Use when a customer is already live and producing value, and the rep+CS need to identify account-expansion opportunities (upsell / cross-sell / seat / new-module / new-department) from usage and organizational signals, build a structured expansion case, run the expansion conversation, and hand off to renewal or downstream deal flow. Triggers: '增购', '向上销售', '交叉销售', '加坐席', '升级套餐', '加模块', '账户拓展', 'upsell', 'cross-sell', 'land and expand', 'NRR'. Do NOT use for new-logo acquisition, renewal itself (success-renewal-management), pricing negotiation (clinch-negotiation-pricing), contract signing, or first-value proof (its usage data is INPUT here).
Use when signing or reviewing any contract you haven't fully read — apartment lease, employment offer, Terms of Service, gym/phone subscription, freelancer agreement — and before paying a lawyer for a first pass: scans plain-text contract text for 20+ high-risk clause patterns (auto-renewal traps, arbitration and class-action waivers, one-sided termination penalties, liability caps, unilateral amendment rights, non-competes, fee schedules), infers the contract type, produces a risk-ranked findings report with plain-language explanations and the exact questions to ask the other side, plus a missing-clause checklist of protections that SHOULD be present but aren't.
Curated skill bundle for law firms, legal departments and compliance teams. Activates the firm pyramid with Legal, Compliance, Privacy and Contracting agents...
Fill standard legal agreement templates (NDAs, cloud service agreements, SAFEs) and produce signable DOCX files. Supports Common Paper, Bonterms, and Y Combi...
Mediation and ADR reference — dispute resolution processes, mediator techniques, caucus strategy, settlement agreements. Use when preparing for mediation ses...
Assess IR35 employment status for UK contractors using HMRC criteria and case law factors. Generates risk ratings, recommended contract amendments, and Statu...
EU AI Act Compliance for Autonomous Agents. Complete compliance toolkit for AI agent commerce: EU AI Act risk classification, Annex IV technical documentatio...
When the user wants to create, optimize, or structure Terms of Service page. Also use when the user mentions "terms of service," "terms and conditions," "ter...
Plan agreement signing for NDAs, MSAs, SOWs, vendor contracts, and other business agreements. Use when deciding signer roles, approval needs, signing order,...
Takes a new contract from questionnaire to drafted, signed and filed in Contracko. Use to create, draft or generate an agreement, fill a template, send for signature, or chase a signer.
Your landlord just sent a 12-page lease renewal and you have no idea what half the clauses mean. Or you need an NDA for a freelancer by tomorrow and LegalZoo...
