Describe the task
A client sends over a supplier agreement or shareholder agreement asking whether it looks right. Upload the contract. Ask the workflow for the clauses that affect tax position, commercial risk, and reporting obligations. Suggested redlines, negotiation points, citations back to HMRC guidance. Output formatted for the client, not for your file.
Give the workflow context
An AI workflow connected to the practice document store with the client's entity file, prior contracts reviewed, and the practice's house redline style. It respects which sections the practice is insured to advise on and flags anything outside that scope for partner-only sign-off.
What the workflow creates
A structured review: each flagged clause with the reason, the commercial risk, the tax implication, and a suggested redline. Citations back to the relevant HMRC manual or case. A short client-facing summary at the top, formatted for the client rather than for the file.
Follow-up prompts
- Redraft clause 7.2 in our house redline style and draft the covering email to the client.
- Compare this contract against the last three we reviewed for the client. Has the counterparty's standard wording shifted?
- Flag any clause that sits outside our insured scope and draft the partner-only referral note.
Tricks and tips
- Give the workflow your house redline style once. The drafts come back in your voice, not a generic default.
- Mark sections you are not insured to advise on up front. The workflow will flag them for partner-only sign-off rather than redrafting.
- Keep a running file of clauses the practice has red-flagged before. The workflow learns the patterns, and the second review of a repeat client is noticeably faster.