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Lessons 1-2 Free Intermediate

Claude Commercial-Legal Plugin

Run Anthropic's commercial-legal plugin: 12 skills + 3 scheduled agents for vendor agreement review, NDA triage, SaaS MSA review, renewal tracking, escalation routing, stakeholder summaries. Sales-side and purchasing-side playbooks. 8 lessons + certificate.

8 lessons
2.5 hours
Certificate Included

The Anthropic commercial counsel plugin shipped on May 12, 2026 — and it’s probably more useful than your current CLM

Anthropic released Claude for Legal — twelve practice-area plugins covering commercial, corporate, employment, privacy, IP, litigation, regulatory, AI governance, product, and three more practice areas. The commercial-legal plugin specifically targets in-house counsel work: vendor agreement review, NDA triage, SaaS MSA review, renewal tracking, escalation routing, and business stakeholder summaries.

The plugin is built around a team practice profile that gets written by a 10-minute cold-start interview — the plugin learns your playbook, not a generic one. This is the difference between a tool that flags every clause it doesn’t recognize as a deviation (the Spellbook / Lawgeex pattern) and a tool that knows your firm’s positions on liability caps, indemnity direction, termination, and IP and only flags actual deviations from those positions.

This course walks the 12 skills (cold-start-interview, vendor-agreement-review, nda-review, saas-msa-review, renewal-tracker, escalation-flagger, stakeholder-summary, amendment-history, matter-workspace, review, review-proposals, customize) and the 3 scheduled agents (renewal-watcher, deal-debrief, playbook-monitor) that handle what moves while you’re not looking. You’ll set up the sales-side vs purchasing-side playbook polarity flip — the configuration choice that affects nearly every position the plugin holds. You’ll build a 90-day renewal register that catches cancel-by deadlines before you lose negotiation leverage. You’ll wire up an escalation matrix so the right approver sees the right ask, drafted by the plugin from the deviation memo.

You’ll come out the other end with a CLAUDE.md cold-start profile installed at ~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md, a renewal register loaded with your active contracts, an escalation matrix mapping issues to named approvers, and a credential (CCL-XXXXXX) that documents the work. The plugin itself costs nothing beyond your Claude Pro subscription. The operating discipline this course teaches is the difference between a tool that saves you ten hours a week and a tool that misroutes a single MSA with an uncapped IP indemnity to the wrong approver.

What You'll Learn

  • Install and cold-start Anthropic's commercial-legal plugin; build your firm's playbook in the 10-minute interview
  • Apply `vendor-agreement-review`, `nda-review`, and `saas-msa-review` skills with GREEN/YELLOW/RED triage against your playbook
  • Analyze the sales-side vs purchasing-side polarity flip across liability caps, indemnity direction, termination, and IP ownership
  • Build a renewal register and escalation matrix using `renewal-tracker` and `escalation-flagger` with the `renewal-watcher` scheduled agent
  • Design your firm's commercial counsel CLAUDE.md profile and operate it with the `deal-debrief` + `playbook-monitor` scheduled-agent loop

After This Course, You Can

Triage inbound NDAs in 90 seconds with GREEN/YELLOW/RED flags so sales and BD self-serve and only the YELLOW/RED items hit your desk
Run vendor agreement and SaaS MSA reviews in 15-20 minutes with playbook deviation memos that route directly to the right approver via `escalation-flagger`
Build a 90-day renewal register that surfaces cancel-by deadlines before they expire — capturing negotiation leverage you've been forfeiting
Trace any provision across a base agreement and a stack of amendments without re-reading the whole contract — `amendment-history` does the work
Walk into a CFO or business-stakeholder review with a two-paragraph translation that doesn't require them to read 47 pages of legalese

What You'll Build

Your Firm's Commercial Counsel CLAUDE.md Profile
A written practice profile capturing your playbook positions (sales-side, purchasing-side, or both), escalation matrix, and house style — installed at `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`.
Live Renewal Register + Escalation Matrix
A `renewal-tracker` register loaded with your active contracts and an `escalation-flagger` matrix mapping issues to named approvers, plus the `renewal-watcher` agent on a Monday cadence.
Claude Commercial-Legal Plugin Certificate
A verifiable credential proving you can run all 12 skills, operate the 3 scheduled agents, handle the sales-side/purchasing-side polarity flip, and produce stakeholder summaries that get business stakeholders to actually read the memo.

Course Syllabus

Prerequisites

  • Active commercial counsel role (in-house or outside) handling vendor agreements, NDAs, or SaaS subscriptions
  • Recommended: The Hallucination Defense Playbook (HDP) for the verification protocol that wraps every plugin output
  • Claude Cowork or Claude Code installed; ability to install plugins from the Anthropic marketplace

Who Is This For?

  • In-house commercial counsel running vendor + customer contracts portfolios
  • Contracts managers + paralegals handling NDA triage and first-pass review
  • Procurement teams tracking renewal awareness across vendor stacks
  • Outside counsel running commercial work for SMB / mid-market clients
  • Sales / BD ops leaders enabling NDA self-serve for revenue teams
  • Legal Ops leaders evaluating Ironclad / Spellbook / ContractPodAI / Concord against an open-source plugin alternative
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Frequently Asked Questions

Do I need Ironclad or another CLM to use this plugin?

No. The plugin works standalone and stores your renewal register and matter workspaces locally. The Ironclad connector is optional — when connected, the plugin can bulk-load your existing contract base and attach review memos to records. Without a CLM, you load contracts manually.

Sales-side vs purchasing-side — do I have to pick one?

No. You can build both playbooks in parallel and the review skills check which side applies before reading. If you're a SaaS company that's the vendor most of the time but also buys vendor services (sales-side primary, purchasing-side for procurement), set up sales-side first via the cold-start, then run `cold-start-interview --side purchasing` to add the other.

Can non-lawyers (sales, BD, procurement) actually use the NDA triage themselves?

Yes — that's the design intent. The `nda-review` skill produces GREEN/YELLOW/RED triage. GREEN means 'route to signature' (no legal review needed). YELLOW means 'flag for legal but signable with notes.' RED means 'blocks signature until legal resolves.' Non-lawyers self-serve on GREEN. This dramatically reduces volume hitting commercial counsel's inbox.

How does the `playbook-monitor` scheduled agent know when to propose playbook updates?

It watches the deviation log captured by `deal-debrief`. When a particular clause has been overridden 5+ times in a rolling 12-month window, it surfaces a proposed playbook update for your review via `/commercial-legal:review-proposals`. This is the loop that lets your playbook evolve with the market without manual maintenance.

How does this work alongside The Hallucination Defense Playbook?

HDP teaches the 6-step citation verification protocol that wraps every `[verify]` marker the plugin produces. The Commercial-Legal Plugin gives you the production workflow; HDP gives you the verification discipline. Together they form the production + verification rail that survives a contract dispute, an LPL renewal review, or an ABA Model Rule supervision audit.

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