contract-and-proposal-writer

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Contract & 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:
QuestionWhy 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 TypeEngagement ModelTemplate
Dev contractFixed-priceTemplate A: Fixed-Price Development
Dev contractHourly/RetainerTemplate B: Consulting Retainer
PartnershipRevenue-shareTemplate C: SaaS Partnership
NDAMutualTemplate NDA-M
NDAOne-way (discloser/recipient)Template NDA-OW
SOWAnyTemplate SOW (attaches to MSA or standalone)
ProposalAnyTemplate 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
[BRACKETED]
placeholders. Flag missing information as
[REQUIRED - description]
. Never leave blanks -- an incomplete contract is more dangerous than no contract.
填写所有
[BRACKETED]
占位符。缺失信息标记为
[REQUIRED - description]
。请勿留空——不完整的合同比没有合同更危险。

Step 4: Review Checklist

步骤4:审核清单

Before sending any generated document:
  • All
    [BRACKETED]
    placeholders filled
  • 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
    [BRACKETED]
    占位符已填写
  • 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

ModelStandard TermsRisk Notes
Fixed-price50% upfront, 25% at beta, 25% at acceptanceBest for defined scope
HourlyNet-30, monthly invoicingRequires time tracking
RetainerMonthly prepaid, 1st of monthInclude overflow rate
MilestonePer-milestone invoicingDefine milestones precisely
Revenue-shareNet-30 after month close, minimum thresholdRequires 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

JurisdictionDefault IP OwnershipKey Requirement
US (Delaware)Work-for-hire doctrineMust be in writing, 9 qualifying categories
EUAuthor retains moral rightsSeparate written assignment needed
UKEmployer owns (if employee)Contractor: explicit assignment required
DACH (Germany)Author retains Urheberrecht permanentlyMust 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 LevelCapWhen to Use
Standard1x total fees paidMost projects
High-risk3x total fees paidCritical infrastructure, regulated industries
Uncapped (mutual)No cap, mutual indemnificationEnterprise 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

TypeNotice PeriodFinancial Treatment
For cause14-day cure periodPay for work completed
For convenience (client)30 days written noticePay for work completed + 10-20% of remaining value
For convenience (either)30-60 daysPay for work completed
Immediate (material breach uncured)7 days post-noticePro-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

JurisdictionRecommended ForumRules
USBinding arbitrationAAA Commercial Rules, Delaware venue
EUICC arbitration or local courtsICC Rules, venue in capital of governing law
UKLCIA arbitration, LondonLCIA Rules, English law
DACHDIS arbitration or LandgerichtDIS 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
DACHDIS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
undefined

DATA 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

  1. Process only on Controller's documented instructions
  2. Ensure authorized persons committed to confidentiality
  3. Implement Art. 32 technical and organizational measures
  4. Assist with data subject rights requests within [10] business days
  5. Notify Controller of personal data breach within [72] hours
  6. No sub-processors without prior written consent
  7. Delete or return all personal data upon termination
  8. Make available information to demonstrate compliance
  1. 仅根据控制方的书面指示处理数据
  2. 确保授权人员承诺保密
  3. 实施第32条规定的技术和组织措施
  4. 在[10]个工作日内协助处理数据主体的权利请求
  5. 个人数据泄露后[72]小时内通知控制方
  6. 无事先书面同意不得使用分包处理方
  7. 终止后删除或返还所有个人数据
  8. 提供信息以证明合规性

Current Sub-Processors

当前分包处理方

Sub-ProcessorLocationPurpose
[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
undefined
markdown
undefined

PROJECT 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

PhaseDeliverablesDurationDates
DiscoveryRequirements document, architecture plan1 week[Dates]
DevelopmentCore features, API integration4 weeks[Dates]
TestingQA, UAT, bug fixes1 week[Dates]
LaunchDeployment, monitoring, handoff1 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

