Workflow template for legal and contracts

IP ownership and licence question table

Before an agreement or statement of work is signed, IP counsel gets one table of the ownership, assignment, licence, background-IP and confidentiality clauses, each quoted with its section, set against the company's own IP positions and led by whether the assignment words counsel expects were found.

This workflow template prepares legal work for a lawyer to review. It gives no legal advice and has not been reviewed by a lawyer. A lawyer decides and signs.

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The outcome

IP counsel opens one table and sees every clause the search finds on ownership, assignment, licence, background IP and confidentiality, in the agreement and each statement of work that goes with it, quoted in full with its document and section. Counsel confirms that nothing is missing. The first thing on the page is the assignment check: whether the words your positions file expects for an assignment appear anywhere at all. Under it, each clause is set beside the position it touches, the words counsel listed are marked found or not found, and every gap is already written as a question for counsel to answer.

This is preparation for a lawyer, and it stays preparation. It gives no legal advice. It never says who owns anything, never settles a clause whose meaning is open, and writes no replacement wording, not even for counsel to edit. It decides nothing about legal meaning, merit, validity, privilege, conflicts or deadlines, and it sends, files, signs and calendars nothing. Counsel decides what each clause means and how the company responds.

Who starts the work, and when

A contracts manager or contracts administrator starts it when an agency, contractor, consultant, design, content or software agreement arrives with its statements of work, or a new statement of work arrives under an agreement already signed. It is also useful when counsel wants every IP clause of a signed agreement quoted in one place for a financing or acquisition file.

The table is addressed to the lawyer who decides: in-house IP counsel, the responsible attorney, or, where the company has no lawyer of its own, outside counsel by name. It is never addressed to the business as an answer, and it is not for the team that commissioned the work to act on.

What they supply

  • The agreement and every statement of work, schedule, order form and amendment that goes with it, in full.
  • A short request: the counterparty, the type of agreement, the company's role in it (for example, commissioning the work), which version this is, and the name of the IP counsel who decides.
  • The company's IP positions file, approved and dated by a lawyer: each position in the lawyer's words, the words that bring a clause under it, the words the lawyer expects to see and the words the lawyer wants pointed out, and which position is the assignment check.

The workflow template ships no positions and no law. Without an in-date positions file it still quotes and locates every clause and leaves every comparison to counsel.

What comes out

One table, headed as a draft for the named counsel:

  • Assignment check: the expected assignment words found or not found, document by document, with any flag words (the words counsel wants pointed out) quoted.
  • Clause table: each clause quoted with its section, the words that put it there, the defined terms it uses and the positions it touches.
  • Positions: for each position, which of counsel's words were found in the clauses that touch it, and where.
  • Links: positions touched in more than one document, any clause using conflict or precedence words quoted and not applied, other clauses that point at the table, and IP mentions in warranties left for the general contract review.
  • Missing: schedules, lists and other written terms the documents refer to that were not supplied, quoted with where they are referred to.
  • Counsel to confirm: a numbered question for every point, including each name a clause uses that no document defines, each with a line for counsel's answer, and a closing question asking counsel whether any IP clause is missing.

The contracts manager checks every quotation against the documents and gives the table to counsel. Those are the only steps it names for anyone. It suggests nothing about contacting the other side or telling the business; asked for a verdict, wording, a case or what to do, it says only that this is for the named counsel and where the table puts the question. Nothing goes to the other side or to the business until counsel has answered.

An invented example

Illustrative example with invented data. Quillfern Labs, Inc., Tenmoor Studio LLC, the State of Westmarch, the people, the agreement, the two statements of work and the IP positions file below are all invented. The positions file is one invented company's way of setting out its lawyer's positions. It is not a real company's playbook, it says nothing about any real law, and it must not be used on a real agreement.

The contracts manager's inputs come first, in full, then what the workflow template prepares. The template asks for four inputs; here the documents are shown one by one, as inputs 2 to 4, and today's date is given in the request, so they appear as five.

