Octapipe
Octapipe for Legal

Standard contracts approved without waiting on legal

NDAs, standard contracts and simple amendments are checked against your templates, and legal only reviews what changes the terms.

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Teams at these companies already run their processes on Octapipe

  • Ambev
  • Conta Azul
  • Granado
  • Sallve
  • Evino
  • Olera
  • Contém1g
  • BlueHealth
  • Care
  • Grand Cru
  • Gringa
  • Sinergin
See customer stories
1.0 Request cards

Every contract request in one card

Each contract opens as a card with the fields legal needs, a checklist from review to signature and every version attached. Status and history stay with the contract.

  • Fields for counterparty, value and term
  • A checklist from review to signature
  • Contract versions kept with the request
Purchase request card with custom fields, owner, pipeline and SLA
2.0 Agent builder

An agent for your playbook, set up in minutes

Write your contract playbook in plain language, from standard terms to clauses you never accept, and choose where approved and rejected contracts go. Start with recommendations only.

  • Rules for terms, clauses and counterparties
  • Approved and rejected stages you choose
  • Autonomy from recommending to deciding
Create agent screen with persona, stages, instructions and autonomy
3.0 Forms & tracking

Receive contract requests through forms

Teams request contracts and NDAs on a private form, and counterparties can send documents through a public link. Everyone follows each step on a tracking portal.

  • Private forms for contract requests
  • Public links for counterparties
  • A tracking portal for every requester
Purchase request form next to the tracking portal timeline
4.0 Document intelligence

Contracts read and checked clause by clause

The Document Agent reads every contract and compares parties, terms, dates and key clauses with your templates, so nobody reviews them line by line.

  • Parties, terms, dates and key clauses extracted
  • Deviations from your templates flagged
  • Missing signatures or pages caught early
Supplier invoice with vendor, dates, line items and total
5.0 Policies

Your playbook, applied to every contract

Write your contract playbook as policies in plain language: standard terms, approval limits and clauses you never accept. Edit a rule and the agents follow it on the next contract.

  • Rules for terms, limits and clauses
  • Separate policies for each pipeline
  • Versions saved for every change
Pipeline policies list next to a policy being edited
6.0 Audit trail

Every contract decision stays on record

Every check, flagged clause and approval is logged, whether an agent or a person made it, so any review is a search, not a project.

  • A timeline of every check and decision
  • Who approved, and based on which clause
  • Ready for any internal or external review
Pipeline of requests by review status

Approval flows you can hand to AI agents

Examples of requests the agents review, the rule they apply and what happens next.

  1. 1

    NDAs

    Request

    Mutual NDA with a prospective partner

    Policy

    NDAs on our template, with no changes to the core clauses, are approved in advance.

    Agent checks

    • Uses the approved template
    • Core clauses unchanged
    • Signer is authorized

    Result: Approved automatically

  2. 2

    Service contracts

    Request

    Service agreement for €18,000 a year

    Policy

    Contracts above €10,000 need legal review of liability and termination.

    Agent checks

    • Uses the approved template
    • Liability clause unchanged
    • Standard termination terms

    Result: Sent to legal with the changed clause highlighted

  3. 3

    Amendments

    Request

    Extend an existing contract by 6 months

    Policy

    Extensions on the same terms and price can be approved by the contract owner.

    Agent checks

    • Same terms and price
    • Contract owner approved
    • No open disputes

    Result: Approved automatically

Four agents, one review.

Each agent handles one part of the review. Every request passes through all four before a decision is made, and you can see what each one did.

Policy Agent

Reads your rules

Turns your written policy into the criteria every request is checked against, and updates them as soon as you edit the policy.

Document Agent

Reads documents & files

Reads invoices, receipts, quotes and other attachments, extracts the key fields, and flags anything missing or unreadable.

Decision Agent

Approves or rejects

Applies your criteria to the request and its documents, approves or rejects, and records the reason behind the call.

Escalation Agent

Flags exceptions

Sends anything outside policy, or anything it isn't sure about, to the right person on your team with full context.

Customers

What our customers say

Ambev
“We went live with Octapipe in one month, across our six distribution centers. Purchase approvals that used to take days now take hours, and purchasing got 80% faster. From the first quote to the final approval everything is traceable, and the data goes straight into Power BI.”
Thiago C.Thiago C.Purchasing Coordinator
Sallve
“We moved 90 licenses from another tool to Octapipe, and it was one of the best decisions we made for operations. Shipments and restocking now run in one flow, connected to Shopify and to finance, and our operation got 45% faster. Every team sees the same thing at the same time.”
Frederico R.Frederico R.Head of Operations
Care
“Every launch means kits for influencers, partners and campaigns that have to arrive on time. With Octapipe connected to Shopify, we track every kit and shipment in one place, and our campaigns now run 22% faster. Nothing slips through, and partnerships stay on schedule.”
Jedeson C.Jedeson C.Head of Operations

See your own policy at work

Describe your first process and let the agents review its requests today.

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