Workflow template for Tallyfy

AI for Legal - Contract Analysis Workflow

This template walks your legal team through a structured AI-assisted contract analysis process. You'll use AI tools to extract clauses, flag risks, and generate redline suggestions before your team reviews and negotiates final terms. Note: This template is for process guidance only and does not constitute legal advice. Always consult a qualified attorney for legal decisions.

10 steps

Run this workflow in Tallyfy with people, AI, and conditions

AI for Legal - Contract Analysis Workflow Run #2,481 Running now
1 done . 1 running . 8 to go
Status Step Assignee Deadline
Status: Completed

1. Upload contract to AI analysis tool

TM
Team member
Status: Active

2. Run initial clause extraction

why this works
Claude
AI agent
Status: Waiting

3. Review AI-identified risk clauses

TM
Team member
Status: Conditional

4. Compare against standard terms library

why this works
Claude
AI agent
+ 6 more steps below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

1

Upload contract to AI analysis tool

1 day from previous step
task
2

Run initial clause extraction

1 day from previous step
task
3

Review AI-identified risk clauses

1 day from previous step
task
4

Compare against standard terms library

1 day from previous step
task
5

Flag non-standard obligations

1 day from previous step
task
6

Check compliance requirements

1 day from previous step
task
7

Generate redline suggestions

1 day from previous step
task
8

Legal team review of AI findings

1 day from previous step
task
9

Negotiate flagged terms

1 day from previous step
task
10

Final approval and execution

1 day from previous step
task

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe

Lay out your steps, deadlines, and who does each: a person, AI, or a rule.

Phase 2

Run

People + AI together

Launch in one click. AI does the routine steps; people approve. No glue code.

Phase 3

Track and improve

Audit and learn

Watch every step live, then refine - a gradual shift, never a total redo.

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