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AI agent for legal operations managers

Contract Signature Packet Agent

Signature packets that are complete, correct and ready to send.

Quality controlLegalOperations
See how it worksGet access
Contract Signature Packet Agent: what goes in, what the agent does and what you get

What it does

Signature packets sometimes go out with the wrong version, missing exhibits or wrong signatories. When a contract is approved for signature, this agent verifies the final approved version and the required attachments. A missing exhibit stops the process and goes to the lawyer. It then assembles a draft envelope with signature and date fields, and validates signatory names, emails and titles against the approved list. Mechanical field placement problems are fixed and rechecked. Questions about signing authority go to the lawyer. The contract administrator sends the envelope. Edge case: the counterparty's signatory changed jobs last week, so the agent flags the authority question instead of sending.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Contract approved for signature 2 USES A TOOL Verify version and attachments 3 CHECKS THE RESULT Are all required exhibits present? If not: stop and ask the lawyer. Back to step 2. 4 USES A TOOL Assemble the draft envelope 5 USES A TOOL Validate signatories and fields 6 CHECKS THE RESULT Are field placements and signatories correct? If not: fix mechanical placements. Back to step 4. 7 YOU APPROVE Contract administrator sends the envelope 8 RESULT Verified draft signature packet
Read the steps as a list
  1. Contract approved for signature
  2. Verify version and attachments
  3. Are all required exhibits present?If not: stop and ask the lawyer. Back to step 2.
  4. Assemble the draft envelope
  5. Validate signatories and fields
  6. Are field placements and signatories correct?If not: fix mechanical placements. Back to step 4.
  7. Contract administrator sends the envelopeThe agent waits here for your OK.
  8. Verified draft signature packet

How it decides

It assembles in routing order and stops on substantive gaps.

  • Fix mechanical issues; send substantive ones to the lawyer.
  • Authority questions go to the lawyer.
  • A missing exhibit stops the packet.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Signature tool and envelope template
  • Required attachments per contract type
  • Signatory authority list source
  • Who sends envelopes

What keeps you in control

It always asks you first

  • Sending envelopes
  • Changing legal text
  • Signatory authority

Hard limits

  • Never sends.

It stops when

  • Done: packet ready.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA services agreement was approved on April 15. All three exhibits were present. In the envelope, the counterparty's date field sat on the wrong page, so the placement check failed. The agent moved it and revalidated. The signatory list matched the approved names. The contract administrator sent the envelope on April 15 and the agent archived the preparation manifest.

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