Input 1: the request

Sent by Ines Varga, contracts manager, on Tuesday 10 November 2026.

Tenmoor Studio sent their master services agreement with two statements of
work on 3 November. Please prepare the IP question table for Daniel.
Mo Haddad in marketing asked whether we can just sign SOW 2 this week.

Counterparty: Tenmoor Studio LLC
Agreement type: master services agreement with statements of work (agency)
Our side: Quillfern commissions the work
Version: Tenmoor's version of 3 November 2026, unsigned
IP counsel: Daniel Ferro, in-house IP counsel
Prepared by: Ines Varga, contracts manager
Today: 10 November 2026
Read in this order: the agreement, SOW 1, SOW 2. Positions file attached.

Input 2: the agreement

MASTER SERVICES AGREEMENT
Between Quillfern Labs, Inc. ("Client") and Tenmoor Studio LLC ("Agency")
Effective Date: 1 December 2026
Version sent by Agency, 3 November 2026. Unsigned.

1. Definitions
1.1 "Confidential Information" means non-public information a party
discloses to the other in connection with this Agreement and marks or
identifies as confidential.
1.2 "Deliverables" means the materials Agency prepares for Client under a
Statement of Work and identifies there as deliverables.
1.3 "Agency Materials" means the tools, templates, code, component kits and
know-how that Agency held before the Effective Date or develops apart from
this Agreement, including those listed in Schedule B.
1.4 "Statement of Work" means a document signed by both parties that
describes services and Deliverables and refers to this Agreement.

2. Services
2.1 Agency will perform the services described in each Statement of Work.
2.2 Client will supply the brand assets and product information Agency
reasonably requests.

3. Fees and payment
3.1 Client will pay the fees in each Statement of Work within 30 days of a
correct invoice.

4. Client materials
4.1 Client grants Agency a non-exclusive, non-transferable licence to use
Client's brand assets and product information solely to perform the
services during the term.

5. Personnel
5.1 Agency is responsible for its personnel and any subcontractors and will
ensure each has agreed in writing to terms consistent with Sections 7 and 9.

6. Term and termination
6.1 This Agreement runs for two years from the Effective Date. Either party
may end it on 60 days' written notice.
6.2 Sections 7 and 9 survive termination.

7. Intellectual property
7.1 Upon payment in full of the fees for a Statement of Work, Agency agrees
to assign to Client all right, title and interest in the Deliverables under
that Statement of Work.
7.2 Agency retains all rights in Agency Materials. Where Agency Materials
are included in a Deliverable, Agency grants Client a non-exclusive,
perpetual, worldwide, royalty-free licence to use them as part of that
Deliverable.
7.3 Agency may show the Deliverables in its portfolio once Client has
released them publicly.

8. Warranties
8.1 Agency warrants that the Deliverables will not, to its knowledge,
infringe any third party's intellectual property rights.

9. Confidentiality
9.1 Each party will keep the other's Confidential Information confidential
and use it only for this Agreement, during the term and for three (3) years
after it ends.
9.2 On request at the end of the term, each party will return or destroy
the other's Confidential Information.
9.3 Nothing in this Agreement restricts either party from using ideas,
concepts and know-how retained in the unaided memory of its personnel.

10. Limitation of liability
10.1 Neither party is liable for indirect or consequential loss.

11. General
11.1 This Agreement is governed by the laws of the State of Westmarch.
11.2 If a Statement of Work conflicts with this Agreement, this Agreement
controls unless the Statement of Work states expressly that it overrides a
named section of this Agreement.

Input 3: statement of work 1

STATEMENT OF WORK 1 · Mobile app interface design
Under the Master Services Agreement between Quillfern Labs, Inc. and
Tenmoor Studio LLC. Version sent by Agency, 3 November 2026. Unsigned.

