vendor-agreement-review

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Vendor Agreement Review

供应商协议审核

Matter context

事项上下文

Matter context. Check
## Matter workspaces
in the practice-level CLAUDE.md. If
Enabled
is
(the default for in-house users), skip the rest of this paragraph — skills use practice-level context and the matter machinery is invisible. If enabled and there is no active matter, ask: "Which matter is this for? Run
/commercial-legal:matter-workspace switch <slug>
or say
practice-level
." Load the active matter's
matter.md
for matter-specific context and overrides. Write outputs to the matter folder at
~/.claude/plugins/config/claude-for-legal/commercial-legal/matters/<matter-slug>/
. Never read another matter's files unless
Cross-matter context
is
on
.

事项上下文:查看业务层面CLAUDE.md中的
## Matter workspaces
。如果
Enabled
(内部用户默认设置),则跳过本段剩余内容——功能将使用业务层面上下文,事项机制不可见。如果已启用且无活跃事项,请询问:“这是针对哪个事项的?运行
/commercial-legal:matter-workspace switch <slug>
或回复
practice-level
。”加载活跃事项的
matter.md
以获取特定于事项的上下文和覆盖规则。将输出写入事项文件夹
~/.claude/plugins/config/claude-for-legal/commercial-legal/matters/<matter-slug>/
。除非
Cross-matter context
开启,否则不得读取其他事项的文件。

Destination check

输出对象检查

Before producing output, check where it's going. If the user has named a destination (a channel, a distribution list, a counterparty, "everyone"), ask whether it's inside the privilege circle. Public channels, company-wide lists, counterparty/opposing counsel, vendors, and clients (for work product) waive the protection. When the destination looks outside the circle, flag it and offer (a) the privileged version for legal only, (b) a sanitized version for the broader channel, or (c) both — don't silently apply a privileged header and then help paste it somewhere the header won't protect it. See the canonical
## Shared guardrails → Destination check
in this plugin's CLAUDE.md.
生成输出前,先检查输出对象。如果用户指定了输出对象(如频道、分发列表、交易对手、“所有人”),请询问该对象是否属于保密范围。公开频道、全公司列表、交易对手/对方律师、供应商以及客户(针对工作成果)会丧失保密保护。当输出对象看起来在保密范围外时,需标记并提供以下选项:(a) 仅面向法务的保密版本,(b) 面向更广泛频道的脱敏版本,(c) 同时提供两个版本——不要静默添加保密页眉后,协助将其粘贴到页眉无法提供保护的地方。请参阅此插件CLAUDE.md中的标准
## Shared guardrails → Destination check
部分。

Purpose

目标

Read a vendor agreement against the playbook this team actually uses (in
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
), find every term that deviates, and tell the lawyer what to do about each one — with specific redline language, not vague "consider revising."
The output is a review memo the lawyer can act on in one pass. Every issue has a severity, a business-impact explanation, a proposed fix, and an escalation call if one is needed.
对照团队实际使用的操作手册(位于
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
)审阅供应商协议,找出所有偏离条款,并告知律师针对每个条款的处理方案——提供具体的红线修订语言,而非模糊的“考虑修订”建议。
输出结果应为律师可直接执行的审核备忘录。每个问题都包含严重程度、业务影响说明、建议修正方案以及必要时的升级请示。

Precondition: load the playbook

前置条件:加载操作手册

Before reading the contract, read
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
.
If it's missing or still has placeholders, surface this bounce:
I notice you haven't configured your practice profile yet — that's how I tailor playbook positions, escalation, and house style to your practice.
Two choices:
  • Run
    /commercial-legal:cold-start-interview
    (2 minutes) to configure your profile, then I'll review tailored to YOUR playbook.
  • Say "provisional" and I'll review against generic defaults — US jurisdiction, middle risk appetite, lawyer role, no playbook (flag all common vendor-contract risks from first principles) — and tag every output
    [PROVISIONAL — configure your profile for tailored output]
    so you can see what I do before committing.
**审阅合同前,请先阅读
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
。**如果该文件缺失或仍包含占位符,请显示以下提示:
我注意您尚未配置业务档案——这是我根据您的业务需求定制操作手册立场、升级流程和内部风格的依据。
两种选择:
  • 运行
    /commercial-legal:cold-start-interview
    (2分钟)来配置您的档案,之后我将根据您的操作手册进行定制化审阅。
  • 回复**"provisional"**,我将根据通用默认规则进行审阅——美国管辖、中等风险偏好、律师角色、无操作手册(从基本原则出发标记所有常见供应商合同风险)——并在所有输出中标记
    [PROVISIONAL — configure your profile for tailored output]
    ,以便您在确认前了解我的处理方式。

