Added to demo agenda!
Talk to our team to learn how Cassidy can help your team with this use case

AI Construction Contract Search Agent

Construction contract clause search tool for project managers—find AIA/CSI requirements fast with AI
Overview
Custom solution
Workflow

Automating Construction Contract Clause Search with AI

Automate your entire construction contract search workflow across document ingestion, clause extraction, and compliance tracking.
001

The agent ingests Division 00, Division 01, AIA A201 General Conditions, and all technical specifications—then makes them searchable by clause, topic, deadline, and responsible party so PMs find enforceable requirements in seconds, not hours.

002
Conflict Detection and Precedence Logic

AI automatically identifies where Supplementary Conditions modify A201 or where Division 01 requirements override boilerplate, surfacing the governing clause with clear precedence notes and cross-references.

003
Deadline Tracking and Compliance Assets

The system extracts notice windows, submittal turnaround times, and pay app cycles from contract language, then generates actionable matrices, calendar entries, and notice templates aligned to AIA G-series forms.

How Cassidy automates contract analysis using AI

Step 1: Trigger on document upload

The Workflow activates when contract documents are added to the Knowledge Base—whether from Procore, SharePoint, or direct upload—including Division 00, AIA A201, Division 01 General Requirements, and technical specifications.

Step 2: Parse and normalize contract structure

Cassidy applies OCR and layout parsing to segment documents by CSI MasterFormat divisions, AIA article numbers, and SectionFormat (Part 1–3), while tracking versions across addenda, bulletins, and Supplementary Conditions.

Step 3: Extract and tag clauses

The Agent identifies clause types (Notice, Time, Cost, Submittal, Warranty, Closeout), responsible parties (Owner, Contractor, Architect), triggers (NTP, Substantial Completion), timeframes, and required forms—then maps cross-references between documents.

Step 4: Enable natural-language search

PMs query the Knowledge Base conversationally—"What's the deadline for a substitution request?" or "What are the closeout deliverables?"—and Cassidy retrieves relevant clauses with faceting by Division, document source, and revision.

Step 5: Assemble cited answers

Cassidy generates responses that quote operative language verbatim, cite section and article numbers (e.g., "AIA A201-2017 §15.1.3"), and flag related clauses that modify or supersede—providing defensible documentation for RFIs, changes, and disputes.

Step 6: Generate compliance deliverables

The Workflow outputs submittal matrices, deadline calendars, notice templates, and responsibility assignments—exportable to PDF, CSV, or synced directly to project management platforms with full audit trail.

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
Book Demo
  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

Explore more automations

Move from idea to production with Cassidy