1. Agency will design the interface of Client's field-survey app: 24
screens.
2. Deliverables: screen designs, a clickable prototype and a style sheet.
3. Fees: $42,000, invoiced in three equal parts.
4. Ownership of the Deliverables is governed by Section 7 of the Agreement.
Agency will build the screens with its Tenmoor Kit, which is Agency
Materials.
5. Timeline: eight weeks from kick-off.

Input 4: statement of work 2

STATEMENT OF WORK 2 · Campaign illustrations
Under the Master Services Agreement between Quillfern Labs, Inc. and
Tenmoor Studio LLC. Version sent by Agency, 3 November 2026. Unsigned.

1. Agency will create twelve illustrations for Client's spring 2027
campaign.
2. Deliverables: the twelve illustrations as layered source files and
exported images.
3. Fees: $9,600, invoiced on delivery.
4. Notwithstanding Section 7 of the Agreement, Agency retains ownership of
the illustrations and grants Client an exclusive licence to use them in
Client's marketing for two (2) years from delivery.
5. Agency may use the illustrations in its portfolio and in awards entries.

Input 5: the IP positions file

Quillfern Labs, Inc. · IP positions for commissioned work
Approved by: Daniel Ferro, IP counsel. Changes go through him.
Dated: 2 September 2026
Review by: 2 March 2027
Covers: agreements and statements of work under which Quillfern commissions
  design, content or software from an agency, contractor or consultant
  ("Quillfern commissions the work").
Matching: whole words and phrases, capitals ignored.

P-1 Assignment of commissioned work [assignment check]
  Position: Quillfern owns every deliverable from the moment it is made,
    through a present assignment with no condition attached.
  Expected in: the master agreement, covering every statement of work, or
    each statement of work.
  Applies to clauses containing: assign; assigns; assignment; ownership;
    owns; title; work made for hire
  Listed words: hereby assigns
  Flag words: agrees to assign; will assign; upon payment; retains ownership

P-2 Supplier's pre-existing materials
  Position: Supplier materials used in a deliverable are named in a list
    attached to the agreement, and Quillfern receives a licence to them
    that is perpetual, irrevocable, royalty-free and allows modification.
  Applies to clauses containing: Agency Materials; Contractor Materials;
    Consultant Materials; Supplier Materials; pre-existing; background
  Listed words: perpetual; irrevocable; royalty-free; modify
  Flag words: terminate; solely

P-3 Supplier's display of the work
  Position: The supplier may show Quillfern work only after public release
    and with Quillfern's prior written approval.
  Applies to clauses containing: portfolio; publicity; awards
  Listed words: prior written approval
  Flag words: awards

P-4 Statement of work departing from the master agreement on IP
  Position: Not accepted unless IP counsel approves the departure in
    writing.
  Applies in: statements of work only
  Applies to clauses containing: notwithstanding; overrides; in place of
  Listed words: (none)
  Flag words: notwithstanding; overrides; in place of

P-5 Confidentiality of Quillfern information
  Position: Obligations last at least five years after the agreement ends,
    and no clause lets the supplier use what its people remember.
  Applies to clauses containing: confidential; confidentiality; unaided
    memory; residuals
  Listed words: five (5) years
  Flag words: unaided memory; residuals

What the workflow template prepares

A short note to the contracts manager, then the table.

Ines, the IP question table for the Tenmoor agreement is below, for Daniel Ferro, in-house IP counsel. No stop applied. The assignment check result is EXPECTED ASSIGNMENT WORDS NOT FOUND: P-1's listed words "hereby assigns" are in none of the three documents. This reports words only; it does not say who owns the work. The table has 10 rows and 12 numbered questions. Declined: Mo Haddad's question whether SOW 2 can be signed this week; that is for Daniel Ferro, in-house IP counsel. Still to do, by people: check every quotation and every row's "Found by" words against the documents, then give the table to Daniel Ferro. Nothing has been sent, and the table goes to counsel only.

DRAFT FOR IP COUNSEL TO CONFIRM · IP OWNERSHIP AND LICENCE QUESTION TABLE
Gives no legal advice. Says nothing about who owns anything. Decides
nothing about legal meaning, merit, validity, privilege, conflicts or
deadlines. Sends, files, signs and calendars nothing; nothing has been
sent, filed, signed or calendared.