Provisional mode

临时模式

If the user says "provisional," run the review normally using these generic defaults: middle risk appetite, lawyer role, US jurisdiction, no playbook (flag the common vendor-side risks from first principles — unlimited liability, no data-breach carveout, uncapped indemnity, auto-renewal without notice, etc. — rather than matching to configured positions). Tag the reviewer note and every finding block with
[PROVISIONAL]
. At the end of the output, append:
"That was a generic run against default assumptions. Run
/commercial-legal:cold-start-interview
to get output calibrated to YOUR practice — your playbook, your jurisdiction, your risk appetite. 2 minutes."
Which side? Before applying the playbook, determine which side the company is on for this contract. Usually obvious: if the counterparty is a vendor/supplier providing goods or services, you're purchasing-side. If the counterparty is a customer buying your product/service, you're sales-side. If it's not obvious (a reseller agreement, a partnership, a revenue share), ask: "Which side is [company] on for this agreement — vendor or customer?" Read the matching playbook section (
### Sales-side playbook
or
### Purchasing-side playbook
) from the config. Note which side in the output so the reviewer knows which playbook was applied. If the matching side is
[Not configured]
, stop and tell the user to run
/commercial-legal:cold-start-interview --side <side>
before this review can proceed.
This skill is typically used for purchasing-side contracts (vendors supplying you), but the side check still applies — a "vendor agreement" could be your own template sent to a vendor as part of a reseller arrangement (sales-side).
The playbook in
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
is the source of truth. It tells you:
  • What this team's standard positions are (not market standard — their standard)
  • What fallbacks they've accepted before
  • What they never accept
  • Who approves what
  • The one deal-breaker to check first
If the contract has the deal-breaker, flag it at the top of the memo and stop the detailed review. There's no point spending 30 minutes on liability caps if the agreement gives the vendor rights to use customer data for training.
如果用户回复"provisional",则使用以下通用默认规则正常进行审阅:中等风险偏好、律师角色、美国管辖、无操作手册(从基本原则出发标记常见供应商端风险——无限责任、无数据泄露例外、无上限赔偿、无通知自动续约等——而非匹配配置的立场)。在审阅说明和每个问题块中标记
[PROVISIONAL]
。在输出末尾添加:
"这是基于默认假设的通用审阅结果。运行
/commercial-legal:cold-start-interview
可获得针对您业务校准的输出——匹配您的操作手册、管辖区域和风险偏好。仅需2分钟。"
**我方立场?**应用操作手册前,请确定公司在本合同中的立场。通常很明确:如果交易对手是提供商品或服务的供应商/服务商,我方为采购方;如果交易对手是购买我方产品/服务的客户,我方为销售方。如果不明确(如转售协议、合作协议、收入分成协议),请询问:“[公司]在本协议中处于哪一方——供应商还是客户?”从配置文件中读取匹配的操作手册章节(
### Sales-side playbook
### Purchasing-side playbook
)。在输出中注明立场,以便审阅者了解应用的是哪份操作手册。如果匹配的立场为
[Not configured]
,请停止操作并告知用户先运行
/commercial-legal:cold-start-interview --side <side>
,然后再进行审阅。
此功能通常用于采购方合同(供应商为我方提供服务),但仍需进行立场检查——“供应商协议”可能是我方作为转售安排的一部分发送给供应商的自有模板(销售方立场)。
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
中的操作手册是唯一依据。它会告知您:
  • 团队的标准立场是什么(不是市场标准——而是我方标准)
  • 之前接受过哪些让步条款
  • 绝对不能接受的条款
  • 哪些事项需要谁审批
  • 首先要检查的致命条款
如果合同包含致命条款,请在备忘录顶部标记并停止详细审阅。如果协议赋予供应商使用客户数据进行训练的权利,那么花30分钟审核责任限额就毫无意义。

