Documents and control

Contracts and documents

Contracts are drafted from approved templates, reviewed in two steps and signed, with every version and comment kept on the case.

  • Lawyer
  • Sales and procurement
  • Signatory

Legal desk: an example desk

Legal deskZarvane Trading Group
Decided today 0
From the sales desk

Edits from Halden Marine: logistics contract

Tomorrow
  • Contracts expert
  • Contracts expert
  • Contracts expert
Prepared by the legal copilot

Checking the case…

  • Payment term 45 days, within policy
    Contract policy
  • Delivery clause unchanged in meaning
    Template, logistics
  • Liability cap removed: needs approval
    Contract policy, section 4
Your decision
Example desk. All organisations and names are fictional.
The signature move

Any edit resets the approvals

The lawyer approves, then compliance. Change one clause and both approvals start again, so nobody signs a text they did not see.

Who does what

The agent prepares
  • Drafts the contract from the template and the deal
  • Compares the other side’s edits with our standard terms
  • Tracks renewals and expiry dates
A person decides
  • Reviews the terms
  • Approves non-standard terms
  • Signs

How a case moves

  1. 1Draft from templateAgent prepares
  2. 2Other side’s edits comparedAgent prepares
  3. 3Legal reviewPerson
  4. 4Non-standard terms approvedPerson only
  5. 5Signed and filedPerson only

Every contract has its template, its versions, who approved what, and the next renewal date.

Contracts and documents: questions

What does the Contracts and documents module do?

Contracts are drafted from approved templates, reviewed in two steps and signed, with every version and comment kept on the case.

What does the AI agent do in Contracts and documents?

Drafts the contract from the template and the deal. Compares the other side’s edits with our standard terms. Tracks renewals and expiry dates.

What is always decided by a person in Contracts and documents?

Reviews the terms. Approves non-standard terms. Signs.

How does a case move through Contracts and documents?

1. Draft from template; 2. Other side’s edits compared; 3. Legal review; 4. Non-standard terms approved; 5. Signed and filed. Result: Every contract has its template, its versions, who approved what, and the next renewal date.

Start with one process

Eight things that happen in most organisations. Swipe right if it happens in yours. Your map shows where agents should start.

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  • Agents
  • Where it runs

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