
May 19, 2025
Case Study - Agentic annex generation
Check how Softwise.AI, together with an Undisclosed Customer, co-created a modular AI system that streamlines the contract analysis workflow.
We partnered with the Undisclosed Customer to co-create a modular AI system that streamlines the contract analysis workflow, transforming scanned documents into structured reports and annex drafts in under a minute. This case study outlines the challenge the Undisclosed Customer faced, the solution development process, and the anticipated impact of our collaboration.
Challenge
The legal team managed a growing volume of contracts, many of which arrived as scanned PDFs with skewed pages, stamps, and handwritten annotations. Manual review consumed hours per contract, leading to negotiation delays and the risk of overlooking critical clauses. The team needed a way to automate extraction, analysis, and report generation without compromising speed or security.
Solution Development

The joint project delivered a suite of specialized AI agents, each addressing a distinct step in the contract workflow:
OCR-Agent: Converts even poorly scanned PDFs into structured, searchable text-handling skewed pages, stamps, and signatures with ease.
Clause Agents: Modular, deployable AI agents custom-configured to identify and extract precisely the clause types you specify. In collaboration with the Undisclosed Customer, we tailored a suite of agents to focus on their most critical and problematic provisions-and this highly flexible framework lets you add or adjust agents on demand, targeting as many clause types as your organization requires.
Master-Agent: Acts as a digital legal coordinator, aggregating outputs from all Clause Agents into a unified report. This report highlights gaps, inconsistencies, and potential risks across the contract.
Annex-Agent: Automatically drafts annexes based on the Master-Agent’s findings and the original contract text, formatted according to the Undisclosed Customer's corporate style guidelines.
Configurability
The system was designed to adapt to the Undisclosed Customer's evolving requirements without IT intervention:
Unlimited clause agents for every provision type important to the business
Industry-specific analyses covering energy, environmental services, and other sector needs
Custom search criteria for each agent (duration periods, exceptions, termination conditions)
Priority hierarchies to flag critical provisions first
Alignment with internal corporate policies, regulatory standards, and jurisdictional requirements
Preservation of the Undisclosed Customer's language style and formatting preferences
Security and Integration
We built flexibility and enterprise-grade security into the solution from the ground up:
Deployment via public API for non-sensitive documents or private cloud instances in Azure/GCP for confidential materials
Hybrid configurations to apply different security levels by document category
Integration with existing document management, workflow platforms, CLM tools, ERP, and CRM systems
Fully isolated environments in enterprise cloud platforms, end-to-end encryption, and comprehensive access controls
Zero data retention for model training-documents remain exclusively under the Undisclosed Customer's control
Anticipated Business Impact
While the solution has not yet been deployed in production, our joint tests with sample contracts demonstrated:
Dramatic time reduction-contracts processed in 60 seconds instead of hours
Consistent analysis-unaffected by fatigue or time pressure
Standardized methodology-uniform reports across diverse document types
Scalability-handling hundreds of documents simultaneously
Legal teams freed to focus on high-value tasks rather than manual review
Summary
This case study illustrates how our collaboration with the Undisclosed Customer yielded a customizable, secure, and rapid AI-powered contract analysis system. By moving from manual review to an agent-based approach-from scan to annex in 60 seconds - the legal team will be well positioned to manage growing contract volumes with greater speed and confidence.
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