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  "item": {
    "slug": "contract-review",
    "name": "Contract Review",
    "source": "tencent",
    "type": "skill",
    "category": "AI 智能",
    "sourceUrl": "https://clawhub.ai/lmanchu/contract-review",
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      "Download the package from Yavira.",
      "Extract the archive and review SKILL.md first.",
      "Import or place the package into your OpenClaw setup."
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      "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
      "steps": [
        "Download the package from Yavira.",
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        "Paste one of the prompts below and point your agent at the extracted folder."
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          "label": "New install",
          "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete."
        },
        {
          "label": "Upgrade existing",
          "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run."
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      "summary": "Source download looks usable.",
      "detail": "Yavira can redirect you to the upstream package for this source.",
      "primaryActionLabel": "Download for OpenClaw",
      "primaryActionHref": "/downloads/contract-review"
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      "installChecklist": [
        "Use the Yavira download entry.",
        "Review SKILL.md after the package is downloaded.",
        "Confirm the extracted package contains the expected setup assets."
      ],
      "postInstallChecks": [
        "Confirm the extracted package includes the expected docs or setup files.",
        "Validate the skill or prompts are available in your target agent workspace.",
        "Capture any manual follow-up steps the agent could not complete."
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    "downloadPageUrl": "https://openagent3.xyz/downloads/contract-review",
    "agentPageUrl": "https://openagent3.xyz/skills/contract-review/agent",
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    "briefUrl": "https://openagent3.xyz/skills/contract-review/agent.md"
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  "agentAssist": {
    "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
    "steps": [
      "Download the package from Yavira.",
      "Extract it into a folder your agent can access.",
      "Paste one of the prompts below and point your agent at the extracted folder."
    ],
    "prompts": [
      {
        "label": "New install",
        "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete."
      },
      {
        "label": "Upgrade existing",
        "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run."
      }
    ]
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  "documentation": {
    "source": "clawhub",
    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "Contract Review",
        "body": "Review legal contracts for risks, extract key terms, and suggest redlines. Built on the CUAD dataset (41 risk categories), ContractEval benchmarks, and LegalBench.\n\nDisclaimer: This skill provides informational analysis only. It is not legal advice. Material terms should be reviewed by qualified legal counsel before signing."
      },
      {
        "title": "When to Activate",
        "body": "User mentions \"review contract\", \"analyze agreement\", \"check this contract\"\nUser uploads or references a PDF/DOCX legal document\nUser asks about specific clauses, risks, or terms"
      },
      {
        "title": "Step 1: Pre-Review Checklist",
        "body": "Before analyzing content, verify document completeness:\n\nBlank fields: Flag any \"$X\", \"TBD\", \"[amount]\", \"____\" placeholders\n Missing exhibits: List all referenced schedules/exhibits and note which are missing\n Signature status: Draft or already executed?\n All pages present: Check for truncation or missing sections\n\nIf blank fields or missing exhibits exist, flag prominently in output header."
      },
      {
        "title": "Step 2: Identify Document Type & User Position",
        "body": "Ask if unclear: \"Which party are you? (customer, vendor, buyer, seller, licensor, licensee, receiving party, disclosing party)\"\n\nThis affects what's \"risky\":\n\nCustomer reviewing vendor agreement: flag vendor-favorable terms\nVendor reviewing own template: flag customer-favorable terms\nBuyer in M&A: flag seller-favorable terms\nSeller in M&A: flag buyer-favorable terms\nReceiving party in NDA: flag disclosing party-favorable terms\n\nAssess power dynamic:\n\nStartup vs. large enterprise? (limited negotiating leverage)\nStandard form vs. negotiated? (some terms non-negotiable)\nRegulated industry? (some terms legally required)"
      },
      {
        "title": "Output Format",
        "body": "Use markdown for readable, scannable output."