Workflow

工作流程

Step 1: Orient

步骤1:定位

Read the whole agreement once, fast. Answer:
QuestionAnswer
What kind of agreement is this?MSA / SaaS subscription / Professional services / License / Other
Who are we?Customer / Vendor (this plugin assumes customer — flag if not)
CounterpartyName, and are they a BigCo (won't negotiate) or a startup (will)?
Dollar valueAnnual / total contract value if stated
TermLength, renewal mechanics
Is there a DPA?Attached / referenced by URL / missing
Is there an order form?Separate doc or integrated
Dollar-value handling. If the main agreement does not state a dollar value (the MSA sets terms but the Order Form carries price, which is typical), stop and ask before running escalation math or applying dollar thresholds:
The MSA itself doesn't state an annual contract value. The Order Form carries the price. Your escalation threshold is $[X from the matrix]. Before I route this, I need the ACV. Options:
  1. Paste the Order Form value (preferred — I'll use it for routing and the memo).
  2. Tell me if this is above or below $[threshold] and I'll route accordingly; the memo will flag that the routing assumed [above/below threshold] without an ACV in hand.
  3. Route conservatively to the higher approver regardless — safer for a review you haven't priced.
Do NOT silently assume a value and then use the assumed value to drive routing. The assumption propagates into the approval call, which is a place the review shouldn't be guessing.
DPA-by-reference handling. If the main agreement incorporates a DPA "available at [URL]" or "as set forth at [URL]" or similar by reference, the DPA is part of the contract but is not in front of you. Note it explicitly in the Orient table and in the review memo:
This agreement incorporates a DPA by URL reference at
[URL]
. The DPA carries the real data terms — subprocessor rights, breach-notification timing, data-return mechanics, standard contractual clauses, audit rights. Without reading it, the data-protection analysis below is partial. Offer to route the DPA to
/privacy-legal:dpa-review
(if installed) for a separate review, or fetch and read it inline before completing Step 3's data-protection analysis.
If the user is installed with
privacy-legal
, explicitly offer:
Want me to hand the DPA URL to
/privacy-legal:dpa-review
once you're ready? That skill is built for the DPA work and will catch subprocessor / SCC / breach-notification issues that this skill only flags at the gate.
Do not silently proceed as if the DPA were absent when it is incorporated by reference. A missing DPA and an unread DPA are different gaps — label them differently.
快速通读整个协议,回答以下问题:
问题答案
这是何种类型的协议?MSA / SaaS订阅 / 专业服务 / 许可 / 其他
我方身份?客户 / 供应商(此插件默认我方为客户——若不是请标记)
交易对手名称,以及对方是大型企业(不会协商)还是初创公司(会协商)?
金额年度/总合同金额(如有说明)
期限时长、续约机制
是否包含DPA?附件 / 通过URL引用 / 缺失
是否包含订单表?单独文档或集成在协议中
金额处理:如果主协议未注明金额(MSA设定条款,订单表包含价格,这是常见情况),请停止操作并询问,再进行升级计算或应用金额阈值:
MSA本身未注明年度合同价值,订单表包含价格。您的升级阈值为$[矩阵中的X值]。在我提交审批前,需要了解ACV(年度合同价值)。选项:
  1. 粘贴订单表金额(首选——我将用于审批路径和备忘录)。
  2. 告知我金额是否高于或低于$[阈值],我将据此提交审批;备忘录会标记审批路径是基于[高于/低于阈值]的假设,未掌握实际ACV。
  3. 保守起见,直接提交给更高层级的审批人——对于未定价的审阅来说更安全。
请勿静默假设金额并据此驱动审批路径。这种假设会影响审批决策,而审阅不应在此处进行猜测。
通过引用的DPA处理:如果主协议通过“可在[URL]获取”或“如[URL]所述”等方式引用DPA,则DPA是合同的一部分,但未呈现在您面前。请在定位表和审阅备忘录中明确注明:
本协议通过URL引用DPA,链接为
[URL]
。DPA包含实际的数据条款——分包商权利、 breach通知时限、数据返还机制、标准合同条款、审计权。未审阅DPA的情况下,以下数据保护分析是不完整的。建议将DPA提交给
/privacy-legal:dpa-review
(若已安装)进行单独审阅,或先在线获取并审阅DPA,再完成步骤3的数据保护分析。
如果用户已安装
privacy-legal
,请明确提供选项:
准备好后需要我将DPA URL提交给
/privacy-legal:dpa-review
吗?该功能专为DPA审阅设计,能发现此功能仅在入口处标记的分包商/SCC/ breach通知问题。
当DPA通过引用纳入合同时,请勿静默视为DPA不存在。缺失DPA和未审阅DPA是不同的漏洞——请分别标记。

Step 2: Deal-breaker check

步骤2:致命条款检查

Check the "one thing" from
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
first. If present:
markdown
undefined
首先检查
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
中的“首要检查项”。如果存在:
markdown
undefined

⛔ DEAL-BREAKER PRESENT

⛔ 存在致命条款

Section [X.X] contains [the deal-breaker]. Per the team playbook, this is a hard no. Recommend:
  • Push back — propose [specific alternative language]
  • Walk — if counterparty won't move, we don't sign
Detailed review below is provided for completeness but is moot unless this is resolved.
undefined
第[X.X]条包含[致命条款内容]。根据团队操作手册,此条款绝对不可接受。建议:
  • 提出异议——建议使用[具体替代语言]
  • 终止谈判——如果交易对手不愿让步,我方不签署
以下详细审阅仅供参考,除非此问题解决,否则无实际意义。
undefined

Step 3: Term-by-term comparison

步骤3:逐条对比

For each playbook category in
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
, find the corresponding contract section and compare.
For each deviation, produce:
markdown
undefined
针对
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
中的每个操作手册类别,找到合同中的对应章节并进行对比。
针对每个偏离项,生成以下内容:
markdown
undefined

[Section X.X]: [Issue name]

[第X.X条]:[问题名称]

Playbook says: [our standard position, quoted from
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
]
Contract says:
"[exact quote from the contract]"
Gap: [Missing term | Weaker than standard | Weaker than fallback | Non-standard structure | Unacceptable]
Legal risk: 🔴 Critical | 🟠 High | 🟡 Medium | 🟢 Low Business friction: 🔴 Blocks deals | 🟠 Slows deals | 🟡 Confuses customers | 🟢 Invisible
Why it matters: [one or two sentences in plain English — what goes wrong for the business if this term stays as-is]
Proposed redline:
"[the specific replacement language — ready to paste into a markup]"
If they won't move: [the fallback from
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
, or "escalate to [person]" if no fallback exists]

