Legal Document Review

Complete task payload from the RobotRock dashboard Examples gallery. Open Examples in your workspace to interact with the same task in the inbox UI.

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Task

{
  "type": "legal-document-review",
  "name": "Legal Document Review",
  "description": "Review this legal document for compliance and risk assessment",
  "version": 2
}

Context

{
  "data": {
    "documentToReview": [
      {
        "name": "Legal Document",
        "url": "https://example.com/document.pdf"
      }
    ],
    "documentDetails": {
      "documentId": "LEGAL-2024-045",
      "submittedBy": "Procurement Team",
      "documentType": "Service Agreement",
      "counterparty": "Vendor Corp Inc.",
      "effectiveDate": "2024-06-01",
      "termLength": "24 months",
      "contractValue": 500000,
      "requiresLegalApproval": true
    },
    "riskAssessment": {
      "jurisdiction": "United States",
      "governingLaw": "California",
      "containsIpClause": true,
      "containsLiabilityCap": false
    }
  },
  "ui": {
    "documentToReview": {
      "ui:title": "Document to Review",
      "ui:widget": "attachments"
    },
    "documentDetails": {
      "ui:title": "Document Details",
      "ui:description": "Key information about the document",
      "items": {
        "documentId": {
          "ui:title": "Document ID"
        },
        "submittedBy": {
          "ui:title": "Submitted By"
        },
        "documentType": {
          "ui:title": "Document Type"
        },
        "effectiveDate": {
          "ui:title": "Effective Date"
        },
        "termLength": {
          "ui:title": "Term Length"
        },
        "contractValue": {
          "ui:title": "Contract Value",
          "ui:widget": "currency",
          "ui:options": {
            "currency": "USD"
          }
        },
        "requiresLegalApproval": {
          "ui:title": "Requires Legal Approval"
        }
      }
    },
    "riskAssessment": {
      "ui:title": "Risk Assessment",
      "ui:description": "Initial risk indicators",
      "items": {
        "governingLaw": {
          "ui:title": "Governing Law"
        },
        "containsIpClause": {
          "ui:title": "Contains IP Clause"
        },
        "containsLiabilityCap": {
          "ui:title": "Contains Liability Cap"
        }
      }
    }
  }
}

Actions

[
  {
    "title": "Approve Document",
    "description": "Approve this legal document",
    "id": "approve",
    "handlers": [
      {
        "type": "webhook",
        "url": "https://example.com/webhook",
        "headers": {}
      }
    ],
    "schema": {
      "type": "object",
      "required": [
        "risk-level"
      ],
      "properties": {
        "risk-level": {
          "type": "string",
          "title": "What is the overall risk level of this document?",
          "enum": [
            "low",
            "medium",
            "high",
            "critical"
          ],
          "enumNames": [
            "Low Risk",
            "Medium Risk",
            "High Risk",
            "Critical Risk"
          ]
        },
        "approval-notes": {
          "type": "string",
          "title": "Approval Notes"
        }
      }
    },
    "ui": {
      "risk-level": {
        "ui:widget": "radio"
      },
      "approval-notes": {
        "ui:widget": "textarea",
        "ui:placeholder": "Enter approval notes..."
      }
    }
  },
  {
    "title": "Request Revisions",
    "description": "Request revisions to the document",
    "id": "request-revisions",
    "schema": {
      "type": "object",
      "required": [
        "revision-areas",
        "revision-details"
      ],
      "properties": {
        "revision-areas": {
          "type": "array",
          "title": "Which areas need revision?",
          "items": {
            "type": "string",
            "enum": [
              "liability",
              "payment",
              "ip-rights",
              "termination",
              "confidentiality",
              "other"
            ]
          },
          "uniqueItems": true
        },
        "revision-details": {
          "type": "string",
          "title": "Revision Details",
          "description": "Describe the revisions needed"
        }
      }
    },
    "ui": {
      "revision-areas": {
        "ui:widget": "checkboxes",
        "ui:options": {
          "inline": true
        }
      },
      "revision-details": {
        "ui:widget": "textarea",
        "ui:placeholder": "Enter revision details..."
      }
    }
  }
]

Widgets used

attachments
checkboxes
currency
radio
textarea

See Context for widget reference.