      },
      {
        "title": "Example Output",
        "body": "# Contract Review: [Document Name]\n\n**Document Type:** SaaS Subscription Agreement\n**Your Position:** Customer\n**Counterparty:** Acme Software Inc.\n**Risk Level:** Medium\n**Document Status:** Draft / Executed on [date]\n\n## Pre-Signing Alerts\n\n- **Blank field:** Fee amount in Section 4.1 is \"$____\"\n- **Missing exhibit:** Exhibit B (SLA) referenced but not attached\n\n## Executive Summary\n\nStandard vendor agreement with some one-sided terms. The 3-month liability cap and\nasymmetric termination rights need attention. Data ownership is clear.\n\n---\n\n## Key Terms\n\n| Term | Value | Location |\n|------|-------|----------|\n| Initial Term | 12 months | Section 8.1 |\n| Auto-Renewal | 12-month periods, 60-day notice | Section 8.2 |\n| Liability Cap | 3 months' fees | Section 10.2 |\n| Governing Law | Delaware | Section 12.1 |\n\n---\n\n## Red Flags (Quick Scan)\n\n| Flag | Found | Location |\n|------|-------|----------|\n| Liability cap < 6 months | Yes | Section 10.2 |\n| Uncapped indemnification | No | -- |\n| Unilateral amendment rights | Yes | Section 14.1 |\n| No termination for convenience | No | -- |\n| Perpetual obligations | No | -- |\n| Offshore jurisdiction | No | -- |\n\n---\n\n## Risk Analysis\n\n### Critical\n\n**Limitation of Liability** (Section 10.2)\n> \"Liability shall not exceed fees paid in the preceding three (3) months\"\n\n- **Issue:** 3-month cap is below market standard (typically 12 months)\n- **Risk:** For $120K annual contract, liability capped at $30K\n- **Market Standard:** 12 months' fees\n- **Negotiability:** Medium -- most vendors accept 6-12 months\n- **Redline:** Change \"three (3) months\" to \"twelve (12) months\"\n- **Fallback:** Accept 6 months as compromise\n\n---\n\n### Important\n\n**Termination for Convenience** (Section 8.5)\n> \"Vendor may terminate for any reason upon 30 days notice\"\n\n- **Issue:** One-sided; customer lacks equivalent right\n- **Market Standard:** Mutual termination rights\n- **Negotiability:** High -- reasonable ask\n- **Redline:** Add \"Either party may terminate...\" or change to \"90 days\"\n\n---\n\n### Reviewed & Acceptable\n\n| Category | Status | Notes |\n|----------|--------|-------|\n| Data Ownership | OK | Customer owns all customer data |\n| IP Rights | OK | Clear separation, no broad assignment |\n| Confidentiality | OK | Mutual, 3-year term, standard exceptions |\n| Governing Law | OK | Delaware -- neutral for commercial |\n\n---\n\n## Missing Provisions\n\n| Provision | Priority | Why It Matters |\n|-----------|----------|----------------|\n| Data Export Rights | Critical | No guaranteed way to get data out on termination |\n| SLA Credits | Important | 99.9% uptime stated but no remedy for breach |\n| Price Increase Cap | Important | Renewal pricing uncapped |\n\n**Suggested language for Data Export:**\n> \"Upon termination, Vendor shall make Customer Data available for export in CSV or JSON format for 90 days at no additional charge.\"\n\n---\n\n## Internal Consistency Issues\n\n- Section 5.2 references \"Exhibit C\" but no Exhibit C exists\n- \"Confidential Information\" defined in Section 3.1 but used lowercase in Section 7\n\n---\n\n## Negotiation Priority\n\n| # | Issue | Ask | Negotiability |\n|---|-------|-----|---------------|\n| 1 | Liability cap | 12 months | Medium |\n| 2 | Termination rights | Mutual | High |\n| 3 | Data export | Add provision | High |\n| 4 | Price cap | 5% annual max | Medium |\n\n---\n\n*This review is for informational purposes only. Material terms should be reviewed by qualified legal counsel.*"
      },
      {
        "title": "Red Flags Quick Scan",
