MSA and SOW review

Client paper checked against the firm's positions

ConsultingComplianceRiskBox, Salesforce, MS Teams
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How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the client draft and the firm playbook

Reviews master agreements and statements of work against the firm's standard positions on liability, IP, payment and termination

Compares each clause and drafts the redline

Redlines the departures with the fallback language the firm accepts

Drafts the issues summary

Summarizes the open points for the partner and the legal team in one page

Works inBox, Salesforce, MS Teams

What it does

  • Reviews master agreements and statements of work against the firm's standard positions on liability, IP, payment and termination
  • Redlines the departures with the fallback language the firm accepts
  • Summarizes the open points for the partner and the legal team in one page

Connects to

Box

Read, classify, and file documents with retention rules.

Salesforce

Enrich, update, and report on records under your profile.

MS Teams

Deliver updates and approvals into Teams channels.

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Works in the same systems

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Case note summarization

Case histories summarized for the next caseworker

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Client review prep

Wealth client meetings prepared from the accounts

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Templates that connect to the same systems

All templates on these systems
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Researches an account before a meeting and writes the pre-call brief.

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Call follow-ups

Turns a call transcript into a recap, the promises made and a dated follow-up list.

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Customer proof desk

Turns call notes into case studies and proof points, with quotes kept word for word.

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Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.

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