| name | contract-portfolio-intelligence |
| title | Contract Portfolio Intelligence |
| description | Analyzes an entire portfolio of contracts at scale — extracting key terms, obligations, renewal dates, risk provisions, and financial commitments across hundreds or thousands of agreements simultaneously. Produces structured reports, obligation trackers, renewal calendars, and risk matrices. Also supports playbook-based redlining where contracts are compared against preferred positions and automatically marked up. Use when an in-house legal team, GC, legal ops, procurement, or finance team needs portfolio-wide visibility into contract terms, upcoming renewals, obligation compliance, or batch contract review against organizational standards. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/contract-portfolio-intelligence |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | contracts |
| language | en |
| tags | ["transactional","corporate","analysis","summary"] |
Contract Portfolio Intelligence
Performs portfolio-scale contract analysis: batch extraction of terms, obligations, and risks across a large set of agreements, plus playbook-based redlining against organizational standards.
Prerequisites
Before starting, gather:
- Contract corpus — uploaded documents (PDF, DOCX) or a vault/folder reference containing the agreements
- Analysis scope — what to extract (renewals, indemnities, payment terms, liability caps, termination rights, or custom fields)
- Playbook (if redlining) — the organization's preferred positions, fallback clauses, and non-negotiable terms
- Output format — table/spreadsheet, narrative report, or both
- Audience — who receives the output (GC, board, finance, procurement)
Workflow
Phase 1: Ingest and Classify
- Process each contract through OCR if scanned; extract full text from native PDFs and DOCX files
- Identify contract type (NDA, MSA, SaaS agreement, employment, vendor, lease, SOW, amendment, etc.)
- Detect parent-child relationships (master agreements → amendments → SOWs → change orders)
- De-duplicate — flag identical or near-identical documents
- Tag metadata: parties, effective date, governing law, contract type
Output a contract inventory table:
| # | Document | Type | Parties | Effective Date | Governing Law | Parent Doc |
|---|
| 1 | Example | MSA | A ↔ B | 2024-01-15 | Delaware | — |
Phase 2: Term Extraction
For each contract, extract the following structured fields (skip fields that don't apply to the contract type):
Dates & Term
- Effective date, expiration date, term length
- Auto-renewal (yes/no), renewal notice period, notice deadline
- Termination for convenience (yes/no), notice period, cure period
Financial Terms
- Contract value / total commitment
- Payment terms (Net 30, Net 60, etc.)
- Price escalation / adjustment mechanisms
- Minimum commitments or volume thresholds
- Late payment penalties
Risk Provisions
- Indemnification — mutual vs. one-sided, carve-outs, cap
