Why Review? Document Analysis Use Cases

Founder: Term Sheet Analysis

Receiving a VC term sheet is exciting, but overlooking unfavorable liquidation preferences, control clauses, or anti-dilution terms can severely limit future funding options and founder equity. Reviewing now prevents costly surprises later.

Founder: Co-Founder Agreement Review

Ambiguity in co-founder agreements regarding equity vesting, roles, IP ownership, or exit terms is a common source of future disputes that can cripple a startup. Clarifying these points proactively is crucial for a stable partnership.

SBO: Commercial Lease Review

Signing a commercial lease blindly? Hidden risks like steep rent escalations, unclear maintenance duties, harsh termination penalties, or broad personal guarantees can drain resources and create long-term liabilities. Understanding these terms upfront is essential.

SBO: Vendor Contract Check

Unfavorable vendor contracts with unclear payment schedules, inadequate SLAs, limited liability for the vendor, or difficult termination clauses can lead to operational disruption and financial loss. Ensure agreements align with your business needs *before* signing.

Individual: Health Insurance Policy

Navigating health insurance is complex. Misunderstanding coverage limits, exclusions (especially for pre-existing conditions), high deductibles, or out-of-network restrictions can lead to rejected claims and crippling medical bills. Reviewing your policy ensures you know what's truly covered.

Individual: Rental Agreement Check

Don't get caught out by your rental agreement. Unclear clauses on security deposit refunds, strict notice periods for moving out, hidden fees, or vague landlord entry rights can cause major headaches and disputes. Identify potential issues before moving in.

Freelancer: Contractor Agreement

Vague scope of work, unclear payment milestones, unfavorable IP ownership clauses, or restrictive non-competes in contractor agreements can lead to payment disputes and limit future work. Protect your interests by reviewing carefully.

HR Pro: Offer Letter Consistency

Inconsistent terms across offer letters regarding notice periods, variable pay structures, or benefits can create internal inequities and potential legal challenges. Ensure standardization and compliance quickly.

HR/Legal/BizDev: NDA Review

Overly broad definitions of confidential information or excessively long obligation periods in NDAs can hinder former employees unfairly or expose the company if its own NDAs are weak. Ensure terms are reasonable and enforceable.

Legal Pro: Rapid First-Pass Review

Manually sifting through lengthy contracts for initial assessment is time-consuming. Use AI to get a quick summary and RAG-rated risk overview, allowing you to prioritize high-risk documents and allocate resources efficiently.

Using personas for contract standardization

Legal/Procurement: Using Personas for Standardization

Ensuring every contract aligns with client guidelines or firm standards manually is prone to errors. Use a saved Persona to automatically flag deviations from standard positions on key clauses, improving consistency and speed.

Procurement: MSA Analysis

Missing critical details in MSAs regarding liability limits, data security compliance, indemnification scope, or auto-renewal clauses can expose the business to significant financial and operational risks. Analyze these key areas efficiently.

Finance Pro: Loan Agreement Review

Failing to fully understand restrictive covenants, default triggers, precise interest calculations, or collateral requirements in loan agreements can lead to unintentional breaches and severe financial consequences. Ensure full clarity before commitment.

Analyzing SAFE note or convertible debt document

Investor: SAFE/Note Summaries

Screening numerous early-stage investment docs is time-intensive. Quickly extract and compare key terms like valuation caps, discounts, MFN clauses, and conversion triggers across multiple SAFEs or notes to speed up deal flow analysis.

Reviewing Shareholder and Stock Purchase Agreements

Founder: Negotiation Prep (SHA/SPA)

Review complex Shareholder Agreements (SHA) and Stock Purchase Agreements (SPA) for critical rights, obligations, warranties, and closing conditions during funding rounds or M&A to prepare effectively.

Legal/Corp Sec: Board Resolutions

Ensure board resolutions accurately reflect decisions, grant proper authority, and comply with governance requirements to avoid future challenges to corporate actions.

Reviewing company bylaws or operating agreement

Founder/Legal: Bylaws & Operating Agreements

Understand the core governance rules, member/shareholder rights, and operational procedures defined in your company's foundational Bylaws or LLC Operating Agreement to prevent disputes.

Protecting trade secrets with confidentiality agreement

Legal/R&D: Confidentiality & Trade Secret Agreements

Analyze agreements designed to protect valuable IP & trade secrets, focusing on precise definitions, scope, security obligations, and duration to safeguard key assets.

Reviewing event sponsorship agreement details

Marketing/Events: Event Sponsorship Agreements

Ensure sponsorship agreements clearly define benefits (logo placement, speaking slots), obligations, exclusivity, IP usage, and cancellation terms to maximize ROI and avoid disputes.

Analyzing consulting or advisory agreement

Businesses/Consultants: Consulting & Advisory Agreements

Ensure consulting or advisory service agreements clearly define scope, deliverables, compensation structure, IP rights, and confidentiality terms to foster productive engagements.

Navigating complex government contract document

GovCon/Legal: Government Contracts

Analyze complex government contracts for specific compliance requirements (e.g., FAR/DFARS concepts, national rules), reporting obligations, IP rights (Govt. Purpose Rights), and termination clauses (T4C).

Entrepreneurs: Franchise Agreements

Understand complex franchise agreements, including all fees (initial, royalty, marketing), territory rights, operational controls, franchisor support obligations, and exit strategies before investing.

Analyzing clinical trial agreement document

Sites/Sponsors/CROs: Clinical Trial Agreements (CTAs)

Review complex CTAs for crucial details on patient safety protocols, data integrity, IP rights allocation, publication rights policies, indemnification scope, and regulatory compliance (GCP, data privacy).

Reviewing real estate brokerage agreement

Buyers/Sellers/Agents: Real Estate Brokerage Agreements

Understand commission structures (when is it earned?), listing terms (exclusivity types), specific agent duties, agreement duration, and termination clauses (including protection periods) before signing.

Analyzing patent or trademark license agreement

Licensors/Licensees: Patent & Trademark Licensing

Analyze IP licensing agreements for clarity on the scope of grant (exclusivity, field of use, territory), royalty calculations and reporting, sublicensing rights, IP enforcement duties, and termination conditions.

Don't Sign Blindly: Why Document Review Matters