**Severity calibration:**

| Level | Means |
|---|---|
| 🔴 Critical | Don't sign without fixing. A term on the team's "never accept" list in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`, or a deal-breaker. |
| 🟠 High | Strongly push; escalate if they won't move. A term outside the playbook's stated fallback range. |
| 🟡 Medium | Push in first round; accept if it's the last open item. A term inside the fallback range but short of the standard position. |
| 🟢 Low | Note it, don't spend capital. A term the playbook explicitly tolerates, or a purely stylistic deviation. |

Severity is always applied *against `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`*. If a term doesn't map cleanly to a playbook position, ask the user which bucket it belongs in and offer to record the answer in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`.
操作手册要求: [我方标准立场,引用自
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
]
合同内容:
"[合同中的精确引用]"
差距: [缺失条款 | 弱于标准 | 弱于让步条款 | 非标准结构 | 不可接受]
法律风险: 🔴 严重 | 🟠 高 | 🟡 中等 | 🟢 低 业务影响: 🔴 阻碍交易 | 🟠 延缓交易 | 🟡 混淆客户 | 🟢 无影响
影响说明: [一两句通俗易懂的英文——如果保留此条款,业务会面临什么问题]
建议红线修订:
"[具体替代语言——可直接粘贴到标记文档中]"
若对方不愿让步: [来自
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
的让步条款,或“升级至[人员]”(若无让步条款)]

**严重程度校准:**

| 级别 | 含义 |
|---|---|
| 🔴 严重 | 不修正则不得签署。属于团队操作手册`~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`中“绝对不可接受”列表的条款,或致命条款。 |
| 🟠 高 | 强烈要求修正;若对方不愿让步则升级。超出操作手册规定的让步范围的条款。 |
| 🟡 中等 | 首轮谈判中提出修正;若为最后一个未解决问题则可接受。在让步范围内但未达到标准立场的条款。 |
| 🟢 低 | 仅作记录,无需投入精力。操作手册明确允许的条款,或纯格式性偏离。 |

严重程度始终基于`~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`进行判定。如果某个条款无法清晰匹配操作手册立场,请询问用户该条款属于哪个类别,并提议将答案记录在`~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`中。

Liability cap decision procedure

责任限额判定流程

The cap amount is the least important part of the cap. When reviewing the limitation-of-liability clause, do not produce a single "check liability cap against playbook" line item. Work through the four dimensions below and state each one explicitly in the finding:
  1. Direct vs. indirect/consequential damages. Does the cap apply to ALL liability, or only direct damages? A 12-month cap on direct damages with uncapped consequential damages is a completely different position than a 12-month aggregate cap. State both treatments explicitly.
  2. The cap base — quote it verbatim. "12-month cap" could mean: (a) fees paid in the 12 months preceding the claim, (b) fees payable in the current 12-month period, (c) fees over the last 12 months of usage, (d) fees under the current order form, (e) total fees ever paid. These can differ by an order of magnitude. Quote the exact language. If ambiguous, flag it: "Cap base is ambiguous —
    [the quoted language]
    — could mean [X] or [Y]. Confirm before signing."
  3. Cap-carveout interaction. A $100K cap with uncapped indemnity for data breach, IP, and confidentiality is functionally uncapped for the claims that actually arise in SaaS disputes. Enumerate what sits ABOVE the cap (the carveouts), what sits BELOW (what's actually capped), and assess whether the capped surface is meaningful: "The cap covers [general contract breach]. Data breach, IP indemnity, and confidentiality are carved out and uncapped. For this vendor's risk profile, the capped surface is [meaningful / nominal]."
  4. Your playbook position per dimension. The practice profile should have positions for: direct cap (multiple of fees), indirect damages (excluded / capped / uncapped), carveout list (what's acceptable above the cap), and cap base (which definition you'll accept). If the playbook has one "standard position" field, note: "Your playbook has a single cap position — consider splitting into direct/indirect/carveouts/base for more precise review."
**限额金额是责任限额中最不重要的部分。**审阅责任限制条款时,不要仅生成“对照操作手册检查责任限额”这一项内容。请按照以下四个维度逐一分析,并在结果中明确说明每个维度:
  1. 直接损害vs间接/后果性损害:限额是否适用于所有责任,还是仅适用于直接损害?仅对直接损害设定12个月限额但对后果性损害无上限,与设定12个月累计限额是完全不同的立场。请明确说明两种处理方式。
  2. 限额基数——逐字引用:“12个月限额”可能指:(a) 索赔前12个月支付的费用,(b) 当前12个月应付的费用,(c) 过去12个月使用产生的费用,(d) 当前订单表下的费用,(e) 累计支付的所有费用。这些含义可能相差一个数量级。请引用精确语言。如果存在歧义,请标记:“限额基数不明确——
    [引用语言]
    ——可能指[X]或[Y]。签署前请确认。”
  3. 限额例外交互:10万美元限额但对数据泄露、知识产权和保密责任无上限赔偿,在SaaS纠纷中实际相当于无上限。请列举限额之上的内容(例外项)、限额之下的内容(实际受限于限额的内容),并评估限额覆盖范围是否有意义:“限额涵盖[一般合同违约]。数据泄露、知识产权赔偿和保密责任属于例外项且无上限。针对此供应商的风险状况,限额覆盖范围[有意义 / 无实际意义]。”
  4. 操作手册针对各维度的立场:业务档案应包含以下立场:直接损害限额(费用倍数)、间接损害(排除/限额/无上限)、例外项列表(可接受的限额之上内容)、限额基数(可接受的定义)。如果操作手册仅有一个“标准立场”字段,请注明:“您的操作手册仅有一个限额立场——建议拆分为直接损害/间接损害/例外项/基数,以便更精确地审阅。”

