What this agent helps with
- Clause lookup across contracts
- First-pass contract summary
- Playbook deviation flags
- Renewal and termination date extraction
Tools it uses
This template uses: Knowledge Base, Enterprise Search, PDF Reader.
- Knowledge Base: answers from the documents you upload.
- Enterprise Search: searches your connected work apps and databases with your own permissions.
- PDF Reader: reads and answers questions from PDF files.
How to use it
- Sign in and open Agent Studio, then choose Templates.
- Select Legal Contract & Clause Assistant and review its instructions and tools.
- Connect your sources in the Enterprise Search app and upload any documents the agent should know.
- Try a few real questions in chat, then deploy the agent and share it with your team.
Good to know
The agent only sees what the credentials you connect can read, and it is told to cite its sources and say when it cannot find an answer instead of guessing.
The Legal Contract & Clause Assistant supports staff work and prepares drafts. It does not replace professional judgement, and a qualified person should review its output before it is relied on.
- Knowledge Base: Knowledge Base: answers from the documents you upload.
- Enterprise Search: Enterprise Search: searches your connected work apps and databases with your own permissions.
- PDF Reader: PDF Reader: reads and answers questions from PDF files.
What the Legal Contract & Clause agent gives you
Clause lookup across contracts
Ask for help with clause lookup across contracts. The agent searches your connected sources and shows where each answer came from.
- Ask about clause lookup across contracts in plain language.
- Answers cite the documents, rows or pages they came from.
- Works from the sources you connect, with your permissions.
- Review the result before you act on it or share it.
First-pass contract summary
Ask for help with first-pass contract summary. The agent searches your connected sources and shows where each answer came from.
- Ask about first-pass contract summary in plain language.
- Answers cite the documents, rows or pages they came from.
- Works from the sources you connect, with your permissions.
- Review the result before you act on it or share it.
Playbook deviation flags
Ask for help with playbook deviation flags. The agent searches your connected sources and shows where each answer came from.
- Ask about playbook deviation flags in plain language.
- Answers cite the documents, rows or pages they came from.
- Works from the sources you connect, with your permissions.
- Review the result before you act on it or share it.
From template to deployed agent
Start from the template, make it yours and deploy when you are happy with how it answers.
- Open Agent Studio: Sign in and choose Templates, then select this agent.
- Review instructions and tools: Check the instructions and the tools it uses: Knowledge Base, Enterprise Search, PDF Reader.
- Connect your sources: Connect a database or work apps in Enterprise Search and upload any documents it should know.
- Test in chat: Ask real questions, read the answers and refine the instructions.
- Deploy and share: Deploy the agent and share it with your team or use it in a workflow.
How the Legal Contract & Clause agent answers
How the Legal Contract & Clause agent is built
An agent template is a set of instructions, tools and example tasks on the Coderva agent platform. You can edit every layer.
- Your sources: Databases, work apps and uploaded documents you connect.
- Tools: Built-in tools the agent can call: Knowledge Base, Enterprise Search, PDF Reader.
- Instructions: A prompt that sets the role, tone and rules for this kind of work.
- Answers and history: Short answers with citations, and a conversation history.
Screens you will use
You work with the agent in Agent Studio and in chat.
Chat with the Legal Contract & Clause agent
Ask a question and read the answer.
- Try: clause lookup across contracts.
- Try: first-pass contract summary.
- Open the cited sources to check an answer.
Instructions and tools
Adjust how the agent behaves.
- Edit the instructions and tone.
- Tools: Knowledge Base, Enterprise Search, PDF Reader.
- Restrict what the agent may do before you deploy.
What teams ask it first
Starting use cases that come with the template. Add your own.
- Clause lookup across contracts: Ask for help with clause lookup across contracts. The agent searches your connected sources and shows where each answer came from.
- First-pass contract summary: Ask for help with first-pass contract summary. The agent searches your connected sources and shows where each answer came from.
- Playbook deviation flags: Ask for help with playbook deviation flags. The agent searches your connected sources and shows where each answer came from.
- Renewal and termination date extraction: Ask for help with renewal and termination date extraction. The agent searches your connected sources and shows where each answer came from.
- Share with your team: Deploy the agent to a link or embed it in a workflow.
- Keep a history: Every conversation is stored so you can review what was asked and answered.
What it connects to
Sources you can connect for this agent.
- PostgreSQL
- MySQL
- GitHub
- Confluence
- Jira
- Slack
- Notion
- Google Drive
- PDF Reader
Control and checks built in
You decide what the agent can see and do, and how its answers are used.
- Your permissions apply: Searches run with the credentials you connect, so the agent only sees what they can read.
- Cite or say so: The instructions tell the agent to cite its sources and to say when it cannot find an answer.
- A person reviews: The Legal Contract & Clause Assistant supports staff work and prepares drafts. A qualified person should review output before it is relied on.
What is in the Legal Contract & Clause agent
- Knowledge Base: Answers from the documents you upload.
- Enterprise Search: Searches your connected work apps and databases with your own permissions.
- PDF Reader: Reads and answers questions from PDF files.
- Customisable: Instructions, tone and tools are editable in Agent Studio.
- Deployable: Deploy to a link, share it with your team or use it in workflows.
Frequently asked questions
What is the Legal Contract & Clause Assistant?
Finds clauses across contracts, summarises obligations and flags risks against your playbook. Supports legal teams; does not give legal advice. It is a intermediate-level agent template you can customise in Agent Studio.
What does the Legal Contract & Clause Assistant need to work?
A connected source such as a database or work app in the Enterprise Search app, and optionally documents uploaded to a knowledge base. Without sources it will tell you it has nothing to search.
Can I change the instructions and tools?
Yes. Everything is editable in Agent Studio before and after you deploy, so you can tune the tone, add tools and restrict what the agent may do.