Draft Flawless Contracts in Seconds, Not Hours.

Contract drafting from templates

Stop manually creating contracts from scratch. Archiz AI agent instantly generates accurate, compliant, and personalized legal documents by pulling data directly from your CRM into your pre-approved templates.

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Contract drafting

The Cost of Manual Contracts

Manual contract creation is a major bottleneck. Your sales and legal teams lose valuable time drafting documents, copying and pasting details from your CRM, and meticulously checking for errors. This slow, repetitive process not only delays your sales cycle but also introduces the risk of expensive human mistakes.

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Legal automation agent

Key Features

Intelligent CRM Data Sync

The agent connects to your CRM and intelligently pulls all the necessary data for a contract (e.g., company legal name, address, deal value, subscription term) from the opportunity record.

Dynamic Clause Insertion

Based on the data in the CRM (e.g., product type, deal size, location), the AI can automatically insert or remove specific pre-approved legal clauses to create a tailored contract.

Automated Approval Workflows

Once a contract is drafted, the agent can automatically route it to the correct person (e.g., sales manager, legal department) for review and approval based on your business rules .

Use Cases

Use-Cases for Contract drafting

Mid-Market Sales Team

Reduced the average time it took to get a contract to a customer from 2 days to just 15 minutes, significantly accelerating their sales cycle.

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Legal Tech Company

Used the agent to ensure 100% of their sales contracts were generated from the most up-to-date legal templates, eliminating compliance risk.

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Fast-Growing Startup

Allowed their sales team to generate standard contracts themselves, freeing up their small legal team to focus only on high-value, complex negotiations.

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More Agent Template

Auto-generate personalized

Creates customized proposals using lead data, pricing logic, and branded templates.

Set follow-up reminders after interaction

Sends reminders based on lead stage, last contact, and urgency signals.

KYC reminder workflows

Sends reminders for pending KYC documentation and tracks completion.

Competitor price monitoring & alerts

Tracks competitor pricing and sends alerts for strategic adjustments.

Dynamic pricing suggestions

Recommends pricing based on demand, competition, and historical data.

Cross-platform lead sync

Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.

Inbound Lead Capture Bot

Captures and qualifies inbound leads from web forms, chat, and email.

Social media DM integration

Pulls lead data from Instagram, Facebook, and LinkedIn DMs into CRM.

Partnership opportunity detection

Identifies potential partners based on lead data, industry, and mutual fit.

Data Enrichment Bot

Crafts outreach messages tailored to each lead’s profile and history.

Auto-Scheduler Bot

Books meetings and syncs with calendars across platforms.

Data Enrichment Bot

Adds missing data using public and private sources like LinkedIn, Clearbit, etc.

Pre-approved templates

Value Proposition

Reduce contract creation time from hours to minutes.

Eliminate the risk of costly copy-paste errors.

Accelerate your deal cycle by removing legal bottlenecks

FAQ

Are the generated contracts legally binding?

Contracts generated from pre-approved legal templates are enforceable when they meet core elements like offer, acceptance, intent, and consideration; enforceability depends on the template content and approvals rather than the drafting tool itself.

Can it handle contracts with complex, variable clauses?

Yes; set conditional rules tied to deal properties so the agent selects the right clauses and terms from legal-approved libraries and templates for accuracy and compliance.

Is our customer and deal data secure?

The system connects to the CRM over encrypted channels and operates within a controlled environment, aligning with workflow best practices that emphasize integration security and permissioned access.

Can it route for different levels of approval?

Yes; configure multi-step approval workflows (e.g., add finance or VP approvals above dollar thresholds) with role-based routing, notifications, and escalation to keep cycles moving.

What happens if required CRM data is missing?

You can require blocking conditions that prevent generation until mandatory fields are filled, or route the draft for manual review—both are standard controls in automated approval workflows.

Automate with AI

Start your free trial today.

Accelerate the sales cycle and cut risk—generate compliant, audit-ready contracts in seconds. Activate your Legal Automation Agent now.

CRM Software has this features:

Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.

Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours

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