Jurisdiction delta check

管辖区域差异检查

The playbook applies one governing-law preference globally. Enforceability varies materially. Check the contract's actual governing law against the top divergences before accepting playbook positions at face value:
  • Non-solicits/non-competes: Unenforceable in CA (Bus. & Prof. Code §16600). Restricted in many EU jurisdictions. Enforceable with limitations elsewhere.
    [jurisdiction — verify]
  • Auto-renewal: CA GBL §17600-17606, NY GBL §527-a, IL 815 ILCS 601 have specific consumer/B2B notice requirements. Other states vary.
    [jurisdiction — verify]
  • Liability exclusions: EU and UK unfair contract terms rules (UCTA 1977, Consumer Rights Act 2015) constrain consumer exclusions. Some US states limit exclusion of gross negligence or willful misconduct.
    [jurisdiction — verify]
  • Indemnification: Some states void indemnification for the indemnitee's own negligence.
    [jurisdiction — verify]
  • Confidentiality term: Some jurisdictions limit "perpetual" confidentiality to a reasonable period.
    [jurisdiction — verify]
When the playbook position conflicts with the contract's governing-law enforceability, flag: "Your playbook prefers [X], but this contract is governed by [Y] law where [X] is [unenforceable / restricted / subject to statutory override].
[jurisdiction — verify]
"
**操作手册在全球范围内适用一种准据法偏好,但可执行性差异很大。**在接受操作手册立场前,请对照主要差异检查合同实际适用的准据法:
  • 竞业禁止/非招揽条款:在加州不可执行(《商业与职业法典》第16600条)。在许多欧盟管辖区域受到限制。在其他地区有限制地可执行。
    [管辖区域——请核实]
  • 自动续约:加州GBL第17600-17606条、纽约GBL第527-a条、伊利诺伊州815 ILCS 601条对消费者/企业对企业的通知有特定要求。其他州规定不同。
    [管辖区域——请核实]
  • 责任排除:欧盟和英国的不公平合同条款规则(1977年《不公平合同条款法》、2015年《消费者权利法》)限制消费者责任排除。部分美国州限制排除重大过失或故意不当行为的责任。
    [管辖区域——请核实]
  • 赔偿条款:部分州规定赔偿方对受偿方自身过失的赔偿无效。
    [管辖区域——请核实]
  • 保密条款:部分管辖区域将“永久”保密限制为合理期限。
    [管辖区域——请核实]
当操作手册立场与合同准据法的可执行性冲突时,请标记:“您的操作手册偏好[X],但本合同受[Y]法律管辖,在该法律下[X]是[不可执行 / 受限 / 受法定 override约束]。
[管辖区域——请核实]

Step 4: Favorable terms and gaps

步骤4:有利条款和缺失条款

Two short lists:
Better than our standard: Terms where the vendor gave us more than we'd ask for. Note these — they're trade bait if you need to give something up elsewhere.
Missing entirely: Standard provisions that just aren't there. Most common: assignment restrictions, audit rights (if we want them), force majeure, insurance requirements.
两个简短列表:
优于我方标准的条款:供应商提供的条款比我方要求更优厚的内容。请记录这些条款——如果需要在其他方面做出让步,这些可作为谈判筹码。
完全缺失的条款:本应存在但未包含的标准条款。最常见的包括:转让限制、审计权(若我方需要)、不可抗力、保险要求。

Step 5: Escalation routing

步骤5:升级审批路径

Check the escalation matrix in
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
against:
  • Contract dollar value
  • Presence of any 🔴 critical issues
  • Any automatic-escalation triggers (unlimited liability, IP assignment, etc.)
State clearly who needs to approve this:
markdown
undefined
对照
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
中的升级矩阵,结合以下因素:
  • 合同金额
  • 是否存在任何🔴严重问题
  • 任何自动升级触发条件(无限责任、知识产权转让等)
明确说明需要谁审批:
markdown
undefined

