Contract Intake Agent
Before any contract work can begin, incoming agreements have to be noticed, read, classified, and routed. When contract intake is manual, submissions sit in inboxes, are prioritised inconsistently, and enter legal or procurement workflows late, delaying reviews, approvals, and negotiations that depend on them.
The LuminIQ Contract Intake Agent executes this first-pass triage automatically as contracts are submitted. Incoming agreements are identified as contract intake, pre-screened, prioritised, and routed into the correct workflow without waiting for human availability. Legal and procurement teams start work at the decision point, not at the sorting stage.
What It Reviews
The agent automatically reviews incoming contract submissions as soon as they arrive, removing intake backlogs so contract teams can engage immediately.
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Contract identification: Reviews incoming submissions to determine whether they are contracts requiring review, approval, or further assessment, and confirms they belong in the contract intake process.
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Intake eligibility checks: Evaluates contracts against basic intake criteria and policies before they enter downstream legal, procurement, or finance workflows.
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Priority indicators: Assesses urgency, value, and other contract-specific indicators used to prioritise review and approval order.
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Routing context: Determines the appropriate contract workflow based on contract type, value, and intake attributes.
Who this is for
This agent is for legal, procurement, and operations teams that receive a high volume of contracts for review, approval, or negotiation. It is designed for organisations where manual contract intake slows work before review even begins.
It supports leadership teams who want predictable, auditable contract routing, and contract teams who want to start at the point of legal or commercial judgement rather than spending time identifying, sorting, and forwarding incoming agreements.
Manual vs automated agent execution
Before:
Before using the agent, contract intake is handled manually. Contracts arrive through email, portals, or shared inboxes and wait until someone has time to open them, work out what they are, decide where they should go, and determine how urgent they are. This creates delay before legal or commercial review can even begin and introduces inconsistency into contract workflows.
- Contracts wait in inboxes before being identified as intake
- Priority is unclear when contracts arrive
- Similar contracts are routed differently depending on who handles intake
- Bottlenecks form around individual availability
- Legal and procurement teams start review later than necessary
After:
After the agent is in place, contract intake runs continuously. Contracts are processed as they arrive, pre-screened against intake criteria, prioritised, and routed automatically into the correct workflow.
- Contract intake happens immediately, regardless of timing
- Classification and routing are applied consistently
- Priority is assigned upfront based on defined rules
- Contracts reach the correct review or approval workflow faster
- Teams start with prepared context instead of sorting work
Configuration options
The Contract Intake Agent is configurable to reflect how your organisation triages and routes incoming contracts, removing manual sorting while preserving control over how contracts enter downstream workflows.
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Intake channels: Define which channels the agent monitors for incoming contract submissions.
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Pre-screening criteria: Configure minimum requirements contracts must meet before entering review workflows.
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Prioritisation rules: Define how urgency, value, or other contract attributes influence review priority.
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Routing logic: Configure which legal, procurement, or approval workflows contracts are routed to based on intake classification.
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Exception handling: Specify how contracts that fail pre-screening are flagged for follow-up.
Security & Compliance
All contract intake decisions and routing actions are logged automatically. The agent follows your configured policies and cannot override them. Processing occurs within Gatekeeper’s secure environment, maintaining consistent auditability and data protection throughout the contract intake process.
The Contract Intake Agent is part of LuminIQ, Gatekeeper’s AI engine for third-party lifecycle management. All agent actions are logged with complete audit trails. The agent operates within your configured permissions and routing rules—it doesn’t make decisions outside the parameters you set. Data handling follows Gatekeeper’s enterprise security standards, including SOC 2 Type II compliance and GDPR requirements.
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