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The agentic CLM

A team of specialized AI agents and a contract harness that gives them memory, control and tools: your teams and your own AI agents work on the same contracts, with the same rules.

Formality Agents The contract harness

Formality Agents

A team of AI agents specialized in contract management, ready from day one

No need to build your own agents to get started. Formality Agents already know your contracts, templates and rules, and work where your teams work.

AI Agent

Does this liability clause comply with our playbook?

Review Agent

No, deviation detected: the proposed cap (50% of the annual price) is below your standard (100%). Your playbook allows a fallback to 75% with legal approval.

  • Playbook · Liability §3
  • Draft v2 · art. 9.4

Simulated demo. Ask from Formality, Teams or your own AI agent: every answer is traced back to the original clause.

Know

Analysis Agent

Answers your questions on one contract or the whole portfolio, with answers sourced down to the clause.

Extraction Agent

Extracts the key data from each contract and prepares its summary, every data point sourced down to the clause.

Close

Drafting Agent

Drafts your contracts from your templates, clause library and precedents, according to your rules.

Review Agent

Reviews incoming versions against your playbook and suggests the changes to make.

Versions Agent

Compares successive versions and highlights every difference, clause by clause.

Approval Agent

Runs your approval workflows: the right people, in the right order, with reminders through to signature.

Run

Deadlines Agent

Monitors notice periods, renewals and commitments, and reminds the right people at the right time.

Coming soon

Finance Agent

Reconciles invoices with signed contracts: rents, indexations, caps, invoiced amounts.

Available where you work

  • Formality
  • Microsoft Teams
  • Outlook
  • Word
  • Slack

AI proposes, your experts decide

  1. The agent proposes
  2. Your experts decide
  3. Every action is logged
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The contract harness

The AI model reasons.
The harness makes it operational.

An AI model, however powerful, knows nothing about your company. The harness is the infrastructure around it: it provides the memory, control and tools the model needs to act, remember, check its results and follow your processes. Formality is the harness for your contracts.

Memory

What the model knows about your company.

At Formality

Contracts and amendments in their current version, smart clause library, contract templates, negotiation precedents, commitments and deadlines, extracted and structured data.

Control

What is allowed, and what makes its work verifiable.

At Formality

Rules and playbooks, fine-grained access rights (everyone, human or agent, only sees what they should), approval workflows, answers sourced down to the clause, traceability and audit log, monitoring.

Tools

What is connected, and the actions it can trigger.

At Formality

Search, extraction, generation, CRM, ERP and e-signature connectors, MCP, API and webhooks, model orchestration.

“An average AI model with excellent context will beat an excellent AI model with little context.”

Same question, two answers

Can we terminate the Durand logistics services contract before its term?

The model alone

“Generally, a services contract can be terminated with reasonable notice, often 3 months. I recommend checking the applicable clauses.”
  • Generic answer
  • Read v3, not amendment no. 2
  • No verifiable source
  • Ignores your internal rules

With a harness

“Yes, with 3 months' notice: the version in force, as modified by amendment no. 2, provides for it (art. 14.2). Your playbook requires legal approval: shall I start the approval workflow?”
  • Version in force, amendment included
  • Sourced down to the article
  • Your internal rules applied
  • Approval workflow proposed

Illustrative example.

Formality gives your AI agents the full contract context

Your agents connect via MCP and API, your teams work in the Formality interface with Formality Agents built in. Everyone shares the same contracts, the same rules and the same access rights.

MCP
Model Context Protocol: the open standard that lets AI agents connect to company tools.
API
Application Programming Interface: the interface that lets your software (CRM, ERP, internal tools) exchange data with Formality automatically.

The AI agents you've chosen

  • Claude
  • ChatGPT
  • Copilot
  • Mistral
MCP · API
CRMSalesforce
HubSpot
Formality Contract harness
  • Memory
  • Control
  • Tools

Formality Agents · review, drafting, extraction, deadlines…

ERPAPI
webhooks
Formality interface
  • Legal
  • Business
  • Finance
  • Procurement
  • Operations
  • Asset Management
  • Compliance
  • IT

Your teams

What the harness changes

Autonomous teams

Business moves forward, legal sets the rules.

Independent of the AI model

Switch AI models without rebuilding everything.

A system that learns

Every negotiation enriches your precedents. It alerts you before deadlines.

Controlled AI costs

Extracted, structured data: your agents don't have to reread every document.

Centralized knowledge

Knowledge stays, even when people leave.

Reliable answers

Sourced, therefore verifiable, therefore actually used.

FAQ

Frequently asked questions

How do I connect my AI agents to Formality?

Via MCP (Model Context Protocol) or API. Your agents (Claude, ChatGPT, Copilot, Mistral or your in-house agents) query your contracts, trigger workflows and retrieve sourced data, within the scope of rights you assign them.

Does Formality offer its own AI agents?

Yes. Formality Agents are a team of contract-specialized agents: review against your playbook, drafting from your templates, version comparison, approval management, extraction, deadline tracking and reminders, and questions on your portfolio. The Finance Agent, which will reconcile invoices with signed contracts, is coming soon. They're available in Formality, Microsoft Teams, Outlook, Word and Slack. Every action is sourced and logged.

Which AI model does Formality use?

Formality is AI-model agnostic and can work with several models, according to each customer's strategic preferences.

Accelerate your contracts
with AI under control

Let's talk, 30 min
  • A quick diagnosis of your contract processes
  • The priority use cases for your teams
  • Usage examples from comparable companies