Every clause, traced to the line it came from.

Agreements reach you from inboxes, drives, and redlines. People act on them from Word, Docs, and AI assistants. Nothing in between asks the one question that matters: can this go out, and who says so? CounselOS is that gate.

How agreements move through CounselOS: sources on the left feed the Agreement Gate in the middle, and decisions return to the editors, assistants, and signature tools on the right.

Where agreements arrive

  • InboxGmail · Outlook
  • SharePoint & OneDriveVersions · permissions
  • Google DriveChange feed · revisions
  • Box & DropboxShared folders
  • Direct uploadDOCX · PDF

One gate in the middle

CounselOS Agreement Gate

“Can we send Northwind the MSA, draft 4?”

  • Evidence§ 8.2, exact span
  • PolicyYour playbook, compiled
  • AuthorityWho may approve
Remediate

Liability cap is 3 months of fees. Your floor is 12. Approved fallback language is ready to apply.

REMEDIATION_REQUIRED
Escalate

The remaining exception on § 8.2 is routed to your legal approver. The send stays locked.

APPROVAL_REQUIRED
Clear

Approved and confirmed by people, not the model. One send. One receipt that stays true.

ALLOW · receipt verified

Where decisions land

  • Microsoft WordAsk from the ribbon pilot
  • Google DocsSidebar on the draft pilot
  • CounselOS workbenchReview Studio · counterparty link
  • AI assistantsClaude · Codex · MCP candidate
  • E-signatureDocuSign · one send, one receipt

Every connection reports its own state in the workbench: credentials, scopes, sync health, and writeback readiness. Never one green badge. Pilot and candidate surfaces are marked as such.

One question, asked before anything goes out.

Every MSA, NDA, renewal, and lease deserves a careful read, but a full attorney pass on every draft isn’t in the budget. So drafts go out on a hunch, and nobody can say later who decided what. CounselOS puts one gate in the middle. It reads the exact source, checks your playbook, and says what may proceed, what needs approved language, and what needs a person.

Review brief Verified differences become one decision: accept, use approved language, or route the exception to the right authority.
  1. Ask, from wherever you are

    In Word, in Docs, in the workbench, or through your assistant: “Can this go out?” CounselOS binds the question to the exact draft in front of you.

  2. The gate decides, and shows its work

    Every clause is pinned to the characters it came from and checked against your playbook. The answer is Clear, Remediate, or Escalate, with the rule and the source line attached.

  3. People approve, confirm, and send once

    Only approved fallback language gets applied. A person approves the exception. A person confirms the send. One send goes out, and the receipt proves why it was allowed, even months later.

Why a gate, and not another summary.

A summary tells you what a contract says. A gate decides whether an exact action may proceed, and can prove it afterwards. That difference is the whole product.

The AI is not the authority.

Decisions come from exact source spans, your compiled playbook, and recorded human authority. Never from a model’s opinion about your contract.

Only approved language gets applied.

Fallback clauses come from your bank, reviewed and immutable. Nothing is invented in the middle of a negotiation.

Approval and send are two acts.

A person approves the exception. A person confirms the send. Each leaves its own record, and neither is implied by the other or by the assistant.

One send. One receipt. Still true later.

The gate issues one short-lived authorization for the exact reviewed send and watches the provider. The receipt verifies after the agreement changes; old authority can’t be reused.

clause extraction review brief playbook deviations redline inspection clause bank question capture attorney packet counterparty workspace term watch

Real recording. Real workbench.

Timing, cost, confidence, and status are labeled explicitly on every run. What the workbench claims, it shows.

CounselOS — Review Studio

Signed is not finished.

The contract you negotiated now governs how you bill, renew, notify, insure, and deliver. CounselOS keeps it on the record after everyone signs, so what your business does matches what it signed.

Term watchExtracted from signed agreements. “30 days beyond your standard” is measured from the signed text, not estimated.
The other side’s viewNo account required. CounselOS packet, written response, receipt. Everything returns on the record.

CounselOS Insights

Field guides for the work before outside counsel steps in.

Practical ways to organize vendor agreements, NDAs, redlines, and the questions that deserve legal judgment—without losing the source language along the way.

Explore CounselOS Insights

From the first read to the last renewal, everything stays connected to its source.

One gate. Exact evidence, your policy, human authority, and a receipt that stays true.

Early partners

We’re working closely with a small group of businesses whose contracts drive real operations — jobs, invoices, insurance, deliverables. If that’s you, write sales@getcounselos.com; we read every note.

Talk with us