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Playbook · Legal · Financial · Commercial

Document & Contract Review

Extract, classify, compare against your playbook and flag deviations. The model drafts, a human decides.

The problem

What this
actually fixes.

First-pass document review is high-volume, rules-based and expensive when done by senior people — but genuinely risky to hand to a junior. It is the clearest case in professional services for AI drafting with human approval.

The pattern

How the
automation runs.

01

Extract

Clauses, parties, dates, values and obligations pulled into a structured record regardless of document format or layout.

02

Compare

Each clause checked against your own position playbook — preferred, acceptable, and unacceptable positions you define once.

03

Flag by risk

Deviations surfaced with a severity rating and the relevant playbook reference, so the reviewer sees why something was flagged.

04

Draft the markup

Suggested amendments generated in your house style, ready for a qualified reviewer to accept, edit or reject.

05

Never auto-approve

Output is always a draft. The approval gate is a named human, and every decision is logged for audit.

What we measure

The metrics that
prove it worked.

Review turnaround time

Cost per document

Deviation catch rate

Reviewer hours saved

Typical timeline

6–8 weeks

Typical investment

£8K – £18K

Sectors

Legal · Financial · Commercial

Scope this

FAQ

Questions about
this pattern.

As a drafting step with a human approval gate, yes. The model extracts clauses, compares them against a position playbook you define, and flags deviations with a severity rating. It never approves anything — a qualified reviewer accepts, edits or rejects each suggestion, and every decision is logged.

A written record of your preferred, acceptable and unacceptable positions on each common clause. Most firms hold this knowledge informally in senior heads. Writing it down once is what makes consistent automated review possible — and it is useful even if you never automate.

First-pass turnaround typically drops from days to hours, because extraction and comparison happen in minutes rather than requiring a full read. Reviewer time shifts to the flagged deviations, which is where the judgement actually is.

Let's talk

Run this pattern
in your business.

Thirty minutes, free. We will map this pattern onto your actual process, estimate the saving, and tell you whether it is worth building — sometimes it is not.

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