Selected work

A secure AI contracts store that files itself

Organisation type
Marketing SME
Type of change
02 Agentic workflows
Role
Fractional CTO

100+ contracts in one secure, searchable place, used every day

The challenge

There was no central place for client and supplier contracts. Team leads held their own copies, so finding a contract, or answering a question about one, was close to impossible. Some contracts, such as those with freelancers, also needed to stay private to the team that manages them.

What I did

  • Built the whole service myself using AI coding agents, with no engineering team.
  • Designed and built an automated intake workflow: staff email a contract to a dedicated address, and the system does the rest.
  • The system reads each contract, categorises it as a client or supplier contract, files it in a secure store and adds it to a searchable database.
  • Built in role-based access, so sensitive contract types are only visible to the team responsible for them.
  • Ran the AI on an open-weight model hosted locally, so contract content never leaves the business.
  • Gave staff AI-powered search and Q&A across the contracts.
  • Handed the service over to the in-house team to run.

The outcome

  • Over 100 contracts now held in one secure, searchable place.
  • Contracts that were scattered across team leads can now be found easily using a local web app.
  • Live and used by staff every day, and run by the in-house team.

What this shows

The right AI design starts with the data and the process around it. Automating intake removed the human step most likely to be skipped, a local model made the workflow safe for sensitive documents, and role-based access built trust in using it. Building it with AI coding agents, rather than an engineering team, shows how quickly a well-scoped workflow can now go from idea to daily use.

Read about agentic workflows →