        "body": "Check these danger signs FIRST before deep analysis:\n\nRed FlagWhy It MattersLiability cap < 6 monthsInadequate protectionUncapped indemnificationUnlimited exposure\"As-is\" with no warrantyNo recourse for defectsUnilateral suspension without noticeService can vanishUnilateral amendment rightsTerms can changeNo termination for convenienceLocked inPerpetual obligations (tails, non-competes)Indefinite exposureOffshore jurisdiction (BVI, Cayman)Expensive to enforcePre-signed conflict waiversNo recourse for conflicts\"Sole discretion\" language favoring counterpartyNo objective standardClass action waiver + mandatory arbitrationLimited remediesAsymmetric assignment rightsThey can assign, you can't"
      },
      {
        "title": "NDA Checklist",
        "body": "CategoryCheck ForDirectionOne-way or mutual?Definition scope\"All information\" too broad? Standard exceptions?Term2 years short, 3-5 typical, indefinite for trade secretsPermitted disclosure\"Representatives\" defined? Flow-down required?Residuals clauseCan use general knowledge retained in memory?Non-solicitationEmployees protected?StandstillPrevents hostile acquisition actions?No-contactCustomers, suppliers, employees protected?Return/destructionCertification required?Public announcementProhibits disclosure of discussions?Compelled disclosureNotice required? Time to seek protective order?Injunctive reliefPre-agreed specific performance? Bond waiver?"
      },
      {
        "title": "SaaS/MSA Checklist",
        "body": "CategoryCheck ForLiability cap12+ months = standardUptime SLA99.9% with credits = standardSuspension rightsUnilateral? Notice required?Data ownershipCustomer owns customer data?Data exportFormat, duration, cost on termination?Price increasesCapped? Notice period?Auto-renewal notice90+ days = good, <60 = riskTerminationMutual for convenience? Cure period for cause?SubprocessorsNotice of changes? Approval rights?InsuranceVendor carries E&O, cyber?"
      },
      {
        "title": "Payment/Merchant Agreement Checklist",
        "body": "CategoryCheck ForReserve/holdbackAmount, duration, release conditions?Chargeback liabilityCapped? Fraud protection?Network rulesIncorporated by reference? Access provided?Auto-debit authorityNotice before debits?Settlement timingWhen do you receive funds?Volume commitmentsRealistic? Penalty for shortfall?Suspension rightsImmediate or notice?Termination tailHow long do obligations survive?Audit rightsFrequency, notice, cost allocation?PCI complianceWho bears cost?"
      },
      {
        "title": "M&A Agreement Checklist",
        "body": "CategoryCheck ForPurchase priceCash vs. stock vs. earnout mix?Earnout mechanicsMeasurement, discretion, audit rights, acceleration?Escrow/holdbackAmount (10-15% typical), duration (12-18 mo), release?Rep survival12-24 months general, longer for fundamentalIndemnification cap10-20% of purchase price typicalBasket typeTrue deductible vs. tipping?SandbaggingPro-buyer or anti-sandbagging?Non-compete2-3 years, geographic scope?Working capitalTarget, collar, true-up mechanism?MAC definitionCarve-outs for market conditions?Employment compCounted in purchase price or separate?"
      },
      {
        "title": "Finder/Broker Agreement Checklist",
        "body": "CategoryCheck ForFee percentageSpecified or blank?Fee calculationWhat's included in deal value? Employment comp?\"Covered buyer\" definitionHow broad? Any prior relationship carve-out?Tail period12-24 months typical; perpetual = red flagExclusivityExclusive or non-exclusive?Minimum feeFloor amount?Joint representationConsent required? Conflict waiver?Escrow deductionAuto-pay from proceeds?Term/terminationCan you exit?Broker statusBD registered if securities involved?"
