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Agreement Approval Intelligence Agent

Automates contract submission, data extraction, compliance validation, and establishes a single source of truth for approvals.

The final approval stage of contract negotiation is often slowed by manual submissions, incomplete documentation, and the risk of non-compliance. Inefficient intake processes, reliance on offline edits, and lack of version control contribute to process delays and increase operational risk.

The Agreement Approval Intelligence Agent guides users through a dynamic submission portal, ensuring every required document and piece of metadata is captured. Drawing from internal agreement metadata, submitter information, uploaded documents, and external regulatory or policy data, it automatically extracts key information and performs real-time compliance validation. It proactively identifies missing or inconsistent information and prompts the user for clarification, guaranteeing a complete and accurate submission. Once submitted, all agreement data is organized into a unified repository to prevent duplicate uploads and versioning errors, creating an authoritative source of truth for every contract.

This agent elevates process and employee productivity by eliminating manual steps, reducing errors, and accelerating the review cycle. Automated validation against up-to-date regulatory and policy requirements mitigates compliance risk at the point of entry. By establishing a single, reliable repository for all agreements, stakeholders gain clear visibility and confidence in the approval process, directly supporting operational efficiency and cost containment.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Agreement Approval Intelligence Agent:

MASTER SERVICES AGREEMENT

Effective Date: January 15, 2025

This Master Services Agreement ("Agreement") is entered into between:


1. PARTIES

Client

BrightWave Analytics, Inc.
A Delaware Corporation
Address: 2450 Sandstone Drive, Suite 320, Denver, CO 80202
Phone: +1 (303) 555-8742
Email: legal@brightwaveanalytics.com
Authorized Representative: Emily R. Thompson, VP of Operations

Service Provider

Northcrest Digital Solutions LLC
A California Limited Liability Company
Address: 9801 El Camino Real, Suite 640, San Diego, CA 92130
Phone: +1 (619) 555-9021
Email: contracts@northcrestdigital.com
Authorized Representative: Jonathan M. Hale, Managing Director


2. PURPOSE

This Agreement establishes general terms under which Service Provider will provide data engineering, software development, cloud integration, and managed support services ("Services") to the Client as detailed in future Statements of Work (“SOWs”).


3. DEFINITIONS

  • "Deliverables": All work product created under an SOW.
  • "Confidential Information": Proprietary information, trade secrets, business data, pricing, or customer data.
  • "Project Materials": Technical documents, reports, blueprints, prototypes, and code artifacts.
  • "SOW": A written, mutually executed Statement of Work.

4. SCOPE OF SERVICES

Service Provider will perform Services including:

  • Custom software development
  • Data migration and integration
  • Infrastructure setup and optimization
  • Quality assurance and testing
  • Ongoing maintenance and technical support
  • Documentation and training

Each SOW will outline service descriptions, timelines, fees, and acceptance criteria.


5. TERM & TERMINATION

  • Term: This Agreement remains effective for three (3) years from the Effective Date.
  • Termination for Convenience: Either party may terminate with thirty (30) days’ written notice.
  • Termination for Cause: Immediate termination permitted for material breach not cured within fifteen (15) days of notice.

6. FEES & PAYMENT TERMS

  • Fees will be specified in applicable SOWs.
  • Invoices are due Net 30.
  • Late payments accrue interest at 1.5% per month.
  • Expenses (travel, lodging, third-party tools) require prior written approval.

Billing Contact:
Client: Jordan Matthews
Email: billing@brightwaveanalytics.com
Phone: +1 (303) 555-8810


7. CONFIDENTIALITY

  • All Confidential Information must be protected using industry-standard safeguards.
  • Obligations survive for five (5) years after termination.
  • Exceptions include public domain, independently developed information, or required legal disclosure.

8. DATA SECURITY & PRIVACY

Service Provider will:

  • Maintain SOC 2–aligned controls.
  • Implement encryption for data in transit and at rest.
  • Report security incidents within 24 hours to Client’s Security Office.

Client Security Contact:
Alan Pierce, Director of Security
Email: security@brightwaveanalytics.com
Phone: +1 (303) 555-8894


9. INTELLECTUAL PROPERTY

  • All Deliverables created specifically for Client → Client-owned IP.
  • Pre-existing materials or frameworks of Service Provider → Service Provider IP, licensed to Client on a non-exclusive, perpetual basis.

10. WARRANTIES

Service Provider warrants that:

  • Services will be performed professionally, in accordance with industry standards.
  • Deliverables will substantially conform to the SOW for a warranty period of 90 days.
  • No Deliverable will infringe third-party rights.

11. LIMITATION OF LIABILITY

  • Neither party is liable for indirect, incidental, punitive, or consequential damages.
  • Aggregate liability capped at the total fees paid under the applicable SOW in the preceding twelve (12) months.

12. INDEMNIFICATION

Each party agrees to indemnify, defend, and hold the other harmless from claims arising out of:

  • Gross negligence
  • Willful misconduct
  • IP infringement
  • Breach of confidentiality or data security obligations

13. INSURANCE

Service Provider shall maintain:

  • Commercial General Liability: $1,000,000 per incident
  • Professional Liability (E&O): $2,000,000 aggregate
  • Cybersecurity Liability: $1,000,000 per incident

Certificates will be provided upon request.


14. GOVERNING LAW

This Agreement is governed by the laws of the State of Colorado, without regard to conflict-of-law provisions.


