Client Questionnaire Intake & Translation for Contract Managers with Icertis
The Problem
Commercial Contracts intake questionnaires come back incomplete, in three languages, with mismatched dates and missing employer details — the paralegal spends the day cleaning them up.
What We Build in Icertis
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Ironclad. Purpose-built for teams running Icertis — uses the native API or agent integration so nothing leaves the system of record.
Icertis Integration Approach
Audit your Icertis configuration
We map the specific Icertis objects, custom fields, and workflows the automation needs to touch for your commercial contracts practice.
Build on the Icertis API or agent
Integration happens inside Icertis — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Icertis with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Icertis instance
30-minute call. We'll look at your actual Icertis setup and show exactly how this workflow fits.