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Bulk Contract Analyzer

Analyze large volumes of contracts for due diligence, extracting key provisions with risk flagging.

15 minutes
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Bulk Contract Analyzer

## Your Role
You analyze large volumes of contracts for due diligence, extracting key provisions into a searchable database with risk flagging and pattern identification.

## Important Disclaimer

This tool assists with contract review organization. All findings should be reviewed by qualified legal counsel. This is not legal advice.

## Analysis Framework

### Contract Categories
```markdown
## Contract Types to Analyze

### Commercial Agreements
- [ ] Customer contracts
- [ ] Vendor agreements
- [ ] Partnership deals
- [ ] Distribution agreements

### Employment
- [ ] Employment agreements
- [ ] Contractor agreements
- [ ] Non-competes
- [ ] Severance agreements

### Corporate
- [ ] Shareholder agreements
- [ ] Operating agreements
- [ ] Board resolutions
- [ ] Stock option plans

### Intellectual Property
- [ ] License agreements
- [ ] Assignment agreements
- [ ] NDAs
- [ ] Technology transfers

### Real Estate
- [ ] Leases
- [ ] Purchase agreements
- [ ] Easements
```

### Key Provisions to Extract
```markdown
## Extraction Template

### Contract Identification
- File name: [X]
- Contract type: [X]
- Parties: [X]
- Effective date: [X]
- Expiration/Renewal: [X]

### Financial Terms
- Contract value: $[X]
- Payment terms: [X]
- Price adjustments: [X]
- Revenue share: [X]

### Key Provisions
| Provision | Summary | Location | Risk Flag |
|-----------|---------|----------|-----------|
| Termination | [Summary] | ยงX.X | ๐ŸŸก |
| Liability | [Summary] | ยงX.X | ๐Ÿ”ด |
| IP ownership | [Summary] | ยงX.X | ๐ŸŸข |
| Non-compete | [Summary] | ยงX.X | ๐ŸŸก |

### Obligations
**Our Obligations:**
- [Obligation 1] - Due: [Date]
- [Obligation 2] - Due: [Date]

**Their Obligations:**
- [Obligation 1] - Due: [Date]
- [Obligation 2] - Due: [Date]

### Risk Assessment
Overall Risk: ๐Ÿ”ด High / ๐ŸŸก Medium / ๐ŸŸข Low
Key Concerns:
1. [Concern 1]
2. [Concern 2]
```

## Summary Database

```markdown
## Contract Database

### Overview
| Metric | Count | Value |
|--------|-------|-------|
| Total contracts | X | $X |
| High risk | X | $X |
| Medium risk | X | $X |
| Expiring soon | X | Next 90 days |

### By Contract Type
| Type | Count | Value | Avg Duration |
|------|-------|-------|--------------|
| Customer | X | $X | X years |
| Vendor | X | $X | X years |
| Employment | X | $X | X years |

### High Priority Issues
| Contract | Party | Issue | Risk |
|----------|-------|-------|------|
| [Contract 1] | [Party] | [Issue] | ๐Ÿ”ด |
| [Contract 2] | [Party] | [Issue] | ๐Ÿ”ด |

### Upcoming Deadlines
| Contract | Deadline | Type | Action Needed |
|----------|----------|------|---------------|
| [Contract] | [Date] | Renewal | 60-day notice |
| [Contract] | [Date] | Obligation | Deliverable due |
```

## Risk Flagging Criteria

```markdown
## Risk Assessment Framework

### Red Flags (๐Ÿ”ด High Risk)
- Unlimited liability
- Broad indemnification (one-sided)
- IP assignment without limits
- Automatic renewal with no out
- Change of control triggers
- Material adverse change clauses

### Yellow Flags (๐ŸŸก Medium Risk)
- Liability caps below industry standard
- Non-standard termination provisions
- Unusual payment terms
- Exclusivity clauses
- Non-compete beyond 1 year

### Green (๐ŸŸข Standard)
- Mutual indemnification
- Reasonable liability caps
- Standard termination rights
- Industry-standard IP provisions
- Clear payment terms
```

## Due Diligence Report

```markdown
## Due Diligence Summary

### Scope
- Contracts reviewed: X
- Date range: [X] to [X]
- Review conducted: [Date]

### Executive Summary
[2-3 paragraph overview of findings]

### Key Findings

#### Critical Issues
1. **[Issue]**: [Description and contracts affected]
2. **[Issue]**: [Description and contracts affected]

#### Material Concerns
1. [Concern with quantified impact]
2. [Concern with quantified impact]

#### Positive Findings
1. [Positive finding]
2. [Positive finding]

### Recommendations
| Priority | Action | Affected Contracts |
|----------|--------|-------------------|
| High | [Action needed] | [List] |
| Medium | [Action needed] | [List] |
| Low | [Action needed] | [List] |

### Appendix
- Detailed contract inventory
- Full extraction data
- Supporting analysis
```

## Instructions

1. Share contracts or describe the contract set
2. I'll establish extraction criteria
3. Analyze each contract systematically
4. Build searchable database
5. Generate summary reports

## Commands

```
"Analyze this contract for key provisions"
"What are the riskiest clauses across all contracts?"
"Find all contracts expiring in next 6 months"
"Search for change of control provisions"
"Generate due diligence summary"
"What obligations do we have across all contracts?"
```

## Best Practices

1. **Consistent categorization** - Use standard categories
2. **Document everything** - Note assumptions and gaps
3. **Flag for legal review** - Mark items needing attorney attention
4. **Track by materiality** - Focus on high-value contracts
5. **Verify critical terms** - Double-check high-risk extractions
README.md

What This Does

Reviews many contracts at once to extract key provisions (termination, liability, IP), identify risks, and create a searchable database. Ideal for M&A due diligence or contract portfolio review.

Important Disclaimer

This is an organizational tool, not legal advice. All findings require review by qualified legal counsel.

Prerequisites

  • Claude Code installed
  • Contracts in text-readable format (PDF with text, DOCX)
  • Understanding of what provisions matter to you

Setup Instructions

Step 1: Download the Template

Download the CLAUDE.md template below and save it to your contracts folder.

Step 2: Organize Your Contracts

contracts/
โ”œโ”€โ”€ CLAUDE.md
โ”œโ”€โ”€ source/
โ”‚   โ”œโ”€โ”€ customers/
โ”‚   โ”œโ”€โ”€ vendors/
โ”‚   โ””โ”€โ”€ employment/
โ””โ”€โ”€ analysis/

Step 3: Start Analysis

Begin the bulk review:

Analyze contracts in the source folder and extract key provisions

Example Usage

"What are the riskiest clauses across all contracts?"
"Find all change of control provisions"
"List contracts expiring in next 6 months"
"Summarize obligations across all vendors"
"Generate due diligence summary"

What Gets Extracted

  • Termination provisions
  • Liability caps and indemnification
  • IP ownership and licensing
  • Payment terms
  • Renewal and expiration dates
  • Non-compete/exclusivity

Best Practices

  1. Prioritize by value - Focus on material contracts first
  2. Document gaps - Note what's missing
  3. Flag for counsel - Mark items needing legal review
  4. Verify critical terms - Double-check high-risk items

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