Evally
Sales

Deal review router

Which teams must sign off on this deal: legal, finance, security or execs?

Reads a deal summary and works out which reviews it needs. One deal can need several teams, so each is a separate yes/no; missing paperwork is caught before anyone's time is spent. People still make the call.

Try it live

Real calls to Jev. Pick an example or paste your own.

Examples
280
No verdict yet

Pick an example or paste your own input, then run it.

Under the hood

Every question and rule, in the open. Fork it to change any of them.

What it asks

Reads deal, then asks 5 questions in one call.

  1. Q1Legal reviewYes / no

    Does the deal include non-standard terms legal must review (custom liability, indemnity, IP ownership, or a contract drafted by the customer)?

  2. Q2Finance reviewYes / no

    Does the deal include a discount above 20%, non-standard payment terms, a multi-year price lock, or revenue-recognition questions?

  3. Q3Security reviewYes / no

    Does the deal require a security review or questionnaire, a SOC 2 report, a data-processing agreement, or on-premise or data-residency commitments?

  4. Q4Executive approvalYes / no

    Is the deal large or strategic enough to need executive approval (a flagship logo, the largest deal of the quarter, a new market)?

  5. Q5Missing documentsYes / no

    Is information missing that a reviewer would need (a signed order form, a pricing sheet, the customer's legal entity, or a start date)?

How it decides

Rules run in code, top to bottom. The first one that matches gives the verdict.

  1. 1
    If Missing documents ≥ 0.6Missing documents
  2. 2
    If Legal review ≥ 0.6Needs reviewsreview
  3. 3
    If Finance review ≥ 0.6Needs reviewsreview
  4. 4
    If Security review ≥ 0.6Needs reviewsreview
  5. 5
    If Executive approval ≥ 0.6Needs reviewsreview
  6. ·
    DefaultStandard: approve

Call it from your code

Every template runs as-is with an API key, no setup: POST /api/v1/judges/deal-review-router/run.

curl -X POST https://tryevally.com/api/v1/judges/deal-review-router/run \  -H "Authorization: Bearer $EVALLY_API_KEY" \  -H "Content-Type: application/json" \  -d '{  "input": {    "deal": "Acme Bank, 3-year contract, $480k ARR, 35% discount, net-90 payment terms. They'\''ve sent their own MSA with unlimited liability and require a security questionnaire and EU data residency. Order form signed, pricing sheet attached, start date October 1. Legal entity: Acme Bank plc."  }}'

Seen in the wild

Community builds on Jev that use this pattern. Not affiliated with Evally.

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