For: Daniel Ferro, in-house IP counsel, who decides and answers every
  question below
Prepared by: Ines Varga, contracts manager, 10 November 2026
Not for the business owner of the agreement to act on.
Agreement: MASTER SERVICES AGREEMENT, between Quillfern Labs, Inc.
  ("Client") and Tenmoor Studio LLC ("Agency"), Version sent by Agency,
  3 November 2026. Unsigned.
Documents read: Agreement: MASTER SERVICES AGREEMENT (sections 1 to
  11); SOW 1: STATEMENT OF WORK 1 · Mobile app interface design
  (sections 1 to 5); SOW 2: STATEMENT OF WORK 2 · Campaign illustrations
  (sections 1 to 5)
Company's side, as stated by Ines Varga: Quillfern commissions the work
Governing law clause: Agreement § 11.1, "This Agreement is governed by the
  laws of the State of Westmarch." This table says nothing about what that
  law provides.
Positions file: Quillfern Labs, Inc. · IP positions for commissioned work,
  approved by Daniel Ferro, dated 2 September 2026, review by 2 March
  2027, covers agreements and statements of work under which Quillfern
  commissions design, content or software from an agency, contractor or
  consultant ("Quillfern commissions the work"). In date on 10 November
  2026.

1. ASSIGNMENT CHECK
P-1 Assignment of commissioned work
Position, as written: "Quillfern owns every deliverable from the moment it
  is made, through a present assignment with no condition attached."
Expected in, as written: "the master agreement, covering every statement
  of work, or each statement of work."
Triggered by: R2, R8, R9
- Agreement: R2. Listed words: not found. Flag words: found "agrees to
  assign" and "upon payment" in R2.
- SOW 1: R8. Listed words: not found. Flag words: none found.
- SOW 2: R9. Listed words: not found. Flag words: found "retains
  ownership" in R9.
Result: EXPECTED ASSIGNMENT WORDS NOT FOUND
This reports words only. It does not say who owns the work.

2. CLAUSE TABLE
R1. Agreement § 4.1
   "Client grants Agency a non-exclusive, non-transferable licence to use
   Client's brand assets and product information solely to perform the
   services during the term."
   Found by: licence
   Defined terms: none
   Positions triggered: none
R2. Agreement § 7.1
   "Upon payment in full of the fees for a Statement of Work, Agency agrees
   to assign to Client all right, title and interest in the Deliverables
   under that Statement of Work."
   Found by: assign, title; heading "7. Intellectual property"
   Defined terms: Statement of Work, Deliverables
   Positions triggered: P-1
R3. Agreement § 7.2
   "Agency retains all rights in Agency Materials. Where Agency Materials
   are included in a Deliverable, Agency grants Client a non-exclusive,
   perpetual, worldwide, royalty-free licence to use them as part of that
   Deliverable."
   Found by: retains, Agency Materials, licence; heading "7. Intellectual
   property"
   Defined terms: Agency Materials, Deliverables
   Positions triggered: P-2
R4. Agreement § 7.3
   "Agency may show the Deliverables in its portfolio once Client has
   released them publicly."
   Found by: portfolio; heading "7. Intellectual property"
   Defined terms: Deliverables
   Positions triggered: P-3
R5. Agreement § 9.1
   "Each party will keep the other's Confidential Information confidential
   and use it only for this Agreement, during the term and for three (3)
   years after it ends."
   Found by: confidential; heading "9. Confidentiality"
   Defined terms: Confidential Information
   Positions triggered: P-5
R6. Agreement § 9.2
   "On request at the end of the term, each party will return or destroy
   the other's Confidential Information."
   Found by: confidential; heading "9. Confidentiality"
   Defined terms: Confidential Information
   Positions triggered: P-5
R7. Agreement § 9.3
   "Nothing in this Agreement restricts either party from using ideas,
   concepts and know-how retained in the unaided memory of its personnel."
   Found by: retained, unaided memory; heading "9. Confidentiality"
   Defined terms: none
   Positions triggered: P-5
R8. SOW 1 § 4
   "Ownership of the Deliverables is governed by Section 7 of the
   Agreement. Agency will build the screens with its Tenmoor Kit, which is
   Agency Materials."
   Found by: ownership, Agency Materials
   Defined terms: Deliverables, Agency Materials
   Positions triggered: P-1, P-2
R9. SOW 2 § 4
   "Notwithstanding Section 7 of the Agreement, Agency retains ownership of
   the illustrations and grants Client an exclusive licence to use them in
   Client's marketing for two (2) years from delivery."
   Found by: notwithstanding, retains, ownership, licence
   Defined terms: none
   Positions triggered: P-1, P-4
R10. SOW 2 § 5
   "Agency may use the illustrations in its portfolio and in awards
   entries."
   Found by: portfolio, awards
   Defined terms: none
   Positions triggered: P-3

