> For the complete documentation index, see [llms.txt](https://help.jurisphere.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.jurisphere.ai/jurisphere-guide/handbook/commercial-transactions/capability-matrix.md).

# Capability Matrix

{% hint style="info" %}
**This page is for partners, KM teams, and anyone reviewing how the practice runs.** Each row is a sub-task in commercial transactions, mapped to the Jurisphere tool that handles it, the level of lawyer input the output still needs, and what the team actually gets. Step-by-step operational guidance is below the matrix.
{% endhint %}

## The matrix

<table><thead><tr><th width="146.66796875">Sub-task</th><th width="141.40625">Jurisphere tool</th><th width="137.66796875">Lawyer input</th><th>What you get</th></tr></thead><tbody><tr><td>Draft Master Services Agreement (MSA)</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></td><td><strong>Substantial</strong></td><td>Prepare comprehensive MSA for services engagement: scope of services, service levels, payment terms, IP ownership, confidentiality, limitation of liability, termination rights</td></tr><tr><td>Review vendor/supplier agreement</td><td>Document Review</td><td><strong>Moderate</strong></td><td>Analyze third-party agreement for key risks: price escalation clauses, termination rights, force majeure, indemnities, liability caps, payment terms, governing law</td></tr><tr><td>Negotiate software licensing agreement</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool">Redline Analysis</a></td><td><strong>Moderate</strong></td><td>Review SaaS/software license terms: license scope, usage restrictions, data protection obligations, SLA commitments, termination rights, IP indemnity</td></tr><tr><td>Draft non-disclosure agreement (NDA)</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></td><td><strong>Minimal</strong></td><td>Prepare mutual or one-way NDA for business discussions: definition of confidential information, permitted uses, exclusions, return/destruction obligations, term</td></tr><tr><td>Review distribution agreement</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a></td><td><strong>Moderate</strong></td><td>Analyze distributor appointment terms: territory, exclusivity, minimum purchase commitments, marketing obligations, pricing, termination for convenience/cause</td></tr><tr><td>Analyze JV/collaboration agreement</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Moderate</strong></td><td>Review joint venture terms: governance structure, capital contributions, profit sharing, deadlock resolution, exit rights, IP ownership, non-compete</td></tr><tr><td>Compare customer contract terms across portfolio</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a></td><td><strong>Minimal</strong></td><td>For sales team: compare payment terms, warranties, liability caps, IP provisions across all customer agreements to ensure consistency and identify outliers</td></tr><tr><td>Prepare contract summary for business team</td><td>Document Review</td><td><strong>Minimal</strong></td><td>Create executive summary of complex commercial agreement highlighting: key obligations, payment schedule, termination rights, renewal terms, penalties</td></tr><tr><td>Review force majeure and termination clauses</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Moderate</strong></td><td>Analyze force majeure triggers, notice requirements, suspension vs. termination rights, termination for convenience provisions, consequences of termination</td></tr><tr><td>Draft letter of intent for business transaction</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></td><td><strong>Substantial</strong></td><td>Prepare LOI setting out preliminary commercial understanding: pricing, key terms, timeline, exclusivity, conditions, governing law, binding vs. non-binding provisions</td></tr></tbody></table>

## How to use each tool

Click any sub-task to see the step-by-step operational guidance.

<details>

<summary>Draft Master Services Agreement (MSA) · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></summary>

**What this is.** Prepare comprehensive MSA for services engagement: scope of services, service levels, payment terms, IP ownership, confidentiality, limitation of liability, termination rights

**How to use.** Create custom workflow using firm's standard MSA template. Generate initial draft with transaction-specific terms. Use Word Add-In for clause-level editing and refinement

**Automation.** High - Template-based generation with customization

</details>

<details>

<summary>Review vendor/supplier agreement · Document Review</summary>

**What this is.** Analyze third-party agreement for key risks: price escalation clauses, termination rights, force majeure, indemnities, liability caps, payment terms, governing law

**How to use.** Use workflows like "Identify Disclosure Requirements", "Identify Transfer Restrictions", risk identification workflows. Tool highlights deviations from standard and flags high-risk clauses

**Automation.** High - Automated risk identification; structured analysis

</details>

<details>

<summary>Negotiate software licensing agreement · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool">Redline Analysis</a></summary>

**What this is.** Review SaaS/software license terms: license scope, usage restrictions, data protection obligations, SLA commitments, termination rights, IP indemnity

