AI agentContracts

AI contract search agent

An AI contract search agent takes a plain request, such as every contract with a price uplift above a set rate, and searches the content of the contracts, not just their titles.

  • People stay in control
  • Every action is logged
  • Start with a small sample
Repository text
Metadata and tags
Access permissions
AI contract search agentPrepared for review
  • ✓Ranked matches with clauses
  • ✓Saved searches
  • ✓Result exports for review
Handed toSearcher gets clause-level results
3inputs it reads
6steps in the walkthrough
2points where a person decides
3outputs it prepares
See it run

Watch it work

Agent Record Person
Live walkthrough
  1. 1Ask a questionPerson
  2. 2Understand intentAgent
  3. 3Search the repositoryRecord
  4. 4Rank resultsAgent
  5. 5User reviewsPerson
  6. 6Refine or saveRecord

A user types a query or sets filters.

The agent maps the query to clauses and fields.

It looks across text, tags and metadata.

Matches are ordered with the clause shown in context.

The user opens the contract to confirm the match.

A useful search is saved for reuse.

The basics

What is an AI contract search agent?

It returns the matching documents with the relevant clause text highlighted and a note on why each matched.

Read the full explanation

It combines text search with structured fields, so a request can mix wording and filters such as vendor, type or date.

Where it breaks

Why this step is hard by hand

Keyword search on file names misses most of what matters. The terms people need are inside the documents, and the same idea is worded many ways.

A file called 'agreement' says nothing about its terms.

'Terminate for convenience' and 'cancel without cause' mean the same.

Legal and finance often need all contracts with a given feature.

Each request becomes a mini project.

People rely on the first hit without reading the clause.

The path

How the agent does it

  1. 01Interpret the request

    Work out whether the question is about a clause, a field or a combination.

  2. 02Search content and fields

    Look through full text and metadata, matching meaning as well as exact words.

  3. 03Rank and group

    Order results by relevance and group them by vendor or contract type.

  4. 04Show the evidence

    Display the matching clause with its location and explain the match.

  5. 05Refine on request

    Let the user narrow or widen the question and save useful searches.

Want to see this flow on your own items?

Bring a small sample and watch Flo work through it.

Book a demo
Under the hood

Inside the work

AspectBy handWith the agent
Finding textKeyword search misses synonyms.Queries match clause meaning as well as wording.
ScopeUsers search one contract at a time.One query runs across the repository.
FiltersMetadata filters need training.Plain-language filters map to fields.
ContextResults show a file name only.Results show the matching clause and its location.
ReuseRepeated searches are retyped.Searches can be saved and shared.
People and control

Who decides, and what to watch

What stays with people

  • ✓
    The searcher checks the clausePeople read the source before relying on a result.
  • ✓
    Legal interprets meaningWhether a clause actually permits an action is a legal call.
  • ✓
    Access is controlled by peopleResults respect who may view each contract.
  • ✓
    Decisions follow from the resultsThe agent finds; people act.

Mistakes to avoid

  • ×
    Relying on the summaryThe clause text is what counts.
  • ×
    Searching only titlesThe terms of interest sit in the body.
  • ×
    Narrow phrasingA single wording misses equivalent clauses.
  • ×
    Not saving common searchesThe same question is rebuilt every quarter.

Not sure where contract search fits in your process?

Talk it through with the team. We will map it to your steps and show where a person stays in control.

  • Works from a sample of your real items
  • Shows what Flo handles and what it hands over
  • No commitment to start
Rollout

Rolling it out

  1. 1Index a slice

    Start with one contract family.

  2. 2Test known questions

    Check answers against known answers.

  3. 3Widen access

    Open to buyers once access rules hold.

  4. 4Save common searches

    Share the ones teams keep using.

Signs you would benefit

People email legal to ask where a clause appears.
Keyword searches miss relevant contracts.
Portfolio questions take weeks.
Teams keep private contract spreadsheets.
The numbers

How to measure it

Set your own baseline first. We do not publish benchmarks without a source you can check.
Metric 1

Search success rate

Rate (%) =
searches where the user found what they neededsearches run× 100

This shows whether people get usable answers. Low values suggest poor coverage in the repository or unclear results.

  • Review failed searches for missing documents.
  • Ask users to mark results as useful.
Questions

Frequently asked questions

Quick answers to what people ask most about contract search.

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What is AI contract search?

It is searching the content of contracts using ordinary language and returning the matching clauses and documents, rather than only matching titles or tags.

How does it differ from keyword search?

It matches meaning as well as words, so differently worded clauses that cover the same point are found together.

Can it search across all contracts at once?

It can search every contract in the repository that the user has permission to view, combining text and structured filters.

Can I rely on the results without reading the clause?

No. Each result shows the source clause so that you can read it, and important decisions should be based on the clause itself.

Try contract search on your own data

Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.

  • People approve, sign and pay
  • Every action is logged
  • Start with a small sample