Service 09 — Document Intelligence & Contract Review

You just bought a company. Its information lives in six different formats.

PDFs, Word documents, Outlook mailboxes, Teams chats, Excel spreadsheets, scanned files — the lot, made sense of and put into one register. Analytical support for you and your advisors, not legal advice.

What the job looks like

You send

Whatever the acquisition left you with: contracts, correspondence, chat exports, spreadsheets, scanned files, a data-room login. However it exists, in whatever format.

We do

We index everything regardless of format, extract what matters, and cross-check it, flagging anything that needs human eyes. Every fact keeps its source and page reference.

You get back

One register or summary you can query across every format, the red flags listed, and the source document one click away.

What changes

The catalogue

15 jobs in Document Intelligence & Contract Review.

Every one is a real job we do. Find the one that sounds like your week.

01

Bulk Document Review & Abstraction

Works through large sets of contracts, correspondence or records and pulls the facts that matter into one structured summary. Turns a filing-cabinet problem into a spreadsheet you can work with.

“We have boxes of documents and no idea what is actually in them.”

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02

Contract Abstraction

Extracts the key commercial terms from every contract (parties, dates, value, renewal, termination, liability) into one consistent register across the whole set.

“Nobody can tell me which contracts auto-renew or what we are actually committed to.”

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03

Lease Abstraction

Pulls the commercial terms out of every lease in a portfolio (rent, term, breaks, escalations, obligations) into one structured register.

“Nobody actually knows what is in our leases.”

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04

Data Room & Due-Diligence Document Review

Reviews the contents of a deal data room and produces a structured picture of what is there, what is missing and what needs a closer look. Analytical support for the deal team and their advisors, not legal advice.

“The data room is enormous and we cannot afford to have lawyers read every page.”

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05

Corpus Summarisation

Answers the question 'what is actually in this folder’ for any large collection of documents: themes, document types, key facts and how it all fits together.

“There is a mountain of files here and I do not know where to start.”

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06

Corporate Group-Structure Mapping

Reads company registers, share certificates and constitutional documents and turns them into a clear entity and beneficial-ownership diagram of the whole group.

“We cannot see how all these companies and trusts actually fit together.”

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07

Obligation & Deadline Registers

Extracts every renewal, break clause, notice period and ongoing obligation from a document set into a dated register, so nothing lapses by accident.

“We keep finding out about deadlines after they have passed.”

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08

Red-Flag & Risk Flagging

Scans a document set for unusual or high-impact clauses (change of control, indemnities, guarantees, exclusivity, uncapped liability) and flags them for the decision-maker and their advisors to examine.

“We are worried something nasty is buried in these documents.”

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09

Contract Comparison vs Template or Playbook

Compares signed or incoming contracts against your standard template or negotiation playbook and lists every departure, clause by clause.

“We have no idea how far our signed contracts have drifted from our standard terms.”

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10

Ask-the-Data-Room Knowledge Base

Turns a large document set into a searchable knowledge base you can put plain-language questions to, with every answer pointing back to the source document and page.

“Finding anything in this document pile means someone reading for days.”

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11

Document Inventory & Indexing

Catalogues every file in a collection (what it is, who signed it, when, and where it lives) producing a clean, consistent index of the whole set.

“Our documents are everywhere and no two people file things the same way.”

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12

Disclosure Schedules & Due-Diligence Checklists

Builds and populates due-diligence checklists and disclosure schedules from the underlying documents, showing what has been provided, what is missing and where each item sits.

“The buyer’s request list is huge and we cannot track what we have and have not provided.”

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13

CV Screening & Candidate Shortlisting

Reads every CV in an applicant pool against the actual role criteria and produces a ranked, evidenced shortlist, with the reasoning shown, not hidden.

“We get hundreds of applications and cannot read them all properly.”

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14

KYC & Document Verification Support

Checks identity and onboarding documents against your requirements list (completeness, consistency, expiry dates, mismatched details) and flags anything that needs a human decision. Support for your compliance process, not a substitute for it.

“Chasing and checking client documents eats hours we do not have.”

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15

Policy & Handbook Review and Summarisation

Reads a stack of policies, handbooks and procedure documents and produces plain-language summaries, an overlap-and-contradiction report, and a map of what covers what.

“Our policies have grown over years and we suspect they no longer agree with each other.”

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Point us at the stack of contracts.

Send the pile: get the answers without reading every page.

Send us your problem →

Or write to hello@tasksmithai.com