Zero data retention
Zero data retention at the model vendor. Your documents are read to do the work you switched on. They are not kept and not used to train models.
The Contracts Connected AI agent runs the whole job, from the award email to closeout, and keeps your team moving. It drafts and sends contracts after your approvals, reads every document, chases what's missing, files what lands in its inbox and nudges whoever it's waiting on. It remembers every job and gets smarter. You decide how much it does on its own.
A certificate comes in and someone has to check it against the project's insurance requirements. A vendor asks where their contract is. Three others have not sent this week's certified payroll. And the pay app is due Friday.
The AI agent handles all of it. It reads what comes in, chases what's missing and tells your team before they have to ask.
Project management runs the job. Accounting runs the money. Contract operations is the third system, and it usually runs out of one person's inbox.
Automation follows rules. The AI agent understands what it reads, works out what to do next and remembers how your team works. Here is one certificate, start to finish.
A certificate, a WH-347, a subcontract, a vendor's reply. It reads each one the way your team would.
It checks the document against your requirements and what is happening on the job, and decides what matters.
It emails the vendor, updates your team or queues it for your approval, depending on your setting.
It keeps every job, every vendor and every call your team makes, and gets sharper each time.
It has its own email address and phone number. It works from the requirements you set on every project, logged in or not, and catches what's wrong before you do. No contract goes out before your internal approvals.
Can you send Apex the updated insurance requirements and let me know when their certificate is back?
Sent the Harbor HQ requirements to Apex Electrical and asked for the renewed certificate. I'll update you here when it's in.
Apex's certificate landed in my inbox. I downloaded it, checked it against the Harbor HQ requirements and filed it to the project. Additional insured endorsement is in place. Apex is cleared to mobilize Monday.
Every stage, from the award email to closeout, run by your AI agent.
Reads the award email and the prime contract. Sets up the project and confirms it with you.
Drafts the contract from your team's email. Sends it for signature once your approvals are in.
Reads COIs, weekly certified payroll, subcontracts, W-9s, licenses, bonds and lien waivers against your requirements.
Chases vendors until it's in. Nudges your team when it's waiting on them.
Answers vendors and your team from the record. Sends the week's status.
Files everything your way and builds the closeout package as it arrives.
Its own email address and phone number. Reads what arrives, day or night.
Pulls every attachment from its inbox and files it to the right vendor and project.
Remembers every job and every vendor. Gets sharper the more it works with you.
Sample project, vendors and people, shown for illustration.
One setting for the whole account. On day one a person approves every send. Switch to Auto mode once it has earned your trust, and switch back any time.
It reads, drafts and queues the whole job. A person approves every send, and you see exactly what it would have done.
It runs contract operations on its own. It sends, chases, answers, files and reports, with every action logged. Contracts still wait for your internal approvals.
The agent runs in the same account, on the same hosting and under the same audit as the rest of the system. Two things are specific to the AI: what the model keeps, and how you turn it off.
Zero data retention at the model vendor. Your documents are read to do the work you switched on. They are not kept and not used to train models.
DIY turns the AI off for the whole account. No AI model touches your documents, and every other feature works the same.
Monitored continuously, with Vanta, across the whole account, the agent included.
TLS 1.2 or higher in transit. Private network.
Our co-founder ran a large federal general contracting firm for 15 years, about 100,000 documents a year.

"We are able to issue subcontract agreements in a fraction of the time it took previously. Having all our contract templates in the system and all our contract documents in one consolidated place really keeps things smooth and efficient."
Answered the way we answer them on a demo.
No. A contract goes out for signature only after your internal approvals are done, in both modes. In Human in the loop, a person also approves every message the agent sends.
The whole job, in Auto mode. It sets up projects and drafts contracts. It reads and chases documents, answers vendors and your team, and files what lands in its inbox. It sends status updates and nudges whoever it is waiting on. Every action is logged.
Every read comes with the reason, so you can check the work, and every action is on the record under the agent's name. Start in Human in the loop and a person sees each draft before it goes.
Yes. The agent multiplies what they can do. They set the requirements, approve what goes out and make the calls that need a person. The agent does the reading, chasing, answering and filing in between.
Setup is three 30-minute meetings, on your templates, with the person who will run it. The agent starts in Human in the loop, on the requirements you set in those meetings.
No. Zero data retention at the model vendor. Nothing is kept, and nothing is used to train models.
Yes. One setting moves the account back to Done with you and the agent stops. Move to DIY and no AI model touches your documents at all.
The agent is the Done for you level, added to any plan. Plans start from $416 a month. Done for you includes AI credits and is priced on a call. See pricing or book a call.
Yes. It keeps a self-improving memory of your company: every job, your vendors and your templates. It also remembers the calls your team makes on its drafts.
From the award email to closeout, it reads, drafts, chases, answers and files. You decide how much it does without you.