Who should use the Automate contract review workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Finance & Legal
Practical execution plan for automate contract review with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
Contract is signed, stored, and tracked for lifecycle events without manual data entry
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
Contract is signed, stored, and tracked for lifecycle events without manual data entry
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use LinkSquares to all contracts are digitized, searchable, and organized for automated processing. Then, you pass the output to Legartis to ai model is calibrated to your specific contract standards and ready to review new documents. Then, you pass the output to Harvey to every contract receives an automated risk assessment and structured summary within minutes. Then, you pass the output to AI Doc Writer to a fully redlined contract with alternative language and explanatory notes is ready for legal review. Then, you pass the output to Legartis to legal team efficiently validates or overrides ai suggestions, finalizing the contract with full audit trail. Finally, Superlegal is used to contract is signed, stored, and tracked for lifecycle events without manual data entry.
Standardize contract intake and digitize documents
All contracts are digitized, searchable, and organized for automated processing
Configure AI contract review model with playbooks
AI model is calibrated to your specific contract standards and ready to review new documents
Automate initial contract analysis and risk scoring
Every contract receives an automated risk assessment and structured summary within minutes
Auto-generate redlined markups and alternative language
A fully redlined contract with alternative language and explanatory notes is ready for legal review
Human-in-the-loop review and approval
Legal team efficiently validates or overrides AI suggestions, finalizing the contract with full audit trail
Integrate with e-signature and contract lifecycle management
Contract is signed, stored, and tracked for lifecycle events without manual data entry
Set up a centralized repository (e.g., Google Drive, SharePoint, or a dedicated CLM tool) and use OCR to convert scanned PDFs into machine-readable text. Ensure all contracts are named consistently and tagged with metadata (counterparty, date, type).
Why LinkSquares: LinkSquares provides automated contract metadata extraction and pre-signature redlining, which directly supports digitization and intake standardization, though it lacks a native OCR tool; it is the closest fit among menu options for document management and metadata extraction.
Select an AI contract review platform (e.g., Kira Systems, LawGeex, or a custom GPT-based pipeline) and train or configure it with your organization's legal playbooks, risk thresholds, and preferred clauses. Define what constitutes a 'red flag' (e.g., unlimited liability, auto-renewal, non-standard indemnification).
Why Legartis: Legartis is specifically designed for contract review with playbook enforcement and risk assessment, making it the best match for configuring an AI contract review model with playbooks.
Run each incoming contract through the AI model to extract key terms, compare them against your playbook, and generate a risk score. Output a structured summary (e.g., table of clauses, deviations, and severity).
Why Harvey: Harvey provides contract analysis and clause extraction, which can serve as an AI contract analysis engine for initial review and risk scoring.
Based on the risk analysis, have the system propose specific redlines (additions, deletions, substitutions) for each flagged clause. Use a template library of preferred language to replace non-standard terms. Output a tracked-changes document or a side-by-side comparison.
Why AI Doc Writer: AI Doc Writer specializes in legal contract drafting, making it the best fit for auto-generating redlined markups and alternative language.
Route the AI-generated redlined contract and risk report to a legal professional for final sign-off. Provide a simple interface (e.g., email with attachment or a review portal) where the reviewer can accept, reject, or modify each proposed change. Track approval status.
Why Legartis: Legartis offers contract review and playbook enforcement, which can serve as a human-in-the-loop review portal for approvals.
Once approved, automatically push the final contract to an e-signature platform (e.g., DocuSign, HelloSign) and update the CLM system with execution status, key dates, and obligations. Set reminders for renewals and expirations.
Why Superlegal: Superlegal explicitly includes electronic signature and contract review, directly supporting integration with e-signature and CLM systems.
§ Before you start
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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