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Case study | Fintech
ClauseGrid — Contract Intelligence for Credit Ops
Finding the Clause Before the Deal Closes
01
Overview
A credit team spent days hunting covenants and renewal dates across PDFs. Suraket delivered a generative contract-intelligence workspace that extracts clauses, flags gaps, and keeps a lawyer on the save.
Review time per agreement cut by
54%
Missed renewal dates in the sample set
0
Lawyer time on first-pass reading down
47%
02
Challenge
Agreements lived in email and shared drives. Analysts copy-pasted into spreadsheets. Renewals were missed. A fully automatic legal bot was requested. That was the wrong product.
03
Solution
Suraket built ClauseGrid: upload, extract, compare against a playbook, and a required legal review before anything writes to the credit file. Generative summaries sit next to the source clause. Low-confidence extractions stay in a queue. The core credit system is updated only through an approved API.
Customer
Credit & Financial Services Team
Industry
Fintech
Services delivered
Generative AI Development
Document Intelligence
Credit-ops workflow
Integration to the system of record
Human-in-the-loop legal review
Audit trail
Built with
LLM · Python
04
The results
54%
faster first-pass review
✓
Playbook gaps visible before close
✓
Lawyer still owns the write-back
✓
Full audit of extract, edit, and save
05
Services delivered
Generative AI Development
Document Intelligence
Credit-ops workflow
Integration to the system of record
Human-in-the-loop legal review
Audit trail
06
Technology stack
Artificial Intelligence
LLMOCRClause classificationEvaluation set
Backend
PythonNode.jsREST
Integrations
Document storeCredit core API
Security
EncryptionRole gatesLegal hold
Customer
Credit & Financial Services Team
Contract intelligence that speeds the first pass and leaves the legal decision with a person.
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