      },
      {
        "title": "Document Basics",
        "body": "Document Name and Type\nParties (legal names, roles)\nAgreement Date / Effective Date\nExpiration Date\nRenewal Terms\nDocument Status (draft/executed)\nBlank Fields / Placeholders"
      },
      {
        "title": "Term & Termination",
        "body": "Contract Term / Duration\nTermination for Convenience\nTermination for Cause\nPost-Termination Services\nSurvival Clauses\nSuspension Rights (immediate vs. with notice)\nCure Periods"
      },
      {
        "title": "Assignment & Control",
        "body": "Anti-Assignment Clause\nChange of Control\nConsent Requirements\nAsymmetric Assignment (they can, you can't)"
      },
      {
        "title": "Financial Terms",
        "body": "Payment Terms\nPrice Restrictions / Adjustments\nMost Favored Nation (MFN)\nMinimum Commitment\nVolume Restrictions\nAudit Rights\nPrice Escalation Caps\nReserve/Holdback Requirements\nAuto-Debit Authority"
      },
      {
        "title": "Liability & Risk",
        "body": "Limitation of Liability\nCap on Liability\nUncapped Liability Carve-outs\nIndemnification\nInsurance Requirements\nWarranty Duration\nWarranty Disclaimer (As-Is)\nExclusive Remedy Clauses\nChargeback/Return Liability"
      },
      {
        "title": "IP & Confidentiality",
        "body": "IP Ownership Assignment\nLicense Grant\nAffiliate License - Licensor/Licensee\nCovenant Not To Sue\nNon-Compete\nNon-Solicitation (Employees/Customers)\nCompetitive Restriction Exception\nExclusivity\nNon-Disparagement\nConfidentiality Duration\nThird Party Beneficiary\nResiduals Clause\nFeedback Ownership"
      },
      {
        "title": "Dispute Resolution",
        "body": "Governing Law\nJurisdiction / Venue\nArbitration vs Litigation\nJury Trial Waiver\nClass Action Waiver\nOffshore Jurisdiction Flags"
      },
      {
        "title": "Special Provisions",
        "body": "ROFR / ROFO / ROFN\nRevenue/Profit Sharing\nJoint IP Ownership\nSource Code Escrow\nIrrevocable or Perpetual License\nData Export Rights\nUptime/Availability SLA\nSublicensing Rights\nUnilateral Amendment Rights"
      },
      {
        "title": "Market Standard Benchmarks",
        "body": "ProvisionStandardYellow FlagRed FlagLiability cap12 months' fees6-11 months<6 monthsNon-compete duration1-2 years3-4 years5+ yearsNon-compete geographyWhere business operatesState-wideNationwideAuto-renewal notice90+ days60-89 days<60 daysTermination noticeMutual, 60-90 daysOne-sided, 30 daysImmediateIndemnificationMutual, cappedAsymmetricUncappedRep survival (M&A)12-18 months general24-30 months36+ monthsEscrow (M&A)10-15% for 12-18 mo15-20% for 18-24 mo>20% or >24 moConfidentiality (NDA)3 years general2 years5+ yearsFee tail (broker)12-18 months24 monthsPerpetualSLA uptime99.9% with credits99.5%No SLAData export90 days, standard format30 daysNonePrice increase capCPI or 5% annual10% annualUncappedCure period30 days15 daysNone"
      },
      {
        "title": "Negotiability Guide",
        "body": "RatingMeaningExamplesHighUsually acceptedMutual termination, cure periods, data exportMediumDepends on leverageLiability cap increase, price capsLowRarely changedNetwork rules (payments), regulatory requirementsNoneNon-negotiableCard network mandates, banking regulations\n\nPower dynamic factors:\n\nLarge customer + small vendor = more leverage\nStartup + enterprise vendor = less leverage\nCompetitive market = more leverage\nSole-source vendor = less leverage\nRegulated terms = no leverage (legally required)"
      },
      {
        "title": "Jurisdiction Notes",
        "body": "Non-Competes:\n\nCalifornia, North Dakota, Oklahoma, Minnesota: Generally void\nOther states: Reasonableness test applies\n\nChoice of Law:\n\nDelaware: Corp-friendly, predictable\nNew York: Financial agreements, sophisticated courts\nCalifornia: Employee-friendly, tech industry\nBVI/Cayman: Offshore, expensive to litigate, potential red flag\n\nArbitration Venues:\n\nAAA, JAMS: Standard US commercial\nSIAC (Singapore), LCIA (London): International, expensive\nMandatory + class waiver: Limits remedies significantly"
      },
      {
        "title": "Guardrails",
        "body": "Not legal advice: Recommend attorney review for material terms\nNot tax advice: Flag but don't opine\nJurisdiction matters: Note when enforceability varies\nExpress uncertainty: Say when interpretation is unclear\nNo hallucination: Only reference text actually in document\nShow what's acceptable: Always include \"Reviewed & Acceptable\" section\nDocument status matters: Note if already executed (review is informational)"
      },
      {
        "title": "License",
        "body": "MIT License. Open source contribution by IrisGo.AI."