Approval routing

审批路径

Based on [dollar value / issue severity], this agreement requires:
  • [Name/role] approval — [reason]
  • Business owner sign-off on [specific commercial term they should weigh in on]
Recommended next step: [Send redlines to counterparty | Escalate to GC before responding | Get business input on commercial term X before legal responds]

**Before proceeding to send redlines to the counterparty:** Read `## Who's using this` in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`. If the Role is Non-lawyer:

> Sending redlines is a legal act — the counterparty will treat every edit as our negotiating position. Have you reviewed this with an attorney? If yes, proceed. If no, here's a brief to bring to them:
>
> [Generate a 1-page summary: counterparty, agreement type, the specific redlines proposed, the playbook positions behind each, the fallbacks, and what to ask the attorney before the package leaves.]
>
> If you need to find an attorney, solicitor, barrister, or other authorised legal professional: contact your professional regulator (state bar in the US, SRA/Bar Standards Board in England & Wales, Law Society in Scotland/NI/Ireland/Canada/Australia, or your jurisdiction's equivalent) for a referral service.

Do not proceed past this gate without an explicit yes.
基于[合同金额 / 问题严重程度],本协议需要:
  • [姓名/职位] 审批——[理由]
  • 业务负责人签署 确认[他们需要权衡的具体商业条款]
建议下一步: [向交易对手发送红线修订版本 | 回复前升级至总法律顾问 | 就商业条款X获取业务意见后再由法务回复]

**在向交易对手发送红线修订版本前:** 阅读`~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`中的`## Who's using this`。如果角色为非律师:

> 发送红线修订版本是法律行为——交易对手会将每一处修改视为我方的谈判立场。您是否已与律师审阅过此内容?如果是,请继续。如果否,以下是提交给律师的简要说明:
>
> [生成1页摘要:交易对手、协议类型、建议的具体红线修订、背后的操作手册立场、让步条款,以及在发送前需向律师询问的问题。]
>
> 如果您需要寻找律师、事务律师、出庭律师或其他授权法律专业人士:请联系您所在地区的专业监管机构(美国州律师协会、英格兰及威尔士SRA/律师标准委员会、苏格兰/北爱尔兰/爱尔兰/加拿大/澳大利亚律师协会,或您所在管辖区域的等效机构)获取推荐服务。

未获得明确同意前,请勿继续此步骤。

Redline granularity

红线修订粒度

Edit at the smallest possible granularity. A redline is a negotiation artifact, not a rewrite. Wholesale clause replacement signals "we threw out your drafting" — it's aggressive, it forces the counterparty to re-read the whole clause, and it discards the parts of their drafting that were fine. Surgical redlines — strike a word, insert a phrase, restructure a subclause — signal "we have specific asks" and are faster to read, understand, and accept.
Default to the smallest edit that achieves the playbook position:
  • Replace a word before a phrase. ("twelve (12)" → "twenty-four (24)")
  • Replace a phrase before a sentence. ("paid by the Buyer" → "paid and payable by the Buyer")
  • Restructure a subclause before replacing the sentence. (Add "(a)" and "(b)" to split a compound condition.)
  • Replace a sentence before replacing the clause.
  • Only replace a whole clause when the counterparty's version is so far from your position that surgical edits would be harder to read than a fresh draft — and when you do, say so in the transmittal: "We've replaced §8.2 rather than marking it up because the changes were extensive. Happy to walk you through the delta."
When in doubt, smaller. A client who receives a surgical redline trusts that you read carefully. A client who receives a wholesale replacement wonders whether you read at all.
**以最小粒度进行编辑。**红线修订是谈判工具,而非重写。 wholesale替换条款意味着“我们否决了您的起草”——这种方式过于强硬,会迫使交易对手重新阅读整个条款,并且丢弃了他们起草中合理的部分。精准的红线修订——删除一个词、插入一个短语、重组一个子条款——意味着“我们有具体的诉求”,更易于阅读、理解和接受。
默认采用能实现操作手册立场的最小修改:
  • 先替换单个词,再替换短语。("twelve (12)" → "twenty-four (24)")
  • 先替换短语,再替换句子。("paid by the Buyer" → "paid and payable by the Buyer")
  • 先重组子条款,再替换句子。(添加"(a)"和"(b)"拆分复合条件。)
  • 先替换句子,再替换条款。
  • 仅当交易对手的版本与我方立场相差甚远,精准修改比重新起草更难阅读时,才替换整个条款——此时请在发送说明中注明:“我们替换了第8.2条,而非标记修改,因为改动幅度较大。很高兴为您解释差异。”
如有疑问,优先选择更小粒度的修改。收到精准红线修订的客户会相信您仔细阅读了合同。收到wholesale替换版本的客户会怀疑您是否读过合同。

