--- name: contract-snapshot title: Contract Snapshot description: Use when the user wants to compare the same handful of terms across N contracts side-by-side in a grid — what is the term, survival period, carveouts, and governing law in each of these 5 NDAs? Returns a row-per-document × column-per-question grid with citations per cell. Reference skill for the M3-C output_format - table mode; intended as a starting point for operators to fork and tune for their own contract types. author: LegalQuants author_url: https://github.com/LegalQuants/lq-ai/tree/main/skills/contract-snapshot license: Apache-2.0 version: 0.1.0 execution_mode: open jurisdiction: general practice: contracts language: en --- # Contract Snapshot A reference skill for the M3-C `output_format: table` mode. Produces a side-by-side grid of the same questions across N contracts — the in-house lawyer's "compare clauses across N agreements" workflow. Each cell carries a citation back to the source document, and failed extractions render as `not found` rather than confidently-wrong text. ## When this skill applies Apply when the user wants to compare a small number of well-defined questions across a corpus of similar contracts: - "What is the term, survival, and governing law across these 5 NDAs we're tracking?" - "Pull out the payment terms, IP ownership, and termination triggers across these 10 MSAs." - "For my Q3 portfolio review, I need a grid of these 30 vendor contracts' liability caps." Do not apply this skill to: - Single-document review — use the appropriate document-specific skill (`nda-review`, `msa-review-saas`, etc.). - Free-form chat against contracts — that's the regular Chat surface. - Tasks where the questions aren't well-defined upfront — the column queries must be specific enough to extract from each row's source document; vague queries produce poor cells. ## Inputs The skill takes a set of documents (selected via the Tabular Review UI from a Knowledge Base, a Project, or a free file selection). The four columns above run as Citation Engine-grounded extractions against each document. To adapt this skill for a different contract type (e.g., MSAs), fork the skill and rewrite the four column queries. Keep them short, specific, and quote-asking — the Citation Engine works best when the model is encouraged to quote rather than paraphrase. ## Per-column overrides This skill demonstrates the two per-column overrides M3-C1 supports: - **`ensemble_verification: true`** on the Survival column. Survival is the load-bearing economic term in confidentiality agreements (a 3-year confidentiality term with a 10-year survival is very different from one with no survival), so cells in this column run through Stage 4 of the Citation Engine cascade — three judges debating whether the cell value is faithful to its citation. Higher cost, higher confidence. - **`minimum_inference_tier: 3`** on the Governing Law column. The skill-level floor is Tier 2 (commercial inference). Governing-law extraction is the column most likely to surface counterintuitive answers (e.g., a contract drafted under California law but with a Delaware forum-selection clause); routing this column to Tier 3+ avoids the cheapest models' tendency to collapse the two into one answer. Other columns inherit the skill-level `ensemble_verification: false` and `minimum_inference_tier: 2` defaults — appropriate for the lower-stakes, more-extractive Term and Carveouts columns. ## Output format and downstream surfaces The grid renders in the Tabular Review UI (`/lq-ai/tabular/`) with sticky-first-row and sticky-first-column. Each cell shows the extracted value + a small confidence chip; click anywhere on the cell to open the existing M2-C2 citation drawer with the source document highlighted at the cited chunk. From the result view, operators can: - **Export the grid as XLSX** — each cell carries its citation as an Excel comment with a clickable link back to the deployment. - **Export as CSV** — citations are flattened to sibling `{column_name}_citation_url` columns. - **Run a bulk operation** — e.g., "Redline the Survival column in all rows" runs the `nda-review` skill against each row's source document with the survival value as context. ## Disclaimer (per Decision F) This skill is a **starting point**, not a vetted template. The four columns are appropriate for many NDAs but won't be right for every corpus. Before relying on the output of a Tabular Review run on this skill, the user-attorney should: 1. Review the column queries — do they match the questions you actually want answered for this corpus? 2. Spot-check at least one cell per column against the source document — does the extraction faithfully represent the source? 3. Treat any `not found` cell as a signal to investigate, not as definitive evidence that the clause is absent. The output is a draft for an in-house lawyer to validate, not a final compliance artifact. ## Fork and tune This skill is intentionally minimal so operators can fork it as a starting point: ```yaml # skills/my-org/msa-snapshot/SKILL.md (operator's fork) output_format: table columns: - name: Payment Terms query: What are the payment terms (frequency, days-to-pay, late-fee provisions)? - name: IP Ownership query: Who owns IP created during the engagement (work-for-hire, license-back, joint)? - name: Termination query: List each termination right (for cause, for convenience, notice periods). # ... more columns ``` The Tabular UI accepts both saved skills (like this one) and ad-hoc column specs entered directly in the wizard's column step.