{"id":"legal-playbook-summary-memo-headings","audience":"legal","category":"legal-compliance","track":"legal","level":"intermediate","technique":"context","title":"Summarize a vendor agreement against the playbook in a memo","free":false,"task":"Write a short memo for the legal manager comparing the agreement terms with the playbook. Use exactly these four headings in order: ## Deal, ## Matches playbook, ## Deviations, ## Questions for counsel. Under 200 words. Deviations must show both the contract term and the playbook position. Questions for counsel is a list of questions only. Do not say whether the agreement should be signed or what the law requires.","materialLabel":"Your material (attached to your prompt automatically)","material":"PLAYBOOK POSITIONS (reference)\nPayment: Net 30 to Net 45. Liability cap: at least 12 months of fees. Auto-renewal: allowed if cancel notice is 90 days or less. Termination for convenience: at least 30 days' notice. Insurance: amount must be stated.\n\nAGREEMENT TERMS - Marrow & Finch Co, cleaning services, $2,100 per month, 24 months\n- Payment: Net 60.\n- Liability cap: 3 months of fees.\n- Renewal: renews automatically for 12 months; customer cancels with 90 days' notice.\n- Termination for convenience: customer may end on 30 days' notice.\n- Insurance: \"Supplier will carry adequate insurance.\" No amount is given.\n\nAccount manager's comment: \"They say the 3-month cap is just their standard.\"","rules":[{"type":"maxWords","max":200}],"promptHints":[{"label":"Exact headings","patterns":["## deal","## deviations"]},{"label":"Both sides shown","patterns":["playbook position","both"]},{"label":"Questions only","patterns":["questions only","list of questions"]},{"label":"No sign advice","patterns":["whether to sign","do not say"]},{"label":"Word cap","patterns":["under \\d+ words"]}],"mistakes":[{"title":"Burying deviations","why":"The AI lists everything in one narrative.","fix":"Say: \"Use exactly these four headings in order.\"","checks":["r0"]},{"title":"Deviation without both sides","why":"The AI says 'payment is long' without the playbook range.","fix":"Say: \"Show the contract term and the playbook position.\"","checks":["r1"]},{"title":"Missing the vague insurance wording","why":"The AI calls insurance fine or skips it.","fix":"Say: \"Put unclear wording in Questions for counsel.\"","checks":["r2"]},{"title":"Recommending","why":"The AI says to sign or negotiate.","fix":"Say: \"Do not say whether to sign.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI runs long.","fix":"Say: \"Each bullet one line under 15 words.\"","checks":["maxWords"]}],"hint":"Give the four headings, ask for both numbers in Deviations, and keep questions as questions.","mission":"Compare the agreement with the playbook for the legal manager.","musts":["Four exact headings","Both sides in Deviations","Questions only"],"rubricLabels":["Has exactly the four headings ## Deal, ## Matches playbook, ## Deviations, ## Questions for counsel in that order","Matches playbook lists renewal (90 days) and termination (30 days) and not the deviations; Deviations shows Net 60 versus Net 30-45 and the 3-month cap versus 12 months","Questions for counsel are questions only (such as the insurance amount), and the memo does not say whether to sign or what the law requires"]}