> 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/stage-by-stage.md).

# Stage by Stage

{% hint style="info" %}
**This page is for the team running the matter.** The stages of the mandate in the order they happen, the tools the team opens at each, and the call the lawyer still owns.
{% endhint %}

{% stepper %}
{% step %}

### Intake & Routing

Receive document; identify type and route to the right [Project](https://jurisphere.gitbook.io/jurisphere-guide/projects/overview-of-projects). [Auto-folderize](https://jurisphere.gitbook.io/jurisphere-guide/auto-folderize) for larger contract batches.
{% endstep %}

{% step %}

### First-Pass Review

Apply [Review Playbooks](https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/review-playbooks) via the [Word Add-In](https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in) for clause-level review. Document Review with in-line citations for document-specific questions.

<details>

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

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

</details>

<details>

<summary>Review distribution agreement · Document Review · Parallel Review</summary>

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

</details>

<details>

<summary>Analyze JV/collaboration agreement · Document Review · Research</summary>

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"

</details>

<details>

<summary>Compare customer contract terms across portfolio · Parallel Review</summary>

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

</details>

<details>

<summary>Review force majeure and termination clauses · Document Review · Research</summary>

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"

</details>
{% endstep %}

{% step %}

### Drafting & Redlining

Generate Replace, Rewrite, Insertion, and Deletion edits inside Word. Upload a precedent via the paperclip icon for firm-style alignment.

<details>

<summary>Draft Master Services Agreement (MSA) · Document Review · Word Add-In</summary>

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

</details>

<details>

<summary>Draft non-disclosure agreement (NDA) · Document Review · Word Add-In</summary>

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

</details>

<details>

<summary>Draft letter of intent for business transaction · Document Review · Word Add-In</summary>

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

</details>
{% endstep %}

{% step %}

### Negotiation Rounds

[Redline Analysis](https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool) on each counter-party return, filtered by Author and Category. Iterate via follow-ups in the [Word Add-In](https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in); conversation context is retained.

<details>

<summary>Negotiate software licensing agreement · Document Review · Redline Analysis</summary>

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

</details>
{% endstep %}

{% step %}

### Execution & Filing

Stamp, execute, file; archive into the [Project](https://jurisphere.gitbook.io/jurisphere-guide/projects/overview-of-projects) for future negotiations.

<details>

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

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

</details>
{% endstep %}
{% endstepper %}

{% hint style="success" %}
**At the end of the mandate.** Counsel time on the matter is a fraction of the historical norm. Firm positions are applied identically across every contract in the batch.
{% endhint %}


---

# Agent Instructions
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