The organization's evaluation team, led by their Continuous Improvement Innovation Manager and supported by senior lawyers and the contracting squad, began assessing AI-powered contract review platforms in early 2024. The organization needed a solution that could handle high-volume SaaS agreements and master service agreements while applying detailed playbooks consistently.
Their requirements were specific and sophisticated. The solution needed to markup supplier paper against preferred positions, not just review contracts against generic standards. It required fallback positions reflecting acceptable compromises for different risk scenarios, enabling business stakeholders to make informed decisions. The platform needed to handle Australian jurisdiction requirements, including data residency in local data centers and compliance with Australian privacy and consumer laws.
Critically, the team wanted a tool that acted as a copilot rather than autopilot—following their legal instructions precisely rather than making suggestive changes that required extensive verification. They needed no-code configuration capabilities so the legal team could build and modify frameworks independently without ongoing vendor dependency. The solution had to integrate with their existing Microsoft ecosystem and pass rigorous security assessments, including SOC compliance requirements.
The evaluation team conducted thorough competitive analysis, reviewing multiple vendors throughout the first half of 2024. Some competitors offered one-week free trials, setting expectations for rapid proof-of-value. The team attended industry roundtables, including PwC legal tech events, gathering third-party perspectives on emerging solutions.
