The problem
Three ways an agency loses money without noticing
None of them look like a dispute at the time. All of them look obvious afterwards.
The markup that came back
A client returns the statement of work with the risk allocation reversed — intellectual property on creation, liability tripled, fifteen days to terminate. It arrives as a clean document, not as a redline.
The request that became agreed
A feature request arrives by email. Nobody says yes. Two weeks later the client says you agreed on a call, and the launch date now depends on it.
The annex that never existed
The document promises service levels against Appendix B. Appendix B was never attached, never agreed, and is now the standard you are measured against.
The method
One rule, three passes
Every legal assertion must carry a verbatim quotation and a locator, or be marked UNVERIFIED. That single constraint is what separates a review from a summary.
Inventory and proof
Document register with signature status and evidence. Evidence index, one quotation per material statement. Fact timeline. Missing documents.
Conflict and scope
Conflict map naming the clause that decides each contest. Where no clause decides, the output says so. Scope table, one row per work item.
Change and position
Amendment schedule with the authority for each change, then a one-page negotiation brief: what holds, what trades, what happens if they refuse.
What the review found
Four findings that a summary would have missed
The client markup bound no one
Revision 2 was signed by the client on 22 September and left blank by the supplier. Under the master agreement, a statement of work that has not been signed by both parties has no contractual effect.
Even if signed, three of four changes would still fail
The order of precedence lets a statement of work override the master agreement on four matters only: scope, deliverables, timeline and fees. Intellectual property, liability and termination are not among them.
The liability change triples the exposure
A 300% cap on a THB 2.4 million contract is about THB 7.2 million of exposure, and the same clause disapplies the mutual exclusion of consequential loss.
The service levels point at a document that does not exist
Revision 2 asserts that Appendix B is attached. It is not, and Revision 1 had left it to be agreed before go-live. The obligation is an agreement to agree, and the playbook forbids signing around a missing annex.
The kit
Everything, downloadable
The inputs are synthetic and marked as such on every page. The outputs were produced from them and verified line by line.
Inputs
The six documents a client would actually send.
Outputs
The work product the review produces.
Reuse
What someone else needs to run the same review.
Verification
What was checked
Every quotation in the report was re-read against the source file at the clause cited. No quotation was taken from an intermediate summary.
Three items could not be verified and are recorded as such rather than assumed: the content of Appendix B, the terms of the draft change order, and what was said on the call of 2 November.
How to run it yourself
- Download the six input files.
- Upload them to the assistant in one message.
- Run the three prompts in the playbook, in order, in the same conversation.
- Check every row of the output against the source, and record it in the verification log.
Limits
What this is not
This is a demonstration on a synthetic matter. It is not legal advice, and the documents have no legal effect. The method proves what the documents say; it does not prove what the parties did. Conduct that is not recorded in the file must be investigated separately, and a qualified lawyer should review any output before it is relied on.