Legal Operations
AI Legal Operations Assistant
Handles routine legal-ops coordination and matter tracking.
Legal Operations
AI Contract Review Workflow
Incoming contracts checked against your playbook, with deviations flagged for a lawyer before anything is signed.
Contracts your team reviews often follow the same pattern, yet each one still needs a careful read against your standard positions. AI Contract Review Workflow does that first pass. It checks every incoming contract against your own playbook, lists each deviation or missing clause with the text quoted, and sends it to a lawyer's review queue. Your lawyers make every call.
- Every contract checked against your own playbook positions
- Deviation report quoting the exact clause text
- Every flagged contract sent to a lawyer review queue
$5,400
20–30 working days
Optional maintenance $270/mo
What it is
AI Contract Review Workflow checks a submitted contract against the playbook and clause checklist you define, flagging deviations, missing clauses and out-of-policy terms for a lawyer's review. Each flag comes with the clause text in a deviation report. It flags issues against your rules; it does not give legal advice.
Why businesses buy it
Reviewing similar contracts against the same playbook is careful, repetitive work. When volume rises, turnaround slows, deals wait on legal, and a missed deviation can stay buried until it matters. This build gives your lawyers a structured first pass, so they start from a list of issues rather than a blank read. It is tested on your own sample contracts before launch, with a written accuracy report. The Scope Card sets the document types, fields and systems in writing, and it never gives legal advice.
Problems this solves
Lawyers spend hours checking routine contracts against the same playbook
The workflow checks each submitted contract against your playbook and clause checklist. It flags deviations, missing clauses and out-of-policy terms for a lawyer to review.
Different reviewers apply the playbook in different ways
Every contract runs through the same validation rules, set from your playbook. That gives reviewers a common starting point, and the lawyer still makes the call.
Finding the problem clause means rereading the whole document
Each flag comes with the clause text in a deviation report. Reviewers go straight to what needs attention instead of scanning every page. Discussion with the counterparty starts from the exact wording.
Unclear contracts need judgment but get processed like the rest
Items the workflow is unsure about go to a human review queue. It flags issues against your rules and does not give legal advice. Decisions stay with your lawyers, where they belong.
A good fit if
Lawyers spend time on a first pass through incoming contracts, checking the same clause categories, indemnity, liability caps, termination, against a known playbook.
You have a written playbook or checklist, or could write one down from how your team reviews contracts today.
You can supply at least 20 real sample contracts, redacted if needed, covering the document types you want reviewed.
You want flagged deviations queued for a named reviewer, not a fully automatic approval or rejection.
Not the right fit if
You need a plain-language summary of a contract's terms, not a playbook check. See AI Contract Summarization.
You need to compare two versions of the same contract for changes. See AI Contract Comparison.
You need more than three document types or more than 25 fields per type checked. Add a note at checkout for a Change Quote, or start from our Custom AI enquiry form.
You need the tool to draft new clause language, not flag deviations from existing ones. Start from our Custom AI enquiry form.
How it works
- You supply at least 20 real sample contracts per document type, redacted if needed, plus your playbook, the clauses to check and the fields to extract, up to three document types and 25 fields each.
- An incoming contract arrives through the intake route you chose, an email inbox or an upload folder, the same place contracts already arrive today.
- The workflow extracts key clauses, indemnity, liability caps, termination, payment terms, and checks each one against your playbook's approved ranges and required language.
- Deviations, a liability cap outside your approved range, a missing indemnity clause, are flagged with the specific clause and reason, and queued for the lawyer you named.
- 100 sample documents are processed during testing and checked against an accuracy report before anything goes live.
- Flagged items and a summary of checked clauses are written to the destination system you connected, such as your matter management or document management platform.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- At least 20 real sample contracts per document type, redacted if needed.
- Your playbook: the clauses to check, approved ranges and required language.
- Access to the destination system, your matter management or document management platform.
- The name of the lawyer who reviews flagged deviations.
- The intake route contracts already arrive through, an email inbox or an upload folder.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One person on your side who can approve decisions during the build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, playbook and clause checklist agreed.
Weeks 1–2
Extraction and deviation-flagging logic configured against your playbook.
Week 3
Source and destination systems connected.
