{"id":"cs-contract-terms-faq-stated-vs-legal","audience":"customer-success","category":"support-work","technique":"grounding","track":"support","level":"advanced","title":"Answer contract questions: state the facts, flag the rest for Legal","free":false,"task":"Answer the five customer questions in pairs of lines \"Q1:\" and \"A1:\" through \"Q5:\" and \"A5:\". Each answer starts with \"Stated:\" if the summary says it, or \"Legal to confirm:\" if it does not or needs interpretation. Use the latest version (amendments override the original). Each answer is under 22 words. Last line exactly: \"Legal reviews before this is sent.\" Plain text.","materialLabel":"Your material (attached to your prompt automatically)","material":"CONTRACT SUMMARY - Halden Co (prepared by Sales Ops; not the contract itself)\n\nORIGINAL AGREEMENT (Jan 15, 2025)\n- Term: 12 months, auto-renews for 12 months unless notice is given 60 days before the renewal date.\n- Price: annual uplift on renewal capped at 5%.\n- Data: the customer owns its data.\n- Liability: capped at 12 months of fees paid.\n- Termination for convenience: not mentioned in this summary.\n\nAMENDMENT 1 (June 2026)\n- Notice period to prevent auto-renewal changed from 60 days to 90 days.\n\nCUSTOMER QUESTIONS (Vera Ostrow, procurement)\n1. How much notice do we need to give to stop the renewal?\n2. Can we terminate early without a reason?\n3. How much can the price rise at renewal?\n4. Who owns our data?\n5. Is there a cap on liability?","rules":[{"type":"plainText"},{"type":"maxWords","max":140}],"mistakes":[{"title":"Using the original notice period","why":"The AI answers 60 days.","fix":"Say: \"Amendments override the original: use the latest version.\"","checks":["r1"]},{"title":"Answering the termination question","why":"The AI guesses that early exit is or is not allowed.","fix":"Say: \"If the summary does not say, start with Legal to confirm: and do not answer.\"","checks":["r2"]},{"title":"Dropping the labels","why":"The AI blends facts and caveats.","fix":"Say: \"Start each answer with Stated: or Legal to confirm:.\"","checks":["r0"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]}],"promptHints":[{"label":"Sets Q and A labels","patterns":["q1","a1"]},{"label":"Defines the two prefixes","patterns":["stated:","legal to confirm"]},{"label":"Latest version wins","patterns":["amendment","latest","override"]},{"label":"Adds the closing line","patterns":["legal reviews before"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"For contract facts, separate what is stated from what needs Legal and make the AI use the latest amendment.","mission":"Answer five contract questions, flagging what Legal must confirm.","musts":["Stated or Legal to confirm","Latest amendment wins","Answers under 22 words"],"rubricLabels":["The output has five Q and A pairs labeled Q1: to Q5: and A1: to A5: in order, and the last line is exactly \"Legal reviews before this is sent.\"","A1 starts \"Stated:\" and gives 90 days (the amendment, not 60), A3 starts \"Stated:\" with a cap of 5% per renewal, and A4 starts \"Stated:\" saying the customer owns its data","A2 starts \"Legal to confirm:\" and says nothing about whether early termination is allowed, and A5 starts \"Stated:\" with a cap of 12 months of fees"]}