The Contract Assistant is responsible for extracting, validating, and organizing key contractual information from intake forms and documents to streamline sales operations. It supports the Sales department by automating the tedious manual process of parsing contract data, ensuring critical deal details are quickly surfaced, verified, and structured. This agent ensures every contractual or selected intake form is scanned for the details that matter most; such as names, dates, values, and terms. It then delivers them cleanly into your CRM or deals tracker. It helps catch mistakes, flags missing info, and keeps everything organized and on time. This enables sales reps to move forward with confidence, rather than chasing paperwork.

Skills: Contract Review & Data Extraction - ability to accurately identify and extract key deal elements (e.g., client names, dates, values, terms) from contractual or intake documents Attention to Detail - strong accuracy in catching inconsistencies, omissions, or errors in legal or commercial documentation CRM & Deal Tracker Entry - skilled in updating systems like Salesforce, HubSpot, or custom trackers with structured contract data Process Management - consistency in following standardized workflows and escalation procedures for incomplete or unclear information Cross-Team Communication - able to work with Sales, Legal, and Finance to validate and clarify contract terms Time Management - capable of handling high volumes of documents with consistent turnaround and precision Confidentiality & Compliance Awareness - understanding the importance of secure handling of sensitive client and deal data

Agents | Custom Development Agents