The Agent: Autonomous Contract Operations.
Moving beyond static software. DealTracer is a persistent, agentic intelligence layer that performs the duties of a dedicated Contract Manager with zero-touch precision.
Traditional CLM vs. The Autonomous Agent
| Capability | Traditional CLM | The Agent |
|---|---|---|
| Document Intake | Manual Upload | Autonomous/In-stream |
| Signature Auditing | Human Verification | AI Document Audit |
| Filing & Organization | Subject to Human Error | Dynamic Institutional Archive |
| Change Detection | Manual Redline Review | Instant AI-Diff Summary |
The AI Agent
Universal Passive Intake
The agent integrates at the admin level with Microsoft 365, silently monitoring incoming and outgoing mail for all employees (or specific departments). The system uses advanced NLP to distinguish between ephemeral noise and genuine legal covenants.
[PROTOCOL: GRAPH-API]AI Document Audit (Triage)
The Executed Path
If signatures are verified via AI, the agent creates a folder hierarchy in your SharePoint: [Counterparty Name] / [Stream] / [Latest]/ [Filename.pdf]. These become permanent institutional assets.
The Draft Path
Unsigned documents move to a secure Work-in-Progress (WIP) Library: [Counterparty Name] / [Stream] / [Archive]/ [Filename.pdf]. This serves as a secure archive of historical negotiations.
Delta Intelligence
When a draft is a subsequent version of an existing file, the agent generates an AI-Diff summary that provides instant situational awareness of redline changes. Recipients receive high-level summaries directly in their inbox:
"Hey [Name], a new version of the [Client] SOW just arrived. Compared to the version from Tuesday, the client has reduced the indemnity cap by $50k and extended the payment terms from Net 30 to Net 45. Review the full redline here."
Engineered for Data Sovereignty
For organizations with stringent security requirements, DealTracer is available for installation within your own VPC, Private Cloud, or On-Premise infrastructure. We bring the intelligence to your data-it never leaves your secure perimeter.
Integration Stack
Microsoft 365
Exchange Online + SharePoint
Google Workspace
Gmail + Google Drive
Generic SMTP/IMAP
Any email server
Ready to Deploy Your Agent?
Get started with autonomous contract management today.