What this agent can do for your business
- Checks essential dataIncluded
- Detects missing annexesIncluded
- States timelines and signaturesIncluded
- Never opines on clausesIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Cites the source of every answerIncluded
Checks each contract identifies counterparty, purpose, term and value and comes with its scope annex, flags...
Contract Intake Assistant
Receives contracts headed to legal review and checks they arrive complete, never opining on clauses.
Built for: In-house legal teams
From USD 399.00 / year
Annual access · updates and support during the term
What changes in your business
- Contracts reaching legal without key data
- Departments expecting legal opinions by chat
Try Contract Intake Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Contract Intake Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Checks essential data
- Detects missing annexes
- States timelines and signatures
- Never opines on clauses
What the agent can do
- Website chat
- Answers with sources
- Read invoices and documents
- Find documents
- Human handoff
- Answers from your knowledge base
- Check required documents
- Extract data from documents
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Required documents and fields (configured); process guide (knowledge base)
Before you buy
Does it review clauses?
No. It checks completeness; clause and risk review belongs to the legal team.
Is it the same as a clause finder?
No: this intake organizes entry to legal; it does not analyze the contract content.
What do I need to configure?
Load your legal review guide as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
Works well with
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From USD 399.00 / yearView agentRFP & Proposal Intake Assistant
Your sales team triages every RFP in minutes: key data extracted and gaps flagged.
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Contract Intake Assistant
Install the plugin, configure the required data and annexes, load your legal review guide, connect your AI key and test with a sample contract.
Full product description
Checks each contract identifies counterparty, purpose, term and value and comes with its scope annex, flags what is missing and states the time and required signatures per your guide. Clause and risk review stays with your legal team.