i. AI Due Diligence 2025
Professional Services & Finance

The Documents Knew the Answers. Finding Them Was the Problem.
"a smarter way to read the room - and the contract."

What we built

A custom AI assistant trained on the firm's own document library, with a chat interface for plain-language questions and precise answers cited to source. Handles clause lookups, figure extraction, summaries, and cross-document comparisons.

RAG Document Intelligence AI Integration
ii. What changed

The numbers,
once it shipped.

0%
Reduction in time spent searching documents
0× faster
Onboarding ramp-up for new staff
<10sec
Average time to surface an answer with citations
0+
Internal documents indexed and queryable
iii. What we did

We gave their documents a voice.

A professional services firm was managing a growing volume of internal documents spread across folders, inboxes, and shared drives. Every time someone needed a specific clause, figure, or policy detail, they had to find the right document and read through it manually. For routine questions that came up dozens of times a week, this was time nobody could afford to lose.

The information wasn't missing, just inaccessible at the speed the business needed. New staff took weeks to get up to speed because the knowledge lived in documents, not in people. The firm didn't need more documents - they needed a faster way in.

"Everything they needed was already there. We just built the door."

We deployed a custom AI assistant trained on the firm's own document library. Through a clean chat interface, any team member can ask a question in plain language and get a precise answer with direct references to the source. The system handles clause lookups, figure extraction, summaries, and cross-document comparisons. Just ask and get the answer.

Ask the Library — live query
412 docs indexed · 0.8s
What's the renewal date on the Whitman MSA?
The Whitman Master Services Agreement auto-renews on June 30, 2026 for a 12-month term, unless either party provides 60 days written notice of non-renewal. Whitman MSA · p.7, clause 11.2
fig. 01 Chat Interface — Plain Language Query. A team member asks a plain language question and receives a precise answer with direct reference to the source document and page.
Document Summary — Henderson MSA
14 pages · 3 risk flags
Key terms
  • Initial term12 months
  • Annual fee$185,000
  • Payment termsNet-30
  • Liability cap1.5× contract
Key dates
  • Effective2024-08-01
  • Auto-renew2025-08-01
  • Notice window60 days
  • Audit rightsAnnual
Risk flags
  • IP ownership ambiguous on derivative works · clause 7.3
  • Indemnification uncapped for third-party claims · clause 9.4
  • Auto-renewal notice 60 days, longer than firm standard of 30
fig. 02 Document Summary View. An automatically generated summary of a contract: key clauses, obligations, dates, and risk flags surfaced in seconds.
iv. The goal

Make institutional knowledge instant — for everyone on the team.

The brief was to eliminate the hours lost to manual document searching, without disrupting workflows or forcing the team to learn a new system.

We knew we'd hit it when a new hire could get a precise answer from a two-year-old contract on their first week, without asking anyone.

Try a question
4 examples · click to ask
What are the termination clauses in the Henderson contract?
The Henderson Services Agreement allows either party to terminate with 30 days written notice. Immediate termination is permitted in cases of material breach, insolvency, or failure to cure a default within 15 days of written notice. Henderson Services Agreement · p.12
What was total revenue for Q3 2024?
Total revenue was $2.4M, up 18% from Q2. Service revenue accounted for 71% of the total. Q3 2024 Financial Statement · p.3
Does our NDA with Veritas cover sub-contractors?
Yes. The NDA extends confidentiality obligations to sub-contractors and third-party vendors engaged by either party, provided they sign equivalent agreements. Veritas NDA · p.2, clause 4.1
Summarize the key risks in the Montrose proposal.
Three primary risks flagged: payment terms extend to Net-60 with no early payment incentive; liability cap is set at 1× contract value; and the IP ownership clause is ambiguous on derivative works. Montrose Proposal · pp.8–11, clause 7.3
fig. 03 Simulated Chat Demo. Sample exchanges showing the assistant fielding plain-language questions across contracts, financials, NDAs, and proposals.