Insurance / Copilot Studio

Contract Intelligence Copilot & Obligation Management for an Insurance Organization

An insurance organization managed a large volume of contracts across SharePoint and other repositories, requiring staff to locate clauses, compare terms, identify obligations, and answer recurring contract questions by hand. BabyBots built a secure contract-intelligence agent connected to approved contract repositories that lets authorized users ask questions in natural language, find relevant provisions, compare language across agreements, extract obligations and key dates, and see the supporting source references. Workflow automation can route obligations and renewals to the right owners. Contract research got faster and institutional knowledge became far more accessible.

Strategic Impact

Our Approach

Natural-Language Contract Search

Authorized users ask contract questions in plain language and get relevant provisions back, with source references. Finding the right clause stopped meaning reading through whole agreements.

Clause Comparison Across Agreements

The agent compares language across contracts so differences in terms are easy to see. Comparing how a clause is handled across agreements became a quick step.

Obligation and Date Extraction

Obligations and key dates are extracted from contracts so they don't stay buried in the text. What the organization is committed to, and when, is made explicit.

Grounded Source References

Every answer points back to the source provision it came from, so users can verify rather than take the agent's word. Trust in the answers was built in.

Obligation and Renewal Routing

Workflow automation can route identified obligations and renewal events to the right owners. Acting on contractual requirements became a process rather than a memory exercise.

BabyBots Impact Assessment

The Impact

The organization cut contract research time and made institutional knowledge locked in agreements genuinely accessible. Obligations and renewals surface and can be routed to owners, so business teams act on contractual requirements more consistently instead of rediscovering them late.

We worked with legal and business stakeholders to understand the contract questions being asked, the repositories involved, and the access boundaries the agent had to respect. That session defined what to extract, how to ground answers in source provisions, and which obligations and renewals were worth routing.

A secure contract-intelligence agent over approved repositories
Natural-language contract search with source references
Clause comparison across agreements
Obligation and key-date extraction
Workflow routing for obligations and renewal events

Project Journey

Project Timeline

Week 1

Contract Intelligence — Discovery (Week 1)

Mapped contract questions, repositories, and access boundaries with legal and business stakeholders and defined extraction and grounding needs.

Week 2

Contract Intelligence — Grounding & Access Design (Week 2)

Designed the agent's grounding across approved repositories, source-referencing, and access controls.

Weeks 3–4

Contract Intelligence — Agent Build (Weeks 3–4)

Built the agent: natural-language search, clause comparison, and obligation and date extraction with source references.

Week 5

Contract Intelligence — Obligation Routing (Week 5)

Added workflow routing for obligations and renewal events and validated answers against real contracts.

Week 6

Contract Intelligence — UAT & Handover (Week 6)

Validated retrieval accuracy and access controls with users and handed over with documentation and enablement.

Insurance / Copilot Studio

A Contract Intelligence Copilot for an Insurance Organization

Workflow automation can route identified obligations and renewal events to the right owners. Acting on contractual requirements became a process rather than a memory exercise.