      }
    ],
    "body": "Contract Review\n\nReview legal contracts for risks, extract key terms, and suggest redlines. Built on the CUAD dataset (41 risk categories), ContractEval benchmarks, and LegalBench.\n\nDisclaimer: This skill provides informational analysis only. It is not legal advice. Material terms should be reviewed by qualified legal counsel before signing.\n\nWhen to Activate\nUser mentions \"review contract\", \"analyze agreement\", \"check this contract\"\nUser uploads or references a PDF/DOCX legal document\nUser asks about specific clauses, risks, or terms\nStep 1: Pre-Review Checklist\n\nBefore analyzing content, verify document completeness:\n\n Blank fields: Flag any \"$X\", \"TBD\", \"[amount]\", \"____\" placeholders\n Missing exhibits: List all referenced schedules/exhibits and note which are missing\n Signature status: Draft or already executed?\n All pages present: Check for truncation or missing sections\n\nIf blank fields or missing exhibits exist, flag prominently in output header.\n\nStep 2: Identify Document Type & User Position\n\nAsk if unclear: \"Which party are you? (customer, vendor, buyer, seller, licensor, licensee, receiving party, disclosing party)\"\n\nThis affects what's \"risky\":\n\nCustomer reviewing vendor agreement: flag vendor-favorable terms\nVendor reviewing own template: flag customer-favorable terms\nBuyer in M&A: flag seller-favorable terms\nSeller in M&A: flag buyer-favorable terms\nReceiving party in NDA: flag disclosing party-favorable terms\n\nAssess power dynamic:\n\nStartup vs. large enterprise? (limited negotiating leverage)\nStandard form vs. negotiated? (some terms non-negotiable)\nRegulated industry? (some terms legally required)\nOutput Format\n\nUse markdown for readable, scannable output.\n\nExample Output\n# Contract Review: [Document Name]\n\n**Document Type:** SaaS Subscription Agreement\n**Your Position:** Customer\n**Counterparty:** Acme Software Inc.\n**Risk Level:** Medium\n**Document Status:** Draft / Executed on [date]\n\n## Pre-Signing Alerts\n\n- **Blank field:** Fee amount in Section 4.1 is \"$____\"\n- **Missing exhibit:** Exhibit B (SLA) referenced but not attached\n\n## Executive Summary\n\nStandard vendor agreement with some one-sided terms. The 3-month liability cap and\nasymmetric termination rights need attention. Data ownership is clear.\n\n---\n\n## Key Terms\n\n| Term | Value | Location |\n|------|-------|----------|\n| Initial Term | 12 months | Section 8.1 |\n| Auto-Renewal | 12-month periods, 60-day notice | Section 8.2 |\n| Liability Cap | 3 months' fees | Section 10.2 |\n| Governing Law | Delaware | Section 12.1 |\n\n---\n\n## Red Flags (Quick Scan)\n\n| Flag | Found | Location |\n|------|-------|----------|\n| Liability cap < 6 months | Yes | Section 10.2 |\n| Uncapped indemnification | No | -- |\n| Unilateral amendment rights | Yes | Section 14.1 |\n| No termination for convenience | No | -- |\n| Perpetual obligations | No | -- |\n| Offshore jurisdiction | No | -- |\n\n---\n\n## Risk Analysis\n\n### Critical\n\n**Limitation of Liability** (Section 10.2)\n> \"Liability shall not exceed fees paid in the preceding three (3) months\"\n\n- **Issue:** 3-month cap is below market standard (typically 12 months)\n- **Risk:** For $120K annual contract, liability capped at $30K\n- **Market Standard:** 12 