Kelly clm

Agent Skills by mr-kelly

Install

npx -y skills add mr-kelly/skills --skill kelly-clm

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

3 stars3 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

Lightweight contract lifecycle management App-in-Skill for contract inventory, lifecycle status, owners, obligations, renewal notices, and simple approval reminders. Use when the user invokes $kelly-clm or /kelly-clm, mentions CLM, contract lifecycle management, 合同管理, 合同台账, contract repository, obligation tracking, renewal reminders, notice deadlines, contract owners, signature readiness, or wants a simple local UI to review contract status without doing detailed legal redlines.

SKILL.md

3.7 KB, as published. Nobody here has run it

Kelly CLM

Overview

Use this skill as a lightweight contract lifecycle desk. It tracks contract records, lifecycle stage, owner, renewal/notice dates, obligations, and approval reminders in a local browser UI.

This skill is intentionally simpler than kelly-legal-contracts: use kelly-clm for contract operations and reminders; use kelly-legal-contracts when the user needs detailed legal clause review, fallback language, redline positions, or legal issue lists.

Product Pattern

Read references/clm-notes.md before changing scope. The app borrows only common CLM patterns: central repository, lifecycle status, owner assignment, obligation tracking, renewal reminders, simple workflow approvals, and handoff records.

Local App

Start the app with:

skills/kelly-clm/app/start.sh

The app runs on 127.0.0.1, defaults to port 3000 through 4000, and accepts KELLY_CLM_UI_PORT.

Views:

#/overview: lifecycle pipeline, key metrics, upcoming renewals, at-risk obligations.
#/contracts: searchable contract inventory.
#/contracts/<id>: contract detail with dates, owners, obligations, and reminders.
#/obligations: obligation tracker by owner, due date, and status.
#/renewals: renewal and notice-deadline board.
#/approvals: simple approval/reminder queue; decisions write local handoff records only.
#/settings: boundary and demo/config summary.

Demo routes:

/?demo=overview&lang=en#/overview
/?demo=contracts&lang=en#/contracts
/?demo=obligations&lang=en#/obligations
/?demo=renewals&lang=en#/renewals
/?demo=approvals&lang=en#/approvals

Use lang=zh for Chinese UI screenshots.

Boundary

This skill is an operations tracker, not legal advice.
The app never sends emails, starts e-signature, updates a remote CLM, accepts terms, signs contracts, or contacts counterparties.
Approval buttons write local decision records only; any external action must happen through the user or a separate explicitly approved connector.
Keep contract text, counterparties, prices, and notes out of committed files. Use demo data for screenshots.

Workflow

Collect or import contract summary fields: counterparty, contract type, owner, stage, value, start/end date, renewal date, notice deadline, and key obligations.
Populate the local app snapshot or use demo mode when no private data is available.
Send the user to the app for review of upcoming renewals, at-risk obligations, and pending approvals.
Treat approved items as handoffs only. Do not perform external side effects from the app.

Screenshot Scenes

Screenshots live in assets/screenshots/:

overview.png: lifecycle dashboard.
contracts.png: contract inventory.
obligations.png: obligation tracker.
renewals.png: renewal board.

App workflow

Default to the local app for review. Use chat-only mode only when the user explicitly asks for "chat only", "no UI", "纯聊天", or "不要打开 UI".

Execution reports

Re-read the active provider's decisions immediately before any approved execution. Record each concrete operation, target, status, timestamp, and error in the provider-backed execution report; keep app actions local-only.