Case studies

Automated Review & Sign-off Platform Enables Efficient Legal Document Management, Saving Time and Effort for Clients with Streamlined Review Process

About the client

The client is a LegalTech firm that provides document review and management services. They were looking to develop an application that would automate the legal document review process, reduce the time and effort required for the drafter, reviewer, and vendor, and extract data points accurately.

Their objective was to create an end-to-end platform that would help users review, edit, and sign agreements online.

Overview

Codvo.ai was tasked with developing an end-to-end platform for the client that would enable them to automate the legal document review process. Our team migrated the existing MVP and stabilized the product on AWS. We also developed an LLM (Large Language Model) that accurately extracted entities from the document into an editor. Furthermore, we developed APIs that would fetch agreement status closure/execution, expiry, category, and version control for comparison.

Business Challenge

The client's primary challenge was to create an end-to-end platform that would automate the legal document review process and extract data points accurately. The existing process was time-consuming and required manual effort from the drafter, reviewer, and vendor. The client needed a platform that would significantly reduce the time and effort required for the legal document review process, improving the efficiency of the process. Additionally, they wanted a user-friendly platform that would enable users to review, edit, and sign agreements online. The client was looking for a comprehensive solution that would help them streamline their legal document review and management process and improve overall productivity.

Our Approach and Solution

To address the client's business challenges, our team at Codvo.ai adopted a comprehensive approach. We began by developing process flow UI/UX designs for application flow, KPI dashboard, and parent-child contract management. We utilized React to create a high-performing frontend and added the OpenSearch ability to search document attributes on a large scale. Our team utilized Python Lambda to process imported documents and developed an LLM model that accurately extracted entities from the document into an editor. Additionally, we developed APIs that fetch agreement status closure/execution, expiry, category, and version control for comparison. We also integrated Legality to create and sign agreements online and improve the overall platform security using AWS SSM.

Tech Stack

Highlights

Business Impact

The platform developed by Codvo.ai helped the client to automate the legal document review process and extract data points accurately.
The platform helped reduce the time and effort required for the drafter, reviewer, and vendor. With the integration of Leegality, the platform enabled users to create and sign agreements online.
The Large Language Model developed by our team accurately answered complex questions about legal clauses based on input from the user.