{"id":"sales-contract-questions-for-counsel-checklist","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"List questions for counsel on a customer contract, without concluding","free":false,"task":"The customer returned a contract with changes. Write a checklist of exactly 5 questions for the legal team, each line starting with \"- [ ]\" and citing the clause number. Each question is under 25 words and asks counsel to review or confirm; none states what the clause means legally or recommends accepting or rejecting it. Plain text.","materialLabel":"Customer's marked-up clauses (attached to your prompt automatically)","material":"Customer redlines on the Master Services Agreement with Fairwind Hospital Supply (Nov 4 2026):\n\nClause 4.2 (Fees): Customer deleted the 5% annual price increase.\nClause 7.1 (Liability): Customer changed the cap from 12 months of fees to 24 months of fees.\nClause 9.3 (Data): Customer added a requirement that all data be stored in the US and asked for a list of subprocessors.\nClause 12.1 (Termination): Customer added a right to terminate for convenience on 60 days' notice.\nClause 14.2 (Governing law): Customer changed the venue from our home state to theirs.\nClause 3.1 (Services): No change.\n\nRep: Dani. Deal: $90,000 per year, 24-month term, close target Nov 30.\nRep's own opinion: \"The liability change looks fine to me and 12.1 looks risky.\" (The rep is not a lawyer; don't repeat.)\nSales ops note: our standard data hosting is US-only; subprocessor list exists but has not been shared externally.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Giving legal opinions","why":"The AI says 'a 24-month cap is standard'.","fix":"Add: \"Ask counsel; don't state what a clause means.\"","checks":["r2"]},{"title":"Repeating the rep's opinion","why":"The AI says clause 12.1 is risky.","fix":"Add: \"Don't repeat opinions about risk.\"","checks":["r2"]},{"title":"Including unchanged clauses","why":"The AI adds clause 3.1.","fix":"Add: \"Only the changed clauses.\"","checks":["r1"]},{"title":"Wrong format","why":"The AI writes a memo.","fix":"Add: \"Exactly 5 lines starting - [ ] with the clause number.\"","checks":["r0","maxBullets","plainText"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist"]},{"label":"Cites clause numbers","patterns":["clause","number"]},{"label":"Asks for review not conclusions","patterns":["ask counsel","review","confirm","don.t state"]},{"label":"Covers only changes","patterns":["changed","five","5 questions"]},{"label":"Bans recommendations","patterns":["recommend","accept","risky","opinion"]}],"hint":"Give the format, tell it to cite clauses and to ask counsel instead of concluding.","rubricLabels":["Has exactly 5 lines, each starting with \"- [ ]\" and citing a clause number","The five questions cover clauses 4.2, 7.1, 9.3, 12.1 and 14.2 (not 3.1), each asking counsel to review, confirm or advise","No question states the legal meaning of a clause, says it is fine or risky, or recommends accepting or rejecting it"]}