months' fees\n- **Negotiability:** Medium -- most vendors accept 6-12 months\n- **Redline:** Change \"three (3) months\" to \"twelve (12) months\"\n- **Fallback:** Accept 6 months as compromise\n\n---\n\n### Important\n\n**Termination for Convenience** (Section 8.5)\n> \"Vendor may terminate for any reason upon 30 days notice\"\n\n- **Issue:** One-sided; customer lacks equivalent right\n- **Market Standard:** Mutual termination rights\n- **Negotiability:** High -- reasonable ask\n- **Redline:** Add \"Either party may terminate...\" or change to \"90 days\"\n\n---\n\n### Reviewed & Acceptable\n\n| Category | Status | Notes |\n|----------|--------|-------|\n| Data Ownership | OK | Customer owns all customer data |\n| IP Rights | OK | Clear separation, no broad assignment |\n| Confidentiality | OK | Mutual, 3-year term, standard exceptions |\n| Governing Law | OK | Delaware -- neutral for commercial |\n\n---\n\n## Missing Provisions\n\n| Provision | Priority | Why It Matters |\n|-----------|----------|----------------|\n| Data Export Rights | Critical | No guaranteed way to get data out on termination |\n| SLA Credits | Important | 99.9% uptime stated but no remedy for breach |\n| Price Increase Cap | Important | Renewal pricing uncapped |\n\n**Suggested language for Data Export:**\n> \"Upon termination, Vendor shall make Customer Data available for export in CSV or JSON format for 90 days at no additional charge.\"\n\n---\n\n## Internal Consistency Issues\n\n- Section 5.2 references \"Exhibit C\" but no Exhibit C exists\n- \"Confidential Information\" defined in Section 3.1 but used lowercase in Section 7\n\n---\n\n## Negotiation Priority\n\n| # | Issue | Ask | Negotiability |\n|---|-------|-----|---------------|\n| 1 | Liability cap | 12 months | Medium |\n| 2 | Termination rights | Mutual | High |\n| 3 | Data export | Add provision | High |\n| 4 | Price cap | 5% annual max | Medium |\n\n---\n\n*This review is for informational purposes only. Material terms should be reviewed by qualified legal counsel.*\n\nRed Flags Quick Scan\n\nCheck these danger signs FIRST before deep analysis:\n\nRed Flag\tWhy It Matters\nLiability cap < 6 months\tInadequate protection\nUncapped indemnification\tUnlimited exposure\n\"As-is\" with no warranty\tNo recourse for defects\nUnilateral suspension without notice\tService can vanish\nUnilateral amendment rights\tTerms can change\nNo termination for convenience\tLocked in\nPerpetual obligations (tails, non-competes)\tIndefinite exposure\nOffshore jurisdiction (BVI, Cayman)\tExpensive to enforce\nPre-signed conflict waivers\tNo recourse for conflicts\n\"Sole discretion\" language favoring counterparty\tNo objective standard\nClass action waiver + mandatory arbitration\tLimited remedies\nAsymmetric assignment rights\tThey can assign, you can't\nDocument Type Checklists\nNDA Checklist\nCategory\tCheck For\nDirection\tOne-way or mutual?\nDefinition scope\t\"All information\" too broad? Standard exceptions?\nTerm\t2 years short, 3-5 typical, indefinite for trade secrets\nPermitted disclosure\t\"Representatives\" defined? Flow-down required?\nResiduals clause\tCan use general knowledge retained in memory?\nNon-solicitation\tEmployees protected?\nStandstill\tPrevents hostile acquisition actions?\nNo-contact\tCustomers, suppliers, employees protected?\nReturn/destruction\tCertification required?