**How to use.** Use Document Review to analyze vendor's draft for risks. During negotiation, use Redline Analysis to track vendor's responses to redlines and assess commercial impact of changes

**Automation.** High - Risk analysis + change tracking automated

</details>

<details>

<summary>Draft non-disclosure agreement (NDA) · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></summary>

**What this is.** Prepare mutual or one-way NDA for business discussions: definition of confidential information, permitted uses, exclusions, return/destruction obligations, term

**How to use.** Use pre-built or custom NDA drafting workflow. Select mutual/one-way, specify key terms, generate draft. Edit using Word Add-In if needed

**Automation.** Very High - Standard document with minimal customization

</details>

<details>

<summary>Review distribution agreement · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a></summary>

**What this is.** Analyze distributor appointment terms: territory, exclusivity, minimum purchase commitments, marketing obligations, pricing, termination for convenience/cause

**How to use.** For single agreement: use Document Review workflows to extract key commercial terms. For reviewing multiple distributor agreements: use Parallel Review to compare terms across regions/distributors

**Automation.** High - Automated extraction and comparison

</details>

<details>

<summary>Analyze JV/collaboration agreement · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Review joint venture terms: governance structure, capital contributions, profit sharing, deadlock resolution, exit rights, IP ownership, non-compete

**How to use.** Use Document Review to extract and analyze key JV terms. Use Research for legal queries: "minority protection rights in JV structure", "tag-along vs drag-along rights comparison"

**Automation.** High - Term extraction automated; structuring requires expertise

</details>

<details>

<summary>Compare customer contract terms across portfolio · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a></summary>

**What this is.** For sales team: compare payment terms, warranties, liability caps, IP provisions across all customer agreements to ensure consistency and identify outliers

**How to use.** Upload all customer contracts to Parallel Review. Define parameters: payment terms, warranty period, liability cap amount, IP ownership clause. Tool generates comparison table highlighting variations

**Automation.** Very High - Bulk extraction and comparison; identifies inconsistencies

</details>

<details>

<summary>Prepare contract summary for business team · Document Review</summary>

**What this is.** Create executive summary of complex commercial agreement highlighting: key obligations, payment schedule, termination rights, renewal terms, penalties

**How to use.** Use workflow like "Contract Summary" or create custom workflow specifying format. Tool generates business-friendly summary from legal contract

**Automation.** High - Automated extraction and summarization in accessible format

</details>

<details>

<summary>Review force majeure and termination clauses · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Analyze force majeure triggers, notice requirements, suspension vs. termination rights, termination for convenience provisions, consequences of termination

**How to use.** Use Document Review workflows to extract and analyze FM and termination clauses. Use Research to verify: "force majeure scope under Indian Contract Act", "recent court decisions on pandemic as FM event"

**Automation.** High - Clause extraction automated; legal interpretation supported by research

</details>

<details>

<summary>Draft letter of intent for business transaction · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></summary>

**What this is.** Prepare LOI setting out preliminary commercial understanding: pricing, key terms, timeline, exclusivity, conditions, governing law, binding vs. non-binding provisions

**How to use.** Use drafting workflow or Word Add-In with LOI precedent. Customize for transaction type and business terms

**Automation.** High - Template-based with transaction-specific customization

</details>

## Further reading on the Jurisphere Guide

|                                        |                                                                                                |                                                                                                                     |
| -------------------------------------- | ---------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| **Word Add-In · drafting and editing** | Replace, Rewrite, Insertion, and Deletion edits with bubble-comment rationale inside Word.     | [Open guide](https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/drafting-and-editing-on-the-word-add-in)    |
| **Word Add-In · reviewing**            | Counter-party draft review with Review Playbooks applied clause-by-clause inside Word.         | [Open guide](https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/reviewing-on-the-word-add-in)               |
| **Review Playbooks**                   | Firm-defined clause-level positions applied inside Word during SPA, SHA, and ancillary review. | [Open guide](https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/review-playbooks)                           |
| **Redline Analysis**                   | 5-column tabulation of tracked changes with multi-author attribution.                          | [Open guide](https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool) |
| **Creating Custom Workflows**          | How to build a Custom Workflow from a firm precedent — once, reusable across matters.          | [Open guide](https://jurisphere.gitbook.io/jurisphere-guide/creating-custom-workflows)                              |


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