Contract Review Assistant Ai Agent Workflow Blueprint

Decision Stage Sales Engagement Agent
Analyzes contracts to identify and classify changes, generate plain-language summaries, and suggest negotiation responses to streamline legal review processes.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Decision Stage

You're focused on the Decision stage in your daily job and want to find ways for Ai to help you do more with less.

How this Ai Workflow Helps

This workflow assists legal and sales teams by automating the time-consuming process of reviewing and comparing contract versions during negotiation. By leveraging AI for document analysis and change detection, teams can quickly identify important modifications and make informed decisions about contract terms.

The process begins by ingesting both the edited contract from the counterparty and the original standard contract. Advanced document comparison algorithms detect all changes between versions, while AI classifies these changes by type (legal, commercial, technical) and significance (minor, moderate, major). This analysis produces a structured inventory of all modifications for easy review.

The workflow then generates plain-language summaries explaining the business implications of key changes and suggests potential responses for negotiation based on the company's contract playbooks and past precedents. This enables faster, more informed decision-making about which changes to accept, reject, or negotiate further. By reducing the cognitive load of contract review, the workflow allows legal and sales teams to focus on strategic aspects of deal negotiation rather than getting bogged down in document comparison.

Ai Workflow Example as Inspiration for More

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger: Contract Comparison Request
Trigger. Initiate the contract review workflow when a revised contract is received from the counterparty and needs comparison.
2. Extract Contract Changes
Tool Call. Feed the edited contract and the original standard contract into an AI document comparison tool.
Document
Document Comparison Diff Tools Adobe Acrobat Beyond Compare
3. Highlight & Classify Changes
Tool Call. Have the AI highlight all changes and classify them by significance (minor vs. major changes).
Document
NLP Custom AI Model OpenAI GPT-4 SpaCy
4. Generate Summary Report
LLM Call. Generate an AI report summarizing the changes in plain English.
Report
LLM OpenAI Anthropic Google Gemini
5. Suggest Responses
LLM Call. Have the AI suggest fallback positions or responses based on playbooks.
Document
LLM OpenAI Anthropic Google Gemini
6. Facilitate Negotiation
Human Action. Use the AI-produced analysis to help the team decide which changes to accept or negotiate.
Meeting
Collaboration Tools Slack Email Microsoft Teams

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