Contract review

Compares incoming clauses against the recorded positions and returns the exceptions as a short list, so a reviewer opens a document with the argument already framed.

macOS — coming soonSee the automation
Legal / AUTOMATE.md

Scan incoming contracts for specific clauses and assign to the correct review folder.

Ready-made: Legal Review

The job, and what good looks like.

What breaks: the review queue is a folder of documents named by whoever uploaded them, so a contract can sit at the bottom since the deal was signed. The paralegal chases the counterparty for a clean copy, and the business finds out about the delay because the start date moved. What the workflow does: it reads the incoming document, pulls the counterparty, the value, the term, and the clause set, then compares each clause against the recorded position. Clauses that match clear straight through. Clauses that differ come back as a list showing the wording we received next to the wording we wanted with a one-line note on why it matters, so the reviewer starts from the exceptions rather than the whole document. Anything above the approval threshold, carrying a non-standard term, or repeating a position already pushed back on routes to a named lawyer with the reason written next to it. The agreed position is written to the precedent file when the review closes. What a person still approves: a lawyer accepts, amends, or rejects each flagged position, and only that decision updates the record.

When it is handled

  • Review starts from the exceptions
  • Every agreement has a recorded position
  • Clauses outside the standard escalated
  • Agreed wording saved as precedent

Works with tools like

  • Luminance
  • Robin AI
  • Icertis
  • Ironclad
  • Agiloft

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Legal Review

Scan incoming contracts for specific clauses and assign to the correct review folder.

You stay in charge.
At every step.

It compares and flags. Every legal call stays yours.

  • It never signs or advises

    It quotes deviations against your playbook. Accepting, signing and advising stay with a lawyer.

  • Every flag shows its source

    Each deviation quotes the clause it is about, every step is recorded, and a file change can be put back.

  • Confidential stays contained

    Each automation reaches only the folders you connect for it, and a local model keeps processing on your machine.

Legal Review

Approve before it moves the files?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Contract management systems

Storing signed contracts and running approval routes.

Their rules can't read new paper against your playbook or explain a deviation in plain words.

Flowchart automation tools

Moving records between apps.

Clause-level judgment does not fit into branches, and every exception becomes another one to maintain.

AI chat assistants

Summarizing a contract when you paste it in.

Nothing happens until someone asks, and the playbook lives in a chat instead of a document you control.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon