Document AI Agent

Q: How quickly will we see results?

Your team tests the agent on real contracts and invoices within the first weeks. Most companies see shorter review times and fewer documents typed by hand during the first month after going live.

Q: What does it cost?

It depends on how many documents you handle, the systems it connects to and where it runs. After a first conversation you get a written proposal with the price, so you can compare it with what the work costs you today.

Q: Will it replace our lawyers or clerks?

It takes over the searching, comparing and retyping, so the same team can handle more documents and spend its time on negotiations and judgement. Decisions and signatures stay with your people.

Q: What if it reads something wrong?

It links every finding to the clause or field it came from, and fields it is unsure about wait for a person to confirm. Every change it makes is recorded, so you can review and correct it.

Q: Can we control what it does?

Yes. You decide which documents it may read, which details it may post on its own and up to what amount, and what always needs an approver. You can pause it at any time.

Q: Are our contracts and records safe?

It can run on your own servers, together with its AI models, so documents stay inside your company, no outside AI service is used and we have no access to them. It follows the access rights you already have, so employees only see what they are allowed to see.

Q: Do we have to change our document systems?

No. It works with your document archive, SharePoint, shared drives, Outlook, DocuSign and your ERP. Scanned contracts and PDFs become searchable like any other document.

Q: Does it give legal advice?

No. It compares documents with the rules your legal team defines and flags the differences. Your lawyers make the decisions.

Q: What do you need from our team?

One person who knows how documents are handled today, your standard clauses or playbook, access to test versions of the systems involved, and a few hours a week from the team while we test.

Q: Can we start small?

Yes. Most companies start with one document type, such as supplier contracts or invoices, see the results, and then extend the agent to other teams.

Document AI Agent finds, reads and checks your contracts, invoices and records, then moves them through approval with the details already filled in. Your legal and procurement teams spend their time on decisions instead of searching and retyping, and every signature stays with your people.

Ask for a proposal See the results

Document AI Agent dashboard: documents read, checked and filed today, upcoming notice dates and decisions waiting for a person

What it means for your business

−70%

time to review a standard contract

Before
Lawyers compared each draft with the standard wording, clause by clause.
With Document Agent
Drafts arrive already checked against your rules, with every difference marked.
100%

of renewals flagged before the notice date

Before
Notice dates sat in a spreadsheet that no longer matched the signed contracts.
With Document Agent
Every date is read from the contract itself and flagged while there is still time to act.
5 s

to find any signed document

Before
Employees searched shared drives, email and the archive for the right copy.
With Document Agent
One question returns the signed version and shows where every other copy is.

What your legal and procurement teams get back

01

Contracts reviewed in minutes, not days

Each draft is compared with your standard clauses before a lawyer opens it, so your lawyers spend their time on the points that matter.

02

No notice date missed

Renewals, break options and notice periods are read from the signed documents and flagged in time, so contracts no longer renew by accident.

03

Invoices and forms entered without retyping

Dates, amounts and parties go straight into your ERP and contract register. Only the fields the agent is unsure about wait for a person.

04

Approvals that keep moving

Documents reach the right people in the right order, with reminders and signatures in DocuSign. Every decision stays with your people and is recorded.

What it looks like in practice

A procurement employee asks one question. The agent reads the supplier contracts in the contract repository and the ERP, lists the ones that renew automatically and sends procurement a summary. The employee decides which ones to renegotiate.

Procurement team memberWhich supplier contracts renew automatically next quarter?

Document AgentSeven contracts renew between January and March. Three include price increases above 5%. I’ve listed them with their notice deadlines and sent the summary to procurement in Slack.

Looked up

Contract repository
ERP
SharePoint
Slack

How six companies use the Document AI Agent

Each one in short: the problem, the results, and how the agent handles the work.

Contract drafts reviewed in 15 minutes, not 1.5 days

Counterparty drafts arrived in the legal intake mailbox at all hours.

Law firm · Enterprise, on their own servers · Live in 6 weeks

Diagram: where Document Agent sits. The other side sends its draft. Inside the firm, associates and contract managers ask the agent. It reads the precedent bank, client playbooks and matter register, sends the marked-up draft to partners in Microsoft Teams and follow-ups to Task Agent. Only after approval does the agreed version go out to DocuSign.

1
Picks up the draft
When a counterparty draft lands in the intake mailbox, the agent files it to the right matter and finds the version the firm last sent.
2
Compares every clause
Each clause is compared with the firm’s precedent bank and the client’s playbook.
3
Proposes wording
Where the other side moved away from the playbook, the agent suggests the approved fallback wording.
4
Routes the decision
The associate checks the mark-up, the partner approves in Microsoft Teams, and only then is the agreed version prepared for signature in DocuSign.

15 minto a first review
3×more drafts per associate
100%of clauses checked
0documents leave the firm

82% of supplier invoices posted without retyping

Invoices arrived in a shared Gmail inbox and through a supplier upload folder, many of them scans.

Manufacturing procurement · Enterprise, on their own servers · Live in 7 weeks

Diagram: where Document Agent sits. Suppliers send invoices. Inside the company, accounts payable and the goods-in team ask the agent. It reads the ERP, file shares and supplier data, picks up invoices from Gmail and Dropbox, and sends price differences to buyers in Slack, missing goods receipts to the warehouse in Jira and bank detail changes to Finance Agent.

1
Reads every invoice and delivery note
The agent reads supplier, order number, lines, quantities, prices, totals and bank details from emails, uploads and scans, field by field, with a confidence score.
2
Matches the three documents
It finds the purchase order in the ERP and the delivery note on the file share and checks that quantity, price and order number agree.
3
Posts clean invoices after approval
Invoices that match on all three are grouped into a daily batch.
4
Sends every exception to a person
A price difference goes to the buyer in Slack, a missing goods receipt becomes a Jira issue for the warehouse, and changed bank details go to Finance in Teams.

