Step-by-Step Guide

How to Analyze a Contract with AI

From upload to action plan in under 5 minutes. Here is exactly how Guard-Clause works, step by step.

1

Upload Your Contract

Drag and drop a PDF, DOCX, or TXT file (up to 10 MB) into the upload area on the /scan page. Guard-Clause reads the file into server memory, extracts the text, and discards the file buffer immediately. The raw file is never written to disk or stored in a database.

Tip: PDF and DOCX preserve section headers and page numbers, which improves citation accuracy in your findings.

2

Select Your Persona

Choose the role that matches your position in the deal: Freelancer, Employee, Founder, or Agency. The AI adjusts its risk lens based on your persona. The same clause gets different severity ratings, different impact statements, and different negotiation strategies depending on which side of the table you sit on.

Tip: Not sure? Pick the role closest to your situation. A freelancer reviewing a client contract and a contractor reviewing a services agreement both map to Freelancer.

3

Choose Data Retention

Select how Guard-Clause handles your data after analysis. "Don't store anything" (the default) means the analysis is shown in your browser and then discarded with no database record created. "Save my report" stores the AI-generated analysis (findings, scores, packs) so you can access it from your dashboard later. The original contract text is never stored regardless of your choice.

Tip: If you plan to purchase or share the report, choose "Save my report." You can always delete it later from your dashboard.

4

Read Your Risk Score and Findings

Guard-Clause produces a risk score from 0 to 100 and a list of findings sorted by severity (critical, high, medium, low, info). Each finding includes the exact excerpt from your contract, the section header, the page number, a plain-language summary of the risk, and a persona-specific impact statement explaining why it matters to you. The severity summary bar chart shows the distribution at a glance.

Tip: Start with the critical and high findings. These are the clauses most likely to cost you money, limit your options, or create liability.

5

Use the Negotiation Pack

The negotiation pack gives you three tools: a ready-to-send email draft requesting specific changes, a phone or video call script with talking points that reference exact clauses, and a prioritized list of asks ranked as must-have, strong, or nice-to-have with fallback positions for each. Every ask links back to a specific finding so you can point to the exact language in the contract.

Tip: Send the email draft first. If the other party pushes back, use the call script. The fallback positions give you room to negotiate without conceding everything.

6

Export or Use the Addendum Builder

The addendum builder generates replacement clauses for every flagged issue: the original problematic excerpt, a suggested replacement with improved language, and an explanation of why it is better. At the bottom is a paste-ready addendum note formatted for attachment to the original contract. You can also export the full report as a PDF to share with a co-signer, a lawyer, or your own records.

Tip: Copy the addendum note and paste it into an email or document. It is already formatted as a formal contract addendum with clause references.

What Each Persona Focuses On

The AI adjusts its risk lens based on your role. Here is what each persona prioritizes during analysis.

Freelancer

  • IP assignment clauses that claim work beyond the statement of work
  • Non-compete restrictions that limit future client work
  • Payment terms (net-60+, missing late penalties, milestone ambiguity)
  • Termination without kill fee protection for work already completed

Employee

  • Non-compete duration, geographic scope, and industry breadth
  • IP assignment clauses that extend beyond work product to personal projects
  • At-will employment implications and termination without cause provisions
  • Severance terms, equity vesting cliffs, and benefits continuation

Founder

  • Investor rights, liquidation preferences, and anti-dilution clauses
  • Board composition and control provisions (protective provisions, drag-along)
  • Founder vesting schedules and acceleration triggers
  • IP assignment to the company and founder liability caps

Agency

  • Scope creep risks (change orders without cost adjustments)
  • IP ownership of client deliverables and work product assignment
  • Payment schedules, retainer drawdown terms, and late payment penalties
  • Liability caps, indemnification limits, and exclusivity restrictions

What Happens to Your Contract File

The exact data flow at each stage and when your data is deleted.

U

Upload

File read into server memory

Discarded immediately after text extraction (seconds)

E

Extraction

Text extracted from PDF, DOCX, or TXT

Stored in ephemeral Redis cache with 15-minute TTL

A

Analysis

AI processes text and generates findings

Cache entry deleted after analysis completes (or auto-expires at 15 min)

R

Report

AI-generated findings, scores, negotiation pack, addendum

Stored only if you chose "Save my report" — deletable anytime from dashboard

D

Deletion

Saved reports removed from database

Available from your dashboard at any time — immediate and permanent

Ready to Analyze Your Contract?

Upload a contract and follow these steps yourself. Or browse an interactive sample report to see the output first.