Contract Redlines AI

AI becomes the sharpest reviewer in the redline process

Contracts AI Redlines accelerates review by flagging risky clauses and tracking resolutions, while keeping final approval in the user’s hands.

Industries

SaaS, Fintech, CLM, AI

Services

Product Design

Date

Sep - Dec 2024

Team

Product Manager, Engineers, Leadership

Problem Statement

Contract reviewers waste hours re-checking standard clauses, slowing down negotiations and increasing the risk of missing critical redlines.

User Personas

Contract Owners - Manages versions, sends for review, and tracks progress.
Need an AI first-pass review to flag risks and decide who to loop in.

Redliners & Commenters - Downloads, redlines, and re-uploads the contracts.

Need a clear AI cues on what to focus on, so they can file precise redlines quickly.

Approvers - Reviews the completed contract and approves it
Need confidence that every AI flag has been reviewed and resolved before sign-off.

Design Process

User Research and Insights

User interviews reveled these key challenges

Speed

Contract reviews were slowed down by repetitive checks of standard clauses, delaying turnaround.

Speed

Contract reviews were slowed down by repetitive checks of standard clauses, delaying turnaround.

Speed

Contract reviews were slowed down by repetitive checks of standard clauses, delaying turnaround.

Focus

Reviewers spent valuable hours on boilerplate instead of concentrating on high-risk language.

Focus

Reviewers spent valuable hours on boilerplate instead of concentrating on high-risk language.

Focus

Reviewers spent valuable hours on boilerplate instead of concentrating on high-risk language.

Accuracy

Lengthy contracts increased the chance of missing critical redlines or risky clauses.

Accuracy

Lengthy contracts increased the chance of missing critical redlines or risky clauses.

Accuracy

Lengthy contracts increased the chance of missing critical redlines or risky clauses.

Escalation

Contract owners lacked a quick way to decide whether legal, compliance, or business teams should review first.

Escalation

Contract owners lacked a quick way to decide whether legal, compliance, or business teams should review first.

Escalation

Contract owners lacked a quick way to decide whether legal, compliance, or business teams should review first.

Proposed User Flow

Working closely with the Product Manager, I mapped the AI redlining journey in Miro to identify where AI could meaningfully augment the process. The flow outlined (green indicates AI opportunity):