An AI contract request intake agent takes a contract request from a form, an email or a chat message and extracts the counterparty, contract type, value, term, owner and requested start date.
A business team says it needs a contract.
Contract requests land in one place.
Reads whether it is new, renewal, amendment or NDA.
Collects parties, value, term and key asks.
Legal confirms scope or asks for more.
Links the request to vendor and spend records.
It looks for an existing agreement with the same party, such as a master agreement or an earlier order form, and notes what it covers and when it ends.
It asks the requester for anything missing and hands a complete, structured request to the right queue with the key facts summarised.
Contract requests often reach legal as a vague email saying we need a contract with [vendor]. Lawyers then spend the first round asking basic questions, and the business waits.
Value, term and owner are often missing at the start.
A master agreement may already cover the purchase, saving a whole negotiation.
Requesters ask for the wrong document, such as a new contract where an amendment would do.
Simple renewals sit beside complex deals with no way to tell them apart.
No one is named as business owner, so questions have nowhere to go.
The agent reads the submission and pulls out party, type, value, term, owner and timing into a standard record.
It searches the contract repository for current or expired paper with the same counterparty and notes the relevant terms.
It asks the requester short, specific questions about missing fields instead of sending a generic form back.
It labels the request as new contract, renewal, amendment or extension and flags unusual features such as data access or non-standard terms.
The complete request goes to the right legal or procurement owner with a short brief and the existing paper attached.
Bring a small sample and watch Flo work through it.
| Aspect | By hand | With the agent |
|---|---|---|
| Entry point | Contract asks arrive by email, chat and hallway conversations. | Requests are captured in one structured intake with the same fields each time. |
| Contract type | Legal works out whether it is a renewal, amendment or new paper. | The agent classifies type from the description and existing records. |
| Missing facts | Counterparty, term and value are chased in several rounds. | Missing details are requested in one pass with specific questions. |
| Existing agreements | Teams start from scratch without checking prior contracts. | The agent surfaces any existing agreement with the same counterparty. |
| Handover quality | Legal receives a vague request and starts with questions. | Legal receives a brief that covers who, what, value, term and urgency. |
| If | Then | Who decides |
|---|---|---|
| Counterparty already has an active agreement | Show it and ask whether this is an amendment or a new contract | Legal counsel |
| Request mentions data sharing | Flag for privacy and security review | Privacy lead |
| Value or term is missing | Ask the requester specific questions and hold the request | Requester |
| Request is an NDA | Route to the standard NDA path and keep it out of the full review queue | Legal operations |
| Counterparty is not an approved supplier | Link the request to supplier approval before contracting starts | Procurement lead |
| Requester asks for non-standard terms | Capture the specific asks and mark them for legal attention | Legal counsel |
The agent proposes how to split the asks and lists each separately. The requester confirms the split before legal sees them.
The agent checks vendor records for similar legal names and presents options. The requester or procurement confirms which entity signs.
The request is marked as work-in-progress with the start date. Legal decides how to treat the unsigned period.
The agent records the clause as a stated preference without drafting anything. Legal decides if it is acceptable.
Talk it through with the team. We will map it to your steps and show where a person stays in control.
List the kinds of contract asks the team sees and which have a standard route.
Run the agent to produce structured briefs on new requests while legal still takes email asks.
Direct all new contract requests to the intake so the agent sees them all.
Link in vendor records, existing agreements and approval requirements as confidence grows.
A low rate means legal is still doing data collection. Track it by request source to see which channel is weakest.
Quick answers to what people ask most about contract request intake.
Book a demoIt is the stage where a business need for a contract is captured in a structured way, including the counterparty, type, value, term and owner. Good intake lets legal start reviewing instead of asking basic questions.
At minimum the counterparty, what is being bought, expected value, term, start date, business owner and any data or security involvement. Your legal team may add fields for specific contract types.
No. It prepares the request and finds relevant existing agreements. Drafting, negotiation and signature stay with your legal, procurement and signatory teams.
It searches your connected contract records for the same or related counterparties and reads the key terms. If your repository is incomplete the result will be too, so it reports what it checked.
An approval policy exception is a documented decision to allow a purchase that breaks a rule, such as a non-preferred vendor or a missing quote.
→Contract approval routing is sending a contract through the internal reviewers it needs before signature, such as legal, finance, security and an executive sponsor.
→Out-of-office approver reassignment is moving pending approvals from an unavailable approver to an authorised delegate.
→Supplier approval is the decision to allow a company to be used as a vendor after reviewing its risk, documents and business need.
→Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.