82%posted without retyping
9 → 2days to approve an invoice
37duplicate invoices caught
0documents leave the company

Complete claim files in 1 day instead of 6

Documents came in through the claims mailbox, the loss adjusters’ Box folder and the customer app.

Insurance claims · Enterprise, on their own servers · Live in 8 weeks

Diagram: where Document Agent sits. Claimants send documents. Inside the insurer, claims handlers and team leaders ask the agent. It reads the policy system, claims system and retention store, picks up the claims mailbox in Outlook, and sends requests for missing documents to loss adjusters in Box and to Customer Desk.

1
Recognises each document
The agent reads every attachment, works out what it is and which claim it belongs to, even when the claim number is missing, using names, dates and the vehicle or address.
2
Reads the facts
Amounts, dates, line items and bank details are read field by field and checked against the policy: cover, excess and limits.
3
Shows what is missing
Each claim type has a checklist.
4
Hands over a complete file
The handler sees one claim file with a summary, approves it in Teams, and only then are the amounts entered into the claims system.

1 dayto a complete claim file
−40%handler time per claim
Same dayrequests for missing documents
0claim documents leave the insurer

Every date in 412 leases captured in 3 days

Every lease has its own break options, rent review dates, notice periods and side letters that change them.

Real estate · Cloud, run for them · Live in 4 weeks

Diagram: where Document Agent sits. The agent runs in a private cloud for the property manager. Lease administrators and the finance team ask the agent. It reads leases in Google Drive and Dropbox, keeps the lease register and property finance sheet up to date, reminds asset managers in Slack, sends renewals for signature in DocuSign and rent review figures to Data Analyst.

1
Reads leases and side letters together
The agent links each side letter and amendment to its lease, so the dates it captures are the ones that apply today.
2
Builds one timeline
Break options, rent reviews, notice periods and lease ends are placed on one timeline per building and written to the lease register in Notion, with a link to the clause.
3
Reminds the right person early
Ahead of each date, the asset manager gets a message in Slack with the clause quoted and what needs deciding.
4
Prepares the paperwork
For a rent review it prepares the index figures; for a renewal it drafts the new lease from the approved template, which is signed in DocuSign once approved.

412leases read in 3 days
1,900dates and clauses captured
0break options missed
6 hsaved per asset manager each week

Information requests answered in 6 working days, not 17

Officers answering an information request searched shared drives folder by folder, then read every page to remove personal details.

Public sector records · Enterprise, on their own servers · Live in 9 weeks

Diagram: where Document Agent sits. Residents send information requests. Inside the council, information officers and records managers ask the agent. It reads the retention store, file shares and case management system, looks up Confluence and Outlook, sends outdated documents to policy owners in Microsoft Teams and policy changes to Knowledge Guide.

1
Labels every record
The agent reads each record, decides which class of the retention schedule it belongs to and applies the label in the records-retention store, with the reason.
2
Prepares information requests
When a request arrives, it finds every relevant document, removes duplicates and marks names, addresses and other personal details for redaction.
3
Follows policy changes
When a policy owner publishes a new version in Confluence, the agent lists every guide, form and letter template that still quotes the old rule and sends the list to the owner in Teams.
4
Lists records due for disposal
Each month a records manager receives the list of records past their retention period, with legal holds already removed, and approves the disposal.

17 → 6working days per information request
1.2m records labelled for retention
14documents found for one policy change
100%of disposals approved by a person

71% fewer border holds caused by paperwork

Shippers emailed their paperwork to the operations inbox, often just before loading.

Logistics and customs · Cloud, run for them · Live in 5 weeks

Diagram: where Document Agent sits. The agent runs in a private cloud for the forwarder. Shippers send their paperwork; customs declarants and shipment coordinators ask the agent. It reads the shipment tracker and customer tariff lists, looks up Outlook and Google Drive, asks shippers for corrections in Slack, open issues to the operations desk in Jira and shipment updates to Customer Desk.

1
Reads the whole pack
When a shipper’s email arrives, the agent recognises each document in the pack and reads consignee, weights, packages, tariff codes, origin and value.
2
Checks that the papers agree
The same field is compared across every document and against the customer’s tariff list.
3
Fixes problems before the border
A mismatch goes straight to the shipper in Slack with the two figures quoted, and a Jira issue keeps the operations desk informed until the corrected document arrives.
4
Hands over a clean pack
The declarant receives a checked pack with the declaration fields filled in, files the declaration and the truck crosses without waiting.

−71%border holds caused by paperwork
< 3 minto check a shipment pack
2.5×packs per declarant per day
5 weeksfrom kick-off to live

Illustrative scenarios with unnamed companies. The figures show the kind of improvement each setup is designed to deliver; actual results depend on volume, the systems connected and how the agent is configured.

From first conversation to live in four to nine weeks

We set up the Document AI Agent around how your legal, procurement and finance teams work today.

1

Week 1

Learn your process

We sit with the people who do the work, map the process step by step and find the systems that hold the information. You get a written plan before anything is built.
2

Weeks 2 to 3

Customize your agent

We build and configure the agent around your process: your rules, your approvals, your wording, and connections to your databases and the tools your teams use.
3

Weeks 3 to 4

Deploy and test with your team

We install it inside your infrastructure, or in our cloud if you prefer, and test it with your team on real requests until the results meet the standard you set.
4

From week 5

Onboard your team

We train your employees and administrators, hand over the controls and stay with you: monthly reviews, updates you approve, and the next process when you are ready.

What your team and managers see