2a. DEFINED TERMS
- "Confidential Information", Agreement § 1.1: ""Confidential Information"
  means non-public information a party discloses to the other in
  connection with this Agreement and marks or identifies as confidential."
  Used in: R5, R6
- "Deliverables", Agreement § 1.2: ""Deliverables" means the materials
  Agency prepares for Client under a Statement of Work and identifies there
  as deliverables." Used in: R2, R3, R4, R8
- "Agency Materials", Agreement § 1.3: ""Agency Materials" means the tools,
  templates, code, component kits and know-how that Agency held before the
  Effective Date or develops apart from this Agreement, including those
  listed in Schedule B." Used in: R3, R8
- "Statement of Work", Agreement § 1.4: ""Statement of Work" means a
  document signed by both parties that describes services and Deliverables
  and refers to this Agreement." Used in: R2

3. OTHER POSITIONS
Listed and flag words are searched only in the rows that trigger each
position.
P-2 Supplier's pre-existing materials
   Position, as written: "Supplier materials used in a deliverable are
   named in a list attached to the agreement, and Quillfern receives a
   licence to them that is perpetual, irrevocable, royalty-free and allows
   modification."
   Triggered by: R3, R8
   Listed words: "perpetual" in R3; "irrevocable" not found;
   "royalty-free" in R3; "modify" not found
   Flag words: "terminate" not found; "solely" not found
P-3 Supplier's display of the work
   Position, as written: "The supplier may show Quillfern work only after
   public release and with Quillfern's prior written approval."
   Triggered by: R4, R10
   Listed words: "prior written approval" not found
   Flag words: "awards" in R10
P-4 Statement of work departing from the master agreement on IP
   Position, as written: "Not accepted unless IP counsel approves the
   departure in writing."
   Triggered by: R9
   Listed words: (none)
   Flag words: "notwithstanding" in R9; "overrides" not found; "in place
   of" not found
P-5 Confidentiality of Quillfern information
   Position, as written: "Obligations last at least five years after the
   agreement ends, and no clause lets the supplier use what its people
   remember."
   Triggered by: R5, R6, R7
   Listed words: "five (5) years" not found
   Flag words: "unaided memory" in R7; "residuals" not found

4. LINKS BETWEEN CLAUSES AND DOCUMENTS
- Same position, different documents: P-1: R2 (Agreement), R8 (SOW 1),
  R9 (SOW 2). P-2: R3 (Agreement), R8 (SOW 1). P-3: R4 (Agreement), R10
  (SOW 2).
- Conflict and precedence words: Agreement § 11.2, "If a Statement of
  Work conflicts with this Agreement, this Agreement controls unless the
  Statement of Work states expressly that it overrides a named section of
  this Agreement." Words found: "conflicts"; "controls". Not applied here.
- References to tabled clauses: Agreement § 5.1, "Agency is responsible
  for its personnel and any subcontractors and will ensure each has agreed
  in writing to terms consistent with Sections 7 and 9." Agreement § 6.2,
  "Sections 7 and 9 survive termination."
- IP mentions not tabled, for the general contract review: Agreement
  § 8.1 (heading "8. Warranties").
- References to outside law: none

5. REFERENCED BUT NOT SUPPLIED
- "Schedule B", referred to in Agreement § 1.3.
- "terms consistent with Sections 7 and 9", referred to in Agreement
  § 5.1.

