AI agents for legal and compliance work in SMEs

Today

A supplier’s terms and conditions or a large customer’s contract arrive with a signing date close at hand, and nobody has time to read them in full.

With AI

As soon as a contract is saved to the designated folder or received at the dedicated address, the agent compares it with your list of points of attention (liability, term and termination, jurisdiction and governing law, penalties, intellectual property) and with your in-house template. It quotes the relevant clauses verbatim, flags those that depart from your rules, saves its note to the file and creates the review task with the planned signing date. Management or the in-house lawyer reads the flagged passages, decides what to negotiate and calls in a lawyer where needed.

Today

The record of processing activities was filled in once when the nFADP came into force, then forgotten, and the website’s privacy notice no longer matches the tools in use.

With AI

Whenever new software is ordered or a data processing agreement is signed, the agent reads the supplier’s documentation and the contract, notes the data processed, the hosting location and the sub-processors, and prepares the matching entry in the record, awaiting approval. It also flags the passages of the website’s privacy notice that no longer match. The person responsible for data protection checks every entry before adding it and consults a specialist in case of doubt.

Today

Everyone uses a different AI tool, sometimes with a personal account, and nobody knows which customer or staff data has been pasted into it.

With AI

We list with your teams the tools actually in use, then the assistant helps draft a short policy: authorised tools, rights granted to agents, prohibited categories of data, mandatory review, informing clients, a named contact for questions. Management adopts the policy; we present it to the teams and keep it up to date with you when tools change.

Today

In a property management firm or a company renting its premises, notice periods, indexation clauses and renewal options sit in hundreds of PDFs, and a missed deadline commits you for years.

With AI

For every contract saved to your shared folder, the agent extracts notice periods, indexation clauses and renewal options with the source page, and proposes the entry in the deadline register. Once the extraction is confirmed, it creates the reminders in Outlook and, as a deadline approaches, prepares the decision file with a draft letter. The property manager or the person in charge decides on any termination or renegotiation and signs.

Today

A firm has already drafted hundreds of briefs, agreements and opinions, but finding them depends on the memory of the partner who handled them.

With AI

A custom research assistant, installed on the infrastructure chosen with your IT provider, answers questions asked in plain language by returning the relevant passages of your documents with the source file, respecting access rights per matter. The lawyer reads the original, checks that the case law is current in Swisslex or Weblaw and alone decides whether to reuse a text.

Today

On a building project, notice periods, reservations and change orders are discussed by e-mail and in site meeting minutes, and the main contract with its appendices is only reread when a disagreement arises.

With AI

For every set of minutes or e-mail filed in the project folder, the agent spots the events that start a deadline under the contract, its appendices and the terms incorporated into it (for example the SIA 118 standard where agreed). It creates the task with the due date for the project manager and prepares in Outlook a draft notice or variation that refers to the documents. The project manager checks facts and dates; management signs, with a lawyer’s support when the stakes call for it.

Today

When goods arrive damaged or a customer disputes a repair, the facts are scattered across e-mails, delivery notes, photos and invoices, and the insurer or lawyer asks for a clear account.

With AI

When a claim or a dispute is reported, the agent searches the mailbox and the shared folder for the related e-mails, delivery notes, photos and invoices, builds a chronology in which each event points to its document and drafts the claim notification or a note for the lawyer or legal expenses insurer. It also creates a reminder for the notification deadline. The person in charge checks every fact and date before sending; assessing liability is not part of what the agent produces.

Today

A patient or customer asks what data the company holds about them; you have to search several systems, the mailbox and the archives, then reply within the time limit set by the nFADP.

With AI

When an access request arrives, the agent enters it in the register with its deadline and asks the person in charge to confirm the requester’s identity. It then searches for the data in the patient record or point-of-sale software, the CRM and the mailbox, groups it by category and source, flags anything concerning third parties and prepares a draft reply. The person responsible for data protection checks completeness, removes anything that must not be disclosed and signs the reply.