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Case study · Legal & procurement

Every contract checked against your playbook

Legal and procurement teams review similar contracts again and again, looking for the same risky clauses. This is how we used AI to extract key terms, compare them with the client's negotiation playbook and flag deviations, while lawyers make every decision.

Project overview

AI-assisted contract review.

Industry
Legal & procurement
Client
Confidential
Solution
Contract review
Platform
Azure OpenAI
Timeline
10–14 weeks
Team
3 people
Documents
NDAs, MSAs, supplier contracts
Output
Clause summary and deviations
Decision
Always by a lawyer

Expected business outcomes

What the client set out to achieve

Measured against lawyer-reviewed samples.

  • 40–60% Faster first-pass review

    Lawyers start from a clause summary and flagged deviations.

    Target range; measured on timed reviews

  • 90%+ Clause extraction accuracy

    Key clauses checked against a lawyer-labelled sample.

    Launch threshold per clause type

  • Searchable Contract register

    Terms such as renewal dates and liability caps searchable across contracts.

    For contracts processed by the system

Business challenges

Where the client started

Review is thorough but repetitive.

Volume

Standard contracts queue for lawyer review.

Playbook

Negotiation positions in a document few consult.

Register

Key terms such as renewal dates tracked in spreadsheets, if at all.

Risk

Unfavourable clauses sometimes slip through under time pressure.

Business

Sales and procurement wait for legal sign-off.

Proposed solution

What the build covers

Extraction, comparison and a register, with lawyers in control.

  • Clause extraction

    Parties, term, renewal, liability, indemnity and other key clauses extracted.

  • Playbook checks

    Clauses compared with preferred and fallback positions.

  • Review workspace

    Lawyers see flags alongside the original text.

  • Contract register

    Searchable key terms and dates across all contracts.

  • Reminders

    Renewal and notice dates generate reminders.

  • Confidentiality

    Processing in the client's tenant with access controls.

Project requirements

What the client asked us for

The request was faster review. The design keeps lawyers in charge: the AI highlights, the lawyer decides.

The playbook is turned into clear rules with the legal team before any comparison is built.

What the project had to deliver

  • 01Clause summaries
  • 02Deviations from playbook
  • 03A searchable register
  • 04Lawyers decide

Key challenges & considerations

What made it harder, and what we did

  1. Contracts on counterparties' paper

    What we did

    The test set included third-party paper, and accuracy was measured per clause type.

  2. Scanned or poorly formatted documents

    What we did

    Scanned contracts went through OCR with confidence checks, and poor ones were flagged.

  3. Playbooks never written down

    What we did

    The playbook was written down with the lawyers before the first build.

  4. Confidentiality requirements

    What we did

    Documents stayed inside the client's tenant, with access limited by matter.

What we watched for

  • Write the playbook down first
  • Measure per clause type
  • Keep lawyers deciding
  • Protect confidentiality

Development process

Playbook first

The rules are agreed before the AI is built.

  1. Stage 1

    Playbook

    Preferred and fallback positions written as rules.

  2. Stage 2

    Sample

    Contracts labelled by lawyers for testing.

  3. Stage 3

    Extraction and checks

    Built and measured against the sample.

  4. Stage 4

    Workspace and register

    Review workspace and register delivered.

  5. Stage 5

    Rollout

    Used on live contracts with ongoing quality checks.

Technology stack

Language models for legal text

Private models with structured outputs and evaluation.

AI

  • Azure OpenAI
  • Retrieval-augmented generation
  • Prompt and output guardrails

Data

  • Azure AI Search
  • Document pipelines
  • Vector index

Application

  • Python / .NET services
  • Web or Teams interface

Evaluation

  • Test question sets
  • Quality and safety metrics
  • Usage monitoring

Quality assurance & deployment

Measured against a test set before launch

AI quality was measured, not judged from a demo. A test set of real examples with agreed answers decided whether the system was ready, and the same set was re-run after every change.

  • A test set of real examples with agreed answers
  • Accuracy thresholds agreed with the business before launch
  • Safety checks: refusals, permissions and prompt-injection tests
  • A person reviewing low-confidence output
  • Cost and response time measured at real volumes

Deployment

  • 01Workspace and registerReview workspace and register delivered.
  • 02RolloutUsed on live contracts with ongoing quality checks.
  • 03Pilot, then staged rolloutA small group of real users first, with results reviewed weekly before widening access.
  • 04Monitoring and warrantyAccuracy, drift, usage and cost tracked after launch, and six months of free bug fixing.

Final deliverables

Review focused on what matters

Lawyers start each review with a clause summary and flagged deviations, and spend their time on negotiation rather than reading for standard terms.

Every processed contract adds to a searchable register with renewal reminders.

  • Faster first-pass review
  • Playbook deviations flagged
  • Contract register
  • Renewal reminders

Handed over to the client

  • 01Production AI serviceDeployed in the client's own cloud tenant
  • 02Source code and modelsIn a repository the client can access
  • 03Test set and resultsThe evidence behind the launch decision
  • 04MonitoringAccuracy, usage and cost
  • 05Six-month warrantyFree bug fixing after delivery

Success metrics

How success is measured

MeasureOutcomeHow it is measured
Faster first-pass review 40–60% Target range; measured on timed reviews
Clause extraction accuracy 90%+ Launch threshold per clause type
Contract register Searchable For contracts processed by the system

Verified reviews

What clients say about our custom software work

Verified reviews from our clients on the same kind of work, published on Clutch.

5.0 27 verified reviews

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