--- name: vendor-check description: Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations. argument-hint: "[vendor name]" --- # /vendor-check -- Vendor Agreement Status > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md). Check the status of existing agreements with a vendor across all connected systems. Provides a consolidated view of the legal relationship. **Important**: This command assists with legal workflows but does not provide legal advice. Agreement status reports should be verified against original documents by qualified legal professionals. ## Invocation ``` /vendor-check [vendor name] ``` If no vendor name is provided, prompt the user to specify which vendor to check. ## Workflow ### Step 1: Identify the Vendor Accept the vendor name from the user. Handle common variations: - Full legal name vs. trade name (e.g., "Alphabet Inc." vs. "Google") - Abbreviations (e.g., "AWS" vs. "Amazon Web Services") - Parent/subsidiary relationships Ask the user to clarify if the vendor name is ambiguous. ### Step 2: Search Connected Systems Search for the vendor across all available connected systems, in priority order: #### CLM (Contract Lifecycle Management) -- If Connected Search for all contracts involving the vendor: - Active agreements - Expired agreements (last 3 years) - Agreements in negotiation or pending signature - Amendments and addenda #### CRM -- If Connected Search for the vendor/account record: - Account status and relationship type - Associated opportunities or deals - Contact information for vendor's legal/contracts team #### Email -- If Connected Search for recent relevant correspondence: - Contract-related emails (last 6 months) - NDA or agreement attachments - Negotiation threads #### Documents (e.g., Box, Egnyte, SharePoint) -- If Connected Search for: - Executed agreements - Redlines and drafts - Due diligence materials #### Chat (e.g., Slack, Teams) -- If Connected Search for recent mentions: - Contract requests involving this vendor - Legal questions about the vendor - Relevant team discussions (last 3 months) ### Step 3: Compile Agreement Status For each agreement found, report: | Field | Details | |-------|---------| | **Agreement Type** | NDA, MSA, SOW, DPA, SLA, License Agreement, etc. | | **Status** | Active, Expired, In Negotiation, Pending Signature | | **Effective Date** | When the agreement started | | **Expiration Date** | When it expires or renews | | **Auto-Renewal** | Yes/No, with renewal term and notice period | | **Key Terms** | Liability cap, governing law, termination provisions | | **Amendments** | Any amendments or addenda on file | ### Step 4: Gap Analysis Identify what agreements exist and what might be missing: ``` ## Agreement Coverage [CHECK] NDA -- [status] [CHECK/MISSING] MSA -- [status or "Not found"] [CHECK/MISSING] DPA -- [status or "Not found"] [CHECK/MISSING] SOW(s) -- [status or "Not found"] [CHECK/MISSING] SLA -- [status or "Not found"] [CHECK/MISSING] Insurance Certificate -- [status or "Not found"] ``` Flag any gaps that may be needed based on the relationship type (e.g., if there is an MSA but no DPA and the vendor handles personal data). ### Step 5: Generate Report Output a consolidated report: ``` ## Vendor Agreement Status: [Vendor Name] **Search Date**: [today's date] **Sources Checked**: [list of systems searched] **Sources Unavailable**: [list of systems not connected, if any] ## Relationship Overview **Vendor**: [full legal name] **Relationship Type**: [vendor/partner/customer/etc.] **CRM Status**: [if available] ## Agreement Summary ### [Agreement Type 1] -- [Status] - **Effective**: [date] - **Expires**: [date] ([auto-renews / does not auto-renew]) - **Key Terms**: [summary of material terms] - **Location**: [where the executed copy is stored] ### [Agreement Type 2] -- [Status] [etc.] ## Gap Analysis [What's in place vs. what may be needed] ## Upcoming Actions - [Any approaching expirations or renewal deadlines] - [Required agreements not yet in place] - [Amendments or updates that may be needed] ## Notes [Any relevant context from email/chat searches] ``` ### Step 6: Handle Missing Sources If key systems are not connected via MCP: - **No CLM**: Note that no CLM is connected. Suggest the user check their CLM manually. Report what was found in other systems. - **No CRM**: Skip CRM context. Note the gap. - **No Email**: Note that email was not searched. Suggest the user search their email for "[vendor name] agreement" or "[vendor name] NDA". - **No Documents**: Note that document storage was not searched. Always clearly state which sources were checked and which were not, so the user knows the completeness of the report. ## Notes - If no agreements are found in any connected system, report that clearly and ask the user if they have agreements stored elsewhere - For vendor groups (e.g., a vendor with multiple subsidiaries), ask whether the user wants to check a specific entity or the entire group - Flag any agreements that are expired but may still have surviving obligations (confidentiality, indemnification, etc.) - If an agreement is approaching expiration (within 90 days), highlight this prominently --- Attribution added by YourAIKit. 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