CUSTOM AI AGENTS · Legal & compliance operations
Contract intake & routingas part of your team.
Classify documents. Extract parties and dates. Route to the specialist.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Agents support document intake, comparison and tracking. They retain references to originals so specialists can check the context.
- 01
Classify documents
Distinguishes contract types and organizes received documents by case.
- 02
Extract parties and dates
Locates parties, versions and dates without drawing legal conclusions.
- 03
Route to the specialist
Routes the file to its designated owner under company rules.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A multi-site company sends each contract to its designated reviewer.
Illustrative scenario, not a customer case study or measured results.
GmailExampleCapture the brief and its conditions.
Google DriveExampleIt organizes original versions without overwriting.
EXP-204 · Index
| Document | Version | Treatment |
|---|---|---|
| C-118 | v1 | Original preserved |
| C-118 | v2 | Original preserved |
| Related documents | To be checked | Not marked as complete |
Google DriveExampleRecord the work prepared and the checks still needed.
Check case file completeness
Case owner
- ✓Two versions identified
- ○Cross-check related documents
GmailExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Incoming contracts and internal routing rules. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Contract file prepared for review. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Legal interpretation, signing and legal decisions belong to authorized professionals.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
INDUSTRY APPLICATIONS
Where it could fit.
RELATED AGENTS
A team that works together.
Clause extractor
Clause table linked to source documents.
See tasks and example ↗Legal & compliance operationsContract comparison
Versioned comparison without automatic legal approval.
See tasks and example ↗Legal & compliance operationsRenewal tracker
Deadline calendar and documented reminders.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.