AI Subcontract Term Extraction Agent

How Cassidy automates contract clause and flow-down management using AI

Step 1: Trigger on document upload or contract event

The Workflow activates when prime contracts, general conditions, specifications, or draft subcontracts are uploaded to your document management system or when a new subcontract package is initiated.

Step 2: Parse and normalize contract documents

Cassidy processes PDFs through OCR and text normalization, detecting sections, exhibits, and incorporation-by-reference links while establishing version control and order-of-precedence across the document set.

Step 3: Extract and classify clauses

The agent identifies standard commercial and risk clauses—indemnity, insurance, LDs, payment terms, pass-through claims, dispute resolution, and regulatory flow-downs—mapping each to your clause library with deviation analysis against company playbooks.

Step 4: Generate flow-down matrix

Cassidy builds a flow-down matrix for each trade package, mapping prime obligations to proposed subcontract provisions, flagging gaps and misalignments, and recommending language insertions or carve-outs.

Step 5: Build obligation and notice register

Time-sensitive obligations are compiled into a calendar with ownership assignments, trigger conditions, and deadlines—covering notice periods, milestone dates, insurance renewals, and retention release schedules.

Step 6: Produce deliverables and route for review

Cassidy generates clause extraction reports, redline packages, exception logs with risk scores, and compliance dashboards, then routes deliverables to contract administrators, legal, and project managers through Slack, Teams, or your project management system.