The context
The company manages service agreements negotiated over several years. Signed contracts, schedules and amendments are spread across commercial and administrative folders. Operational teams need to establish which obligations apply to a specific agreement while access to the wider contract portfolio remains limited according to each person's responsibilities and permissions.
The problem to solve
A keyword search may miss an amendment that changes a clause. Comparing document versions takes time and can leave uncertainty about the applicable text. Managers need to trace the answer back to its source before making a commitment to a customer.
The proposed mission
- 01
Prepare a restricted corpus of signed contracts and amendments, checking relationships between documents, their status and the consultation rights required by each role involved in the pilot.
- 02
Enable clause searches and passage comparisons with exact references, flagging missing or contradictory documents so the authorized reviewer can assess the relevant contractual context and remaining uncertainty.
- 03
Submit contract summaries to human review, then retain only approved reference sheets with an owner, version and access controls appropriate to the sensitivity of their underlying content.
Intended benefits
- More direct access to the passages needed when preparing a contractual decision.
- Documentary uncertainty made visible before the company issues a response or commitment.
- Approved summaries with identifiable references and clear responsibility for their ongoing maintenance.
How to measure the outcome
- Time to locate a clause
- Accuracy of cited references
- Ambiguities raised for review
The baseline and objectives are defined during scoping, then compared with pilot results.