Assistant Skills Use Cases

Last updated: September 3, 2026

See how to use Assistant Skills here

Example use cases

Autonomous Legislative Horizon Scanning — emails a scheduled report at the start of each week (or your chosen cadence) flagging updates to relevant legislation from the past week

Horizon Scanning + Playbook (or Template) Updates — monitors weekly legislative updates, compares them against your playbooks or a template agreement attached as a reference doc, and flags the exact revisions needed

Insurance Coverage Gap Analysis — reviews an agreement against an insurance policy to confirm coverage actually supports the obligations being signed up to, then finds gaps neither side's coverage catches; outputs include adequacy/exposure tables plus drafted redlines

Conform Agreement to Reference Precedent — redlines the open agreement to bring it in line with a template agreement attached to the Skill

Clause Bank for Drafting — drafts or refines clauses using a clause bank attached as a reference document

Obligation and Renewal Tracker — emails upcoming renewal deadlines, auto-renewals, and obligations for a chosen period (e.g. next 90 days) across agreements in Intelligence

Customer Agreement Logo Matrix  — maps every agreement in an Intelligence room for whether the customer's logo can be used in marketing, output as a source-quoted spreadsheet

Vendor Data Security and Incident Response Check — Reviews vendor agreements for breach-notification timing, security standards, subprocessors, audit rights, data return and deletion, and liability carve-outs

Counterparty Cover Email for a Redlined Draft — Drafts a concise, persuasive email explaining the material changes in a redlined agreement without disclosing internal strategy

Commercial and GDPR Review — Reviews commercial terms, assesses whether GDPR applies, examines data-protection provisions, and benchmarks the agreement against relevant precedents 

SaaS One-Sided Term Sweep — Identifies provisions that disproportionately favor a SaaS vendor, including unilateral amendments, termination penalties, one-way indemnities, weak audit rights, and unequal liability protections. Produces a table summarizing the highest risks and suggests redlines to make them more favorable to the customer

Review Linked Terms for High-Risk Provisions — Reviews terms incorporated by URL, records the version reviewed, and flags material legal, commercial, privacy, security, and operational risks.

IP Ownership and Licensing Review — Reviews ownership of background IP, newly created materials, deliverables, modifications, feedback, and derivative works, and identifies licenses that are overly broad or operationally insufficient.

Professional Services Deliverables Review — Reviews statements of work for scope clarity, acceptance procedures, milestones, dependencies, change control, fees, expenses, and ownership of deliverables.

Data Processing Agreement Gap Analysis — Checks a DPA for processing instructions, role allocation, international transfers, data-subject rights, subprocessors, security measures, audits, deletion, and regulatory cooperation.

Post-Signing Obligation Handoff — Converts negotiated commitments into an operational checklist assigning owners, deadlines, dependencies, evidence requirements, and escalation paths.

Sample Skills in the Library

The "Ivo" section of the Skills Library contains 10 ready-to-use sample Skills to help you get started:

Compare Vendor Contracts — Compares a target contract against prior agreements with the same counterparty in your repository and flags deviations from previously accepted positions.

AI Governance Tasks — Handles a range of in-house legal tasks related to AI governance, including clause drafting, agreement review, internal policy, and employee guidance.

Commercial Contract Clause Extractor — Extracts key commercial terms from one or more executed contracts into a structured summary.

Tidy Up — Reviews a legal agreement and flags cross-references, defined terms, grammar issues, and typos.

Same Party Contract Status Check (Intelligence) — Reviews all agreements in your repository and reports the current status of agreements with a given counterparty.

Privacy Legislation Monitor — Monitors and summarizes new and changing data privacy legislation relevant to your business.

Obligation and Renewal Tracker (scheduled, Intelligence) — Scans your repository and surfaces upcoming deadlines and obligations across all agreements, including renewal windows, auto-renewals, and expirations.

Marketing Endorsement and Testimonial Review — Reviews influencer, affiliate, endorsement, and customer testimonial content against FTC endorsement rules.

Commercial and GDPR Review — Reviews a commercial agreement, determines whether GDPR is in scope, and if so, runs a deep research pass before benchmarking against prior agreements and producing a Word memo.

Litigation Hold Tracker — Drafts and manages a legal preservation notice when litigation or an investigation is anticipated.