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Agents Contract Requirements Intake Agent
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Contract Requirements Intake Agent

Guides users through intelligent digital intake, extracting, clarifying, and validating contract requirements for accuracy and compliance.

Contract intake is often slowed down by incomplete or unclear requirements, manual reviews, and repeated clarifications. These inefficiencies lead to delays, errors, and higher administrative effort, while also increasing compliance risks.

The Contract Requirements Intake Agent simplifies and automates this process through a guided digital experience. It helps users provide complete and accurate information by asking clear, step-by-step questions and capturing key details from both structured data (like customer profiles, contract histories, and policy databases) and unstructured sources (such as emails, attachments, and requirement notes). The agent automatically detects missing or unclear details, requests clarification in real time, and validates information against internal business rules and regulatory standards before submission.

By ensuring all contract requirements are clear, accurate, and compliant at the first step, this agent reduces manual follow-ups, prevents rework, and speeds up contract preparation. It enhances data quality, improves compliance confidence, and helps teams work faster and more efficiently.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Contract Requirements Intake Agent:

From: andrea.vance@innovatecorp.com
To: new.contracts@apexsolutions.com
Subject: Inquiry: New Managed IT Services Agreement


Customer ID: INN-45892


Hello Apex Solutions Team,


We are looking to establish a new Managed IT Services agreement to support our growing infrastructure. Please treat this email as our initial request.


Our core requirements are as follows:


    

  • 24/7 Network Monitoring and Management: Proactive monitoring of our entire corporate network infrastructure.
    • 

  • Cloud Infrastructure Support: Comprehensive management for our primary AWS environment, including resource optimization and security patching.
    • 

  • Endpoint Security: Deployment and management of advanced threat protection across approximately 500 employee workstations.
    • 

  • Data Backup and Recovery: A robust solution for our critical business data, with specific RPO/RTO targets to be defined.
    • 



We need to ensure that all data handling protocols under this agreement are fully compliant with both GDPR and CCPA regulations, as we handle sensitive customer data from both the EU and California.


We would like to get this service active as soon as possible, ideally by the beginning of next month.


Additionally, we have a specialized, proprietary database system that is critical to our operations. We would need to discuss support options for this legacy platform. Can you accommodate this?


Please let me know the next steps.


Best regards,


Andrea Vance
Director of IT Operations
InnovateCorp

Deliverable Example

Sample output delivered by the Contract Requirements Intake Agent:

Contract Intake Summary & Validation Report


Request Overview


    

  • Customer Name: InnovateCorp
    • 

  • Customer ID: INN-45892
    • 

  • Contact: andrea.vance@innovatecorp.com
    • 

  • Subject: Inquiry: New Managed IT Services Agreement
    • 

  • Processing Status: Pending Clarification
    • 





Extracted Service Requirements


    

  • 24/7 Network Monitoring and Management
    • 

  • Cloud Infrastructure Support (AWS)
    • 

  • Endpoint Security (500 seats)
    • 

  • Data Backup and Recovery
    • 

  • Compliance with GDPR and CCPA
    • 

  • Support for a proprietary legacy database system
    • 





Validation and Action Items






Item
Status
Details & Required Action






Customer Verification
Validated
Customer ID INN-45892 matches an existing account for InnovateCorp in our CRM.




Network Monitoring
Validated
This is a standard service offering covered under our "Enterprise Guardian" package.




AWS Cloud Support
Validated
This is a standard service offering covered under our "Cloud Operations" package.




Endpoint Security
Validated
This is a standard service offering. Seat count (500) is within standard tiers.




Data Backup/Recovery
Requires Clarification
Action: Please provide specific Recovery Point Objective (RPO) and Recovery Time Objective (RTO) targets to define the service level agreement.




GDPR & CCPA Compliance
Validated
Our standard data processing addendum (DPA) includes clauses that meet GDPR and CCPA requirements. This will be included in the draft agreement.




Requested Start Date
Requires Clarification
Action: The request for "beginning of next month" is ambiguous. Please provide a specific target date (e.g., 2024-09-01).




Legacy Database Support
Non-Standard Request
Action: Support for proprietary database systems is outside our standard service catalog. This request has been flagged for review by our Solutions Engineering team. Please provide technical documentation for the system to assess feasibility.








Summary & Next Steps


The initial intake is complete. Four standard requirements have been validated and logged. To proceed with generating a draft Statement of Work (SOW), the following actions are required:


    

  1. 

    InnovateCorp to provide:
    

      

    • Specific RPO/RTO targets for Data Backup.
      • 

    • A precise desired start date.
      • 

    • Technical documentation for the proprietary database system.
      • 

    

    2. 

  2. 

    Apex Solutions Internal Action:
    

      

    • The Non-Standard Request for legacy database support has been routed to the Solutions Engineering queue for evaluation.
      • 

    

    3. 



Once the required clarifications are received, we will finalize the scope and proceed with the contract draft.

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