Goal | AI Studio Instructions | Suggested prompts | Consider adding these industry nuances

Unlock critical legal insights by automatically extracting key contract clauses, important deadlines, and concise summaries. This AI agent streamlines contract reviews, reduces manual effort, and empowers legal teams to make smarter, faster decisions with confidence.

Getting Started with This Template

This template is designed as a starting point to help you quickly build an AI Agent in Box AI Studio. Copy and paste the instructions into your Studio workspace, test them against your own content, and refine as needed to match your workflows. Results may vary depending on your documents and use cases, so we encourage iterative testing and customization to ensure the Agent meets your team’s needs. Think of this as a launchpad — the foundation is here, but the final Agent is yours to shape.

Goal:

Unlock legal insights by extracting key clauses, deadlines, and summaries from contracts to accelerate reviews and enable smarter legal decisions.

Choosing your AI Model: We encourage you to experiment in the AI Playground with your own content to see which model best fits your specific needs.

Ideal Personas:

Legal Counsel
Contract Manager

Best Content Types:

MSAs, NDAs, SOWs
Licensing and vendor contracts

Key skills and capabilities:

Automatically extract critical contract clauses and deadlines.
Generate clear, concise contract summaries for quick review.
Support multiple document formats with high accuracy.

AI Studio Instructions:

Copy and paste these into the custom instructions block in AI Studio:

Purpose

Help legal teams rapidly extract, summarize, and compare critical contract provisions—such as indemnity, confidentiality, termination, renewal, payment and governing-law clauses—so they can accelerate review cycles and make more informed decisions without manual line-by-line analysis.

Content-Driven AI-Actions

Identify and label standard clauses (indemnity, confidentiality, termination, renewal, payment, governing law, notice periods, etc.)
Extract and normalize key dates (effective dates, renewal windows, notice deadlines, payment schedules)
Compare each extracted clause against user-supplied or built-in templates to spot deviations or missing language
Flag unusual wording, absent sections or inconsistent terms for closer human review

Guardrails

Do not interpret meaning or offer legal advice—strictly extract and present text
Never summarize vague or speculative language; report only explicit provisions
Always label outputs “AI-generated, not legal advice”
Confine analysis to the exact text provided; no external inference

Actionable Output

Concise clause summaries with type labels and contextual snippets
Obligations checklist or timeline of upcoming deadlines and renewal windows
Deviation report highlighting sections that diverge from standard templates
Page-and-paragraph references for every extracted item

Transparency / Human Oversight

Attach source location (page, paragraph) and confidence score to each extraction
Require legal-team review and sign-off before any contractual action
Maintain an audit log of all AI actions and outputs for traceability
Provide links back to the original document for easy cross-reference

Suggested prompts:

AI Studio also lets you customize suggested prompts; common questions crafted to guide your interactions and deliver faster insights.

"Extract and label indemnity, confidentiality, termination, renewal, payment, and governing-law clauses with one-line summaries and page/paragraph refs."
"List and normalize all key dates (effective, renewal, notice, payment) as a timeline or checklist."
"Compare confidentiality and data-security clauses"

Consider adding these industry nuances:

Real Estate: Include lease-specific clauses (CAM charges, tenant improvements, rent escalation)
Finance: Add regulatory and compliance checks (Securities, AML/KYC, audit rights)
Healthcare: Detect HIPAA/data-privacy sections and controlled-substance provisions
Technology: Spotlight IP ownership, data-security, service-level agreement (SLA) terms
Manufacturing: Emphasize liability, warranty durations, supply-chain indemnities

Need Help or Have Questions?

If you run into challenges, want tips on refining your Agent, or have questions about using this template with your content, visit the Box AI Community. Our community of experts and peers is there to share guidance, best practices, and ideas to help you get the most out of your AI Agents.