MARKET: Legal — Contract Review & Risk Assessment

examples/41-market-legal.halo policies |* parallel |! people

Ingest contracts, extract clauses, compare against standard terms, flag deviations, and produce redline

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// ============================================================
// MARKET: Legal — Contract Review & Risk Assessment
// PURPOSE: Ingest contracts, extract clauses, compare against
//          standard terms, flag deviations, and produce redline
// ============================================================

// --- Policies ---
policy Confidential   : Redact(ClientName) & Redact(DealValue) & Redact(SSN)
policy LegalDisclaimer : Require(NotLegalAdvice)
policy CostGuard      : MaxSpend(3.00)

// --- Tools ---
tool DocParser     : REST("api.textract.aws.com/v1", apiKey: Env.AWS_KEY)
tool CLM           : REST("api.ironclad.com/v1/contracts", apiKey: Env.IRONCLAD_KEY)
tool LegalSlack    : POST("hooks.slack.com/services/legal-review")

// --- Store ---
tool ClauseLibrary  : VectorStore(Env.PINECONE_KEY, namespace: "standard-clauses")
tool PrecedentDB    : VectorStore(Env.PINECONE_KEY, namespace: "past-negotiations")

// --- Struct ---
schema ContractReview {
  risk_score       : Number
  flagged_clauses  : Array
  redline_summary  : String
  recommendation   : String
}

// --- Agents ---
agent Extractor [openai/gpt-4o-mini, temp: 0.0]
  equips DocParser
  requires CostGuard

agent LegalAnalyst [anthropic/claude-sonnet-4, temp: 0.1]
  equips ClauseLibrary, PrecedentDB
  requires Confidential, LegalDisclaimer, CostGuard

// --- The Pipeline ---
@timeout(10m)
@retry(2, 15s)
pipeline ReviewContract(document: ContractUpload) -> ContractReview:
  document
    // Step 1: Parse the document into structured sections
    |> Extractor.parse_sections(
         tool: DocParser,
         format: context.data.document.file_type,
         raw: context.data.document.content
       )

    // Step 2: Fan-out — analyze each risk dimension in parallel
    |* {
         LegalAnalyst.check_indemnity(
           clauses: context.data.parse_sections,
           standard: "MSA-v4"
         ),
         LegalAnalyst.check_liability(
           clauses: context.data.parse_sections,
           cap_threshold: 2000000
         ),
         LegalAnalyst.check_termination(
           clauses: context.data.parse_sections,
           minimum_notice: "90d"
         ),
         LegalAnalyst.check_ip_assignment(
           clauses: context.data.parse_sections,
           company_policy: "retain-all"
         )
       }

    // Step 3: Synthesize risk assessment from all analyses
    |> LegalAnalyst.synthesize_risk(
         indemnity: context.data.check_indemnity,
         liability: context.data.check_liability,
         termination: context.data.check_termination,
         ip: context.data.check_ip_assignment,
         precedents: PrecedentDB
       )

    // Step 4: Gate — auto-approve low-risk contracts
    |? (context.data.synthesize_risk.risk_score > 30)

    // Step 5: Generate redline markup for human review
    |> LegalAnalyst.generate_redline(
         original: context.data.parse_sections,
         flagged: context.data.synthesize_risk.flagged_clauses,
         standard_terms: ClauseLibrary
       )

    // Step 6: Human-in-the-loop — attorney must sign off
    |! yield(
         LegalSlack,
         context.data.generate_redline,
         [context.data.synthesize_risk],
         24h
       )
    ~> listen(LegalSlack.Reaction)