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Sale agreement summariser

Every deal term, on one page.

Client
A large property investment and development business
Sector
Property and development
Status
Delivered
  1. Business problem

    What problem are we actually solving?

    Sale agreements run to dozens of pages, and the terms that matter (closing conditions, contingencies, deadlines, deposits, termination rights) are scattered through them. Teams needed a reliable summary fast, with the ability to ask follow-up questions.

  2. Target users

    Who is this for, and what does their day look like?

    Development managers, acquisitions and legal support staff.

  3. Current process

    How does it work today, and where does it hurt?

    Manual read and hand-built summary, or reliance on counsel's abstract when available. Slow, inconsistent between people, and hard to query after the fact.

  4. Desired outcomes

    What does better look like?

    • Consistent, structured sale-agreement summary covering key commercial and legal terms.
    • Ability to research specific terms conversationally against the source document.
    • Clear reference back to the source clause for every summarised point.
  5. Constraints

    What limits, systems, data or rules apply?

    • Grounded strictly in the uploaded agreement, with no general legal commentary.
    • The summary is a working aid, not legal advice, and is positioned and labelled accordingly.
    • Sensitive commercial documents: enterprise platform only.
  6. Success metrics

    How will we know it worked?

    • Time to first usable summary.
    • Terms consistently captured per summary, against a fixed schema.

What was built

A document question-and-answer agent with a fixed summary schema and a citation requirement, allowing both a one-shot summary and follow-up research on individual terms.