/vendor-check -- Vendor Agreement Status
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.
Workflow
Step 1: Identify the Vendor
Accept the vendor name. Handle variations:
- Full legal name vs. trade name
- Abbreviations
- Parent/subsidiary relationships
Step 2: Search Connected Systems
Search in priority order:
- CLM: Active agreements, expired agreements, in-negotiation, amendments
- CRM: Account status, associated deals, contact information
- Email: Contract-related emails, NDA attachments, negotiation threads
- Documents: Executed agreements, redlines, due diligence materials
- Chat: Contract requests, legal questions, team discussions
Step 3: Compile Agreement Status
For each agreement found:
| Field |
Details |
| Agreement Type |
NDA, MSA, SOW, DPA, SLA, License Agreement |
| Status |
Active, Expired, In Negotiation, Pending Signature |
| Effective Date |
When the agreement started |
| Expiration Date |
When it expires or renews |
| Auto-Renewal |
Yes/No, renewal term and notice period |
| Key Terms |
Liability cap, governing law, termination provisions |
| Amendments |
Any amendments or addenda on file |
Step 4: Gap Analysis
## 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"]
Step 5: Generate Report
## Vendor Agreement Status: [Vendor Name]
**Search Date**: [today's date]
**Sources Checked**: [list of systems searched]
## Relationship Overview
**Vendor**: [full legal name]
**Relationship Type**: [vendor/partner/customer]
## Agreement Summary
### [Agreement Type] -- [Status]
- **Effective**: [date]
- **Expires**: [date]
- **Key Terms**: [summary]
## Gap Analysis
[What's in place vs. what may be needed]
## Upcoming Actions
- [Approaching expirations or renewal deadlines]
- [Required agreements not yet in place]
Notes
- Flag agreements expired but with surviving obligations (confidentiality, indemnification)
- Highlight agreements approaching expiration within 90 days
- For vendor groups, ask whether to check specific entity or entire group
1---2name: vendor-check3description: Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.4---56# /vendor-check -- Vendor Agreement Status78Check the status of existing agreements with a vendor across all connected systems. Provides a consolidated view of the legal relationship.910**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.1112## Workflow1314### Step 1: Identify the Vendor1516Accept the vendor name. Handle variations:17- Full legal name vs. trade name18- Abbreviations19- Parent/subsidiary relationships2021### Step 2: Search Connected Systems2223Search in priority order:24- **CLM**: Active agreements, expired agreements, in-negotiation, amendments25- **CRM**: Account status, associated deals, contact information26- **Email**: Contract-related emails, NDA attachments, negotiation threads27- **Documents**: Executed agreements, redlines, due diligence materials28- **Chat**: Contract requests, legal questions, team discussions2930### Step 3: Compile Agreement Status3132For each agreement found:3334| Field | Details |35|-------|---------|36| **Agreement Type** | NDA, MSA, SOW, DPA, SLA, License Agreement |37| **Status** | Active, Expired, In Negotiation, Pending Signature |38| **Effective Date** | When the agreement started |39| **Expiration Date** | When it expires or renews |40| **Auto-Renewal** | Yes/No, renewal term and notice period |41| **Key Terms** | Liability cap, governing law, termination provisions |42| **Amendments** | Any amendments or addenda on file |4344### Step 4: Gap Analysis4546```47## Agreement Coverage4849[CHECK] NDA -- [status]50[CHECK/MISSING] MSA -- [status or "Not found"]51[CHECK/MISSING] DPA -- [status or "Not found"]52[CHECK/MISSING] SOW(s) -- [status or "Not found"]53[CHECK/MISSING] SLA -- [status or "Not found"]54[CHECK/MISSING] Insurance Certificate -- [status or "Not found"]55```5657### Step 5: Generate Report5859```60## Vendor Agreement Status: [Vendor Name]6162**Search Date**: [today's date]63**Sources Checked**: [list of systems searched]6465## Relationship Overview66**Vendor**: [full legal name]67**Relationship Type**: [vendor/partner/customer]6869## Agreement Summary70### [Agreement Type] -- [Status]71- **Effective**: [date]72- **Expires**: [date]73- **Key Terms**: [summary]7475## Gap Analysis76[What's in place vs. what may be needed]7778## Upcoming Actions79- [Approaching expirations or renewal deadlines]80- [Required agreements not yet in place]81```8283## Notes8485- Flag agreements expired but with surviving obligations (confidentiality, indemnification)86- Highlight agreements approaching expiration within 90 days87- For vendor groups, ask whether to check specific entity or entire group
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