A capital markets firm drafts client contracts in their General Counsel's voice

Challenge

• Senior legal authorship does not scale. The General Counsel's voice is the company's voice, but only one person can draft in it.
• Sales reaches "In Progress" before legal sees the deal. Drafting starts cold every time.
• Accounting reads fee language downstream. A wrong word in a clause changes how revenue is recognised.
• Red-line review queues sit on one desk and slow the close.

Approach

• Voice modelled from 200+ existing contracts, calibrated against the General Counsel directly.
• The CRM listens for deal stage. The Agreement Draft object is created automatically.
• HyAlly drafts inside a Microsoft Word add-in, with follow-up questions for missing fields.
• Hard limits (indemnity caps, exclusivity, jurisdictional rules) are configured as policy, not prompts. Red flags escalate to the General Counsel.
• Senior edits become directives that propagate to every user. Junior edits stay scoped.

What shipped

• CRM and document repository ingestion.
• Voice model trained on the full contract corpus with recency weighting.
• Microsoft Word add-in with conversational task pane.
• Template selection engine (fixed vs scalable, SoW vs Order Schedule).
• Red-line ingestion and per-change approve, reject, or modify workflow.
• Knowledge governance with weighted edits, directives, hard limits, audit trail.

Outcomes

• First draft time, from days to under 30 seconds for a standard contract.
• Voice consistency, validated against side-by-side comparison with the General Counsel.
• Audit trail, every action queryable by contract, user, role, and date.
• Accounting handoff, fee language consistent across contracts by construction.

Stack

• NestJS
• Next.js
• CrewAI
• PostgreSQL
• BullMQ on Redis
• PageIndex (vectorless RAG) with LiteLLM
• AWS S3
• Microsoft Word (Office.js)
• Salesforce
• Google Drive

What's next

Phase 2 picks up termination notice processing against contract terms, fee increase scheduling for accounting, and AI-assisted red-line processing learned from the General Counsel's patterns.