OSAIby iBANK
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AGENT 49 / 11 · RETAIL & E-COMMERCE · CONTRACT LIFECYCLE MANAGEMENT (CLM)

Legal Intake & Triage Agent

Reads every inbound contract request's type, counterparty and business context, then routes it to the right specialist with a pre-filled summary instead of a blank ticket.

READS FROMInbound request intake form, counterparty data
MCP SERVERLegal Data Server
MODELRouted to lightweight monitoring model
HANDS OFF TOContract Redlining Assistant
RUN THE AGENT

Set your request volume, model the triage impact

Adjust volume, triage time and misroute rates and the agent recalculates hours saved and delay avoided instantly.

ASSUMPTIONS

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Triage hours saved / month
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Labor savings / month
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Misroutes avoided / month
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Delay days avoided / month
MetricValue
HOW IT WORKS

What the agent actually does

1. Read the requestParses the inbound request's contract type, counterparty, and business context.
2. Classify and prioritizeDetermines which specialist — commercial, IP, employment, data privacy — the request needs, and its urgency.
3. Route with contextAssigns the request to the right specialist with a pre-filled summary, rather than a blank ticket.
4. Hand offPasses routed requests to the Contract Redlining Assistant for standard paper, or flags novel requests for direct attorney review.
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