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Policy & Contract Assistant

Answers from contracts, policies and procedures, with the exact clause beside each response

Policy & Contract Assistant
  • Operations / HR / Legal
  • AI
  • RAG
  • LLM
  • Python
  • Vector search

The project

We built a document assistant that helps operations, HR and finance teams find answers in their contracts, policies and procedures. People ask a question in plain English, receive a concise response and can open the supporting clause alongside it.

The application combines a searchable document library, source-linked answers, document access rules and a route for unanswered questions. It also shows policy owners which questions come up repeatedly and where their documents leave gaps.

The challenge

The information teams need is often already written down, but spread across contracts, handbooks and procedure documents. Answering a routine question means searching several files, checking which version applies or asking a colleague who knows where to look.

A useful assistant needed to do more than produce a plausible reply. Staff had to be able to check the wording behind an answer, while restricted documents stayed restricted and missing information remained visible.

The solution

We built a retrieval-based assistant around the document library. Documents are split into clauses and indexed so that each question can be matched to relevant passages. The assistant uses those passages to compose a short answer, with numbered references that open the source beside it and highlight the clause.

Document permissions are applied during retrieval, so answers draw only on material the person asking is allowed to access. Uploading a new document version triggers re-indexing, keeping the searchable material aligned with the library.

When the available documents do not answer a question, the assistant explains the gap, shows the closest relevant material and offers a handover to the right team. An insights view brings together common questions, helpfulness feedback and unanswered topics, giving document owners a practical list of material to clarify or add.

What it does

  • Plain-English questions across contracts, policies and procedures
  • Answers cite the exact clause, with the source opened beside it
  • Says when the documents don’t answer the question
  • Send unanswered questions to the right team
  • Access rules: answers only from documents the person can see
  • Document library with re-indexing when a new version is uploaded
  • Insights: most asked questions and gaps in your documents

How we built it

  • Map documents and access: Organised contracts, policies and procedures and defined which users could access each document.
  • Build clause retrieval: Split and indexed the documents so relevant passages could be retrieved with a traceable source.
  • Create the answer workspace: Built plain-English questions, cited responses and a side-by-side source view with highlighted clauses.
  • Handle gaps and review: Added unanswered-question handover and insights, and checked restricted documents, conflicting versions and questions without supporting text.

The results

  • Cited Every answer
  • Says so No answer in the documents
  • Respected Access rules

Backendz & Policy & Contract Assistant: Highlights

Plain-English questions across contracts, policies and procedures
A library of contracts, policies and procedures, with access rules
Answers cite the exact clause, with the source opened beside it
When the documents don’t answer it, it says so and asks a person
Says when the documents don’t answer the question
Insights show what people ask and where documents have gaps

Bring us the part of the business that still runs on workarounds

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