-advisor -- 关于合作结构和商业模式的战略决策,决定合同类型选择
- cfo-advisor -- 财务条款、收入确认和定价策略,影响付款计划和利润目标
- customer-success-manager -- 客户合作的SOW和MSA结构;续约条款纳入客户成功工作流程
- pricing-strategy -- 当提案定价需要针对竞争对手或市场费率进行战略定位时
- revenue-operations -- 合同金额和付款计划纳入管道预测和收入确认