6. COUNSEL TO CONFIRM
[ ] Q1. No document read contains P-1's listed words "hereby assigns".
        Flag words found: "agrees to assign" and "upon payment" in R2;
        "retains ownership" in R9. Does any clause meet P-1?
         Answer: ____
[ ] Q2. R3 and R8 trigger P-2. Listed words not found: "irrevocable"
        and "modify". No flag word found. Do R3 and R8 meet P-2?
         Answer: ____
[ ] Q3. R4 and R10 trigger P-3. Listed words not found: "prior written
        approval". Flag words found: "awards" in R10. Do R4 and R10 meet
        P-3?
         Answer: ____
[ ] Q4. R9 triggers P-4. Listed words: (none). Flag words found:
        "notwithstanding" in R9. Does R9 meet P-4?
         Answer: ____
[ ] Q5. R5, R6 and R7 trigger P-5. Listed words not found: "five (5)
        years". Flag words found: "unaided memory" in R7. Do R5, R6 and R7
        meet P-5?
         Answer: ____
[ ] Q6. No position covers R1. Does it need counsel's attention?
         Answer: ____
[ ] Q7. R2 (Agreement), R8 (SOW 1) and R9 (SOW 2) trigger P-1 in different
        documents. Agreement § 11.2 contains "conflicts" and "controls"
        and is quoted in 4. Which clause governs for each document?
         Answer: ____
[ ] Q8. R3 (Agreement) and R8 (SOW 1) trigger P-2 in different documents.
        Agreement § 11.2 contains "conflicts" and "controls" and is quoted
        in 4. Which clause governs for each document?
         Answer: ____
[ ] Q9. R4 (Agreement) and R10 (SOW 2) trigger P-3 in different documents.
        Agreement § 11.2 contains "conflicts" and "controls" and is quoted
        in 4. Which clause governs for each document?
         Answer: ____
[ ] Q10. R8 uses "Tenmoor Kit" and no definition was found. Where is it
        defined?
         Answer: ____
[ ] Q11. The item referred to as "Schedule B" in Agreement § 1.3 was not
        supplied. Is it needed before counsel answers?
         Answer: ____
[ ] Q12. The item referred to as "terms consistent with Sections 7 and 9"
        in Agreement § 5.1 was not supplied. Is it needed before counsel
        answers?
         Answer: ____
[ ] Agreement § 8.1 mentions intellectual property under "8. Warranties"
    and is left for the general contract review.   Confirm: ____
[ ] The table holds the clauses the search words found. Is any
    ownership, assignment, licence, background-IP or confidentiality
    clause in the documents read missing from it?   Answer: ____

7. CHECK
- Documents read: Agreement, sections 1 to 11; SOW 1, sections 1 to 5;
  SOW 2, sections 1 to 5. Numbering runs without a gap in each.
- Rows: 10. Positions triggered: 5 of 5. Questions: 12.
- Positions file: in date on 10 November 2026.
- Matching: whole words and phrases, capitals ignored.
- Quotations copied character for character. Contracts manager to
  compare each with the documents before counsel sees the table.
- No case, statute or rule is named in this table except as quoted
  from the documents.
- This table states no reading of any clause, no risk and no wording.

Answered by: ____________  Date: ________
Until counsel signs this line, this is a draft and settles nothing.

Two things to notice. The table never says whether Quillfern owns the app screens or the illustrations: it reports that the listed assignment words are absent and that three documents touch the same subject, and asks Daniel Ferro. And it offers no wording for § 7.1 or SOW 2 § 4: the positions file's words are quoted as the comparison, not as text for the agreement.

