Contract and Invoice Literacy Sheet
Use with Contract and Invoice Literacy - Not Legal Advice.
What this is not
Not legal advice. Not tax advice. Not a determination of enforceability, rights, or dispute strategy. Unresolved items need a lawyer or accountant.
Clause ledger
| Clause / heading | Exact quote | Plain paraphrase | Ambiguous? | Question for professional / client |
|---|---|---|---|---|
| ☐ | ||||
| ☐ | ||||
| ☐ | ||||
| ☐ |
Money, dates, IP, confidentiality, termination (flags)
- Fees and payment timing noted from exact text
- Acceptance criteria noted
- IP / license wording quoted (not interpreted as advice)
- Confidentiality scope noted
- Termination / notice noted
- Liability / indemnity language flagged for counsel if high value
Invoice field check (vs SOW)
- Correct legal billing party
- Line items match SOW
- Amounts, currency, due terms
- PO number if required
- Tax lines completed per accountant guidance - not per chatbot
Safe prompt reminder
Paraphrase and list questions only. Do not ask what is enforceable, “normal,” or how to win a dispute.