Who should use the Extract contractual obligations 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
A practical workflow to extract contractual obligations from legal contracts by gathering contract metadata, reviewing the contracts, and using AI to extract all obligations.
Deliverable outcome
A live tracking system that ensures obligations are monitored and fulfilled over time.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
A live tracking system that ensures obligations are monitored and fulfilled over time.
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 DocuWare to a clean, indexed list of contracts with essential metadata ready for review. Then, you pass the output to NaturalReader to clean, segmented text files ready for ai extraction. Then, you pass the output to Compromise.js to a tailored keyword dictionary that improves ai extraction accuracy. Then, you pass the output to Cognitiv+ to a structured dataset of potential obligations extracted from all contracts. Then, you pass the output to Icertis ExploreAI to a verified, accurate list of contractual obligations with no errors. Then, you pass the output to Onvo AI to a final, actionable report of all contractual obligations, ready for compliance or management use. Finally, Jira Software is used to a live tracking system that ensures obligations are monitored and fulfilled over time.
Gather and organize contract metadata
A clean, indexed list of contracts with essential metadata ready for review.
Pre-process and clean contract text
Clean, segmented text files ready for AI extraction.
Define obligation categories and keywords
A tailored keyword dictionary that improves AI extraction accuracy.
Run AI extraction on contract text
A structured dataset of potential obligations extracted from all contracts.
Validate and refine extracted obligations
A verified, accurate list of contractual obligations with no errors.
Compile and deliver obligation summary report
A final, actionable report of all contractual obligations, ready for compliance or management use.
Set up obligation tracking system (optional)
A live tracking system that ensures obligations are monitored and fulfilled over time.
Collect all relevant contracts and extract key metadata such as contract title, parties, effective date, and document type. Use a document management system or spreadsheet to log this information for traceability.
Why DocuWare: DocuWare provides document capture, processing, and workflow automation, which directly supports gathering and organizing contract metadata in a document management system.
Convert all contracts into machine-readable text (e.g., via OCR if scanned) and remove non-essential elements like headers, footers, and page numbers. This ensures AI tools can accurately parse the content.
Why NaturalReader: NaturalReader offers Image-to-Text (OCR) reading, which is essential for pre-processing and cleaning contract text from scanned documents.
Identify common obligation types (e.g., payment, confidentiality, reporting, non-compete) and create a keyword/phrase list for each. This guides the AI to focus on relevant language.
Why Compromise.js: Compromise.js tokenizes text, tags parts of speech, and identifies named entities, which helps define obligation categories and keywords from contract language.
Feed the cleaned contract text and keyword dictionary into an AI extraction tool (e.g., NLP model or contract analysis software). Configure it to identify and extract sentences or clauses containing obligations, along with metadata (party, deadline, condition).
Why Cognitiv+: Cognitiv+ specializes in Contractual Obligation Extraction, directly matching the need for AI contract analysis to extract obligations.
Manually review the AI output to confirm each extracted obligation is accurate, complete, and correctly categorized. Remove false positives, add missing obligations, and correct metadata errors.
Why Icertis ExploreAI: Icertis ExploreAI offers contract summarization, risk identification, and clause comparison, enabling side-by-side validation of extracted obligations.
Organize the validated obligations into a clear summary report, grouped by contract, obligation type, or responsible party. Include key metadata and any deadlines or conditions. Share with stakeholders for action.
Why Onvo AI: Onvo AI generates dashboards from natural language prompts and automates report generation, ideal for compiling and delivering an obligation summary report.
If ongoing monitoring is needed, import the obligation data into a tracking tool (e.g., project management software or compliance system) with reminders for deadlines and status updates.
Why Jira Software: Jira Software provides agile sprint planning and automated workflow orchestration, which can be used to set up a tracking system for obligations as tasks or issues.
§ 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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