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New contract

Skill guntherb7/helm/business/.claude/skills/new-contract

Personal operations system. Claude Code skills, hooks, and markdown files replace project management software. Standup plans your day, hooks track your work, retrospectives learn your patterns.

Install
npx -y skills add guntherb7/helm --skill new-contract

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Generate contract from accepted proposal. Assembles reusable blocks, uses reviewer agent, updates project status.

SKILL.md

7.8 KB, as published. Nobody here has run it

New Contract Skill

Takes an accepted proposal and generates a legally-sound contract from reusable blocks, then verifies it against standard positions.

Phase 1: Load Proposal Context

Ask which proposal this is for:

  • "Which proposal are we turning into a contract?"
  • Load ~/business/proposals/{client}/{proposal-file}.md
  • Extract: client name, scope, timeline, investment, payment terms

Phase 2: Select Template Structure

Reference ~/ops/templates/contract-structure.md which outlines:

# Contract Structure

## Header
- Parties (your company, their company)
- Effective date
- Contract value and payment terms

## Scope of Work
- Phase 1, 2, 3 (from proposal)
- What's included, what's not
- Deliverables and timeline
- Acceptance criteria

## Terms
- Payment schedule (milestones)
- Payment method (wire, ACH, check)
- Late payment terms (if any)
- Invoicing frequency

## Legal Blocks (see templates/blocks/)
- **IP Assignment** – Who owns the code/design?
- **Warranty** – Your guarantee period (typically 30 days)
- **Limitation of Liability** – Cap on damages
- **Confidentiality** – NDA terms
- **Termination** – How to exit the contract
- **Dispute Resolution** – How to handle disagreements

## Signatures
- Your signature line
- Their signature line
- Date spaces

Phase 3: Assemble Contract

Create the contract by combining:

  1. Structure from templates/contract-structure.md

  2. Reusable legal blocks from templates/blocks/

    • payment-terms.md – Standard payment language
    • ip-assignment.md – IP ownership clause
    • warranty.md – 30-day warranty standard
    • termination.md – How contract can end
    • liability.md – Limitation of liability
  3. Replace placeholders:

    • {CLIENT_NAME} → Actual company name
    • {PROJECT_NAME} → Project name from proposal
    • {TOTAL_VALUE} → Contract value
    • {PAYMENT_1}, {PAYMENT_2}, etc. → Milestone amounts
    • {PHASE_1_DELIVERABLES} → What they get
    • {TIMELINE} → When it ships
    • {HOURLY_RATE} → If relevant for change orders
    • {YOUR_NAME} → Your legal name
    • {YOUR_COMPANY} → Your business entity

Phase 4: Review with Reviewer Agent

Call the reviewer agent to check the contract:

Invoke reviewer agent with contract and ask:
- Are all required clauses present?
- Do payment terms match what we proposed?
- Are there any contradictions or gaps?
- Does scope match the proposal exactly?
- Are milestone deliverables clear enough to enforce?
- Any red flags in this version for your standard positions?

Reviewer checks against:
- ~/business/memory/clients.md (client history, any special terms)
- ~/ops/templates/blocks/ (standard language consistency)
- Industry standards (for your type of work)

Reviewer will surface:

  • Missing clauses that should be there
  • Language that differs from your standard blocks (consistency check)
  • Potential ambiguities in scope or timeline
  • Payment terms that deviate from your standard

Phase 5: Adjust If Needed

Reviewer flags issues. You decide:

Common adjustments:

  • Scope ambiguity: Tighten language in Phase descriptions
  • Timeline risk: Add "subject to client providing assets by [date]"
  • Payment risk: Request larger up-front payment if client is new
  • IP concern: Clarify that you own templates/frameworks; they own their content
  • Late payment: Consider adding 1.5% monthly interest clause

Never budge on:

  • Your liability limitation (critical for small business)
  • IP ownership of your frameworks/processes
  • 30-day warranty period (protection and reasonable)

