Review every contract redline.

It is a Trig agent set up to check every marked-up contract a customer sends back. Agents can be fully customized to work based on your own unique contract signals, conditions, and situations. In this configuration, the agent works on marked-up contracts that land on your open deals. The agent sorts each change against your template and Legal’s approved positions, checks each product commitment, compares price and term with the proposal and CRM, and drafts the request to Legal for your approval.

Agents can be configured to compare the customer’s paper with your templates, Legal’s approved positions, and your product knowledge base. In this template, each change is sorted into one of five classes: standard, approved fallback, needs Legal, commercial, or blocking. Any change to liability, indemnity, or intellectual property needs Legal, even inside a fallback. A service, security, or data commitment the product doesn’t meet is blocking, and one the knowledge base doesn’t cover goes to a solutions engineer to confirm.

In this template, the agent is configured to deliver a first pass on each marked-up contract that meets your targeting conditions. It opens with the changes found, changes by class, blocking items, and days to the close date. Then it lists every change, clause by clause, with their wording beside yours, any mismatch in price, term, or scope between the paper, proposal, and CRM, and the steps still open. It also drafts the request to Legal and notes for your reply to the customer.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the request to Legal and the notes for your reply to the customer are drafts for you to edit and approve before Trig sends anything. The agent never says what a clause means legally, accepts a change, or suggests a concession.

The customer’s marked-up contract, your contract templates, Legal’s approved positions, and your product knowledge base. The proposal, the CRM deal, earlier contracts with the customer, and emails with the customer add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.

Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.

A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your contract redlines.