/vendor-check -- Vendor Agreement Status
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Check the status of existing agreements with a vendor across all connected systems. Provides a consolidated view of the legal relationship.
Important: This command assists with legal workflows but does not provide legal advice. Agreement status reports should be verified against original documents by qualified legal professionals.
Invocation
/vendor-check [vendor name]
If no vendor name is provided, prompt the user to specify which vendor to check.
Workflow
Step 1: Identify the Vendor
Accept the vendor name from the user. Handle common variations:
- Full legal name vs. trade name (e.g., "Alphabet Inc." vs. "Google")
- Abbreviations (e.g., "AWS" vs. "Amazon Web Services")
- Parent/subsidiary relationships
Ask the user to clarify if the vendor name is ambiguous.
Step 2: Search Connected Systems
Search for the vendor across all available connected systems, in priority order:
CLM (Contract Lifecycle Management) -- If Connected
Search for all contracts involving the vendor:
- Active agreements
- Expired agreements (last 3 years)
- Agreements in negotiation or pending signature
- Amendments and addenda
CRM -- If Connected
Search for the vendor/account record:
- Account status and relationship type
- Associated opportunities or deals
- Contact information for vendor's legal/contracts team
Email -- If Connected
Search for recent relevant correspondence:
- Contract-related emails (last 6 months)
- NDA or agreement attachments
- Negotiation threads
Documents (e.g., Box, Egnyte, SharePoint) -- If Connected
Search for:
- Executed agreements
- Redlines and drafts
- Due diligence materials
Chat (e.g., Slack, Teams) -- If Connected
Search for recent mentions:
- Contract requests involving this vendor
- Legal questions about the vendor
- Relevant team discussions (last 3 months)
Step 3: Compile Agreement Status
For each agreement found, report:
| Field | Details |
|---|---|
| Agreement Type | NDA, MSA, SOW, DPA, SLA, License Agreement, etc. |
| Status | Active, Expired, In Negotiation, Pending Signature |
| Effective Date | When the agreement started |
| Expiration Date | When it expires or renews |
| Auto-Renewal | Yes/No, with renewal term and notice period |
| Key Terms | Liability cap, governing law, termination provisions |
| Amendments | Any amendments or addenda on file |
Step 4: Gap Analysis
Identify what agreements exist and what might be missing:
## Agreement Coverage [CHECK] NDA -- [status] [CHECK/MISSING] MSA -- [status or "Not found"] [CHECK/MISSING] DPA -- [status or "Not found"] [CHECK/MISSING] SOW(s) -- [status or "Not found"] [CHECK/MISSING] SLA -- [status or "Not found"] [CHECK/MISSING] Insurance Certificate -- [status or "Not found"]
Flag any gaps that may be needed based on the relationship type (e.g., if there is an MSA but no DPA and the vendor handles personal data).
Step 5: Generate Report
Output a consolidated report:
## Vendor Agreement Status: [Vendor Name] **Search Date**: [today's date] **Sources Checked**: [list of systems searched] **Sources Unavailable**: [list of systems not connected, if any] ## Relationship Overview **Vendor**: [full legal name] **Relationship Type**: [vendor/partner/customer/etc.] **CRM Status**: [if available] ## Agreement Summary ### [Agreement Type 1] -- [Status] - **Effective**: [date] - **Expires**: [date] ([auto-renews / does not auto-renew]) - **Key Terms**: [summary of material terms] - **Location**: [where the executed copy is stored] ### [Agreement Type 2] -- [Status] [etc.] ## Gap Analysis [What's in place vs. what may be needed] ## Upcoming Actions - [Any approaching expirations or renewal deadlines] - [Required agreements not yet in place] - [Amendments or updates that may be needed] ## Notes [Any relevant context from email/chat searches]
Step 6: Handle Missing Sources
If key systems are not connected via MCP:
- No CLM: Note that no CLM is connected. Suggest the user check their CLM manually. Report what was found in other systems.
- No CRM: Skip CRM context. Note the gap.
- No Email: Note that email was not searched. Suggest the user search their email for "[vendor name] agreement" or "[vendor name] NDA".
- No Documents: Note that document storage was not searched.
Always clearly state which sources were checked and which were not, so the user knows the completeness of the report.
Notes
- If no agreements are found in any connected system, report that clearly and ask the user if they have agreements stored elsewhere
- For vendor groups (e.g., a vendor with multiple subsidiaries), ask whether the user wants to check a specific entity or the entire group
- Flag any agreements that are expired but may still have surviving obligations (confidentiality, indemnification, etc.)
- If an agreement is approaching expiration (within 90 days), highlight this prominently
