contract-review

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Contract Review

合同审查

Systematically analyze contracts to identify risks, unfavorable clauses, and negotiation opportunities before signing.
在签署前系统性分析合同,识别风险、不利条款以及谈判契机。

When to Use This Skill

何时使用该Skill

  • Reviewing vendor/SaaS contracts
  • Analyzing partnership agreements
  • Evaluating client service agreements
  • Reviewing employment contracts
  • Due diligence on M&A documents
  • 审查供应商/SaaS合同
  • 分析合作协议
  • 评估客户服务协议
  • 审查雇佣合同
  • 并购文件尽职调查

Methodology Foundation

方法论基础

Based on legal contract analysis frameworks combined with:
  • Risk assessment matrices
  • Common clause libraries
  • Industry-standard benchmarks
  • Negotiation leverage analysis
基于法律合同分析框架,结合以下内容:
  • 风险评估矩阵
  • 常见条款库
  • 行业标准基准
  • 谈判杠杆分析

What Claude Does vs What You Decide

Claude的职责 vs 你的决策

Claude DoesYou Decide
Identifies risky clausesRisk tolerance level
Flags unusual termsWhat to negotiate
Compares to standardsFinal accept/reject
Suggests alternativesBusiness trade-offs
Summarizes obligationsLegal counsel needs
Claude的职责你的决策
识别高风险条款风险容忍度
标记异常条款谈判内容
与标准条款对比最终接受/拒绝
提出替代方案业务权衡
总结义务条款是否需要法律顾问

Instructions

操作步骤

Step 1: Contract Overview

步骤1:合同概述

Initial Assessment:
ElementWhat to Capture
PartiesWho's bound
TypeService, license, partnership
TermDuration, renewal
ValueTotal commitment
JurisdictionGoverning law
初步评估:
要素需记录内容
参与方合同约束对象
类型服务、许可、合作
期限有效期、续约规则
价值总承诺金额
管辖范围适用法律

Step 2: Risk Categories

步骤2:风险分类

Clause Risk Matrix:
CategoryLow RiskMedium RiskHigh Risk
LiabilityMutual capsUncappedUnlimited indemnity
TermMonthlyAnnualMulti-year auto-renew
DataStandard DPACustom termsBroad usage rights
IPLicense onlyWork for hireAssignment
Termination30-day noticeFor cause onlyPenalties
条款风险矩阵:
类别低风险中风险高风险
责任双方责任上限无上限无限赔偿
期限月度年度多年自动续约
数据标准数据处理协议(DPA)自定义条款广泛使用权限
知识产权(IP)仅许可委托作品权利转让
终止30天通知期仅因违约终止终止违约金

Step 3: Clause-by-Clause Analysis

步骤3:逐条条款分析

Key Clauses to Review:
Payment Terms:
  • Net terms (30/60/90)
  • Late payment penalties
  • Price escalation clauses
  • Audit rights
Liability & Indemnification:
  • Cap on liability (multiple of fees)
  • Carve-outs (willful misconduct, IP)
  • Indemnification scope
  • Insurance requirements
Termination:
  • For convenience vs. for cause
  • Notice periods
  • Transition assistance
  • Data return/destruction
IP & Data:
  • Ownership of deliverables
  • License scope
  • Data usage rights
  • Confidentiality obligations
重点审查条款:
付款条款:
  • 账期(30/60/90天)
  • 逾期付款违约金
  • 价格上调条款
  • 审计权限
责任与赔偿:
  • 责任上限(费用倍数)
  • 例外情况(故意不当行为、知识产权)
  • 赔偿范围
  • 保险要求
终止条款:
  • 任意终止 vs 违约终止
  • 通知期
  • 过渡协助
  • 数据返还/销毁
知识产权与数据:
  • 交付物所有权
  • 许可范围
  • 数据使用权限
  • 保密义务

Step 4: Benchmarking

步骤4:基准对比

Industry Standards:
ClauseTypicalFavorableUnfavorable
Liability cap12 mo fees24 mo feesUncapped
PaymentNet 30Net 45Net 15
Termination30 days60 days90+ days
Auto-renewal30-day opt-out60-day opt-out90-day opt-out
行业标准:
条款典型情况有利情况不利情况
责任上限12个月费用24个月费用无上限
付款30天账期45天账期15天账期
终止通知期30天60天90天以上
自动续约30天退出通知60天退出通知90天退出通知

