part of T1A
Book a call

case study

Contract Intelligence Agent

An AI-powered assistant designed to help business teams quickly find answers hidden inside customer contracts while maintaining enterprise security and governance.

TL;DR
  • Ask contract questions in natural language.
  • Instantly retrieve information such as payment terms, renewal dates, and termination clauses.
  • Reduce time spent searching through lengthy agreements.
  • Deliver secure, grounded responses backed by the original contract.

Use Case

Organizations manage hundreds or thousands of customer contracts, making it difficult for employees to quickly locate important information. Finding payment terms, renewal dates, or contractual obligations often requires manually reviewing lengthy documents, slowing business operations and increasing the risk of overlooking critical details.

The Contract Intelligence Agent lets users ask questions in plain English and receive concise, reliable answers without needing to know where documents are stored or how they are organized.

Solution

The reference solution uses Microsoft Copilot Studio as the conversational interface for enterprise contracts. Behind the scenes, specialized AI agents work together to understand the user’s question, retrieve relevant contract information, and validate the final response before presenting it. This layered approach improves reliability, maintainability, and trust while keeping the experience simple for end users.

Architecture

The reference architecture connects enterprise users to a Copilot Studio agent, using SQL Server for contract metadata, Azure AI Search for semantic retrieval, and Azure Blob Storage for contract PDFs.

Enterprise UserBusiness users ask contract questions in natural language and review the grounded response.
Copilot Studio AgentCopilot Studio provides the conversational experience and coordinates the approved contract workflow.
SQL ServerContracts metadataSQL Server resolves company references and stores the contract metadata used to identify the correct agreement.
Azure AI SearchSemantic searchAzure AI Search retrieves relevant passages only from the identified contract for a grounded answer.
Azure Blob StorageContract PDFsAzure Blob Storage holds the governed contract PDFs used as the source of truth for retrieval.

How it works

Employees ask questions in plain English and receive concise answers supported by the relevant contract, without searching folders or reading lengthy agreements.

The solution reviews each request, resolves the referenced company—including aliases, abbreviations, and minor spelling variations—against contract metadata, then searches only the identified agreement.

Access is verified before contract information is retrieved. The language model answers only from retrieved passages rather than general knowledge, and the response is validated before it is returned, keeping the experience simple while maintaining enterprise controls.