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AI Contract Review Assistant Agent Development
Clauses checked against your playbook
An assistant for the first read of a contract.
An assistant for the first read of a contract. It extracts the clauses that matter, compares each with the positions in your approved playbook, flags what deviates or is missing, and hands a marked-up summary to a qualified reviewer. It gives no legal advice.
Most contracts a business signs are routine, and all of them need reading. A lawyer or contract manager works through forty pages to find the six clauses that differ from the standard. The routine ones take time that the unusual ones deserve. Sales waits, the counterparty chases, and somewhere a contract is signed after a skim because the queue was too long.
This page describes a workflow we propose to build as a custom project. It does not exist as software yet. It would reuse the extraction with source references from our invoice and tender demonstrations, where every extracted value keeps the line it came from. Clause extraction, playbook comparison and the review summary are not built.
How One Request Moves Through
An example of one case, in 6 steps. The same steps play in the picture at the top of this page.
Contract received
Sales forwards a customer's own terms for a new deal.
Clauses extracted
The agent finds the key clauses and links each to its page and paragraph.
Compared
Liability is capped at a lower amount than your fallback position allows.
Gap found
There is no data protection clause, which your playbook requires for this kind of service.
Summary prepared
The reviewer sees two deviations and one missing clause, each beside your position.
Lawyer decides
Counsel reviews, proposes changes to the customer and records the final positions.
Six jobs it carries through
Clause extraction
Finds the clauses that matter.
- Liability, indemnity and termination
- Payment, renewal and notice
- Data protection and confidentiality
- Governing law and jurisdiction
Playbook comparison
Compares each clause with your position.
- Your preferred and fallback positions
- Wording that matches
- Wording that deviates, and how
- Positions your playbook does not cover
Missing-clause check
Notices what is not there.
- Clauses your playbook requires
- Schedules referred to and not attached
- Definitions used and not defined
- Blanks left unfilled
Deviation summary
Prepares the reviewer's summary.
- Deviations ranked by your risk rules
- The clause text beside your position
- Suggested fallback wording from the playbook
- No opinion beyond the playbook
Routing
Sends the contract to the right reviewer.
- Standard contracts to contract managers
- Deviations to legal
- High-value or unusual terms to senior counsel
- The requester told what happens next
Record
Keeps what was found and decided.
- The extracted terms
- The reviewer's decisions
- The final agreed positions
- Fed to obligation tracking
How the Work Is Done Today
Forty pages for six clauses
The reviewer reads everything to find what differs.
Playbooks in people's heads
The standard positions are known to two senior lawyers.
Missing clauses
What is absent is harder to spot than what is wrong.
Skimmed under pressure
The queue is long and the deal is urgent.
Automation that advises
A tool tells a salesperson a clause is "fine".
No link to the text
A summary states a term and nobody can find it in the document.
What We Need to Scope This
- The process as it runs today, in a few lines.
- The systems it touches, for example contract documents, playbook, contract repository, legal queue.
- Rough monthly volume, and who approves what.
Where It Connects
The systems named here are the kind this agent works with. Which ones it connects to in your case is settled in the scope.
Contract documents
- Word and PDF agreements
Playbook
- Your approved positions and fallback wording
Contract repository
- Where contracts and versions are stored
Legal queue
- Your matter or ticketing tool
Risk rules
- What you treat as high risk
Signature
- Your e-signature process, outside the agent
A First Read for a Lawyer, Not a Legal Opinion
This is an assistant to qualified reviewers. It reports how a contract compares with a playbook your own lawyers approved, and links every statement to the contract text. It does not say whether a clause is acceptable, advise anyone on legal risk or communicate with the other party.
Contracts are confidential. They are processed inside the environment you approve, and the agent's output goes only to your reviewers.
- Every statement linked to the text
- Compared with your approved playbook
- Missing clauses reported
- No advice beyond the playbook
- A qualified person reviews everything
- Confidential documents kept in your environment
Asked Before the First Call
Does it give legal advice or approve contracts?
No. It compares a contract with your approved playbook and shows a qualified reviewer where it differs. Whether to accept, negotiate or refuse a term is a legal judgement made by your lawyers. It is not a substitute for one.
How is this different from the contract obligation agent?
Review happens before signature and asks whether the terms match your positions. Obligation tracking happens after signature and asks what you now have to do, and by when. The terms extracted here feed the obligation agent.
What does it need from us?
A written playbook: your preferred position and acceptable fallbacks for each key clause. Many legal teams have this informally. Writing it down is the first step, and it is valuable for training and consistency whatever else you build.
What exists today?
Not as software yet. This page describes a proposed workflow. It would reuse the extraction with source references from our invoice and tender demonstrations, where every extracted value keeps the line it came from. Clause extraction, playbook comparison and the review summary are not built. A project starts by mapping your process, then proving the first steps on test data before anything touches a live system.
Start With Your Most Common Contract Type
Bring ten you have already reviewed. We will compare the agent's findings with your reviewers' notes on the same ten.