Step 5: Generate Recommendations

步骤5:生成建议

Output Structure:
  1. Executive summary (2-3 sentences)
  2. Risk rating (Low/Medium/High/Critical)
  3. Red flags (must address)
  4. Yellow flags (should negotiate)
  5. Green flags (acceptable)
  6. Recommended redlines
  7. Questions for counsel
输出结构:
  1. 执行摘要(2-3句话)
  2. 风险等级(低/中/高/严重)
  3. 红色预警(必须解决)
  4. 黄色预警(应谈判)
  5. 绿色通过(可接受)
  6. 建议修订内容
  7. 需向法律顾问咨询的问题

Examples

示例

Example 1: SaaS Vendor Contract Review

示例1:SaaS供应商合同审查

Input:
Review this SaaS contract summary:
- 3-year term with 90-day auto-renewal notice
- Unlimited liability for data breaches
- Vendor can change pricing with 30-day notice
- Data can be used for "service improvement"
- Termination only for material breach
Output:
undefined
输入:
Review this SaaS contract summary:
- 3-year term with 90-day auto-renewal notice
- Unlimited liability for data breaches
- Vendor can change pricing with 30-day notice
- Data can be used for "service improvement"
- Termination only for material breach
输出:
undefined

Contract Review: SaaS Vendor Agreement

Contract Review: SaaS Vendor Agreement

Risk Rating: HIGH

Risk Rating: HIGH



Executive Summary

Executive Summary

This contract heavily favors the vendor with limited termination rights, uncapped liability exposure for you, and one-sided price increase provisions. Recommend significant negotiation before signing.

This contract heavily favors the vendor with limited termination rights, uncapped liability exposure for you, and one-sided price increase provisions. Recommend significant negotiation before signing.

Red Flags (Must Address)

Red Flags (Must Address)

ClauseIssueRiskRecommendation
Auto-Renewal90-day notice for 3-year contractLock-in riskReduce to 30-60 days
PricingVendor can change with 30-day noticeBudget riskCap increases at 5%/year or CPI
TerminationMaterial breach onlyLock-in riskAdd termination for convenience with notice
LiabilityUnlimited for data breachesFinancial riskCap at 24 months of fees

ClauseIssueRiskRecommendation
Auto-Renewal90-day notice for 3-year contractLock-in riskReduce to 30-60 days
PricingVendor can change with 30-day noticeBudget riskCap increases at 5%/year or CPI
TerminationMaterial breach onlyLock-in riskAdd termination for convenience with notice
LiabilityUnlimited for data breachesFinancial riskCap at 24 months of fees

Yellow Flags (Should Negotiate)

Yellow Flags (Should Negotiate)

ClauseIssueRecommendation
Data Usage"Service improvement" is vagueDefine scope, exclude training AI
Term Length3 years is longRequest 1-year with renewal option
SLANone mentionedRequire 99.9% uptime with credits

ClauseIssueRecommendation
Data Usage"Service improvement" is vagueDefine scope, exclude training AI
Term Length3 years is longRequest 1-year with renewal option
SLANone mentionedRequire 99.9% uptime with credits

Green Flags (Acceptable)

Green Flags (Acceptable)

  • Standard confidentiality provisions
  • Reasonable IP license terms
  • Clear support response times

  • Standard confidentiality provisions
  • Reasonable IP license terms
  • Clear support response times

Recommended Redlines

Recommended Redlines

Priority 1 (Deal Breakers):
Section 8.2: Change "90 days" to "30 days"
Section 12.1: Add "and termination for convenience
              with 60 days written notice"
Section 14.3: Add "not to exceed 24 months of fees
              paid under this Agreement"
Priority 2 (Strongly Preferred):
Section 5.1: Add "Price increases shall not exceed
              5% annually"
Section 9.4: Change "service improvement" to
              "providing and improving the Service
              for Customer"

Priority 1 (Deal Breakers):
Section 8.2: Change "90 days" to "30 days"
Section 12.1: Add "and termination for convenience
              with 60 days written notice"
Section 14.3: Add "not to exceed 24 months of fees
              paid under this Agreement"
Priority 2 (Strongly Preferred):
Section 5.1: Add "Price increases shall not exceed
              5% annually"
Section 9.4: Change "service improvement" to
              "providing and improving the Service
              for Customer"

Questions for Legal Counsel

Questions for Legal Counsel

  1. Is unlimited data breach liability acceptable given our cyber insurance coverage?
  2. What's our exposure if we need to exit before term completion?
  3. Are there regulatory implications for the data usage clause?

  1. Is unlimited data breach liability acceptable given our cyber insurance coverage?
  2. What's our exposure if we need to exit before term completion?
  3. Are there regulatory implications for the data usage clause?

