Agentic Workflows

Agentic contract intake and playbook-guided review

Client profile

A law firm team handling a steady volume of incoming contracts across multiple stakeholders — attorneys, paralegals, client contacts, and operations.

The challenge

Contracts arrived through mixed channels without consistent intake structure, often missing context, deadlines, or business intent

No reliable way to standardize clause review against the firm's preferred positions and client-specific playbooks

Review quality and turnaround time varied by reviewer and workload

Significant coordination overhead around routing, status updates, and handoff questions

What we delivered

An agentic workflow that turns inbound contracts into a structured review process.

Email-based intake: contract submission via email triggers the agentic review process

Playbook assignment: selects the appropriate playbook based on contract type, client profile, and risk tier

Stakeholder notifications: alerts relevant reviewers and matter stakeholders on intake, with a concise summary and recommended next actions

Automated clause identification: flags key sections (indemnity, limitation of liability, termination, assignment, confidentiality) and detects missing or atypical terms

Actionable reviewer report: generates a to-do list of issues to review, questions to raise with the client, and clauses likely needing revision

AI capabilities leveraged

AI Agents and associated enterprise-ready infrastructure

Impact

Reduced administrative time spent coordinating intake, routing, and follow-ups
More consistent reviews by grounding analysis in standardized playbooks
Faster first-pass issue spotting and clearer handoffs across the team
Better client communication readiness through structured issue lists and decision points