This solution streamlines contract management by creating, finding, managing and sharing contracts which lead to saving time and resources by automating contract processing workflows. The solution leverages Copilot Studio, Dataverse, Power Automate, SharePoint, Microsoft Teams and a 3rd party e-signature connector.
The Agent for Contract Processing helps employees quickly create, find, manage and share contracts, saving time and resources by automating contract processing workflows.
Leveraging Copilot Studio, Power Platform, Microsoft Teams, SharePoint and 3rd party e-signature tools, employees can generate, search and summarize contracts, automate e-sign processes with customers and converse naturally with the agent.
Note: This accelerator is not intended to be a production ready solution. The components can be extended through customization and configuration as desired to create a production ready solution. All components packaged have been done through an unmanaged solution, which allows users to be able to customize and extend the components post-deployment.
This solution is designed to be easily customizable. All configuration and customizations to this solution will be done in Power Platform and Copilot Studio.
A note on extension opportunities with Conversation Start Adaptive Card
Note that in the initial Adaptive Card that presents three options (Check if a customer has an NDA; Get information about an NDA; Create a new NDA), the first two options both currently initiate a search for existing NDAs in place for a given organization. As an extension, you may choose to include additional functionality for the second of these options, to provide additional summarization information about the agreement, beyond what is included in the Adaptive Card summary.
Additional opportunities for extension
There are a variety of opportunities to extend the functionality of this accelerator. Some of these include:
- Including an in-house legal team eSignature signing step, rather than using a pre-signed template
- Catering for customer-specific clauses in the agreement
- Including an internal approval step, potentially using the Approvals Connector
- Integration with 3rd-party contract management systems
- Using Generative AI to summarize agreement content, or compare content between a standard vs proposed agreement and more
This accelerator focuses on harnessing the following key capabilities:
- User intent detection in Copilot Studio
- Adaptive Cards in Copilot Studio
- Publishing Copilot agent in Microsoft Teams
- Capturing e-signatures using DocuSign
- Configure tables in Dataverse
- Using SharePoint library for document storage
Additional details on how these capabilities are leveraged in this accelerator can be found here:
- Dynamically-generated Adaptive Cards in Topics
- Use of entities and slot filling
- Modular topics with inputs and outputs
- Document manipulation
- E-signature connector usage
Click to learn more about the key features this solution enables
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Generate contracts
Draft contracts from templates on a self-serve basis, without requiring legal counsel input. -
Search and summarize
Find existing contracts with organizations, avoiding contract duplication, saving time and effort. -
Automate processes
Automate routine tasks such as review and approval, obtaining signatures, and enabling seamless collaboration across the organization. -
Extend and integrate
Enhance user experience by enabling integration and extensibility with relevant third-party corporate systems such as DocuSign. -
Converse naturally
Enhance communication and interaction through AI-driven chat, Q&A, and contextual responses within system of productivity such as Teams.
Please click this Link to Deployment Guide for instructions on how to deploy and set up the solution accelerator.
Usage Guidance has been provided to assist you in executing the steps required to see the included capabilities of this accelerator in action..
To deploy this solution accelerator, ensure you have access to the following
- Microsoft Power Platform license with Dataverse enabled and System Administrator access
- Copilot Studio license
- End users having Dataverse access
- Docusign license
- Access to create a SharePoint site through appropriate Microsoft 365 license
| Product | Description | Cost |
|---|---|---|
| Microsoft Power platform | Microsoft Power Platform is a suite of applications, connectors, and a data platform (Dataverse) that provides a rapid application development environment to build custom apps, automate workflows, and analyze data. | # |
| Microsoft Copilot Studio | Microsoft Copilot Studio is a graphical, low-code tool designed for building AI-driven agents and agent flows. | # |
| Microsoft 365 | Microsoft 365 is a cloud-powered productivity platform that includes a suite of applications and services designed to enhance productivity and collaboration. | # |
Below is a sample landing page of the solution accelerator after it is deployed, set up, and ready to be used:
An employee wants to initiate a request for contract creation (a Non-disclosure Agreement with a customer, or NDA in this example) to allow them to proceed with their sales opportunity with a second party organization. The employee chats with the Agent for Contract Processing in Teams, which helps the employee confirm whether or not an NDA contract already exists for the customer. If not, the agent initiates the contract creation by requesting all required information from the employee. Once the information is provided, the agent automatically creates a draft version of the contract and presents it to the employee to confirm if it's ready to be sent to the customer for eSignature. Once the employee reviews the draft and is satisfied, the agent sends the contract to the customer for the eSignature. Once the eSignature process is completed, the signed document is stored in SharePoint, and a Dataverse record is created which stores the status, SharePoint URL, agreement ID and other important details of the NDA Agreement.
By being able to get an executed NDA agreement in place quickly and seamlessly, and without involving in-house legal resources, the employee is able to proceed with their sales opportunity quickly, and the employee's legal department is able to focus on higher-value legal scenarios rather than repetitive tasks.
Click to learn more about what value this solution provides
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Increased efficiency and time savings
Reduced time spent on manual legal tasks, allowing teams to focus on high-value work. Faster contract processing and compliance checks lead to improved productivity across legal operations. -
Faster content analysis
AI-powered tools automate contract search and review, reducing delays and improving oversight helping legal teams make faster, data-driven decisions with improved contract visibility. -
Optimized contract management
Integrated systems connect legal tools with contract management platforms to eliminate workflow bottlenecks, reduce administrative workload, and accelerate approvals. -
Improved collaboration
Effective coordination between legal teams, business stakeholders, and external counsel ensures smoother contract creation, edits, and approvals, improving overall legal outcomes.
You may want to ensure that you configure any Copilot Studio actions, and any Connections used in Power automate flows, to use the authentication that is appropriate for your organization and scenario.
Depending on your desired security model, you may wish to select user authentication for actions rather than agent author authentication. For power automate flows, you may wish to configure connections to use the credentials of run-only users, or with a specific connection that you create.
Please note that this solution leverages a custom Dataverse table called 'NDA Agreements' which stores metadata related to the generated NDA document. Creation of a security role to manage Account, Contact and NDA agreement table access for end users is recommended based on organizational best practices and needs.
Also note that this solution leverages a SharePoint site and document library for the storage of unsigned, signed, and template NDA Agreements. Ensure that the security settings for your site and library are managed in accordance with your organizational best practices and needs. See Managing SharePoint Online Security for more details.
See these resources for more details on setting up authentication:
- Configure user authentication for actions
- Manage owners and users in your flows with Power automate
- Managing SharePoint Online Security
Click here to learn more about common questions about this solution.
Check out similar solution accelerators
| Solution Accelerator | Description |
|---|---|
| Agent for HR services | This solution streamlines HR service workflows with an AI-powered assistant that delivers instant answers, automates record updates, and provides intelligent support, saving time and elevating the employee experience. |
| Agent for RFP response | The Agent for RFP response processes RFP documents and leverages its knowledge base to create a draft proposal posted autonomously in Microsoft Teams. |
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