Daniel Ferro answers each question and signs the answer line. What Quillfern says to Tenmoor Studio, and what Mo Haddad hears about SOW 2, comes from him.

Where it fits

It follows contract intake brief, which records what an agreement is and who reviews it. It covers only IP terms, for an IP reviewer; warranties, indemnities, liability and every other clause go to contract issues table for counsel.

What has to change for your company

The positions file is yours, and it is the heart of this. Your lawyer decides which agreements and which company role it covers, writes each position, and chooses the words that bring a clause under each one, the words they expect to see and the words they want pointed out. Add your own agreements' terms, such as the name your suppliers give their pre-existing materials. Name who counsel is for each kind of agreement, and the outside counsel to use where you have no lawyer. Decide where counsel's answers are recorded and who tells the business the outcome.

We sit with your contracts staff and your counsel, write down how IP terms are really reviewed, and set it up in the AI product your company has approved: ChatGPT, Claude, Copilot or Gemini. Your company keeps control of how the work gets done.

What has been checked

Fully Powered AI wrote this workflow template. It was editorially reviewed on 11 November 2026. It was tried on its invented example in Claude on 11 November 2026, in a fresh session that had not written or revised it, with six follow-up requests that tried to draw out advice, wording or a planted instruction. One reply in that run suggested asking the other side which copy of a document it had sent; a separate review of the legal boundary caught it, the rules were tightened so the template names no step beyond checking the quotations and giving the table to counsel, and the six requests were tried again on the tightened rules by the session that revised them, not by a fresh one. The record is published with the template. It has not been reviewed by a lawyer. It has not yet been tested in a client environment. It has not yet been tested as a packaged version in ChatGPT, Claude, Copilot or Gemini.

Testing in your company means running it on past agreements your counsel has already reviewed, and comparing: every IP clause found, every quotation exact, every word reported as found really there, no reading and no wording anywhere. Include an agreement whose assignment depends on payment, a statement of work that departs from its agreement, and a schedule that was never attached. Pilot acceptance-test preparation builds that set, and what we test before we call an AI workflow ready describes the record we keep.

Who decides

People decide

Your people keep

  • What each clause means
  • How the company responds
  • Whether any IP clause is missing
By design

It does not

  • Gives no legal advice
  • Decides nothing about meaning, merit, validity, privilege, conflicts or deadlines
  • Sends, files, signs and calendars nothing
  • Never says who owns anything
  • Writes no replacement wording

Questions people ask

Who is it for?

A contracts manager or contracts administrator starts it when an agency, contractor, consultant, design, content or software agreement arrives with its statements of work. The table is addressed to the lawyer who decides, by name.

What do I need to supply?

The agreement and every statement of work, schedule, order form and amendment, a short request naming the counterparty, the type of agreement, the company's role, the version and the IP counsel, and the company's IP positions file, approved and dated by a lawyer.

What does it not do?

It gives no legal advice. It never says who owns anything, never settles a clause whose meaning is open and writes no replacement wording; counsel decides what each clause means and how the company responds, and a lawyer decides and signs.

What do I get?

One table headed as a draft for the named counsel: an assignment check, each clause quoted with its section, the positions, the links between documents, what is missing and a numbered question for every point.

What has been checked?

It was editorially reviewed on 11 November 2026 and tried on its invented example in Claude. It has not been reviewed by a lawyer and has not yet been tested in a client environment.

The full workflow template

Everything above is the outline. The complete workflow template is the working version: the roles, the inputs, the procedure, the exceptions and stop conditions, the output format, the reviewer checklist, the acceptance tests, the instructions for an AI assistant and what to customize for your company. It comes with a download and the link to its folder in Fully Powered’s public repository.

View the full template

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Next step

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Build this in a sprint

In a sprint, Fully Powered adapts this workflow template to your rules, proves it on your own work and puts it in the hands of the roles that own it.

Two ways to begin:

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