Business Context Map
Full business context. Surfaced automatically. Before you even start.
Tina S.
Sales Rep · Just now
Can you review the comments on this pilot agreement? They pushed back on IP and indemnity — again. Need a response before EOD.
NewCo App Inc. is a high-value enterprise customer with $2.4M ACV and strong expansion potential ($850K at 75% win probability). Account represents 12% of total ARR — top 5% by revenue. Growth trajectory: 15% YoY.
Strong relationship, although the customer negotiated heavily on IP rights, indemnity terms, and liability caps during the past renewal, requiring multiple rounds before agreement.
Updates
47 touchpoints in 90 days, positive sentiment (87%). Account health score: 92/100. Recent executive meeting with C-suite scheduled for next quarter.CRM
3 active contracts totaling $2.4M ACV. Most recent renewal increased contract value by 15%.CRM
Active in #legal-requests. Key discussions: Pilot Agreement renewal terms (3 threads), IP escalation (1 thread). Avg. response: 2.3 hrs.Slack
12 legal requests in Q4. Pilot Agreement markup review currently in progress.Ticketing
Context in John Doe’s email thread — access restricted
Context Map — COMM-122
NewCo App Inc.
Company · $2.4M ACV
Pilot Agreement
Agreement · In review
Tina S. / Legal Counsel
People · 3 prior negotiations
#legal-requests · Slack
Integration · 3 threads
John Doe's email thread
Communication · restricted
5 sources · 1 access-restricted · auto-syncing
Your legal‑specific context map.
When a request arrives, Sandstone automatically surfaces everything relevant to it — stakeholder history, past lawsuits, financial agreements, active workflows, and prior decisions.
Risk Surface · Now
Liability cap exposure
3 contracts at risk
Auto-renewal in 15 days
No review scheduled
IP rights — playbook deviation
Section 7.2 non-standard
EU data retention expiring
Policy v3.2 — 42 days
4 active risks · monitored continuously
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Can you review the comments on this pilot agreement? They pushed back on IP and indemnity — again. I need a response before EOD.
TLDR: The pilot agreement is largely acceptable but Section 7.2 grants overly broad IP rights. Based on our NDA policy1 and prior negotiations, we have leverage to push back.
Key Finding: IP Rights (Section 7.2)
Current clause grants perpetual rights to all deliverables. Conflicts with our standard position1 — recommend limiting to pilot term only.
Relationship Context
Email history with NewCo legal team2 shows 3 prior negotiation rounds — they moved on liability caps. Same leverage applies here.
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Katelyn Canning
Head of Legal
Fintech
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