{"id":"legal-handoff-note-signed-vs-claimed","audience":"legal","category":"legal-compliance","track":"legal","level":"advanced","technique":"grounding","title":"Write a contract handoff note from signed terms, not hearsay","free":false,"task":"Write a handoff note for new account owner Priti Shah in plain text, five lines starting exactly: Term:, Monthly fee:, Renewal:, Unsigned changes:, For legal:. The signed order form is the record for the first three lines. Anything that appears only in chat or email goes under Unsigned changes:. For legal: is one question about whether the unsigned items affect the signed terms; do not answer it or say what is binding. Under 100 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"SLACK from Gil Navarro (leaving the company), Oct 30\n\"Quick handoff on Orchid Analytics: 12-month deal, $5,000 a month, and it auto-renews so you don't have to do anything. Their rep also told me by email we'd get a discount.\"\n\nSIGNED ORDER FORM #7 - Orchid Analytics and Northvale Labs (signed Feb 20, 2026)\nTerm: 24 months starting Mar 1, 2026.\nFee: $5,200 per month, invoiced monthly.\nRenewal: the order form does not renew automatically. Continuing after the term requires a new order form signed by both parties.\n\nEMAIL from Orchid Analytics sales rep Dana Ross, Apr 2 (not signed by either party)\n\"Happy to confirm we can lower your monthly fee to $4,800 starting in July. I'll send paperwork soon.\"\n\nNo amendment or new order form has been filed in the contract system.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"promptHints":[{"label":"Reader named","patterns":["priti","account owner"]},{"label":"Five labels","patterns":["term:","unsigned changes:","for legal:"]},{"label":"Signed form is record","patterns":["signed order form","record"]},{"label":"Unsigned goes separately","patterns":["unsigned"]},{"label":"No binding view","patterns":["binding","do not answer"]}],"mistakes":[{"title":"Trusting the handoff","why":"The AI uses Gil's 12 months, $5,000 and auto-renewal.","fix":"Say: \"The signed order form is the record for the first three lines.\"","checks":["r1"]},{"title":"Putting the discount in the fee","why":"The AI writes $4,800 as the current fee.","fix":"Say: \"Chat and email items go under Unsigned changes:.\"","checks":["r2"]},{"title":"Deciding what binds","why":"The AI says the email changes the price or does not.","fix":"Say: \"For legal: one question; do not say what is binding.\"","checks":["r2"]},{"title":"Wrong structure","why":"The AI writes a paragraph.","fix":"Say: \"Five lines starting exactly with these labels.\"","checks":["r0"]},{"title":"Trusting the AI to count words","why":"AI runs long.","fix":"Say: \"Each line under 18 words.\"","checks":["maxWords"]},{"title":"Markdown","why":"The AI bolds labels.","fix":"Say: \"Plain text, no bold.\"","checks":["plainText"]}],"hint":"Name the five labels, say the signed form is the record, and keep unsigned items in their own line.","mission":"Write a handoff note from the signed terms.","musts":["Signed form is the record","Unsigned items separate","No binding conclusions"],"rubricLabels":["Has exactly five lines starting Term:, Monthly fee:, Renewal:, Unsigned changes:, For legal: in that order","Term says 24 months from Mar 1, 2026, Monthly fee says $5,200, and Renewal says there is no automatic renewal and a new signed order form is needed (not Gil's 12 months, $5,000 or auto-renewal)","Unsigned changes: mentions the unsigned $4,800 email from July and Gil's differing claims, and For legal: is one question that does not say whether the email changes the signed terms or what is binding"]}