--- name: plan-contract-pushback title: Plan Contract Pushback description: After reviewing a contract, plan exactly what to push back on. I sort the issues into must-haves, nice-to-haves, and not-worth-fighting, write the exact wording you can paste into your counter-email, and add a fallback if the other side says no. You need to have reviewed the contract first. author: gethouston author_url: https://github.com/gethouston/houston/tree/main/store/agents/legal/.agents/skills/plan-contract-pushback license: MIT version: 0.1.0 execution_mode: open jurisdiction: general practice: contracts language: en --- # Plan Contract Pushback ## When to use - "Draft redline strategy for {counterparty} contract" / "what push back on?" / "prioritize redlines - limited leverage". - After `review-a-contract` (mode=full) surfaces Yellow + Red clauses, founder needs negotiation sequence. Run once per contract version after review. Counterparty counters → run again on new version. ## Steps 1. **Read shared context.** Load `legal-context.md` for founder risk posture + escalation rules. Load `config/posture.json` for clause-level walk-away positions. 2. **Read upstream review.** Find matching `contract-reviews/{counterparty-slug}-{YYYY-MM-DD}.md`. Missing → stop and ask the user in plain language: "I haven't reviewed this contract yet. Want me to do that first?" Don't proceed until that's done. Pull full clause table (Green / Yellow / Red + current text + market standard). 3. **Ask founder two things if unknown.** Both in one message, not two turns: - **Goal for deal** - close fast / protect IP / limit liability / walk-away leverage / keep optionality for later rounds? - **Counterparty leverage** - who whale? Customer needed this quarter, or 3 other pipeline deals at similar ACV? Honest read. 4. **Sort every Yellow + Red clause into three tiers:** - **Must-have redlines** - won't sign without. Week-0 founder defaults: uncapped liability cap replaced with cap anchored to fees; IP assignment of core product struck; one-way indemnity against us made mutual; AI-training carve-out training on our data struck; non-compete on us struck. Adjust based on founder posture + leverage. - **Nice-to-have redlines** - push if leverage, punt if not. Examples: termination for convenience 30-day notice instead of 60, wider breach-notification SLA, broader exit / data-retrieval rights. - **Can-punt** - Yellows marked "keep as-is, livable". One-line reason per item so founder knows why not pushing. 5. **Write exact redline language for every must-have.** Not "ask for liability cap" - actual replacement text. Example: > **Clause 8.2 (Liability Cap).** Replace > "EACH PARTY'S LIABILITY SHALL BE UNLIMITED" with > "EACH PARTY'S AGGREGATE LIABILITY SHALL NOT EXCEED FEES PAID OR > PAYABLE IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM." Market > standard for SaaS deals at our ACV band; uncapped liability is > a walk-away. One-line rationale per must-have founder can paste verbatim into counter-email. 6. **For each must-have, include fallback ladder.** Won't accept must-have → next acceptable step down? Order best-for-us to last-acceptable. Example for liability cap: `1x annual fees` → `12mo fees` → `2x annual fees` → `2x annual fees but only for IP / breach carve-outs`. 7. **Write ask / offer framing.** Concrete sentences founder pastes into response email: - "We can sign this week if we can land the three items below; everything else is acceptable." - List 3 must-haves inline (redline + rationale). - "The remaining {N} points we flagged in our review are acceptable as written." 8. **Flag `attorneyReviewRequired: true`** if: - Any must-have requires IP, securities, or privacy language without market standard citation. - Counterparty already refused must-have in prior round (founder considering accepting). - Deal > $100K ACV. - Any clause in review marked `UNKNOWN`. 9. **Draft plan (markdown, ~500-800 words).** Structure: 1. **Header** - counterparty, contract type, review date, goal, leverage read. 2. **Must-have redlines** - numbered list. Each item: current text (quoted), replacement text (verbatim), rationale (one sentence), fallback ladder. 3. **Nice-to-have redlines** - numbered list. Each item: current text, target, one-line rationale, push or punt given leverage read. 4. **Can-punt** - bulleted. One-line reason per item. 5. **Ask / offer framing** - paste-ready paragraph. 6. **Attorney review flag** - yes / no + reason if yes. 7. **Next move** - "send this to counterparty", "escalate", or "hold pending {specific info needed}". 10. **Write atomically** to `redline-plans/{counterparty-slug}-{YYYY-MM-DD}.md` - `{path}.tmp` then rename. 11. **Append to `outputs.json`.** Read-merge-write atomically: ```json { "id": "", "type": "redline-plan", "title": "Redline plan - ", "summary": "<2-3 sentences - must-have count + the top one + framing>", "path": "redline-plans/-.md", "status": "draft", "attorneyReviewRequired": , "createdAt": "", "updatedAt": "" } ``` 12. **Summarize to user.** One short paragraph in plain language: how many must-haves, the most important one, the offer line they can paste, and the next move. Never name files or paths. ## Outputs - `redline-plans/{counterparty-slug}-{YYYY-MM-DD}.md` - Appends to `outputs.json` with `type: "redline-plan"`.