AI for contract management
Ultramarine Work reads the contracts in the folder on your computer, redlines counterparty paper against your playbook and abstracts executed agreements across the full amendment stack. It drafts SOWs, escalation notes and DPA markups.
Meridian-reseller-issues-list.xlsxExample| Section | Meridian change | Our playbook | Fallback | Priority |
|---|---|---|---|---|
| 4.3 Pricing | Annual price increases are capped at 3%. | Increases follow CPI-U with no cap. | We can accept a cap of CPI-U plus 2%. | Medium |
| 7.1 Renewal | Auto-renewal became opt-in, with no tracked change. | The term renews unless a party gives notice. | We hold our position. | High |
| 9.1 Liability cap | The cap rises from 12 to 24 months of fees. | The cap is 12 months of fees. | We can accept 18 months for data breach claims. | High |
| 11.2 Termination | Reseller may terminate on 30 days’ notice. | There is no termination for convenience. | We can accept 90 days’ notice after month 12. | High |
| 14.4 Governing law | New York law replaces Delaware law. | Delaware law governs. | We can accept New York law. | Low |
NoteSection 7.1 changed without a tracked mark, so ask Meridian for a full compare against our version 4 before the next call.
Ask it for
“Turn Meridian’s latest redline of the reseller agreement into an issues list: each change quoted, their position, ours, our fallback, a priority and an owner.”
Issues-list-reseller-redline.xlsx“Abstract the executed master agreement MSA-014 with all four amendments, and compute every renewal, notice and termination date from the terms in force.”
MSA-014-abstract.xlsx“Mark up Ridgefield’s DPA and security exhibit against GDPR Article 28 and our sub-processor standard, and list every gap with the wording we need.”
Ridgefield-DPA-markup.pdf“Write the note to the GC on the uncapped indemnity Verax won’t move. Quote their wording, the risk of accepting it, our fallback and the decision due Friday.”
Verax-escalation-note.docx“Draft the SOW for the managed-support renewal with deliverables, measurable acceptance criteria, assumptions, exclusions, SLAs and a change control table.”
SOW-managed-support.docx“Build the flowdown matrix for this subcontract: the FAR and DFARS clauses it must carry, the clause requiring each, the trigger, and anything you can’t confirm.”
Flowdown-matrix.xlsx
Inside the Contract Management mode
Contract drafting and redlining
It works through their redline clause by clause and marks up your paper to the playbook, so the issues list carries every position, fallback and walk-away.
Contract abstraction and obligations
The abstraction reads the whole amendment stack in precedence order and ties every obligation, auto-renewal, notice date and termination right to its clause.
Data processing agreement review
Reviews a vendor’s DPA and security exhibit for the Article 28 terms: sub-processors, transfers, breach notice, audit rights and deletion.
Statement of work
The SOW it drafts carries deliverables, acceptance criteria, assumptions, exclusions, SLAs and change control, and a QASP when the government is the customer.
Legal memos and briefs
Each escalation becomes a short note for counsel or the business, quoting the clause, the risk of accepting it, your fallback and who owns the decision.
Legal authority verification
Any authority a memo leans on, from FAR clauses to case law, is checked first, and anything it cannot confirm is flagged for counsel.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
How it works
- 1
Load the contract package
The folder holds their latest redline, your playbook with standard and fallback positions, and the executed agreement with every amendment, schedule and security exhibit. Keep those files where you store them today.
- 2
Ask for the deliverable
You ask for an issues list, the abstract with dates computed from the terms in force, the marked-up PDF, the escalation note or the flowdown matrix. Each entry cites the clause and document it came from, and missing files are flagged.
- 3
Review before it goes anywhere
Trace each entry back to its clause, decide which positions to hold and which to trade, and escalate anything past your authority to counsel. Nothing goes back to the counterparty and nothing is posted to the CLM until you sign off.
Who it’s for
Contract managers, administrators and negotiators and the commercial counsel who draft, negotiate and administer an organization's customer and partner contracts.
Questions
Can I upload a counterparty’s contract without breaching confidentiality?
Only if the contract, your NDAs and your firm’s policy allow it, so check the clause first. Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.
Will it miss a change hidden in a defined term or a table cell?
It can miss changes, which is why nothing goes out on its read alone. Its skills tell it to cite the clause and document behind every number and statement, and to note what it could not find or reconcile instead of guessing. Defined terms, table cells that carry economic terms and footnotes are where changes hide, so you still review every file it touched before the redline goes back.
Can it decide whether a term is acceptable?
No, it cannot approve a term for you, and no tool should make that call. What it does is draft, check and organize, and the decision belongs to you and your counsel. An escalation note lays out the clause, the risk of accepting, your fallback and what needs deciding.
Does it cover FAR and DFARS flowdowns?
It does when the prime contract and the subcontract are in the folder. The matrix lists every clause the subcontract must carry, with the FAR or DFARS clause requiring it, the applicability trigger and a flag on anything unconfirmed. Some clauses carry their own flowdown duty, like DFARS 252.204-7012 with its NIST SP 800-171 duties. Citations change with each CFR update, so check them against the current text, and the clauses you insert are your call.
Can it review agreements covering PHI or European personal data?
Yes, DPAs and security exhibits for personal data and PHI are in scope, including the controller, processor and service provider terms. The review covers sub-processor notice and objection rights, transfer mechanisms, breach notice timelines, audit rights and deletion terms, then flags gaps against GDPR Article 28. Your privacy or compliance office decides what is adequate.