← Finance & procurement

Solution · Finance & procurement

Every contract checked against your playbook.

MSAs, SOWs and supplier agreements - PDFs, Word or scanned. Key clauses extracted. Risk scored against your playbook. A summary delivered to whoever signs.

Finance & procurement · department
Contract review agentRisk flagged against your playbook

Delivers

  • Clause extraction
  • Risk scored against your playbook
  • Consistent risk detection

Time to live4-6 weeks

Where it breaks

Legal buried in routine review. Risk slips through.

Partners and legal spend their time on routine contract review. Risk clauses missed due to fatigue. Deal closures delayed waiting for review.

The fix

We review contracts against your playbook, flag risks, and deliver executive summaries.

Contract review agent · Before / after3 changes
  1. Review time: Days per contractHours
  2. Risk detection: InconsistentConsistent against playbook
  3. Legal capacity: BottleneckRoutine review handled
Benchmark

DocuSign CLM customers achieve 50% faster negotiations. Ironclad reports 83% reduction in contracting time and 80% reduction in costs.

What we build

An agent is a stack.

2 capabilities working as one, built in your finance & procurement stack.

Contract review agent · capabilities2 parts
Document ingestion and analysisPDFs, Word docs, and scanned documents processed with OCR. Key clauses extracted via NER.
  • PDF, Word, and scanned document ingestion
  • OCR for scanned documents
  • Key clause extraction via NER
  • Multi-format support
Risk scoring and flaggingEvery contract scored against your standard playbook. Deviations flagged with redlines.
  • Risk scoring vs. company playbook
  • Deviation flagging with redlines
  • Executive risk assessment summaries
  • Plain-language summary for the signer

How it works

Ingest. Score. Summarize.

  1. Step 01Upload contractsDrop contracts into SharePoint, Google Drive, or via DocuSign integration.
  2. Step 02AI reviews against your playbookClauses extracted, risk scored, deviations flagged.
  3. Step 03Executive summary deliveredRisk assessment with redlines. Your team reviews exceptions only.

Under the hood

Plugs into your stack.

Contract review agent works inside the tools your team already uses, on infrastructure you own. Typically live in 4-6 weeks.

Contract review agent · Integrations4 connected
  • Document Management (SharePoint, Google Drive, or your system)
  • E-signature (DocuSign, Adobe Sign, or your platform)
  • CRM Integration (Salesforce, HubSpot, or your system)
  • Runtime & Orchestration (Trinity by Ability AI)

Time to live4-6 weeks

Questions

Before you ask.

What document types can it process?

PDFs, Word docs, and scanned documents (OCR). Any contract format your team receives.

How does it know what's risky?

Your standard playbook defines acceptable terms. AI flags deviations: liability caps, indemnification, payment terms, termination clauses, etc. Risk scored automatically.

What results should we expect?

Routine review is handled and summarized, so partners and legal spend their time on the deviations that matter. We measure review time with you before and after go-live.

Do we still need legal review?

Yes, for exceptions. The department handles routine review and flags risks. Legal focuses on complex negotiations and high-risk deviations.

Do we own the system?

Yes. You own the system. We build the infrastructure in your stack, hand over the keys, and you own it forever - no vendor lock-in.

Next step

Want this in your company?

Start hereBring one workflowA 30-minute working call. We’ll map your finance & procurement workflow to an agent stack and tell you honestly whether it’s worth building.
The departmentFinance & procurement in TrinityEvery solution, agent and question for this department, in one place.