Contract-Focused Dialog Turn

A Contract-Focused Dialog Turn is a chatbot dialog turn for a contract-focused chatbot.

• Context:
  • It can (typically) be composed of a Contract-Focused User Request and Contract-Focused Chatbot Response.
  • It can (typically) be a member of a Contract-Focused Dialog Session and a Contract-Focused Dialog Session Segment.
  • It can (typically) be related to Contract-Focused Task completing contract tasks or getting contract information.
  • It can serve as a building block of an overall conversation-based legal contract task.
  • It can (typically) involve the user stating their intent and the chats a natural endpoint.
  • It can range from being a Initiating Contract-Focused Dialog Turn to being a In-Between Contract-Focused Dialog Turn to being a Closing Contract-Focused Dialog Turn, depending on their position in the session.
  • It can range from being a Abstract Contract-Focused Dialog Turn to being a Single-Contract Contract-Focused Dialog Turn to being a Multiple-Contract Contract-Focused Dialog Turn.
  • It can range from being a Simple Contract-Focused Dialog Turn to being a Comple Contract Contract-Focused Dialog Turn, depending on the user request complexity.
  • It can be a Chatbot Capability Inquiry Dialog Turn.
  • …
• Examples:
  • Contract Analysis-focused Dialog Turns (for contract analysis), such as:
    • a Single-Contract Summarization Dialog Turn (contract summarization), such as:
      • User: “Can you summarize the key terms of this contract?".
      • Chatbot: “"Here are the 5 most important clauses I extracted from the supplier agreement: [summary]".
    • a Single-Contract Information Retrieval Dialog Turn (contract IR), such as:
      • User: “What are the payment terms in the latest customer contract template?"
      • Chatbot: “The payment terms in the latest customer contract template are Net 30 days."
    • a Multiple-Contract Comparison Dialog Turn (multi-contract comparison analysis), such as:
      • User: “Compare these two vendor contracts and summarize the key differences."
      • Chatbot: “Here are the 3 major differences between Vendor A and Vendor B's contracts: 1) Pricing terms, 2) Liability caps, 3) Termination clauses..."
    • a Contract-to-Policy Comparison Dialog Turn, such as:
      • User: “Can you compare Article 5 in this draft contract to our standard supplier agreement template and highlight any differences?"
      • Chatbot: “Here are the 3 major differences I found between Article 5 in the draft contract and the supplier template: 1) Different payment terms, 2) Lower liability caps, 3) Stricter SLAs..."
    • a Contract Risk Identification Dialog Turn, such as:
      • User: “Review this draft agreement and highlight any high risk clauses.”
      • Chatbot: “Based on my analysis, there are three high risk clauses: 1) The unlimited liability term in Section 8. 2) The non-compete in Section 13. 3) The annual price increase clause in Section 16."
    • a Contract Version Comparison Dialog Turn, such as:
      • User: “What are the major changes between version 1 and version 2 of this supplier contract?"
      • Chatbot: “Here are the 3 biggest changes between the versions: 1) Pricing model was switched from fixed to variable. 2) Liability cap was increased. 3) Service level terms were added in version 2."
    • a Chatbot Result Confidence Check Dialog Turn, such as:
      • User: “What is your confidence level in the accuracy of this contract summary?"
      • Chatbot: “I am 85% confident that the key aspects of the contract summary are accurate based on validation against the source contract text."
    • …
  • Contract-Related Text Generation Dialog Turns (for contract-related text generation), such as:
    • a Single-Contract Drafting Dialog Turn (contract drafting), such as:
      • User: “Can you generate a draft amendment to extend this lease agreement by 1 year?”
      • Chatbot: “Here is a draft amendment extending the lease expiration by 1 year: [draft text]"
    • a Single-Contract Change Explanation Drafting Dialog Turn, such as:
      • User: “Draft an explanatory comment for why I changed the pricing model in Section 3 of this contract."
      • Chatbot: “Here is a draft explanatory comment: The pricing model in Section 3 was changed from fixed fee to variable based on usage because this better aligns costs with the services provided and will prevent cost overruns."
    • a Single-Contract Email Drafting Dialog Turn, such as:
      • User: “Draft an email to the legal team attaching the latest version of this contract and requesting they review by next Friday.”
      • Chatbot: “Here is a draft email to the legal team: [email text attaching contract and requesting review by next Friday]"
    • …
  • Contract Workflow-focused Dialog Turns (for contract workflows), such as:
    • a Single-Contract Workflow Assistance Dialog Turn (contract workflow assistance), such as:
      • User: “Can you help me renew this customer contract that is expiring next week?"
      • Chatbot: “To renew this customer contract, you first need to confirm they want to continue service. I can generate a renewal letter for you to send out to the customer.”
    • a Contract Renewal Workflow Dialog Turn, such as:
      • User: “Can you walk me through renewing this expiring vendor contract?"
