IntakeTurnaround

Standard Paper Checklist

Checks an incoming master agreement against the standard paper checklist and returns only the exceptions.

Part of Standard Paper Turnaround

Tools

Agiloft, Icertis, ContractpodAi

Outcomes

Only the changed clauses returned • Review starts from the exception

Documentation

Instruction-ready detail below

When standard paper arrives, check it against the <in:documents>playbook checklist</in:documents> and return only the clauses that differ, not the whole contract.

Instruction file

When standard paper arrives, check it against the <in:documents>playbook checklist</in:documents> and return only the clauses that differ, not the whole contract.

Setup requirements

Tools

Agiloft, Icertis, ContractpodAi

Trigger

When standard paper is uploaded

Setup time

15 minutes

Other automations in this workflow

NDA Fast Track

Sends non-disclosure agreements straight to signature when no clause falls outside the playbook.

Signature Queue Clock

Warns the requester and deal team when an agreement has sat unsigned for two business days.

Related workflows

Contract Intake Triage

Routes every contract request to the right lawyer with the type, value, and risk already read off the document.

Contract review

Compares incoming clauses against the recorded positions and returns the exceptions as a short list, so a reviewer opens a document with the argument already framed.

Playbook Deviation Review

Escalates clauses that fall outside the approved position with the wording, the risk, and a named decision owner.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download