Contract Review lets you run a reusable group of checks against a specific document. You can adapt the rules to a contract type, client, or internal standard. Each run remains tied to the specific project and to the user who started it.
Practical workflow
- Open Contract Review in your project.
- Choose a check group:
- All shows Praktik groups and user-created groups available in your active organization.
- My shows groups you own.
- Organization shows user-created groups assigned to your active organization.
- Praktik shows Praktik system templates.
- Select the group to use. To adapt a Praktik template, clone it first and edit your own copy.
- Select an existing project document or upload a new one, review the configured checks, and start the review.
- In the run detail, read the result, reasoning, and references to source sections of the document. Always verify findings in the original contract.
Check structure
Every check has a name, description, and at least one criterion. A group can contain up to 40 checks. A check can contain any combination of these three criterion types:
Starting position A positive, ideal condition - what you want to find in the contract. It is optional.
Fallbacks Optional, ordered positive alternatives to the starting position. Use them for compromises that are acceptable but not ideal.
Unacceptable conditions Optional prohibited terms or circumstances - what must not be present in the contract.
You can therefore create a positive-only check, an unacceptable-conditions-only compliance check, or a combination of both. At least one of the three categories must contain a criterion.
How conditions are evaluated
- If a check has a starting position, the system evaluates it first. If it is not met, it evaluates fallbacks in the configured order and stops at the first fallback that is met.
- If none of the configured positive conditions is met, the result says that no positive condition was met and provides reasoning.
- Unacceptable conditions are evaluated after a positive match is found, or on their own for a check that contains only unacceptable conditions.
- If the system finds an unacceptable condition, that result takes precedence over an earlier starting-position or fallback match.
Reading results
A check result tells you whether:
- the starting position was met,
- a fallback was met - an acceptable alternative that may need attention,
- an unacceptable condition was found, or
- no configured positive condition was met.
Open the check detail to review both the reasoning and document references. A processing status or run error is not a substantive conclusion about the contract: a pending or running document can delay the review, while a failed run needs to be resolved before making an assessment.
Sharing and scope
Check groups are reusable configurations. A group that you create or clone is owned by you and, when you work in an organization, associated with the active organization. Organization-associated user groups can be used by its members; Praktik provides system groups.
A check group is not a review result. Individual runs and their results are scoped to the selected project and the user who started them. Sharing a group therefore does not automatically make every run or result visible to every organization member.
Writing useful checks
- Write specific, measurable criteria; include a deadline, amount, scope, or required wording where relevant.
- Keep positive requirements in the starting position and fallbacks. Put prohibited or unacceptable terms in separate unacceptable conditions.
- Order fallbacks from the most favorable to the least favorable acceptable alternative.
- Review the wording before running the check, then verify its sources in the document after the result arrives.
Review in Word
You can run the same available check group in the Praktik Word add-in. Select the group and the party you represent, then review the result directly in the open document. See Contract Review in Word for the workflow and how suggested edits behave.