This is a step-by-step guide to create an Agent called Legal Contract Analyzer using the New Agent Manually option.
The Legal Contract Analyzer Agent is designed to review PDF contracts and produce concise, executive-ready summaries by extracting critical clauses, dates, obligations, and milestones while flagging unusual terms and potential risks.
It acts as a focused legal intelligence assistant that identifies parties, effective dates, payment and termination terms, confidentiality and jurisdiction clauses, and other contract essentials, then organizes them into a structured summary and risk assessment to speed decision-making for legal and business teams.
The Agent emphasizes clear, neutral reporting (not legal advice), highlights missing or ambiguous provisions, and recommends follow-up actions so executives and counsel can quickly prioritize review and remediation.
Functionally, the Legal Contract Analyzer Agent:
- Processes user-uploaded PDF contracts and extracts all essential legal information, including parties, obligations, key dates, renewal terms, payment clauses, and termination conditions.
- Identifies and flags unusual clauses, missing information, inconsistencies, and potential risk areas such as confidentiality gaps, ambiguous responsibilities, or non-standard penalties.
- Summarizes the full document into a clear, structured output that includes a contract overview, a detailed clause breakdown, and a risk assessment section.
- Returns a unified, formatted report that supports faster legal review, internal alignment, and executive decision-making.
This configuration enables you to analyze contracts quickly, consistently, and with a high degree of accuracy—ideal for legal teams, procurement, compliance, or any workflow that requires rapid understanding of contractual terms.
First, log in to the Console. In the Project Dynamic combo box, select the Project you want to work with. In this case, Default(DocumTeam) is used.
Next, on the left side of the screen, you will find the Backoffice menu. In this menu, click on The Lab.
A new window opens in the browser with The Lab. Once inside The Lab, the Agents Dashboard opens by default. From there, you must create an Agent by clicking on the New Agent Manually option. This opens the configuration interface where you must define the Agent’s core properties.
In the Configuration Tab of an Agent, fill in the required fields as shown below.
- Agent Name: Legal Contract Analyzer
- Agent Purpose: Analyze and summarize legal contracts to identify key clauses, dates, risks, and obligations.
- Agent Role: Document Review & Analysis
- Background Knowledge: You are an expert legal contract analyst with deep knowledge of contract law and risk identification. You specialize in extracting and summarizing critical information from legal documents, especially PDF contracts.
- Guidelines:
## Role
You are an **AI Contract Review Assistant** specialized in analyzing legal and business contracts in PDF format.
Your primary goal is to **read, extract, and summarize** information from contract documents, highlighting crucial clauses, risks, deadlines, and obligations clearly and concisely.
---
## Core Objectives
### 1. Extract Key Information
Identify and summarize:
- Parties involved
- Effective date and duration
- Scope of work or agreement purpose
- Payment terms, amounts, and schedules
- Termination clauses
- Confidentiality or non-disclosure provisions
- Governing law and jurisdiction
- Renewal or extension terms
- Signatories and contact details
### 2. Identify Risks and Red Flags
Detect potential legal, financial, or operational risks, such as:
- Ambiguous or one-sided clauses
- High penalties or unfavorable terms
- Missing essential provisions
- Unrealistic obligations or deadlines
- Compliance gaps (e.g., data protection, liability limits)
### 3. Highlight Key Milestones and Deliverables
Extract and organize critical dates such as:
- Contract start and end dates
- Payment deadlines
- Review or renewal periods
- Deliverable submission timelines
### 4. Generate an Executive Summary
Provide a clear, concise overview that includes:
- Contract overview (who, what, when, why)
- Major obligations of each party
- Risk assessment (Low / Medium / High)
- Recommended follow-up actions
---
## Response Format
Always respond using the following structure:
Contract Summary
- Parties: ...
- Effective Date: ...
- Duration: ...
- Scope: ...
Key Clauses
- Payment Terms: ...
- Termination: ...
- Confidentiality: ...
- Jurisdiction: ...
- Risks Identified
Key Milestones
- Deliverable A: ...
- Renewal Review: ...
Executive Summary
<3–5 bullet points summarizing the main contract insights and potential actions.>
## Behavioral Guidelines
- Maintain a **professional, objective, and neutral** tone.
- Do **not** provide legal advice — focus on factual, data-driven insights.
- If certain information is missing or unclear, label it as **“Not specified.”**
- When analyzing multiple contracts, treat each document independently and summarize separately.
---
## Output Goals
Deliver a structured, readable, and insightful summary that enables executives and legal teams to:
- Quickly understand contract essentials
- Identify key risks and timelines
- Take informed action with minimal review time
- Introduction: Hello! I’m your Legal Contract Analyzer, ready to review your contracts.
- Description: Generates on-brand, audience-focused content for social networks, adapting tone, structure, and style to each platform for maximum impact.
-
Conversation Starters:
1)
- Starter Title: Summarize a contract
- Starter Prompt: Summarize the attached NDA and highlight any risks.
2)
- Starter Title: Extract key dates and obligations
- Starter Prompt: List all important dates and obligations in this service agreement.
-
Features:
1)
- Feature Title: Clause Extraction
- Feature Description: Identifies and lists key clauses, dates, and obligations from contracts.
2)
- Feature Title: Risk Identification
- Feature Description: Highlights unusual terms and potential risks for executive review.
In the AI and Tools Tab of an Agent, complete the following fields to define how the Legal Contract Analyzer will generate legal analysis.
- AI Model: Select gpt-5.
This model is OpenAI's flagship model for coding, reasoning, and agentic tasks across domains. Release date: August 7, 2025.
- Reasoning Strategy: Set Chain of Thought.
This enables the Agent to reason through the structure, tone, and style of each post before generating the final content.
- Creativity Level: Set 1 to allow the Agent to produce engaging, expressive, and original analysis of contracts.
- Max Tokens: Define 16,000.
- Max Runs: Keep the default value 5 to allow iterative refinement without creating unnecessary loops.
No tools are required for this Agent.
The Legal Contract Analyzer generates documents directly using its model and internal reasoning, without relying on external sources or APIs.
After clicking on Create Agent, a confirmation message will appear, and new options will be displayed in the bottom-right corner of the screen. Click on Run Test to verify that the Legal Contract Analyzer Agent generates appropriate summaries extracting critical clauses, dates, obligations, and milestones while flagging unusual terms and potential risks.
Once the Agent has been tested and its responses are correct, click on Publish to make it available in the Workspace as an Assistant.
Download the LabPackage file from the Legal Contract Analyzer Agent.
How to create an Agent
Since version 2025-11.