box-legal-workflows-contract

Contract Review Agent

PREREQUISITES:

• Read box:box for Box MCP auth, tool selection, base workflows. If missing, run: npx skills add https://github.com/box/box-for-ai --skill box
• Read box-legal-workflows for risk frameworks, confidentiality, human-in-the-loop requirements, Box AI governance, metadata strategy. If missing, ensure it's installed from the same skill package.

Legal contract management involves regular review of executed agreements to ensure compliance, track dates (renewals, expirations), identify risks, and maintain structured metadata. This skill automates recurring reviews, variance analysis, metadata extraction, and proactive expiration monitoring.

Core principles: Recurring cadence, template-based comparison, structured metadata, proactive monitoring, human oversight for risk.

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Risk Assessment Framework

Variance Analysis

[CONFIRM: Material clauses for your firm/practice area?]

Material variances (High Risk):

• Liability caps or limitations changes
• Indemnification modifications
• Termination rights or notice period alterations
• Governing law or dispute resolution changes
• Confidentiality obligation modifications
• IP ownership changes
• Non-standard payment terms or penalties

Minor variances (Low Risk):

• Address or entity name updates
• Minor formatting differences
• Clarifying language (no substance change)
• Standard exhibits or schedules

Practice-specific material:

• Employment: Non-compete, termination, benefits
• Commercial: Payment, warranties, liability
• IP Licensing: Usage rights, royalties, ownership
• Real Estate: Title, zoning, environmental
• NDAs: Confidential info definition, term, exceptions

Risk Rating

See box-legal-workflows for: General risk framework.

Contract-specific:

High Risk:

• 3+ material variances from template
• Changes to indemnification, liability caps, termination, governing law
• Missing key protections from standard
• Unfavorable terms (unlimited liability, one-sided, auto-renewal without notice)
• Regulatory concerns (non-compliance, missing required clauses)

Medium Risk:

• 1-2 material variances
• Minor unfavorable terms (longer notice, restricted termination)
• Unclear/ambiguous clauses
• Missing exhibits (referenced but not attached)

Low Risk:

• No material variances OR minor clarifying changes only
• Favorable terms (stronger protections than standard)
• All key protections present

[CONFIRM: Contract types ALWAYS flagged regardless of variance?] Examples: High-value (> $[threshold]), specific counterparties, certain jurisdictions, contracts > [X] years.

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Metadata Extraction Strategy

[CONFIRM: Fields to extract?]

Core metadata:

• Contract title/description
• Contracting parties (your entity + counterparty)
• Counterparty name (normalized)
• Contract type (NDA, MSA, SOW, License)
• Execution, effective, expiration dates
• Term length (months/years)
• Auto-renewal (yes/no, renewal term)
• Notice period for termination (days)
• Contract value, payment terms
• Governing law / jurisdiction

Risk & review:

• Risk rating (High/Medium/Low)
• Material variances (list)
• Review date, reviewed by
• Next review date
• Expiration alert date (e.g., 60 days before)
• Status (active/expired/terminated/under negotiation)

Practice-specific:

• Employment: Non-compete duration, benefits eligibility
• IP: License scope, royalty rate, territory
• Real Estate: Property address, zoning, environmental liens
• Vendor: SLA terms, data security requirements

[CONFIRM: Box metadata templates for contracts exist?] If yes: scope and template key. If no: can create with create_metadata_template.

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Tool Selection

Task	Primary Tool	Notes
Find new contracts (date)	search_files_metadata	Query execution_date if exists
Find expiring	search_files_metadata	Query expiration_date within 30/60/90 days
Compare to template	ai_qa_multi_file	Multi-file Q&A (contract + template)
Extract metadata (template)	ai_extract_structured_from_metadata_template	If template exists
Extract metadata (custom)	ai_extract_structured_from_fields_enhanced	Define fields at runtime
Write metadata	set_file_metadata	Persist extracted fields
Identify variances	ai_qa_multi_file	Compare and highlight differences
Create variance report	upload_file	Write summary doc
Tag owner	create_file_comment	Notify attorney (expiring/review)
Batch process	Iterate with delays	1-2 sec pauses for rate limits

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Temporal Search Patterns

Metadata search for date-based queries:

Find contracts executed in last 30 days

[CONFIRM: Review cadence? Monthly? Quarterly?]

search_files_metadata: "execution_date >= 'YYYY-MM-DD' AND execution_date <= 'YYYY-MM-DD'"

Find contracts expiring in next 60 days

[CONFIRM: Alert timing? 30/60/90 days before expiration?]

search_files_metadata: "expiration_date >= 'YYYY-MM-DD' AND expiration_date <= 'YYYY-MM-DD' AND status = 'active'"

Find by counterparty or risk

search_files_metadata: "counterparty_name = 'Acme Corp'"
search_files_metadata: "risk_rating = 'High'"

Note: Metadata search only works if contracts have metadata. Otherwise use search_files_keyword with date filters.

[CONFIRM: How to identify new contracts? Execution date metadata? File upload date? Naming convention?]

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Implementation Workflow

Phase 1: Identify New Contracts (Recurring)

1. Authenticate: who_am_i
2. [CONFIRM: Date range? Contracts folder ID?]
3. Search: search_files_metadata (if metadata) or search_files_keyword
4. [CONFIRM: These contracts to review?]

Phase 2: Compare vs. Template

5. [CONFIRM: Standard template file ID for contract type?]
6. Compare: ai_qa_multi_file (ask for material differences)
7. [CONFIRM: Material clauses?]
8. Assess risk: Apply criteria. [CONFIRM: Match firm's criteria?]

