Legal & Sales
Close deals faster. Stay in control.
Transform your sales process from weeks of back-and-forth to minutes of automated responses, and never lose a deal to slow turnarounds again.
Enable your sales team.
Wordsmith supports your most common sales agreements out of the box.
Order Forms
Check terms, pricing, and deliverables for compliance with your sales playbook.
SoW
Verify scope, timelines, and milestones against your approved standards.
MSAs
Review master agreements for risk and policy compliance before signature.
Third party paper
Compare customer-provided contracts against your template and playbook, flag deviations instantly.
Renewal & Upsell Amendments
Ensure renewal and upsell terms align with commercial rules.
NDAs
Standardize confidentiality terms and speed up deal qualification.
DPAs
Check data processing agreements for compliance and risk alignment.
RFP Questionnaires
Auto-complete and review security, privacy, and compliance questionnaires to accelerate the sales cycle.
Core capabilities
Only on Wordsmith
Start in Slack, Email, or your CRM.
Sales sends contracts the way they always have — no training, no new logins, no rollout. Your AI agent picks them up instantly.
Works from Slack, email, Salesforce, HubSpot. No behavior change for sales, no new tools to learn.
Handles first-party and third-party paper. Customer templates reviewed just as quickly as your own.
Instant pickup. Your AI agent is waiting in the channels sales already use.
Your rules, applied in minutes.
Every contract is checked against your templates, playbooks, and competitive positioning automatically. Responses and guidance come back in minutes, not days.
Instant clause comparison and deviation flagging. Every non-standard position surfaced immediately.
Auto-inserted competitive differentiators. Your positioning applied consistently across every response.
Win/no-bid guidance. Clear recommendations based on deal fit against your playbook thresholds.
Stay in control, always.
Sales leadership reviews, edits, or approves before anything goes back to the customer — even in Word if you prefer. Work in your familiar tools while the AI agent handles the heavy lifting.
Final sign-off in your hands. Nothing goes back to the customer without your approval.
Review and edit in MS Word or directly from Slack/email. No forced platform migration.
Full audit trail for every change. Every decision logged and traceable for compliance.
Support every round of negotiations.
From the first response to the final round, your AI agent can check against your playbook or just the new changes. Run checks on any draft at any stage.
Re-apply playbook rules or review only the latest edits. Flexible review scope for every negotiation round.
Works for both your proposals and customer responses. First-party and third-party paper handled the same way.
Any stage, any draft. Run a fresh check whenever the counterparty sends a revised version.
Your standards, embedded in every response.
Build and refine playbooks that reflect your exact messaging, competitive positioning, and sales policies. The AI agent enforces them automatically in every response — from NDAs to complex RFPs.
Tailored to your go-to-market strategy. Playbooks built around your specific deal types, verticals, and risk thresholds.
Supports all document types and deal scenarios. Order forms, MSAs, NDAs, DPAs, RFPs — covered out of the box.
Works in any language, same speed and standards. Global deal teams covered without extra configuration.
A win for the whole business.
For legal teams
Apply approved templates and fallbacks automatically.
Final approval controls before anything goes back.
Consistent language across every deal.
Audit trail of changes and decisions.
For sales teams
Instant redlines or full review, your choice.
Clear signability guidance on every clause.
Works from Slack, email, and your CRM — no Word needed.
Shorter cycles, fewer back-and-forths.
For sales ops / rev ops
Maintain control and consistency without becoming a blocker.
Give sales momentum and keep deals moving.
End-to-end visibility so nothing gets stuck or lost.
Works where you do.
Integrates with email, Slack, and the tools your team are using day-to-day. No need to change how you work.
Frequently asked questions.
What file types are supported?
Wordsmith supports PDFs, Word documents (.docx), and web links. Your sales team can send agreements directly from their email, Slack, Salesforce, or HubSpot — no reformatting or conversion required before submission.
Can I send contracts directly from my CRM or email?
Yes. Wordsmith integrates with Slack, email, Salesforce, and HubSpot so sales can trigger a review without leaving their existing tools. There is no new login or platform to adopt.
How do fallback clauses work?
Legal defines preferred positions and acceptable fallbacks in the playbook. When Wordsmith reviews a contract, it applies those positions automatically — inserting the preferred clause first, and the fallback if the preferred cannot be applied. Legal can review and adjust before anything goes back to the customer.
Does legal still approve changes before sending?
Yes. Legal retains final sign-off on every response. Wordsmith can be configured for fully automated responses on low-risk deals, or set to require approval before anything goes back. The level of automation is configurable per deal type, risk level, or counterparty.
How fast is the review?
Most standard sales agreements — NDAs, order forms, MSAs — are reviewed in minutes. Complex multi-document submissions or deals with non-standard structures typically complete within the same business session, giving sales same-day turnaround instead of waiting days.
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