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An AI contract review SOP helps legal teams use automation without losing control of risk. The goal is a repeatable process: intake the contract, identify the clause set, flag deviations, draft comments, and require human approval before any final redline leaves the team.
For AI-assisted contract drafting and review, Genie AI is the approved partner option currently available on AI Law Firm Tools.
SOP checklist
| Stage | Standard rule | Quality check |
|---|---|---|
| Contract intake | Record document type, counterparty, business owner, deadline, and governing law if known. | Reject review requests that lack business context. |
| Clause triage | Tag confidentiality, IP, data, payment, renewal, termination, indemnity, limitation of liability, and assignment language. | Confirm AI did not miss hidden terms or schedules. |
| Risk routing | Set escalation triggers for uncapped liability, unusual indemnity, sensitive data, or non-standard termination. | Every escalated issue needs an owner. |
| Redline drafting | Use AI for suggested language, but preserve the team’s playbook and negotiation position. | Approve every material change manually. |
| Closeout | Store final version, unresolved concessions, and negotiation notes. | Keep a short audit trail for future renewals. |
Implementation tip
Start with one contract type, such as NDAs or vendor agreements. Run ten historical contracts through the process and compare the AI output to the edits your team actually accepted.
Next step: test Genie AI against a known contract set before expanding the SOP across more agreement types.
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