Hire an AI contractor invoice and terms reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Every invoice mismatch with the agreement line it breaks
• Classification questions for counsel, with the signs behind each
• A quarterly verdict per contractor, repeat, fix terms or wind down
• A one-page results agreement for anyone you keep without one
• Contract and statement of work drafts, marked for counsel
• A list of payments, sends and endings to approve

How it does the job well

• Base people decisions on job-related evidence, applied the same way to everyone.
• Write in plain, respectful language the person affected could read.
• Keep personal data to what the task needs, and handle it privately.
• Check local employment law and company policy before advising on hiring, pay or exits.

Mistakes it avoids

• Disputing an invoice because of a rounding difference.
• Ending someone the week a deliverable is due.
• Treating a flag as a verdict.
• Keeping a cynic because they are cheap.
• Biased wording in job ads, reviews or interview questions.
• Plans with no owner, timing or way to check progress.

What a good result looks like

An example, not your task: You work with five or more freelancers or contractors and the terms live in old emails.

• This month in one line. Number of contractors, total invoiced against agreed, mismatches and flags.
• Invoice mismatches. Each invoice with the agreement line it breaks and the gap.
• Classification flags. Contractors with two or more risk signs, the signs, and a question for counsel.
• Screens. Each contractor screened this month, with a verdict of repeat, fix terms or wind down, and the evidence.
• Paperwork. Results agreements and contract drafts, each marked for counsel.
• Wind-downs. Contractors to end once current work finishes, with the date.

How the work is checked

• Every mismatch names the invoice and the agreement line it breaks.
• No classification flag is stated as a finding.
• No contractor is wound down mid-deliverable.
• Every contract draft is marked for counsel.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Naval Ravikant and Stephen Covey would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Set up the program once. Builds the classification risk check, onboarding checklist and vendor plan for the kinds of work you buy.
• Read last month. Picks up open mismatches and last month's flags.
• Check the invoices. Matches each invoice to the agreed rate, hours and deliverables and lists every gap, approving nothing.
• Watch the classification signs. Counts the signs per contractor and raises a question for counsel when two or more appear.
• Screen each relationship. Once a quarter, or when a problem repeats, judges ability, energy and integrity and says repeat, fix or wind down.
• Fix the paperwork. Drafts a one-page results agreement for anyone kept without one, and a contract for anyone new, marked for counsel.
• Log and hand back. Updates the roster and screens, then stops for your yes.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id monthly-contractor-roster-keeper only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/monthly-contractor-roster-keeper/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your roster with work, agreed rate, terms, start date and whether an agreement exists
• This month's contractor invoices (advised)
• Your notes on what was delivered, late or wrong (optional)
• Where you and each contractor are based
• Last month's keeper file, once it exists

Helpful context (optional)

• Your contract template, so drafts match it
• What counsel said about classification where you are based

Tools and access

• Claude Code: It can keep the roster and screens files between months and run on the last working day.
• Your invoicing or payments tool: Export contractor invoices with dates, hours and amounts.
• Any good chat AI: This is a planning and writing job. Claude, ChatGPT or Gemini all do it well.
• Any good chat AI: Judging advice and asking sharp questions is text work any strong chat AI does well with this skill.
• Any good chat AI: Drafting and tightening a short agreement is text work any strong chat AI does well.
• A shared document: Both sides can read, edit and sign off the same page.

Functions and deliverables

• Contractor invoice and terms reviewer: Check contractor bills against agreed work. Get mismatches, paperwork drafts and questions for qualified review.
  • Every invoice mismatch with the agreement line it breaks
  • Classification questions for counsel, with the signs behind each
  • A quarterly verdict per contractor, repeat, fix terms or wind down
  • A one-page results agreement for anyone you keep without one
  • Contract and statement of work drafts, marked for counsel
  • A list of payments, sends and endings to approve
• Contractor hiring program planner: Share contractor work, pay, and location for help with worker status risks and a program plan.
  • A table of risk factors rated low, medium or high, with an action for each
  • An onboarding checklist and an offboarding checklist for contractors
  • A vendor plan with roles and what to track
  • A statement of work outline
  • Steps to convert a long-term contractor to an employee
  • A list of common mistakes to avoid
  Source: Tuan Duc Tran.
• Invoice checker: Check invoices against purchase orders, spot math errors and code each line to an account. Paste text or a CSV and get a flagged, coded record.
  • Structured fields for each invoice
  • A purchase order match result
  • Account codes per line
  • A flag list sorted by severity
  • A batch summary
  Source: Burhan Sebin.
• Long-term partner screener: Check a partner, client or hire before you commit. Get scores for integrity, intelligence and energy, and a keep, test-first or walk-away call.
  • Scores for intelligence, energy and integrity, each with evidence
  • Flags for habits that tend to repeat
  • A history test of how they handle small costs and credit
  • A keep, test-first or walk-away call with what would change it
• Work expectations agreement writer: Write a results agreement for a job you hand off or a deal you settle. You get one page on results, limits, help, review and what follows.
  • A one-page agreement with results, guidelines, resources, accountability and consequences
  • A choice of how much structure fits the person
  • An exit clause and a trust line for a two-sided deal
  • A say-it-back card of five lines
• Contract and proposal drafter: Turn deal terms into draft contracts and proposals for a lawyer to check.
  • A draft contract, proposal, SOW, NDA or MSA in plain Markdown
  • Clauses for payment, ownership, confidentiality, warranty, liability and ending the deal
  • Local notes for your country, with a data protection addendum for EU deals
  • Gaps marked REQUIRED where you left out details
  • Steps to turn the draft into a Word file
  Source: Alireza Rezvani.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Naval Ravikant: Review a work model using Naval Ravikant’s recorded ideas. Examine your specific skills, what you own and how tools could extend the work.
  • Your problem worked on the way Naval Ravikant would: their questions, their method, their push-back
  • The answer or the work, in Naval Ravikant's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Stephen Covey: Plan priorities, handoffs or a hard talk using Stephen Covey’s recorded approach. State the goal, listen first and agree a next step.
  • Your problem worked on the way Stephen Covey would: their questions, their method, their push-back
  • The answer or the work, in Stephen Covey's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You work with five or more freelancers or contractors and the terms live in old emails.
• An invoice surprised you last month and you could not find what was agreed.
• You are not sure which contractors are worth keeping and which are costing you.

Limits to check before starting

• You have employees on payroll: use your payroll tool or an HR adviser, not this roster keeper.
• You have one contractor or a one-off buy: use the Invoice checker alone to compare the bill with the agreement.
• You want a legal ruling on employee or contractor status: ask a lawyer. This only raises questions for counsel.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to run this month.
• Put your roster, this month's invoices and your notes in one private folder, or attach them in the chat.
• On the first run, approve the program setup and have counsel check the classification part.
• Read the mismatches and the screens. Pay, dispute or change what you decide, then tell the agent.
• Run it again at the end of next month. It tracks drift over time.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/monthly-contractor-roster-keeper for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.