# Contract review intake and term sheet

Complete from the conversation and agreement first. Use **unknown** for missing facts; ask only questions that affect a material recommendation.

| Field | Supplied facts or draft terms | Source/location | Unresolved decision |
| --- | --- | --- | --- |
| Agreement type and purpose | | | |
| Parties, roles, and signing capacities | | | |
| Represented party and objectives | | | |
| Governing law and relevant locations | | | |
| Deliverables and performance standard | | | |
| Price, calculation base, and adjustments | | | |
| Payment triggers and due dates | | | |
| Start, duration, renewal, and deadlines | | | |
| Dependencies, approvals, and acceptance | | | |
| Information, confidentiality, and ownership | | | |
| Risk allocation, insurance, and liability | | | |
| Notice, cure, suspension, and termination | | | |
| Accrued rights and surviving duties | | | |
| Negotiated instructions and prior decisions | | | |
| Attachments, exhibits, and competing documents | | | |

## Term comparison

| Expected term | Evidence of instruction/agreement | Actual text and location | Match, mismatch, or unknown | Proposed action and decision |
| --- | --- | --- | --- | --- |
| | | | | |

## Boundary scenarios

For each material formula or sequence, record the inputs, expected result, actual reading, and unresolved choice. Include exact thresholds, partial periods, delivery versus receipt, nonperformance, and exit where relevant. Distinguish draft wording from conclusions that require legal research.