Filter every signed Ironclad contract and brief it on demand

I want an app that turns our signed contract repository in Ironclad into something I can actually filter, because the contract system itself really only lets me sort. The app is a browsing surface for contracts that are already signed, plus an on demand assistant that reads a contract and explains it in plain English.

The main view is one searchable, sortable table of every signed contract, loaded with the Ironclad List Records operation. Page through with page and pageSize until a short page comes back, so the table holds the whole repository rather than just the first page. Columns should cover counterparty, contract type, contract value, effective date, renewal or expiration date, governing law, and the status of that contract's brief. Every column sorts, and there is a free text search across contract name and counterparty. The filters I need are counterparty, contract type, value range, renewal date window, and governing law. Ironclad's list filter uses its own formula syntax, such as [name] CONTAINS "Acme", so push filtering down to the API where that helps and filter the loaded set inside the app for the rest.

Record shapes in Ironclad are dynamic, so resolve field IDs from the records schema before reading or writing attributes, and map those schema fields onto the columns and filters instead of hard coding attribute keys. That way the app fits whatever record types and custom fields we happen to have.

Each person can save their own named views, meaning a filter and sort combination they keep for themselves. Saved views are private per user rather than shared with the team, and someone can mark one as the view that opens by default.

Clicking a row opens a detail panel showing the full field set for that contract from Retrieve a Record, along with the documents attached to it. Each attached document can be opened or downloaded through Download Record Attachment.

Every contract has a Brief this contract button that starts a background agent. The agent downloads the attached signed document with Download Record Attachment, reads the actual document, and writes a plain English brief covering key dates, payment terms, auto renewal and notice windows, liability caps, and anything unusual or off market worth knowing. It then patches the short summary and the dates it extracted onto the Ironclad record with Update a Record, and saves the full brief as a document in Google Drive using Create File From Text, filed in a dedicated briefs folder made with Create Folder. Share that Drive document with Create Permission so people who do not have a seat in the contract system can still read it, and keep the Drive link on the contract so the app can link straight to it.

Bake in a rule that the agent never overwrites a field a human has already edited. Before patching anything, check whether the field already holds a human entered value, and only write into fields that are empty or that a previous run of the agent filled in itself. When the agent's reading disagrees with a value a person set, keep the person's value and surface the agent's version in the app as a suggestion instead of writing over it.

Highlight rows where the renewal date the agent extracted from the document disagrees with the renewal date stored on the record. The row should be visibly flagged, the detail panel should show both dates side by side, and there should be a reconcile action that either accepts the extracted date and writes it with Update a Record or keeps the stored date and clears the flag.

The brief lands back in the app on the contract row, so the table becomes progressively richer as people work through the repository. Show a brief status on each row covering not briefed, running, done, and needs review, let someone kick off briefs for several selected contracts at once, and make the brief summary readable from the row without having to open the source document.

One practical note: Ironclad writes may require an acting user header, so make sure record updates identify the user on whose behalf they run.