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Working in Contracts and Negotiations

SOP-style guide for the current Contracts routes covering contract creation, repository review, obligations, negotiations, and the contract-intelligence dashboards.

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Working in Contracts and Negotiations

This page explains how to use the current Contracts routes in VerityLaw, including the contract wizard, repository, obligations view, negotiation simulator, and the intelligence dashboards.

Product: VerityLaw
Module: Contracts
Role: Legal operator, contract manager, reviewer, negotiation support user
Difficulty: Beginner
Time: 12 to 15 minutes
Last Updated: 2026-03-10
Version: Current repo baseline

Before You Start

  • Confirm you are in the Contracts section of the sidebar.
  • Know whether your job is creating a contract, reviewing an existing contract, tracking obligations, or reading analytics.
  • Use Working in Practice first if the work starts from case or client setup rather than contract handling.

What does this module cover?

This manual covers:

  • Contracts
  • Repository
  • Obligations
  • Negotiations
  • Playbook
  • Clause Heatmap
  • Order Risk
  • Clause Benchmarks
  • AI Negotiator

Start on the Contracts dashboard

  1. Open Contracts.
  2. Review the top cards:
    • Active Contracts
    • Pending Signatures
    • Obligations Due
    • Expiring Soon
  3. Review the two dashboard panels:
    • Recent Contracts
    • Upcoming Obligations
  4. Open the relevant contract from the recent-contract list if you need detail.

Create a new contract

  1. Click New Contract.
  2. Complete the wizard in order:
    • Contract Type
    • Parties
    • Details
    • Review
  3. In Contract Type, choose one of the current options:
    • Non-Disclosure Agreement
    • Service Agreement
    • Privacy Policy
    • Terms & Conditions
  4. In Parties, enter the counterparty name and email.
  5. In Review, confirm the summary and click Generate Contract.

Honest scope note

The Details step currently shows placeholder guidance rather than a real questionnaire. The wizard still creates the contract draft, but do not train users to expect a full adaptive question set on this step yet.

Review a contract record

  1. Open a contract from the dashboard or repository.
  2. Review the page header for reference and type.
  3. Review the main content areas:
    • Contract Content
    • Obligations
  4. Review the sidebar panels:
    • Status
    • Parties
    • Jurisdiction
    • Version History

Honest scope note

  • If the draft has no generated content yet, the page shows placeholder copy.
  • Send for Signature is visible for drafts but disabled, with a tooltip stating that e-signature integration is coming soon.

Use the Repository as a browse-and-open screen

  1. Open Repository.
  2. Use the visible search box and filter controls to orient yourself.
  3. Open the contract by clicking its reference.
  4. Review status from the table before opening the record.

Honest scope note

The repository exposes search and filter controls, but the current page is safest treated as a browse-and-open list. Do not assume full interactive filtering behaviour unless you have confirmed it in your environment.

Use Obligations for tracking

  1. Open Obligations.
  2. Review the summary cards:
    • Total Obligations
    • Pending
    • Overdue
    • Completed
  3. Use the tabs:
    • All
    • Pending
    • Overdue
    • Completed
  4. Review each obligation for title, contract, type, due date, and status.

Honest scope note

The current page is a tracking view. It does not expose inline obligation completion or edit controls.

Use Negotiations and intelligence pages as review tools

Negotiations

Use Negotiations to review simulation records for clause fallback choices before redlines are sent. The current page is a register of simulations and statuses. It does not expose a create button on the page.

Playbook

Use Playbook to review which fallback positions are performing best over time. This is an analytics page, not a clause editor.

Clause Heatmap

Use Clause Heatmap to review severity, exposure, and clause-theme concentration across stored entries. This is a visual risk-review page only.

Order Risk

Use Order Risk to review pending, cleared, blocked, and rejected checks. The current page is a monitoring table, not a decision-entry form.

Clause Benchmarks

Use Clause Benchmarks to review generated, reviewed, and applied benchmark rows. There are no create or edit controls on the page.

AI Negotiator

Use AI Negotiator to review negotiation sessions, escalation status, and completion counts. Treat it as an oversight dashboard in the current UI.

Common mistakes to avoid

"Creating the contract means the signature workflow is ready"

Why this happens: The contract wizard creates a usable draft, so users assume the full signing process is live too.

Fix: Explain that draft creation is live, but Send for Signature is still disabled in the current contract-detail page.

"Negotiations, Playbook, Heatmap, and AI Negotiator are all edit screens"

Why this happens: They all sit under Contracts, but most are analytics or simulation-review pages.

Fix: Use them for review, insight, and prioritisation. Use Contracts, Repository, and the contract record itself for the core contract workflow.

What's Next

Related Pages

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