Find the important clauses
without searching every document by hand.
AI agent for documents and contracts
AI agent for documents and contracts
The agent helps read documents, compare versions and find specified information. It can prepare a table of deadlines, obligations and missing attachments or compare a contract with an agreed checklist. Each finding should link to a specific source.
Benefits for your team
Less manual searching and better preparation for review
The solution can support project, operations and procurement teams working with subcontractor documentation. It helps find information faster and maintain a consistent review process. Quality is assessed through extraction accuracy, checklist completeness and access to the original source.
Agent capabilities
The agent can identify file type, parties, subject and related project. It helps route materials to the correct folder or person under agreed rules.
It locates dates, amounts, obligations, party details and other specified information. Results include document references so the original wording can be checked.
It compares successive contract or documentation versions and highlights changed passages. We can distinguish editorial changes from changes to parameters, deadlines and obligations.
It checks for agreed elements such as attachments, acceptance rules and identification fields. Missing items become questions for the person responsible.
It prepares a table of tasks, dates, responsible parties and sources. Proposed tasks can be passed to a project tool after review.
Using approved templates and project data, it fills fields and creates a version for verification. It marks missing inputs and points requiring an individual decision.
It helps identify where an obligation is described, which attachment covers a project stage and how materials from two subcontractors differ.
We can add ownership, review status and comment history. Users can see which document version supports each result.
What we can build for your business
Example workflow
Reviewing a subcontractor agreement and attachments
The team receives an agreement, schedule and subcontractor proposal. The agent finds delivery, acceptance and payment dates and compares them with an internal checklist. It identifies a missing attachment and conflicting dates in two files.
The responsible person receives points to clarify with source references. After review, they can prepare questions for the subcontractor and project tasks. Legal assessment and document approval remain with authorised people.
Data and integrations
APIs, CRM and ERP in one workflow
We work with a selected document repository, templates and review criteria. Access respects user permissions, file versions and extraction quality, including when working with scanned documents.
We can connect file repositories, CRM, project tools and document management systems. Access to answers should respect permissions for the source document. Scans may require OCR, which we test against materials your company actually uses.
Workflow
The system identifies the document type, parties and available attachments.
The agent highlights clauses, dates and differences with document references.
The result reaches the responsible person with gaps and questions.
What this process could look like
Preparing for implementation
Preparing for implementation
Useful inputs include document templates, examples of different versions, required information and the current approval path. We establish which files are current, how to identify sources and which matters need specialist review. Initially, the agent can prepare summaries for manual checking only.
Output and oversight
Know what the agent did and why
The output supports review; it is not an independent legal decision. Assessing the effect of clauses, approving a contract and signing it remain the responsibility of authorised people.
Further development
Further development
The solution can add reminders, compare documents against accepted proposals and pass agreed details into CRM. A company knowledge agent can help locate the current template or procedure under the same access rules.
Questions and answers
Questions about this solution
It helps find and compare information and prepare material for assessment. Interpreting legal effects and deciding whether to enter an agreement remain with the appropriate specialists and authorised people.
We can include OCR, but accuracy depends on scan quality, layout and language. Uncertain passages should be clearly marked and checked before use.
Yes, within the agreed scope. Project identifiers, versions and conflict-handling rules matter. The agent should show which file supports each important finding.
The result should highlight the contradiction and both sources. A precedence rule can be applied only when explicitly defined. Otherwise, a person makes the decision.
We design roles and source restrictions. Controls also cover answers, search results and exports so they do not reveal information outside the user's scope.
We can design for that requirement. It involves selecting a suitable model and infrastructure and checking every connection. Not every deployment option processes data locally.
The price depends on the process, data, integrations and requirements. We separate implementation costs from estimated infrastructure, model and maintenance costs. Usage limits are agreed before launch.
Choose the next element
Which process would you like an AI agent to handle?
We design custom AI agents, automation and integrations for businesses. From process audit and prototype to deployment, quality control and ongoing development.
