AI Contract Compliance Agent
Automating Client Contract Deliverable Compliance Monitoring with AI
End-to-End Obligation Tracking
The agent ingests MSAs, SOWs, and SLAs to automatically extract deliverables, milestones, KPIs, and fee structures—then maps each obligation to responsible owners across your agency teams.
Continuous Performance Monitoring
By connecting to project management tools, ad platforms, analytics systems, and billing software, the automation continuously validates delivery against contract thresholds and flags non-conformance before it becomes a client issue.
Audit-Ready Evidence Collection
Every check, sign-off, and reconciliation is logged automatically, generating proof-of-performance packets and compliance dashboards that satisfy client audits and internal governance reviews.
How Cassidy automates contract compliance using AI
Step 1: Ingest contracts and extract obligations
The Workflow triggers when new contracts, SOWs, or change orders are added to your document repository. Cassidy parses each document to identify deliverables, milestones, acceptance criteria, SLA thresholds, fee structures, and audit rights—building a comprehensive obligations matrix.
Step 2: Map obligations to owners and systems
Cassidy assigns each extracted obligation to the appropriate team (Accounts, Delivery, Media, Creative, Finance) using your RACI framework, then connects to your operational stack—PM tools like Asana or Monday, ad platforms, analytics systems, and billing software—to establish monitoring checkpoints.
Step 3: Monitor compliance continuously
The agent runs automated checks against live data: comparing SOW milestones to project board status, validating SLA metrics against platform performance, reconciling timesheets to fee models, and tracking deliverable sign-offs. Any deviation from contract terms triggers an exception flag.
Step 4: Surface exceptions and initiate remediation
When non-conformance is detected—missed deadlines, SLA breaches, billing discrepancies, or unauthorized scope changes—Cassidy opens a non-conformance report, assigns corrective actions to responsible owners, and drafts client communication templates with proposed remediation timelines.
Step 5: Generate compliance reporting
Cassidy compiles audit-ready evidence packets, executive dashboards showing compliance status by category, and QBR-ready decks—giving agency leadership and clients full visibility into delivery integrity, open exceptions, and recovered credits.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
