Your Lawyer and Your Accountant
Prepare a better contract brief
Make this your own. Replace the bracketed details, provide the relevant material and choose a result you can inspect.
Your starting prompt
Help me understand this agreement in the context of [business and proposed activity]. Identify relevant obligations, restrictions and questions to investigate. For each point, quote the relevant clause and give its location. Separate the wording from your interpretation and assumptions. Flag missing information and issues to take to my lawyer. Do not treat silence in the agreement as permission.
Before you call it finished
- Choose a document you are entitled to share.
- Explain the business question.
- Check cited clauses against the original.
- Take material interpretations to the appropriate professional.
Your notes
My task:
My source material:
What I need to check:
My next step:
A reusable exercise adapted from the chapter, not a verbatim record of the original instructions. Downloads are editable plain-text worksheets; use Print for a paper copy or PDF.
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