Negotiation Leverage

Negotiation Leverage

Your Position: First-year customer, significant deal size
Their Likely Flex:
  • Auto-renewal notice period
  • Liability caps
  • Pricing caps
Their Likely Firm:
  • Base term length
  • Core data usage rights
undefined
Your Position: First-year customer, significant deal size
Their Likely Flex:
  • Auto-renewal notice period
  • Liability caps
  • Pricing caps
Their Likely Firm:
  • Base term length
  • Core data usage rights
undefined

Example 2: Quick Risk Assessment

示例2:快速风险评估

Input:
Quick review - key concerns only:
- Unlimited indemnification for IP claims
- 2x annual fees liability cap
- Net 45 payment terms
- 60-day termination notice
- Standard DPA included
Output:
undefined
输入:
Quick review - key concerns only:
- Unlimited indemnification for IP claims
- 2x annual fees liability cap
- Net 45 payment terms
- 60-day termination notice
- Standard DPA included
输出:
undefined

Quick Risk Assessment

Quick Risk Assessment

Overall: MEDIUM RISK

Overall: MEDIUM RISK

ClauseRatingNote
IndemnificationHIGHUnlimited IP indemnity is risky
Liability CapGREEN2x is standard
PaymentGREENNet 45 is favorable
TerminationGREEN60 days is reasonable
Data ProtectionGREENStandard DPA
ClauseRatingNote
IndemnificationHIGHUnlimited IP indemnity is risky
Liability CapGREEN2x is standard
PaymentGREENNet 45 is favorable
TerminationGREEN60 days is reasonable
Data ProtectionGREENStandard DPA

Priority Action

Priority Action

Address Indemnification:
  • Request mutual cap on IP indemnity
  • Propose "lesser of [amount] or 12 months fees"
  • Alternative: carve out for willful infringement only
Everything Else: Acceptable, proceed if IP indemnity resolved.
undefined
Address Indemnification:
  • Request mutual cap on IP indemnity
  • Propose "lesser of [amount] or 12 months fees"
  • Alternative: carve out for willful infringement only
Everything Else: Acceptable, proceed if IP indemnity resolved.
undefined

Skill Boundaries

Skill边界

What This Skill Does Well

该Skill擅长的内容

  • Identifying common risk patterns
  • Comparing to industry benchmarks
  • Structuring negotiation priorities
  • Flagging unusual clauses
  • 识别常见风险模式
  • 与行业基准对比
  • 制定谈判优先级
  • 标记异常条款

What This Skill Cannot Do

该Skill无法完成的内容

  • Provide legal advice
  • Know jurisdiction-specific requirements
  • Assess strategic business importance
  • Replace qualified legal counsel
  • 提供法律建议
  • 了解特定管辖区域的要求
  • 评估战略业务重要性
  • 替代合格法律顾问

When to Escalate to Human

何时升级至人工处理

  • Contracts over $100K annual value
  • Non-standard or heavily negotiated terms
  • Any regulated industry requirements
  • Indemnification or liability questions
  • 年度价值超过10万美元的合同
  • 非标准或经过大量谈判的条款
  • 任何受监管行业的要求
  • 赔偿或责任相关问题

Iteration Guide

迭代指南

Follow-up Prompts:
  • "What's the worst-case scenario for the liability clause?"
  • "Draft redline language for [specific clause]"
  • "How does this compare to [competitor] contracts?"
  • "What should we ask for in return if we accept [term]?"
后续提示示例:
  • "责任条款的最坏情况是什么?"
  • "为[特定条款]起草修订语言"
  • "这与[竞争对手]的合同相比如何?"
  • "如果我们接受[条款],应该要求什么作为回报?"

References

参考资料

  • ACC (Association of Corporate Counsel) Contract Guidelines
  • IACCM Contract Terms Benchmarking
  • Tech Contract Negotiation Best Practices
  • Standard SaaS Agreement Templates
  • ACC(企业法律顾问协会)合同指南
  • IACCM合同条款基准
  • 技术合同谈判最佳实践
  • 标准SaaS协议模板

Related Skills

相关Skill

  • rfp-response
    - Creating proposals
  • nda-generator
    - Confidentiality agreements
  • terms-analyzer
    - Terms of service review
  • rfp-response
    - 提案创建
  • nda-generator
    - 保密协议
  • terms-analyzer
    - 服务条款审查

Skill Metadata

Skill元数据

  • Domain: Legal
  • Complexity: Intermediate
  • Mode: centaur
  • Time to Value: 30-60 min per contract
  • Prerequisites: Contract access, business context
  • 领域: 法律
  • 复杂度: 中级
  • 模式: 人机协作(centaur)
  • 价值交付时间: 每份合同30-60分钟
  • 前提条件: 可访问合同、业务背景