Step 6: Assemble the memo

步骤6:组装备忘录

Prepend the work-product header from
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
## Outputs
(it differs by user role — see
## Who's using this
).
This memo and the underlying agreement may be privileged, confidential, or both. The output inherits that status from the source. Distribute only within the privilege circle; mark and store it where privileged materials live; strip the work-product header before any external delivery (e.g., counterparty redlines, stakeholder summaries).
The playbook positions applied below reflect the jurisdiction recorded in
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
Governing law and venue
. Legal rules and enforceability vary materially by jurisdiction. If this deal implicates a different governing law or a choice-of-law question, flag it in the memo — the analysis may not transfer as written.
No silent supplement. If a research query to the configured legal research tool returns few or no results for a rule the memo needs (enforceability of a limitation clause, indemnity scope, governing-law choice), report what was found and stop. Do NOT fill the gap from web search or model knowledge without asking. Say: "The search returned [N] results from [tool]. Coverage appears thin for [rule / jurisdiction]. Options: (1) broaden the search query, (2) try a different research tool, (3) search the web — results will be tagged
[web search — verify]
and should be checked against a primary source before relying, or (4) flag as unverified and stop. Which would you like?" A lawyer decides whether to accept lower-confidence sources.
Source attribution. Where the memo cites a statute, regulation, or case, tag the citation:
[Westlaw]
,
[statute / regulator site]
, or the MCP tool name for citations retrieved from a legal research connector;
[web search — verify]
for web-search citations;
[model knowledge — verify]
for citations recalled from training data;
[user provided]
for citations from the counterparty draft or house files. Citations tagged
verify
carry higher fabrication risk and should be checked first. Never strip or collapse the tags.
markdown
[WORK-PRODUCT HEADER — per plugin config ## Outputs]
在开头添加
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
## Outputs
中的工作成果页眉(根据用户角色不同而有所差异——请参阅
## Who's using this
)。
本备忘录及基础协议可能享有保密特权或属于保密内容。输出结果的保密状态与来源一致。仅在保密范围内分发;在保密材料存储位置标记并存储;对外交付(如交易对手红线修订版本、利益相关者摘要)前,请移除工作成果页眉。
以下应用的操作手册立场反映了
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
Governing law and venue
中记录的管辖区域。法律规则和可执行性因管辖区域而异。如果此交易涉及不同的准据法或准据法选择问题,请在备忘录中标记——分析结果可能无法直接套用。
**禁止静默补充。**如果向配置的法律研究工具发出的查询返回的结果不足以支持备忘录所需的规则(责任条款的可执行性、赔偿范围、准据法选择),请报告查询结果并停止操作。请勿未经询问就通过网络搜索或模型知识填补空白。请说明:“从[工具]搜索到[N]条结果。针对[规则 / 管辖区域]的覆盖范围较窄。选项:(1) 扩大搜索查询范围,(2) 尝试其他研究工具,(3) 进行网络搜索——结果将标记
[web search — verify]
,依赖前需对照原始来源核实,或(4) 标记为未验证并停止操作。您希望选择哪种方式?”律师会决定是否接受可信度较低的来源。
**来源归因。**备忘录引用法规、条例或案例时,请标记引用来源:从法律研究连接器获取的引用标记为
[Westlaw]
[statute / regulator site]
或MCP工具名称;网络搜索的引用标记为
[web search — verify]
;从训练数据中召回的引用标记为
[model knowledge — verify]
;从交易对手草稿或内部文件中获取的引用标记为
[user provided]
。标记为
verify
的引用存在较高的伪造风险,应优先核实。请勿移除或合并标记。
markdown
[工作成果页眉——根据插件配置## Outputs]

Vendor Agreement Review: [Counterparty] [Agreement Type]

供应商协议审核:[交易对手] [协议类型]

Reviewed: [date] Contract value: $[amount] / [term] Our role: Customer

审阅日期: [日期] 合同金额: $[金额] / [期限] 我方角色: 客户

Bottom line

核心结论

[Two sentences. Can we sign this? What has to change first?]
Issues (legal risk): [N]🔴 [N]🟠 [N]🟡 [N]🟢 Issues (business friction): [N]🔴 [N]🟠 [N]🟡 [N]🟢
Approval needed from: [name]

[两句话。我方能否签署?首先需要修改哪些内容?]
问题(法律风险): [N]🔴 [N]🟠 [N]🟡 [N]🟢 问题(业务影响): [N]🔴 [N]🟠 [N]🟡 [N]🟢
需审批人: [姓名]

Deal-breaker check

致命条款检查

[✅ Clear | ⛔ Present — see above]

[✅ 无 | ⛔ 存在——见上文]

Issues by severity

按严重程度分类的问题

[All the deviation blocks from Step 3, grouped Critical → Low]

[步骤3中的所有偏离项,按严重→低排序]

Favorable terms

有利条款

[list]
[列表]

Missing provisions

缺失条款

[list]

[列表]

Approval routing

审批路径

[from Step 5]

[来自步骤5]

Redline package

红线修订包

[If requested: consolidated markup-ready language for all proposed changes]
undefined
[如果要求:整合所有建议修改的可标记语言]
undefined

Integration: [CLM]

集成:[CLM]

