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AI agent for corporate counsels

Large Contract Approval Gatekeeper Agent

Give the executive a checked, plain summary of a contract and its deviations before signing.

ComplianceRisk managementManagementExecutives and strategy
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Large Contract Approval Gatekeeper Agent: what goes in, what the agent does and what you get

What it does

Large contracts reach executives for signature without a clear check of terms, authority or risk, and the executive often cannot tell what changed from the standard. The agent reads the contract, checks key terms such as liability caps, termination, payment and renewal against company policy, confirms the signer's authority and the budget, and flags deviations. It asks legal or finance for any missing review and re-checks once they reply. It then prepares a one page summary. The executive approves or rejects. Edge case: a contract has an uncapped indemnity, which policy forbids, so the agent holds it for legal.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Contract submitted for signature 2 USES A TOOL Read the contract and extract key terms 3 DOES Compare terms with the policy and playbook 4 USES A TOOL Confirm signing authority and budget 5 CHECKS THE RESULT Are all terms within policy or approved? If not: Route each deviation to legal or finance withthe clause. Back to step 3. 6 USES A TOOL Check that required reviews are complete 7 CHECKS THE RESULT Are all required reviews done? If not: Ask the reviewer and re-check when they reply.Back to step 6. 8 DOES Prepare a one page summary with the deviations 9 YOU APPROVE Executive approves or rejects 10 RESULT Decision record and summary
Read the steps as a list
  1. Contract submitted for signature
  2. Read the contract and extract key terms
  3. Compare terms with the policy and playbook
  4. Confirm signing authority and budget
  5. Are all terms within policy or approved?If not: Route each deviation to legal or finance with the clause. Back to step 3.
  6. Check that required reviews are complete
  7. Are all required reviews done?If not: Ask the reviewer and re-check when they reply. Back to step 6.
  8. Prepare a one page summary with the deviations
  9. Executive approves or rejectsThe agent waits here for your OK.
  10. Decision record and summary

How it decides

It marks a term as within policy, deviation or blocking by comparing it with the playbook. A blocking deviation or a missing review holds the contract.

  • Uncapped liability is blocking
  • Value over the signer's limit is blocking
  • A missing legal review holds the contract
  • Auto renewal over 12 months is a deviation

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Approval threshold
  • Policy playbook version
  • Terms checked
  • Reviewers required

What keeps you in control

It always asks you first

  • Executive approves or rejects the contract

Hard limits

  • Never signs or accepts a contract
  • Never changes contract terms

It stops when

  • Done: decision made and recorded
  • Stop: contract withdrawn

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA $2.4 million services contract showed an uncapped indemnity, which policy forbids, so the term check failed. The agent routed the clause to legal. It also found the CEO's limit was $2 million, so the authority check needed a second signer. Legal approved a cap, finance confirmed budget, and the executive approved with the CFO as co-signer.

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