Weeks 3–4
100 sample documents processed with an accuracy report.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,400 |
| Express | 15–25 working days | $6,200 |
| Rush | 10–20 working days | $7,000 |
What you receive at handover
- The AI Contract Review Workflow, configured and deployed to your environment
- Your playbook rules, clause checklist and human review queue for up to three contract types
- One intake route, such as an email inbox or upload folder, and up to two connected systems
- A test report with an accuracy report from 100 sample contracts
- An admin guide and the recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can reduce lawyer time spent on first-pass contract review
- Helps apply your playbook the same way on every contract
- Makes it quicker to find and discuss the clauses that matter
- Review time per contract
- Time a sample of manual reviews before launch. Compare with lawyer review time using the deviation report after.
- Contracts reviewed per week
- Count reviewed contracts from your matter system for a month before launch and a month after.
- Flags overturned by lawyers
- Track how many flags lawyers dismiss each month. Use it to tune the playbook rules.
Before you start: Record average review time per contract type and weekly review volume today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it is billed in your own accounts, mostly OCR and AI model usage plus storage: roughly $30 to $200 a month depending on contract volume.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For AI Contract Review Workflow, monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and monthly hours for changes, enough for a playbook update between policy reviews. It starts after the thirty days of support, bills monthly, and can be cancelled any month.
$270/mo (5% of the build price a month, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A CLM platform's review module is bundled into a per-seat subscription | A law firm quotes hourly for a first-pass review | Ours is one fixed price, shown on this page before you buy |
| Scope | A CLM platform applies its own generic clause library, not your playbook | A firm's review depends on who is assigned that week | Ours is built to your playbook, written on the Scope Card |
| Deviations | Most CLM tools flag a mismatch without explaining the specific reason | A firm documents findings in a memo after review | Ours flags the exact clause and reason, queued for your lawyer |
| Delivery | A CLM platform requires migrating your playbook into its own format first | A firm's turnaround depends on their current caseload | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Contract Review Workflow cost?
The build is a one-time fixed price, shown in the price panel on this page next to each delivery speed. It covers your playbook checks, the deviation report, the lawyer review queue, connections to your source and destination systems, accuracy testing on sample contracts and the review rounds on the Scope Card. We charge nothing per contract afterwards. OCR and AI usage sit in your accounts.
How long until AI Contract Review Workflow is live?
The delivery time is fixed before you buy and shown in the delivery panel on this page, with faster speeds where offered. It starts once your playbook, sample contracts and system access are in. Most of the build goes into tuning the clause checks against your real agreements and writing the accuracy report, so your lawyers see how it performs before launch.
Does AI Contract Review Workflow give legal advice?
No. It checks a contract's clauses against the playbook you define and flags deviations for a qualified lawyer to review; it never issues an opinion or approves a contract on its own. Every flagged item is queued for the reviewer you named, and the final judgment on what to accept or negotiate stays with your legal team.
What is the difference between AI Contract Review Workflow and AI Contract Comparison?
AI Contract Review Workflow checks a single contract against your playbook and flags deviations from your approved terms. AI Contract Comparison instead compares two versions of the same contract and reports what changed between them, a redline-style comparison. Use Review for playbook compliance and Comparison for tracking edits.
What does AI Contract Review Workflow cost to run each month?
Running costs are separate from the build price and paid directly to your own providers, typically $30 to $200 a month for OCR, AI model usage and storage depending on contract volume. Teams reviewing higher volumes of incoming contracts sit toward the higher end. Monthly maintenance is optional.
Can we update the playbook AI Contract Review Workflow checks against later?
Yes. Two rounds of changes are included in the build, so most playbook adjustments happen before launch based on the accuracy report. After that, updates for a revised clause range or a new required term fit inside the monthly change hours in maintenance, and adding a fourth document type comes as a quoted add-on.
Does AI Contract Review Workflow connect to our matter management system?
It writes flagged deviations and a review summary to the destination system you connect, up to two systems including source and destination, which can be a matter management or document management platform such as iManage or NetDocuments if it accepts programmatic entries. Confirm your specific system during intake so we can plan the connection.
Who owns the contracts and playbook AI Contract Review Workflow works with?
You do. Every sample contract, playbook and flagged review stays under your own account and storage throughout the build and afterwards, and we never hold a separate copy. We configure and test the extraction and flagging logic, hand over an admin guide and a recorded session, then step away at launch, apart from the 30 days of included support.
Stop reading every incoming contract line by line.
Order AI Contract Review Workflow and it starts flagging playbook deviations in incoming contracts on a fixed delivery date. The scope above is what you get, in writing, before you pay.
Works well with
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AI Legal Knowledge Base
Organizes precedents, templates and guidance into a searchable base.