extract-terms-and-generate-summary

Extract Terms and Generate a Simplified Summary

Legal agencies and compliance teams use this pipeline to process vendor or partner terms — extracting key clauses like liability limits, termination conditions, and data handling provisions, then generating a plain-language summary for non-legal stakeholders.

APIs Used

Document Extraction (1 credit per page), Document Generation (1 credits/request)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

# Step 1: Extract key clauses from T&C document
EXTRACTION=$(curl -s -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "files": [
      {
        "type": "url",
        "name": "vendor-terms-cloudpeak.pdf",
        "url": "https://example.com/contracts/vendor-terms-cloudpeak-2026.pdf"
      }
    ],
    "schema": {
      "fields": [
        {
          "name": "document_title",
          "type": "TEXT",
          "description": "Title of the terms document"
        },
        {
          "name": "effective_date",
          "type": "DATE",
          "description": "Effective date of the terms"
        },
        {
          "name": "parties",
          "type": "TEXT",
          "description": "Parties to the agreement"
        },
        {
          "name": "termination_clause",
          "type": "TEXTAREA",
          "description": "Termination conditions and notice period"
        },
        {
          "name": "liability_limitation",
          "type": "TEXTAREA",
          "description": "Liability limitation or cap"
        },
        {
          "name": "indemnification",
          "type": "TEXTAREA",
          "description": "Indemnification obligations"
        },
        {
          "name": "data_handling",
          "type": "TEXTAREA",
          "description": "Data processing and privacy provisions"
        },
        {
          "name": "governing_law",
          "type": "TEXT",
          "description": "Governing law and jurisdiction"
        },
        {
          "name": "payment_terms",
          "type": "TEXT",
          "description": "Payment terms and conditions"
        },
        {
          "name": "auto_renewal",
          "type": "BOOLEAN",
          "description": "Whether the agreement auto-renews"
        }
      ]
    }
  }')

# Step 2: Generate a plain-language summary PDF
curl -X POST https://api.iterationlayer.com/document-generation/v1/generate \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "format": "pdf",
    "document": {
      "metadata": {
        "title": "T&C Summary — CloudPeak SaaS Agreement",
        "author": "Whitmore Legal Advisors"
      },
      "page": {
        "size": {
          "preset": "A4"
        },
        "margins": {
          "top_in_pt": 54,
          "right_in_pt": 54,
          "bottom_in_pt": 54,
          "left_in_pt": 54
        }
      },
      "content": [
        {
          "type": "headline",
          "level": "h1",
          "text": "Terms & Conditions Summary"
        },
        {
          "type": "headline",
          "level": "h2",
          "text": "CloudPeak SaaS Master Services Agreement"
        },
        {
          "type": "paragraph",
          "runs": [
            {
              "text": "Effective: ",
              "font_weight": "bold"
            },
            {
              "text": "April 1, 2026"
            }
          ]
        },
        {
          "type": "separator"
        },
        {
          "type": "headline",
          "level": "h3",
          "text": "Termination"
        },
        {
          "type": "paragraph",
          "runs": [
            {
              "text": "Either party may terminate with 90 days written notice. CloudPeak may terminate immediately for non-payment after a 30-day cure period."
            }
          ]
        },
        {
          "type": "headline",
          "level": "h3",
          "text": "Liability"
        },
        {
          "type": "paragraph",
          "runs": [
            {
              "text": "Total liability is capped at 12 months of fees paid. Neither party is liable for indirect, consequential, or punitive damages."
            }
          ]
        },
        {
          "type": "headline",
          "level": "h3",
          "text": "Data Handling"
        },
        {
          "type": "paragraph",
          "runs": [
            {
              "text": "CloudPeak processes data as a data processor under GDPR. Data is stored in EU-based data centers. A Data Processing Agreement is incorporated by reference."
            }
          ]
        },
        {
          "type": "headline",
          "level": "h3",
          "text": "Governing Law"
        },
        {
          "type": "paragraph",
          "runs": [
            {
              "text": "Governed by the laws of the Netherlands. Disputes resolved in the courts of Amsterdam."
            }
          ]
        },
        {
          "type": "headline",
          "level": "h3",
          "text": "Payment & Renewal"
        },
        {
          "type": "paragraph",
          "runs": [
            {
              "text": "Net 30 payment terms. The agreement auto-renews annually unless either party provides 60 days notice before the renewal date."
            }
          ]
        },
        {
          "type": "separator"
        },
        {
          "type": "paragraph",
          "runs": [
            {
              "text": "This summary is for informational purposes only and does not constitute legal advice. Prepared by Whitmore Legal Advisors."
            }
          ]
        }
      ]
    }
  }'