15. DISPUTE RESOLUTION

  • Parties will first attempt resolution through negotiation.
  • If unresolved, disputes proceed to binding arbitration in Denver, Colorado, per AAA rules.

16. NOTICES

All notices must be in writing and sent via certified mail or recognized courier services to:

Client (BrightWave Analytics, Inc.)

Attn: Legal Department
2450 Sandstone Drive, Suite 320
Denver, CO 80202
Email: legal@brightwaveanalytics.com

Service Provider (Northcrest Digital Solutions LLC)

Attn: Contracts Department
9801 El Camino Real, Suite 640
San Diego, CA 92130
Email: contracts@northcrestdigital.com


17. ENTIRE AGREEMENT

This Agreement, together with all SOWs, represents the full understanding of the parties and supersedes prior discussions.


18. SIGNATURES

IN WITNESS WHEREOF, the parties have executed this Agreement on the dates below.


For BrightWave Analytics, Inc.

Name: Emily R. Thompson
Title: VP of Operations
Signature: ____
Date: _____

For Northcrest Digital Solutions LLC

Name: Jonathan M. Hale
Title: Managing Director
Signature: ____
Date: _____

Deliverable Example

Sample output delivered by the Agreement Approval Intelligence Agent:

Agreement Approval Intelligence Report

Timestamp: 2025-12-02T15:55:00+05:30


1. Agreement Summary

  • Agreement Type: Master Services Agreement (MSA)

  • Parties Involved:

    • Client: BrightWave Analytics, Inc.
      • Delaware Corporation
      • Address: 2450 Sandstone Drive, Suite 320, Denver, CO 80202
      • Phone: +1 (303) 555-8742
      • Email: legal@brightwaveanalytics.com
      • Authorized Representative: Emily R. Thompson, VP of Operations
    • Service Provider: Northcrest Digital Solutions LLC
      • California Limited Liability Company
      • Address: 9801 El Camino Real, Suite 640, San Diego, CA 92130
      • Phone: +1 (619) 555-9021
      • Email: contracts@northcrestdigital.com
      • Authorized Representative: Jonathan M. Hale, Managing Director
  • Effective Date: January 15, 2025

  • Term: 3 years from Effective Date

  • Governing Law: State of Colorado, USA


2. Key Contract Data Extracted

Section Extracted Information
Parties BrightWave Analytics, Inc. & Northcrest Digital Solutions LLC
Purpose Provision of data engineering, software development, cloud integration, and managed support services
Scope of Services Custom software development, data migration and integration, infrastructure setup and optimization, QA/testing, ongoing maintenance, documentation, and training
Fees & Payment Terms Specified in applicable SOWs; Net 30; late payments accrue 1.5% per month; prior approval required for expenses
Confidentiality Standard NDA clauses; 5-year post-termination confidentiality; exceptions noted
Data Security & Privacy SOC 2-aligned controls; AES encryption; incident reporting within 24 hours
Intellectual Property Client-owned IP for Deliverables; pre-existing Service Provider IP licensed to Client
Warranties Professional service standards; 90-day Deliverable warranty; no third-party infringement
Liability No indirect or consequential damages; capped at total SOW fees in preceding 12 months
Indemnification Covers gross negligence, willful misconduct, IP infringement, confidentiality breaches
Insurance CGL: $1,000,000 per incident; E&O: $2,000,000 aggregate; Cyber: $1,000,000 per incident
Termination For convenience: 30-day notice; for cause: immediate with 15-day cure period
Dispute Resolution Negotiation first; then binding arbitration in Denver, CO per AAA rules
Notices Written notice via certified mail or recognized courier to Legal/Contracts departments
Signatures Emily R. Thompson (Client) & Jonathan M. Hale (Service Provider)

3. Compliance Validation

  • Regulatory References Checked:

    • US Federal Trade Commission (FTC) guidelines
    • Data privacy and cybersecurity standards (SOC 2, HIPAA where applicable)
    • Contractual risk and liability compliance aligned with corporate policies
  • Internal Policy Checks:

    • Approval hierarchy verified (VP Operations + Managing Director sign-off)
    • Payment terms and liability caps within allowed thresholds
    • Insurance coverage aligns with company risk policy
  • Validation Results: ✅ All mandatory clauses present and compliant

  • Flags / Recommendations:

    • Optional: Include explicit software export control clause
    • Suggested: Clarify incident escalation process for data breaches in detail

4. Metadata & Document Tracking

  • Document Version: 1.0 (Initial Draft)

  • Uploaded Files:

    • BrightWave_Northcrest_MSA_Draft_v1.0.pdf
    • Exhibits (SOW Templates, Pricing, Deliverable Schedule)
  • Submitter: Emily R. Thompson, VP of Operations, BrightWave Analytics

  • Submission Date: 2025-12-02

  • Audit Trail Generated:

    • All extracted fields logged
    • Compliance checks documented with references
    • Time-stamped actions for all reviewers

5. Next Steps & Actionable Recommendations

  1. Review suggested addition of export control clause.
  2. Confirm electronic signature authorization for both parties.
  3. Verify SOW alignment with project deliverables and timelines.
  4. Approve for final execution and archival in the contract repository.

6. Single Source of Truth

  • All agreement data consolidated into the BrightWave Contract Repository, ensuring:
    • No duplicate uploads
    • Version control maintained
    • Audit-ready status for regulatory review

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