.svg)
.svg)
Let’s make your tech stack work together
Don't see your use case here? We've likely built it.
.avif)
.svg)
Strategic Impact
Our Approach
Repository Assessment and Grounding
The engagement started with the source of truth. The carrier's SharePoint contract repository was assessed and prepared so the agent could ground its answers in the actual agreements rather than a summary that could go stale.
.svg)
Natural-Language Contract Q&A
Staff could ask instead of search. The Copilot Studio agent answered plain-language questions about obligations, terms, and clause detail, pointing back to the specific agreement and section it drew from.
Obligation and Renewal Surfacing
Key dates stopped hiding in the documents. The agent surfaced obligations, renewal windows, and expiry dates on request, replacing the drifting spreadsheets that had been tracking them by hand.
Clause Lookup and Comparison
Specific language was retrievable in seconds. The agent located and compared clauses across agreements, so a question about how a term was worded no longer meant opening files one at a time.
Access Control and Source Citation
Answers respected permissions and showed their work. The agent honored existing repository access rules and cited the source agreement for every response, so staff could trust and verify what it returned.
BabyBots Impact Assessment
The Impact
The client turned a static contract repository into something its people could question directly. Obligations, renewal windows, and clause detail that once required opening documents one by one now surface on demand, cited to the source agreement. Renewal deadlines stopped slipping through drifting spreadsheets, and the knowledge locked in thousands of contracts became usable in the moment it was needed.
The engagement opened by mapping how staff currently answered contract questions and tracked key dates, and where that manual process broke down. Understanding the highest-value questions shaped how the agent was grounded and secured.
- Copilot Studio contract-intelligence agent over the SharePoint repository
- Natural-language question answering with source-agreement citation
- Obligation, renewal, and expiry-date surfacing
- Cross-agreement clause lookup and comparison
- Repository access-control enforcement
Project Journey
Project Timeline
Phase 1
Contract Intelligence Copilot — Repository Assessment (Phase 1)
Assessed the SharePoint contract repository and mapped the highest-value questions staff needed answered.
Phase 2
Contract Intelligence Copilot — Grounding and Agent Design (Phase 2)
Prepared the repository for grounding and designed the Copilot Studio question-answering agent.
Phase 3
Contract Intelligence Copilot — Q&A and Clause Lookup Build (Phase 3)
Built natural-language contract Q&A, clause lookup, and comparison with source-agreement citation.
Phase 4
Contract Intelligence Copilot — Obligation and Renewal Surfacing (Phase 4)
Added obligation, renewal, and expiry-date surfacing and enforced repository access controls.
Phase 5
Contract Intelligence Copilot — Validation and Rollout (Phase 5)
Validated answers against source agreements and rolled the agent out to staff.
Insurance / Copilot Studio
The answer is in the contract. Your team should not have to hunt for it.
Answers respected permissions and showed their work. The agent honored existing repository access rules and cited the source agreement for every response, so staff could trust and verify what it returned.
.svg)
.avif)
BabyBots is an enterprise technology partner with expertise across process automation, AI systems, data intelligence, and platform architecture.
.avif)