vendor-check

A slash command that consolidates the status of every agreement with a given vendor across all connected systems, producing a single view of the legal relationship along with gap analysis and upcoming deadlines. It suits onboarding or renewing a vendor, checking what is signed versus missing across contract types like MSA, DPA, and SOW, or scanning for approaching expirations and surviving obligations. It is explicit that it assists with legal workflows but does not provide legal advice, and that any status report should be verified against original documents by qualified legal professionals.

The workflow starts by identifying the vendor, handling common name variations such as legal name versus trade name, abbreviations, and parent or subsidiary relationships. It then searches connected systems in priority order: a CLM for active, expired, in-negotiation, and amended contracts; a CRM for the account record and legal contacts; email for recent contract correspondence and attachments; document storage such as Box, Egnyte, or SharePoint for executed agreements and redlines; and chat tools such as Slack or Teams for recent mentions. Findings are compiled into a per-agreement table capturing type, status, effective and expiration dates, auto-renewal terms, key terms, and amendments.

A gap analysis then checks coverage across NDA, MSA, DPA, SOW, SLA, and insurance certificate, flagging gaps that the relationship type implies, such as a missing DPA when the vendor handles personal data. The final report lists sources checked and sources unavailable so the completeness is clear, and it explicitly handles missing systems by suggesting manual checks. Deadlines get prominence: agreements expiring within 90 days are highlighted, and expired agreements that may carry surviving obligations such as confidentiality or indemnification are flagged.