      • Chatbot: “To renew this contract, first confirm pricing and terms with the vendor. Then I can generate a renewal agreement for execution based on the prior contract. Finally, we need to update our contract records upon signature."
    • a Third Party Contract Review Dialog Turn, such as:
      • User: “Please send this draft agreement to outside counsel Jane Doe at ABC Law for review."
      • Chatbot: “I have emailed the draft agreement to Jane Doe and requested completion of the review by end of day Thursday. I will notify you once feedback is received."
    • …
  • Contract Data-focused Dialog Turns, such as:
    • a Contract Data Population Dialog Turn, such as:
      • User: “Populate this NDA template with the customer information from their Salesforce record."
      • Chatbot: “I have populated the NDA template with the customer name, address, and contact information from Salesforce for ABC Company."
    • a Multiple-Contracts Metrics Query Dialog Turn, such as:
      • User: “What is the average payment period across the contracts signed last quarter?"
      • Chatbot: “The average payment period across the 176 contracts signed last quarter is 42 days."
    • a Multi-Contract Dashboard Query Dialog Turn, such as:
      • User: “Show me a summary dashboard of the procurement contracts expiring in the next 90 days."
      • Chatbot: “Here is a dashboard highlighting the 43 procurement contracts expiring in the next 90 days including spend amounts, products covered, and renewal options."
    • …
  • Contract Guidelines-focused Dialog Turns, such as:
    • a Contract Playbook Compliance Check Dialog Turn, such as:
      • User: “Does this supplier contract comply with the procurement playbook guidelines?"
      • Chatbot: “This supplier contract does not comply with two guidelines in our procurement playbook: 1) Liability limits do not match the playbook's recommended terms. 2) Payment timeline exceeds the 30 day maximum."
    • a Contract Playbook Clause Recommendation Dialog Turn, such as:
      • User: “Recommend standard clauses from the HR playbook to include in this employment agreement.”
      • Chatbot: “Based on the HR playbook, I recommend including the standard PTO, Code of Conduct, and Confidentiality clauses in Sections 4, 8, and 14 of this employment agreement.”
    • a Contract Playbook Template Selection Dialog Turn, such as:
      • User: “Which sales playbook template should I use as a starting point for a contingent staffing services contract?"
      • Chatbot: “For contingent staffing services, you should start with the Sales Services Low Risk template v2.3 from the sales playbook."
    • a Contract Playbook Benchmark Comparison Dialog Turn, such as:
      • User: “Compare the pricing structure in this draft contract to the procurement playbook benchmarks for software agreements."
      • Chatbot: “The pricing structure is within normal ranges based on the procurement playbook benchmarks. The discounts for multi-year terms exceed average, which is beneficial."
  • Research-focused Dialog Turns, such as:
    • an Abstract Contract Law Research Dialog Turn (contract law research), such as:
      • User: “What regulations apply to making amendments to contracts under California law?”
      • Chatbot: “Under California law, the key regulations related to contract amendments are ABC code sections 123 and 456 which require..."
    • a Contract Language Recommendation Dialog Turn, such as:
      • User: “Suggest GDPR compliant data privacy terms to include in this customer contract."
      • Chatbot: “Based on your industry, here are my recommended GDPR compliant data privacy clauses to add to Section 9 of the customer contract: [clause suggestions]."
    • a Contract Negotiation Strategy Dialog Turn, such as:
      • User: “Suggest negotiation strategies for this software renewal based on prior deals."
      • Chatbot: “For this vendor, we have been able to negotiate 10% discounts in the past by agreeing to multi-year terms. Start by anchoring with a 15% ask and settle around 12% off."
  • Chatbot Capability-Inquiry Dialog Turns, such as:
    • a Chatbot Capability Query Dialog Turn, such as:
      • User: “What contract management tasks can you assist with?”
      • Chatbot: “I can help with contract review, extracting key data, suggesting clauses, highlighting risks, creating reports, answering questions, and automating workflows for contract processes."
    • a Chatbot Limitation Dialog Turn, such as:
      • User: “What contract analysis features are you not capable of yet?"
      • Chatbot: “I do not yet have capabilities related to predictive contracting insights or generative drafting of complete contract documents. My training is currently focused on extraction, retrieval, and automation."
    • a Chatbot Improvement Suggestion Dialog Turn, such as:
      • User: “How can your contract management abilities be improved?”
      • Chatbot: “More training data for my industry and use cases would improve my ability to comprehend nuanced contract text. Connecting me to external databases could add valuable data for analytics as well."
  • …
• Counter-Examples:
  • a Criminal Case Decision-Focused Dialog Item.
  • an Accounting-Focused Dialog Turn (in an accounting-focused chatbot).
• See: Conversation-based Legal Contract Task, Task-oriented dialog system, Conversational agent, Intent identification.

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