Review the deal as a bundle, not a stack of files.
A master agreement, order form, statement of work and data schedule can each look reasonable while creating a different result together. ContractIQ helps reviewers compare related documents and focus on conflicts that could affect scope, responsibility, money or exit.
Evidence-backed review prompts. A human decides what to accept, clarify or escalate.
Find the joins between documents
Begin with the hierarchy: which document controls if terms conflict, and are all referenced schedules present? Compare definitions, party names, dates, service descriptions, pricing units, liability caps and termination triggers across the bundle.
Then trace a practical scenario—such as a delayed deliverable, a data incident or an early exit—from the relevant clause in each document. The goal is not to make every document identical; it is to make differences intentional.
- Precedence and incorporation: what is actually part of the signed bargain?
- Cross-document terms: do scope, price, service levels and acceptance use the same definitions?
- Lifecycle: do renewal, suspension, data return and survival provisions line up?
A bundle review needs human assembly
The analysis can identify textual mismatches and missing references, but it cannot know whether an attachment is the final commercial version or whether an agreed exception sits in negotiation correspondence. Keep a controlled bundle and confirm the version with the deal owner.
Use the evidence to create a short list for legal and commercial sign-off, not as an automatic instruction to accept or reject the transaction.
Read the cited wording with the people who own the commercial and operational outcome.
Example: precedence changes the answer
“If there is a conflict, the Order Form prevails over this Agreement.”
That simple sentence becomes important if the Order Form has a different renewal date, service level or liability cap. Compare the conflict rule with every document that may contain commercial terms and record which version the parties intend to control.
A difference can be deliberate, accidental or caused by an outdated attachment. Only the deal team can establish intent and choose the version to sign.
A focused next step
- Freeze a complete, named set of documents and attachments for review.
- Build a precedence map before interpreting an apparent conflict.
- Re-run the decision questions after any schedule or order-form change.