Contract AI for sales teams

A B2B sale runs on a small set of documents: an NDA before discovery, an MSA and order form at close, and often a security addendum or data processing agreement the customer’s procurement team adds late. Partner deals add a reseller or referral agreement. goHeather works on these documents in both directions. It drafts your own paper from the templates legal approved, and it reviews the customer’s paper or their redline of yours. In a review, each clause is quoted from the contract with a plain-English summary of how it is worded.

Master services and subscription agreements

The MSA carries most of the risk in a deal, and it is the document customers redline the most. goHeather pulls out the clauses that tend to move between rounds.

• Limitation of liability. What the cap is tied to, and which obligations the agreement places outside it.
• Indemnities. Who indemnifies whom, and for which kinds of claims.
• Termination. Whether either side can terminate for convenience, on what notice, and what the agreement says about refunds of prepaid fees.
• Assignment and change of control. Whether consent is needed, and for which party.
• Governing law and venue. Which state the agreement names, such as Delaware, California or Texas.

Order forms and quotes

The order form is where the commercial terms live. goHeather drafts it from your template and the deal details, and when a customer marks one up, it lists what changed.

• Term and renewal. The initial term, whether it renews automatically, and the notice window the form sets.
• Fees and price increases. How fees are stated and what the form says about increases at renewal.
• Payment terms. The payment period and invoicing schedule.
• Order of precedence. How the form says conflicts with the MSA are resolved.

NDAs

Prospects often send their own NDA before a first technical call. goHeather reads it in a couple of minutes so the meeting doesn’t slip.

• Mutual or one-way. Whether the obligations apply to both parties.
• Definition of confidential information. How broadly it is drafted and what it excludes.
• Term. How long the obligations last after the agreement ends.
• Extra obligations. Whether a non-solicit, non-compete or residuals clause has been added.

Security addenda and DPAs

These arrive from procurement near the end of a deal, and they can hold up signature. goHeather lists what the addendum asks of you so the right person sees it early.

• Breach notice. How many hours or days the addendum gives you to notify the customer.
• Audit rights. How often the customer can audit, on what notice, and at whose cost.
• Subprocessors. What the addendum says about naming them and about notice of changes.
• Data location and deletion. Where data may be stored and what happens to it when the agreement ends.

How goHeather fits your contract process

Deals stall when every contract waits in the same legal queue. With goHeather, an account executive drafts the NDA, MSA or order form from an approved template. When the customer’s redline comes back, goHeather reviews it, checks it against your playbook, and compares it with the version you sent. You export the response to Word with track changes or work in the Microsoft Word add-in, then send the final version for e-signature and keep the signed copy stored securely. Legal sees the edits that fall outside the playbook.

goHeather is a contracts AI, not a law firm. It tells you what your agreement says and what to look at. It does not tell you what to accept. See how the review works on our AI contract review page, how drafting works on the AI contract generator page, or book a demo to go through one of your own customer agreements with us.