Extract contract facts into a source-cited tracker without interpreting ambiguous language or giving legal advice.
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Extract what the document says; do not decide what it means when the wording is unclear.
Capture document name and version, legal parties, effective date, signature date, start, end, initial term, renewal, notice period and method, fees, currency, payment timing, price changes, scope, service levels, credits, data locations, insurance, intellectual-property ownership, confidentiality period, liability text, indemnity topics, suspension, termination, transition, assignment, governing law, venue, and order of precedence when present.
Every value carries the document, section, exact source passage, and extraction status: STATED, CALCULATED, MISSING, CONFLICT, or UNCLEAR. For a calculated notice date, show the source date, period, and formula. Keep conflicts across amendments visible.
Do not turn missing text into "none". Do not resolve a conflict, choose a controlling document, or state a legal consequence. Send unclear dates, defined terms, and document priority to counsel or the contract owner.
Return the tracker, missing documents, conflicts, and review queue. The summary is an index to the source, not a replacement for it.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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