From creation to obligation tracking, the contract is passed between specialised agents. Some checks run in parallel, so the cycle shrinks and risk stays under control.
1
Create and register the contract
The contract is created from an approved template or received from a counterparty as an incoming document. The Assistant fills in party details, subject and amount from the CRM, and Records registers the document and opens a card with number, type and deadline. It then enters the review route.
Assistant — draft from templateRecords — registration
Template / incoming → Assistant (details from CRM) → Records (registration · card) → into review
2
Parallel review
in parallel The registered contract is analysed by three agents at once: Legal checks it against the playbook and flags legal risks, Finance verifies amounts, terms and payment conditions, and Registry checks formatting and details. All edits are collected into one list and the lawyer approves the decisions.
Legal — risksFinance — amounts & paymentRegistry — formatting
Contract → Legal (playbook) ∥ Finance (amounts/payment) ∥ Registry (formatting) → consolidated edit list → lawyer's decision
3
Approval and digital signing
After edits, the contract follows a role-based approval route with auto-reminders; Legal does a final review of the changes, then the document is signed with a digital signature and sent to the counterparty. Every step is logged with full audit.
Legal — final reviewRecords — route & dispatch
Edits → approval route (roles · reminders) → Legal (final review) → digital signature → sent to counterparty
4
Obligation tracking and reports
After signing, the agent tracks deadlines, obligations and renewal dates across the whole contract portfolio, reminds owners of key dates in advance and produces reports — on request in chat ("which contracts expire this month") or automatically on a schedule.
Legal / Reporting — obligation tracking
Signed contracts → monitor deadlines & obligations → remind owners → report on request · OR auto-sent on a schedule