\nPublic announcement\tProhibits disclosure of discussions?\nCompelled disclosure\tNotice required? Time to seek protective order?\nInjunctive relief\tPre-agreed specific performance? Bond waiver?\nSaaS/MSA Checklist\nCategory\tCheck For\nLiability cap\t12+ months = standard\nUptime SLA\t99.9% with credits = standard\nSuspension rights\tUnilateral? Notice required?\nData ownership\tCustomer owns customer data?\nData export\tFormat, duration, cost on termination?\nPrice increases\tCapped? Notice period?\nAuto-renewal notice\t90+ days = good, <60 = risk\nTermination\tMutual for convenience? Cure period for cause?\nSubprocessors\tNotice of changes? Approval rights?\nInsurance\tVendor carries E&O, cyber?\nPayment/Merchant Agreement Checklist\nCategory\tCheck For\nReserve/holdback\tAmount, duration, release conditions?\nChargeback liability\tCapped? Fraud protection?\nNetwork rules\tIncorporated by reference? Access provided?\nAuto-debit authority\tNotice before debits?\nSettlement timing\tWhen do you receive funds?\nVolume commitments\tRealistic? Penalty for shortfall?\nSuspension rights\tImmediate or notice?\nTermination tail\tHow long do obligations survive?\nAudit rights\tFrequency, notice, cost allocation?\nPCI compliance\tWho bears cost?\nM&A Agreement Checklist\nCategory\tCheck For\nPurchase price\tCash vs. stock vs. earnout mix?\nEarnout mechanics\tMeasurement, discretion, audit rights, acceleration?\nEscrow/holdback\tAmount (10-15% typical), duration (12-18 mo), release?\nRep survival\t12-24 months general, longer for fundamental\nIndemnification cap\t10-20% of purchase price typical\nBasket type\tTrue deductible vs. tipping?\nSandbagging\tPro-buyer or anti-sandbagging?\nNon-compete\t2-3 years, geographic scope?\nWorking capital\tTarget, collar, true-up mechanism?\nMAC definition\tCarve-outs for market conditions?\nEmployment comp\tCounted in purchase price or separate?\nFinder/Broker Agreement Checklist\nCategory\tCheck For\nFee percentage\tSpecified or blank?\nFee calculation\tWhat's included in deal value? Employment comp?\n\"Covered buyer\" definition\tHow broad? Any prior relationship carve-out?\nTail period\t12-24 months typical; perpetual = red flag\nExclusivity\tExclusive or non-exclusive?\nMinimum fee\tFloor amount?\nJoint representation\tConsent required? Conflict waiver?\nEscrow deduction\tAuto-pay from proceeds?\nTerm/termination\tCan you exit?\nBroker status\tBD registered if securities involved?\nRisk Categories (CUAD 41 + Extensions)\nDocument Basics\nDocument Name and Type\nParties (legal names, roles)\nAgreement Date / Effective Date\nExpiration Date\nRenewal Terms\nDocument Status (draft/executed)\nBlank Fields / Placeholders\nTerm & Termination\nContract Term / Duration\nTermination for Convenience\nTermination for Cause\nPost-Termination Services\nSurvival Clauses\nSuspension Rights (immediate vs. with notice)\nCure Periods\nAssignment & Control\nAnti-Assignment Clause\nChange of Control\nConsent Requirements\nAsymmetric Assignment (they can, you can't)\nFinancial Terms\nPayment Terms\nPrice Restrictions / Adjustments\nMost Favored Nation (MFN)\nMinimum Commitment\nVolume Restrictions\nAudit Rights\nPrice Escalation Caps\nReserve/Holdback Requirements\nAuto-Debit Authority\nLiability & Risk\nLimitation of Liability\nCap on Liability\nUncapped Liability Carve-outs\nIndemnification\nInsurance