If a [CLM] MCP is connected, after the review:
  • Check if this counterparty already has agreements with us (may inform negotiating posture — "we already gave them 24-month cap on the last deal")
  • Pull the workflow template that matches this agreement type
  • Offer to create the [CLM] record with the review memo attached and approvers pre-routed
如果已连接[CLM] MCP,审阅完成后:
  • 检查该交易对手是否已与我方存在协议(可能影响谈判姿态——“我们在上一笔交易中已给予他们24个月限额”)
  • 提取匹配此协议类型的工作流模板
  • 提议创建[CLM]记录,附加审阅备忘录并预先指定审批人

Integration: DocuSign

集成:DocuSign

If DocuSign MCP is connected and the agreement is ready to sign (all greens or all issues accepted), offer to:
  • Generate the envelope
  • Route to signers in the right order per the escalation matrix
Do not send anything for signature without explicit instruction. "Ready to sign" is the lawyer's call, not yours.
Before generating a signature envelope or routing for countersignature: Read
## Who's using this
in
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
. If the Role is Non-lawyer:
This step has legal consequences (signing binds the company to the whole agreement). Have you reviewed this with an attorney? If yes, proceed. If no, here's a brief to bring to them:
[Generate a 1-page summary: counterparty, contract value, the issues found and how they resolved, any risk the lawyer accepted, and what to ask the attorney before envelope goes out.]
If you need to find an attorney, solicitor, barrister, or other authorised legal professional: contact your professional regulator (state bar in the US, SRA/Bar Standards Board in England & Wales, Law Society in Scotland/NI/Ireland/Canada/Australia, or your jurisdiction's equivalent) for a referral service.
Do not proceed past this gate without an explicit yes.
如果已连接DocuSign MCP且协议已准备签署(所有问题已解决或已接受),请提议:
  • 生成信封
  • 根据升级矩阵按正确顺序提交给签署人
未经明确指示,请勿发送任何签署请求。“准备签署”是律师的决策,而非您的决策。
在生成签署信封或提交给对方签署前: 阅读
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
中的
## Who's using this
。如果角色为非律师:
此步骤具有法律后果(签署后公司将受整个协议约束)。您是否已与律师审阅过此内容?如果是,请继续。如果否,以下是提交给律师的简要说明:
[生成1页摘要:交易对手、合同金额、发现的问题及解决方式、律师接受的任何风险,以及在发送信封前需向律师询问的问题。]
如果您需要寻找律师、事务律师、出庭律师或其他授权法律专业人士:请联系您所在地区的专业监管机构(美国州律师协会、英格兰及威尔士SRA/律师标准委员会、苏格兰/北爱尔兰/爱尔兰/加拿大/澳大利亚律师协会,或您所在管辖区域的等效机构)获取推荐服务。
未获得明确同意前,请勿继续此步骤。

Output formats

输出格式

Full memo (default): As above. Goes in the [CLM] record or the Drive folder from
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
house-style section.
Slack-sized summary: Two lines and a link. For when someone asks "is this okay?" in a channel.
[Counterparty] [type] — NEEDS WORK. 1🔴 (uncapped liability §8.2), 2🟠. Full review: [link]. Needs [GC] approval.
Redline doc: If the user asks for it, output a .docx with tracked changes. Use the docx skill. Comments on each change cite the playbook position.
完整备忘录(默认): 如上所述。存入[CLM]记录或
~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
内部风格部分指定的Drive文件夹。
Slack版摘要: 两行内容加链接。适用于有人在频道中询问“这个可以吗?”的场景。
[交易对手] [协议类型] — 需要修改。1🔴(无上限责任第8.2条),2🟠。完整审阅:[链接]。需要[总法律顾问]审批。
红线修订文档: 如果用户要求,输出带修订标记的.docx文件。使用docx功能。每个修改的注释引用操作手册立场。

Quality checks before delivering

交付前质量检查

  • ~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
    was loaded and quoted — not generic market positions
  • Deal-breaker checked first
  • Every issue has specific replacement language
  • Risk levels are calibrated (not everything is Critical)
  • Approver is named, not "escalate to legal"
  • Counterparty context considered (BigCo vs. startup — affects what's worth fighting over)
  • 已加载并引用
    ~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md
    ——未使用通用市场立场
  • 已首先检查致命条款
  • 每个问题都有具体的替代语言
  • 风险等级已校准(并非所有问题都是严重级别)
  • 已指定具体审批人,而非“升级至法务”
  • 已考虑交易对手背景(大型企业vs初创公司——影响值得争取的内容)

Close with the next-steps decision tree

以下一步决策树收尾

End with the next-steps decision tree per CLAUDE.md
## Outputs
. Customize the options to what this skill just produced — the five default branches (draft the X, escalate, get more facts, watch and wait, something else) are a starting point, not a lock-in. The tree is the output; the lawyer picks.
根据CLAUDE.md
## Outputs
中的下一步决策树结束。根据此功能生成的内容自定义选项——五个默认分支(起草X、升级、获取更多事实、观望、其他)是起点,而非固定选项。决策树是输出内容的一部分,由律师选择。