Contract Review Intake with AI agents

Contracts arrive from everywhere — a sales rep forwarding a customer redline, a vendor sending a renewal, a hiring manager attaching an offer letter agreement — and the first bottleneck is almost never the legal review itself, it is getting the document logged, categorized, and routed to the right reviewer without it sitting in an inbox for two days first. Neotask watches the intake channels a legal team actually uses, catches every incoming contract the moment it lands, classifies what type of agreement it is and how urgent it looks, and opens a tracked review request assigned to the right reviewer, so the clock on review turnaround starts the moment the document arrives instead of whenever someone happens to check the shared inbox.

How it works today vs. with Neotask

Most legal teams do not lack a review process, they lack a reliable intake mechanism feeding that process. A contract lands in a shared inbox, or a Slack DM, or gets attached to a random ticket, and it depends entirely on someone noticing it, reading enough of it to guess what kind of document it is, and manually opening a tracking item before the actual review can even start. On a busy day, that noticing step alone can take a day or two, and it happens invisibly — nobody logs that a contract sat unnoticed, so turnaround-time metrics look better than the lived experience of whoever sent it and is waiting. Worse, misrouted intake is common: an urgent customer NDA that needs same-day turnaround sits in the same undifferentiated queue as a routine annual vendor renewal, with no signal distinguishing the two until a human reads both. Neotask removes the noticing and the guessing. It watches the actual intake surfaces, reads enough of each incoming document to classify its type and urgency immediately, and creates the tracked review request itself, so every contract has a logged arrival time and a routed owner within minutes of landing, regardless of which day of the week or which channel it came through.

The agent flow

Watch the intake surfaces

Neotask monitors the shared legal inbox and the dedicated intake channel for incoming attachments, rather than requiring someone to manually forward documents into a separate tracking tool.

Integration: gmail

Classify the document type

The incoming file is read and classified as an NDA, vendor agreement, customer contract, amendment, or another category the team has defined, using the actual document content rather than the filename or subject line.

Assess urgency signals

Neotask checks for urgency cues — an approaching signature deadline mentioned in the covering email, a deal close date referenced by the sender, a contract type the team has flagged as always high-priority — to set an initial priority level.

Open the tracked review request

A review item is created with the document attached, its classification, its priority, and the timestamp it arrived, so review-turnaround metrics reflect actual arrival time rather than whenever someone got to it.

Integration: notion

Route to the right reviewer

Based on document type and the team's ownership map, the request is assigned to the reviewer who normally handles that category, rather than landing in one shared queue everyone has to triage manually.

Integration: asana

Confirm receipt to the sender

The person who sent the contract gets an automatic acknowledgment with an expected turnaround window, so they are not left wondering whether it was received at all.

Integration: slack

Variations

• A deal-desk variant flags any contract referencing an active sales opportunity and routes it with a compressed turnaround target tied to the deal's close date.
• A high-volume vendor mode batches routine, low-risk renewal paperwork into a lighter-touch review track separate from the standard queue.
• An external-counsel variant automatically forwards anything above a configured risk or value threshold to outside counsel alongside the internal review request.

Frequently asked questions

Does this replace the legal review step itself?

No, it only replaces the manual noticing, classifying, and routing that happens before review starts. The actual legal analysis stays with the reviewer.

How accurate is the urgency classification?

It uses explicit signals in the document and the surrounding message — mentioned deadlines, deal references, contract type — rather than guessing, and anything ambiguous defaults to a standard priority rather than being marked falsely urgent or falsely routine.

What if a document does not match any known contract type?

It is logged as unclassified and routed to a general legal queue with a flag, rather than silently dropped or forced into the wrong category.

Can multiple people submit contracts through different channels?

Yes, Neotask can watch several intake surfaces at once — inbox, Slack channel, a shared drive folder — and consolidates everything into the same tracked queue regardless of which surface it arrived through.

Plans

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