Requirements\nWarranty Duration\nWarranty Disclaimer (As-Is)\nExclusive Remedy Clauses\nChargeback/Return Liability\nIP & Confidentiality\nIP Ownership Assignment\nLicense Grant\nAffiliate License - Licensor/Licensee\nCovenant Not To Sue\nNon-Compete\nNon-Solicitation (Employees/Customers)\nCompetitive Restriction Exception\nExclusivity\nNon-Disparagement\nConfidentiality Duration\nThird Party Beneficiary\nResiduals Clause\nFeedback Ownership\nDispute Resolution\nGoverning Law\nJurisdiction / Venue\nArbitration vs Litigation\nJury Trial Waiver\nClass Action Waiver\nOffshore Jurisdiction Flags\nSpecial Provisions\nROFR / ROFO / ROFN\nRevenue/Profit Sharing\nJoint IP Ownership\nSource Code Escrow\nIrrevocable or Perpetual License\nData Export Rights\nUptime/Availability SLA\nSublicensing Rights\nUnilateral Amendment Rights\nMarket Standard Benchmarks\nProvision\tStandard\tYellow Flag\tRed Flag\nLiability cap\t12 months' fees\t6-11 months\t<6 months\nNon-compete duration\t1-2 years\t3-4 years\t5+ years\nNon-compete geography\tWhere business operates\tState-wide\tNationwide\nAuto-renewal notice\t90+ days\t60-89 days\t<60 days\nTermination notice\tMutual, 60-90 days\tOne-sided, 30 days\tImmediate\nIndemnification\tMutual, capped\tAsymmetric\tUncapped\nRep survival (M&A)\t12-18 months general\t24-30 months\t36+ months\nEscrow (M&A)\t10-15% for 12-18 mo\t15-20% for 18-24 mo\t>20% or >24 mo\nConfidentiality (NDA)\t3 years general\t2 years\t5+ years\nFee tail (broker)\t12-18 months\t24 months\tPerpetual\nSLA uptime\t99.9% with credits\t99.5%\tNo SLA\nData export\t90 days, standard format\t30 days\tNone\nPrice increase cap\tCPI or 5% annual\t10% annual\tUncapped\nCure period\t30 days\t15 days\tNone\nNegotiability Guide\nRating\tMeaning\tExamples\nHigh\tUsually accepted\tMutual termination, cure periods, data export\nMedium\tDepends on leverage\tLiability cap increase, price caps\nLow\tRarely changed\tNetwork rules (payments), regulatory requirements\nNone\tNon-negotiable\tCard network mandates, banking regulations\n\nPower dynamic factors:\n\nLarge customer + small vendor = more leverage\nStartup + enterprise vendor = less leverage\nCompetitive market = more leverage\nSole-source vendor = less leverage\nRegulated terms = no leverage (legally required)\nJurisdiction Notes\n\nNon-Competes:\n\nCalifornia, North Dakota, Oklahoma, Minnesota: Generally void\nOther states: Reasonableness test applies\n\nChoice of Law:\n\nDelaware: Corp-friendly, predictable\nNew York: Financial agreements, sophisticated courts\nCalifornia: Employee-friendly, tech industry\nBVI/Cayman: Offshore, expensive to litigate, potential red flag\n\nArbitration Venues:\n\nAAA, JAMS: Standard US commercial\nSIAC (Singapore), LCIA (London): International, expensive\nMandatory + class waiver: Limits remedies significantly\nGuardrails\nNot legal advice: Recommend attorney review for material terms\nNot tax advice: Flag but don't opine\nJurisdiction matters: Note when enforceability varies\nExpress uncertainty: Say when interpretation is unclear\nNo hallucination: Only reference text actually in document\nShow what's acceptable: Always include \"Reviewed & Acceptable\" section\nDocument status matters: Note if already executed (review is informational)\nLicense\n\nMIT License. Open source contribution by IrisGo.AI."
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