Phase 3: Extract & Store Metadata

9. Extract: [CONFIRM: Template scope/key?] → ai_extract_structured_from_metadata_template or ai_extract_structured_from_fields_enhanced
10. Write: [CONFIRM: Write all or only certain fields?] → set_file_metadata
11. Report: upload_file (contract name, risk, variances, recommendations, citations)

Phase 4: Route for Review (If Needed)

12. Determine need:
    • HIGH RISK: ALWAYS route
    • MEDIUM RISK: [CONFIRM: Auto-approve or review?]
    • LOW RISK: [CONFIRM: Log only or review?]
13. Tag owner: [CONFIRM: Responsible attorney?] → create_file_comment
14. Grant access: [CONFIRM: Attorney has access?] → create_collaboration

Phase 5: Monitor Expiring (Proactive)

15. Search expiring: [CONFIRM: Alert timing (30/60/90)?] → search_files_metadata
16. Create reminders: [CONFIRM: Who to notify?] → create_file_comment
17. Update metadata: set_file_metadata (expiration_alert_sent: yes)

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Guardrails

See box-legal-workflows for: Human-in-the-loop requirements, confidentiality, Box AI governance.

Contract-specific:

ALWAYS confirm before:

1. Assigning risk ratings (validate criteria)
2. Routing to attorneys (confirm correct person)
3. Sending expiration alerts (confirm timing & recipient)
4. Copying files to externally-accessible folders (if file was NOT already externally accessible)

CONFIRM if uncertain: 5. Identifying material variances (if ambiguous or edge case) 6. Writing metadata (if extracted values are unclear or contradictory)

Proceed autonomously when confident:

• Writing metadata when extraction is clear and unambiguous
• Copying/organizing files between folders (internal-only to internal-only, or external to external)
• Creating variance reports
• Extracting dates, parties, and standard terms with high confidence
• Batch processing any size (pace appropriately)

NEVER auto-approve without authorization:

• High-risk contracts (3+ variances)
• Unfavorable indemnification or liability
• Contracts missing key protections
• Above value threshold
• High-stakes practice areas (litigation, IP)

Batch processing:

• Process one at a time (rate limits)
• Pace 1-2 seconds apart
• Report progress: "Processed 10/50..."

Decision transparency:

• Document WHAT compared (contract vs. template)
• Document WHICH variances (specific clauses)
• Document WHY rating assigned (link to report)
• Cite sections (page numbers, clauses)
• Timestamp review

Box AI usage:

• Context: "Reviewing contracts for law firm. Identify material variances creating legal risk..."
• Request citations: "For each variance, cite section and page"
• Pace appropriately (1-2 secs)
• Limit 2-3 files at a time (contract + template + max 1 prior version)

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Example Workflows

Example 1: Monthly NDA Review

Request: "Review NDAs from last 30 days, compare to standard."

Flow:

1. [CONFIRM]: "NDAs folder ID? Metadata 'execution_date' or upload date?"
2. search_files_metadata (date range)
3. [CONFIRM]: "Found 5 NDAs. Standard template ID?"
4. For each (1-2 sec pauses): a. ai_qa_multi_file (compare, focus material clauses) b. [CONFIRM]: "Company X: 2 variances (broader definition, 5yr vs. 3yr). Medium risk?" c. ai_extract_structured_from_metadata_template d. set_file_metadata e. Create report, upload
5. Report: "Reviewed 5. Risk: 1 High, 2 Medium, 2 Low. High (Company Y): unlimited liability, no mutual."
6. [CONFIRM]: "Who reviews high-risk?"
7. create_file_comment, create_collaboration
8. Report: "Review complete. High routed to David."

Example 2: Expiring Contracts

Request: "Find contracts expiring in next 60 days, alert owners."

Flow:

1. [CONFIRM]: "Folder ID? Metadata 'expiration_date' and 'status'?"
2. search_files_metadata (60 days, status=active)
3. [CONFIRM]: "Found 8. Owner from metadata 'contract_owner' or collaborations?"
4. For each: a. get_file_details (owner, dates, risk, notice period) b. Calculate days to expiration and notice deadline c. [CONFIRM]: "[Counterparty] expires [date] in [X] days. Notice [Y] days, act by [deadline]. Tag [attorney]?" d. create_file_comment e. set_file_metadata (alert_sent: yes)
5. Report: "Alerts sent for 8. 3 high (renegotiate), 4 medium (review), 1 low (consider expire)."

Example 3: Extract Metadata (Unstructured)

Request: "20 vendor contracts, no metadata. Extract key terms."

Flow:

1. [CONFIRM]: "Folder ID?"
2. list_folder_content_by_folder_id (20)
3. [CONFIRM]: "Template exists? If no, extract: vendor, type, dates, value, payment, SLA, notice, renewal, law. Add/remove?"
4. [CONFIRM]: "Process 20 with 1-2 sec delays (~30-40 sec)?"
5. For each: a. ai_extract_structured_from_fields_enhanced b. [IF UNCLEAR]: [CONFIRM]: "Expiration '[date]'. Contract says '[text]'. Correct?" c. set_file_metadata d. Progress: "Processed 10/20..."
6. Report: "Extraction complete. 20 now searchable."
7. [CONFIRM]: "Create template for future?"

Example 4: Compare Versions

Request: "Compare initial and final MSA with Acme, what changed?"

Flow:

1. [CONFIRM]: "File IDs for initial and final?"
2. get_file_details (both, verify)
3. [CONFIRM]: "Most important clauses? (Payment, Warranties, Indemnification, Liability, Termination, IP, Data)"
4. ai_qa_multi_file (compare, focus clauses)
5. Present: initial vs. final, favorable or unfavorable
6. [CONFIRM]: "Create report, route to attorney?"
7. upload_file, create_file_comment, create_collaboration
8. Report: "Comparison complete. Report routed to [attorney]."