Phase 6: Finalize

Once reviewer approves:

# Save contract
mkdir -p ~/business/contracts/{client-name}
# File location: ~/business/contracts/{client-name}/contract-{project-name}-{date}.md

Document the contract in the project ops file:

# Update ~/ops/projects/{project-name}.md
status: active
contract:
  value: $XXXX
  signed_date: YYYY-MM-DD
  milestones:
    - name: Phase 1
      value: 5000
      status: not-started
      due: YYYY-MM-DD
    - name: Phase 2
      value: 5000
      status: not-started
      due: YYYY-MM-DD
    - name: Phase 3
      value: 5000
      status: not-started
      due: YYYY-MM-DD

Phase 7: Send for Signature

You handle this part manually (contract negotiation sometimes needs a human touch).

Generate signature email:
---
Hi {Client Contact},

Attached is the contract for {Project Name}. When you're ready,
please have {Decision Maker} review and sign.

Key terms:
- Total value: ${TOTAL}
- Milestones: {Summary of payment schedule}
- Timeline: {Start date} to {End date}
- Our commitment: {What they're getting}

Please let me know if you have questions on any terms.

Best,
{Your Name}
---

Phase 8: Update Project Status

When contract is signed by both parties:

# Update ~/ops/projects/{project-name}.md
status: active
contract:
  signed_date: YYYY-MM-DD
  client_signed: true
  you_signed: true
start_date: YYYY-MM-DD

Create project repo:

# Run /new-project to scaffold repo structure

Common Contract Scenarios

New Client (High Risk)

  • Higher up-front payment (50% instead of 33%)
  • Shorter payment terms (Net 15 instead of Net 30)
  • Add references/case studies section
  • Consider requesting email approval from decision maker before signing

Existing Client (Low Risk)

  • Standard terms from your contract blocks
  • Can offer slightly better terms (Net 30 vs Net 15)
  • May skip some formality, but still use contract

Rapid Timeline Project

  • Add "client will provide assets by [DATE] to maintain schedule"
  • Include rush fee if they want faster delivery
  • Milestone 1 due sooner, money sooner

Uncertain Scope

  • Use "fixed + overage" model
  • Add change order process explicitly
  • Set hourly rate for out-of-scope work: {HOURLY_RATE}

Standard Positions (Non-Negotiable)

Your contracts should maintain these positions:

  1. IP Assignment: Client owns the final deliverable. You own your frameworks/processes/templates.
  2. Warranty: 30 days. Covers bugs you introduced, not client changes.
  3. Limitation of Liability: Capped at contract value. Protects you from catastrophic claims.
  4. Payment Terms: Net 30 is standard. Shorter if new client, longer only with premium.
  5. Confidentiality: Mutual. You don't share their info, they don't share yours.
  6. Termination: Client can terminate with 14 days notice + payment for completed work.

Red Flags to Resist

  • Unlimited liability: No. Cap it at contract value.
  • IP ownership of frameworks: No. They own their content, you own your tools.
  • Non-compete: Only if they're paying premium for exclusivity.
  • No payment terms: Require Net 30 maximum. Longer is cash flow risk.
  • Vague scope: Make it specific or add change order clause.
  • No timeline: Bad for both of you. Set milestones explicitly.

After Signature

Contract signed → Project starts:

  1. Create project repo (via /new-project)
  2. Update ops file with start date
  3. Set up milestone tracking
  4. Daily standup includes this project
  5. SessionEnd hooks auto-update status

Reads:

  • ~/business/proposals/{client}/ (proposal document)
  • ~/ops/templates/contract-structure.md (contract template)
  • ~/ops/templates/blocks/ (reusable legal language)
  • ~/business/memory/clients.md (client history)

Writes:

  • ~/business/contracts/{client}/ (final contract document)
  • ~/ops/projects/{project-name}.md (project ops file with contract details)

Calls: reviewer agent (to validate contract)

Next steps: /new-project to scaffold work, then daily standup includes new project

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