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contract-clause-extractor

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Extract and analyze key clauses from construction contracts. Identify payment terms, change order procedures, dispute resolution, warranties, and risk allocation provisions.

Sales & CRM

What this skill does

# Contract Clause Extractor

## Overview

Extract and analyze key clauses from construction contracts using NLP. Identify critical provisions for payment, changes, disputes, warranties, and risk allocation. Support contract review and compliance tracking.

## Key Clause Categories

```
┌─────────────────────────────────────────────────────────────────┐
│                 CONTRACT CLAUSE CATEGORIES                       │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│  Payment           Changes            Risk                       │
│  ───────           ───────            ────                       │
│  📅 Pay schedule   📝 CO process      ⚠️ Indemnification        │
│  💰 Retainage      ⏰ Notice period   🔒 Insurance              │
│  📋 Requirements   💵 Pricing         🏛️ Liability limits       │
│                                                                  │
│  Schedule          Disputes           Closeout                   │
│  ────────          ────────           ────────                   │
│  📆 Milestones     ⚖️ Resolution      ✅ Punch list             │
│  💸 Liquidated $   🏛️ Jurisdiction    📄 Warranties             │
│  ⏱️ Extensions     👤 Mediation       🔑 Final payment          │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘
```

## Technical Implementation

```python
from dataclasses import dataclass, field
from typing import List, Dict, Optional, Tuple
from enum import Enum
import re

class ClauseCategory(Enum):
    PAYMENT = "payment"
    CHANGE_ORDER = "change_order"
    SCHEDULE = "schedule"
    DISPUTE = "dispute"
    INSURANCE = "insurance"
    WARRANTY = "warranty"
    TERMINATION = "termination"
    INDEMNIFICATION = "indemnification"
    SAFETY = "safety"
    CLOSEOUT = "closeout"

class RiskLevel(Enum):
    HIGH = "high"
    MEDIUM = "medium"
    LOW = "low"

@dataclass
class ExtractedClause:
    category: ClauseCategory
    article_number: str
    title: str
    full_text: str
    key_terms: List[str]
    dollar_amounts: List[float]
    time_periods: List[str]
    risk_level: RiskLevel
    notes: str = ""

@dataclass
class ContractSummary:
    contract_type: str
    parties: Dict[str, str]
    contract_value: float
    duration_days: int
    start_date: str
    key_dates: Dict[str, str]
    clauses_by_category: Dict[str, List[ExtractedClause]]
    risk_assessment: Dict[str, str]
    action_items: List[str]

class ContractClauseExtractor:
    """Extract key clauses from construction contracts."""

    # Patterns for clause identification
    CLAUSE_PATTERNS = {
        ClauseCategory.PAYMENT: [
            r"payment\s+(terms|schedule|application)",
            r"progress\s+payment",
            r"retainage|retention",
            r"pay\s+when\s+paid",
            r"pay\s+if\s+paid",
            r"final\s+payment",
        ],
        ClauseCategory.CHANGE_ORDER: [
            r"change\s+order",
            r"change\s+directive",
            r"modifications?\s+to\s+contract",
            r"extra\s+work",
            r"changes\s+in\s+the\s+work",
        ],
        ClauseCategory.SCHEDULE: [
            r"time\s+of\s+completion",
            r"liquidated\s+damages",
            r"delay|extension\s+of\s+time",
            r"substantial\s+completion",
            r"schedule\s+of\s+values",
            r"milestone",
        ],
        ClauseCategory.DISPUTE: [
            r"dispute\s+resolution",
            r"mediation",
            r"arbitration",
            r"claims?\s+procedures?",
            r"litigation",
            r"governing\s+law",
        ],
        ClauseCategory.INSURANCE: [
            r"insurance\s+requirements?",
            r"builder'?s?\s+risk",
            r"general\s+liability",
            r"professional\s+liability",
            r"workers'?\s+compensation",
        ],
        ClauseCategory.WARRANTY: [
            r"warranty|warranties",
            r"guarantee",
            r"correction\s+of\s+work",
            r"defect",
        ],
        ClauseCategory.INDEMNIFICATION: [
            r"indemnif",
            r"hold\s+harmless",
            r"defend",
            r"limitation\s+of\s+liability",
        ],
        ClauseCategory.TERMINATION: [
            r"termination",
            r"suspension\s+of\s+work",
            r"default",
            r"for\s+cause|for\s+convenience",
        ],
    }

    # Key terms to extract
    KEY_TERM_PATTERNS = {
        "dollar_amounts": r'\$[\d,]+(?:\.\d{2})?|\d+(?:,\d{3})*\s*dollars',
        "percentages": r'\d+(?:\.\d+)?%',
        "time_periods": r'\d+\s*(?:days?|weeks?|months?|years?|business\s+days?|calendar\s+days?)',
        "notice_periods": r'(?:within|not\s+(?:less|more)\s+than)\s+\d+\s*(?:days?|hours?)',
    }

    def __init__(self):
        self.extracted_clauses: List[ExtractedClause] = []

    def extract_clauses(self, contract_text: str) -> List[ExtractedClause]:
        """Extract all identifiable clauses from contract text."""
        self.extracted_clauses = []

        # Split into articles/sections
        sections = self._split_into_sections(contract_text)

        for section_num, section_text in sections.items():
            # Identify clause category
            category = self._identify_category(section_text)

            if category:
                clause = self._extract_clause_details(
                    category, section_num, section_text
                )
                self.extracted_clauses.append(clause)

        return self.extracted_clauses

    def _split_into_sections(self, text: str) -> Dict[str, str]:
        """Split contract into numbered sections."""
        sections = {}

        # Pattern for article/section headers
        header_pattern = r'(?:ARTICLE|SECTION|Article|Section)\s+(\d+(?:\.\d+)?)[:\.]?\s*([A-Z][A-Za-z\s]+)?'

        parts = re.split(header_pattern, text)

        current_num = "0"
        current_text = ""

        for i, part in enumerate(parts):
            if re.match(r'^\d+(?:\.\d+)?$', part.strip()):
                if current_text:
                    sections[current_num] = current_text
                current_num = part.strip()
                current_text = ""
            else:
                current_text += part

        if current_text:
            sections[current_num] = current_text

        return sections

    def _identify_category(self, text: str) -> Optional[ClauseCategory]:
        """Identify clause category from text."""
        text_lower = text.lower()

        for category, patterns in self.CLAUSE_PATTERNS.items():
            for pattern in patterns:
                if re.search(pattern, text_lower):
                    return category

        return None

    def _extract_clause_details(self, category: ClauseCategory,
                               section_num: str, text: str) -> ExtractedClause:
        """Extract detailed information from clause."""
        # Extract title (first line or capitalized phrase)
        title_match = re.search(r'^([A-Z][A-Z\s]+)', text.strip())
        title = title_match.group(1).strip() if title_match else f"Section {section_num}"

        # Extract dollar amounts
        dollar_amounts = []
        for match in re.finditer(self.KEY_TERM_PATTERNS["dollar_amounts"], text):
            amount_str = match.group().replace('$', '').replace(',', '').replace('dollars', '').strip()
            try:
                dollar_amounts.append(float(amount_str))
            except ValueError:
                pass

        # Extract time periods
        time_periods = re.findall(self.KEY_TERM_PATTERNS["time_periods"], text, re.IGNORECASE)

        # Extract key terms
        key_terms = self._extract_key_terms(category, text)

        # Assess risk level
        risk_level = self._assess_risk(category, text)

        return ExtractedClause(
            category=category,

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