ItemCost
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

  1. Review and approve this proposal
  2. Sign agreement (attached)
  3. Kick-off meeting within [5] business days

---
  1. 审核并批准本提案
  2. 签署协议(附件)
  3. [5]个工作日内召开启动会议

---

Document Conversion

文档转换

bash
undefined
bash
undefined

Markdown 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

PitfallConsequencePrevention
Missing IP assignment languageUnclear ownership, disputesAlways include explicit IP clause per jurisdiction
Vague acceptance criteriaEndless revision cyclesDefine "accepted" = written sign-off within X days
No change order processScope creep on fixed-priceInclude change order clause with pricing mechanism
Jurisdiction mismatchUnenforceable clausesMatch governing law to where parties operate
Missing liability capUnlimited exposureAlways cap liability at 1-3x contract value
Oral amendmentsUnenforceable modificationsRequire written amendments signed by both parties
No DPA for EU dataGDPR violation, up to 4% global revenue fineAlways include DPA when processing EU personal data
Missing force majeureNo protection against unforeseeable eventsInclude 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

  1. Use milestone payments over net-30 for projects over $10K -- reduces cash flow risk for both parties
  2. Always include a change order clause in fixed-price contracts
  3. For DACH: include Schriftformklausel (written form clause) explicitly
  4. Define response time SLAs in retainer agreements (e.g., 4h urgent / 24h normal)
  5. Keep templates in version control; review annually as laws change
  6. For NDAs: always specify return/destruction of confidential materials on termination
  7. Include a survival clause -- specify which clauses survive termination (confidentiality, IP, liability)
  8. For EU/DACH: check if consumer protection laws apply (B2C engagements have additional requirements)

  1. 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
  2. 固定价格合同中始终包含变更订单条款
  3. 对于DACH地区:明确包含书面形式条款(Schriftformklausel)
  4. 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)
  5. 将模板纳入版本控制;每年根据法律变化进行审核
  6. 对于NDA:始终规定终止后需返还/销毁保密材料
  7. 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)
  8. 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

SkillUse When
ceo-advisorStrategic decisions about partnerships and business models
cfo-advisorFinancial terms, pricing strategy, revenue recognition
launch-strategyContract 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
FlagRequiredDescription
contract.json
YesJSON file with contract clauses and metadata
--jurisdiction
NoJurisdiction to check against: us-delaware, eu, uk, dach (default: us-delaware)
--type
NoContract type: fixed-price, hourly, retainer, nda, msa (default: fixed-price)
--json
NoOutput 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
contract.json
包含合同条款和元数据的JSON文件
--jurisdiction
要检查的司法管辖区:us-delaware, eu, uk, dach(默认:us-delaware)
--type
合同类型:fixed-price, hourly, retainer, nda, msa(默认:fixed-price)
--json
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
FlagRequiredDescription
--hourly-rate
YesHourly rate in dollars
--hours
YesEstimated total hours
--phases
NoNumber of project phases (default: 3)
--margin
NoDesired profit margin percentage (default: 20)
--currency
NoCurrency code (default: USD)
--json
NoOutput 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
--hourly-rate
小时费率(美元)
--hours
预计总工时
--phases
项目阶段数量(默认:3)
--margin
期望利润率(默认:20)
--currency
货币代码(默认:USD)
--json
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
FlagRequiredDescription
contract_v1.json
YesJSON file with first contract version
contract_v2.json
YesJSON file with second contract version
--json
NoOutput 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
contract_v1.json
第一个合同版本的JSON文件
contract_v2.json
第二个合同版本的JSON文件
--json
以JSON格式输出结果

Troubleshooting

故障排除

ProblemLikely CauseSolution
Placeholders left in final documentRushed filling processUse contract_clause_checker.py to scan for unfilled [BRACKETED] placeholders before sending
IP clause is unenforceable in EU/DACHUsing US work-for-hire language in EU contextSwitch to explicit Nutzungsrechte transfer for DACH; use separate written assignment deed for EU
Client disputes scope after signingVague acceptance criteria or missing change order processDefine "accepted" = written sign-off within X business days; include change order clause with pricing mechanism
Payment disputes on hourly contractsNo time tracking requirement or unclear invoicing termsSpecify time tracking tool, invoicing frequency (monthly), and payment terms (net-30) in the contract
GDPR non-compliance penalty riskMissing DPA for EU/DACH engagements involving personal dataAlways include Art. 28 DPA when processing EU personal data; use the template block in this skill
Contract fails legal reviewJurisdiction mismatch or missing mandatory clausesRun 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