SettleDraft AI

AI-powered drafting and review of trade settlement contracts by extracting agreed terms from enterprise content and converting meeting discussions into formal contract updates.

The Problem

“Slow, error-prone drafting of trade settlement contracts from scattered enterprise content and meeting discussions”

Organizations face these key challenges:

1

Agreed terms are spread across contracts, emails, call notes, settlement statements, and shared drives

2

Meeting discussions must be manually converted into formal legal language

3

Version comparison and redline preparation are labor-intensive

4

Reviewers struggle to verify whether drafted clauses match source agreements

Impact When Solved

Reduce contract drafting and revision cycle time from days to hoursImprove consistency of settlement language and clause usageCreate source-linked audit trails for every drafted updateLower risk of missed agreed terms from meetings or email threads

The Shift

Before AI~85% Manual

Human Does

  • •Search emails, prior contracts, settlement statements, shared drives, and notes for agreed terms
  • •Compare document versions and identify changes discussed in meetings or recaps
  • •Draft contract updates and redlines using templates, prior language, and manual summaries
  • •Review clause wording against source materials and resolve inconsistencies with stakeholders

Automation

    With AI~75% Automated

    Human Does

    • •Confirm the business intent of proposed settlement changes and choose among drafting options
    • •Review high-risk clauses, exceptions, and evidence gaps flagged by the system
    • •Approve final redlines and decide when additional clarification or escalation is required

    AI Handles

    • •Retrieve relevant enterprise content and extract candidate settlement terms with source citations
    • •Transcribe meeting discussions, identify agreed actions, and map them to contract sections
    • •Generate draft clause updates and redline-ready revisions linked to supporting evidence
    • •Compare versions, flag inconsistencies or policy risks, and route items into review queues

    Operating Intelligence

    How it works

    Humans set constraints. AI generates options.

    Humans choose what moves forward.

    Selections improve future generation quality.

    Confidence95%
    ArchetypeGenerate & Evaluate
    Shape6-step branching
    Human gates2
    Autonomy
    50%AI controls 3 of 6 steps

    Who is in control at each step

    Each column marks the operating owner for that step. AI-led actions sit above the divider, human decisions and feedback loops sit below it.

    Loop shapebranching

    Step 1

    Define Constraints

    Step 2

    Generate

    Step 3

    Evaluate

    Step 4

    Select & Refine

    Step 5

    Deliver

    Step 6

    Feedback

    AI lead

    Autonomous execution

    2AI
    3AI
    5AI
    gate
    gate

    Human lead

    Approval, override, feedback

    1Human
    4Human
    6↺ Loop
    AI-led step
    Human-controlled step
    Feedback loop
    TL;DR

    Humans define the constraints. AI generates and evaluates options. Humans select what ships. Outcomes train the next generation cycle.

    The Loop

    6 steps

    1 operating angles mapped

    Operational Depth

    Technologies

    Technologies commonly used in SettleDraft AI implementations:

    Copilot in TeamsOther
    4 mentions
    Copilot in WordOther
    4 mentions
    Previous contract templatesOther
    4 mentions
    Emails, presentations, and other documentsOther
    3 mentions

    Key Players

    Companies actively working on SettleDraft AI solutions:

    OpenAI enterprise copilotsGoogle Workspace Gemini

    Real-World Use Cases

    AI drafting and review of trade settlement contracts from enterprise content

    AI creates a first draft of a trade settlement contract using old templates plus details pulled from emails, presentations, and other documents, then turns the contract review meeting recap into a list of required updates.

    document drafting, enterprise retrieval, and meeting-to-action extractionproposed workflow using existing copilot in word and copilot in teams features.
    10.0

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