Skip to content

ABOUT THIS SCREEN


Designed For:

This screen performs an automated first-pass review of a Statement of Work to determine whether it can proceed directly to signature or must be escalated to Legal

 

Purpose:

It applies a structured negative playbook designed to confirm that the SOW remains operational in nature and does not introduce legal provisions typically reserved for a master agreement. The review focuses on identifying the presence of specific clause categories that generally require Legal edits, such as intellectual property ownership, indemnification, liability limitations, data protection terms, termination rights, governing law provisions, and other risk-allocation language.  If none of the restricted clauses are detected, the SOW can proceed to signature. If any prohibited provision is identified, the SOW can be routed for Legal review.  

 

Limitations, Assumptions, Details:

This screen cannot detect if the document is already signed. This screen functions as an intake filtration mechanism. It does not assess overall legal sufficiency and is not a substitute for comprehensive legal review. Instead, it is designed to eliminate unnecessary manual triage while preserving structured legal oversight.


ABOUT THE AUTHOR


Puranjay Trehan

Puranjay Trehan

Puranjay is a legal technology professional currently working at Agiloft, where he advises clients on the practical adoption and optimization of AI-driven solutions for contract lifecycle management and legal operations. Prior to this, he led Legal Software Implementation for Thomson Reuters for Asia and Emerging Markets, overseeing regional deployments and supporting enterprise clients in implementing and scaling legal technology platforms. He also worked at Sirion, contributing to product innovation and the delivery of AI/ML-enabled contracting solutions. A qualified lawyer, Puranjay has also been a part of legal and compliance team at Goldman Sachs.