Run Document Review on Clientary — AI Agent
Already on Clientary? Add an Vayan AI agent for Document Review and save hours every week without writing code.
MSA reviewed. 4 deviations flagged · summary in the legal queue:
Customer
“Pls review attached MSA before Thursday — same terms as last time except we tightened the indemnity clause and added a data-residency requirement.”
Agent draft · in your tone
Reviewed. Three substantive changes vs. our template: (1) indemnity cap raised to 2× fees — recommend pushing back to 1×; (2) EU data-residency clause is acceptable; (3) auto-renewal language is one-sided — proposed redline attached.
How does Clientary work for document review automation?
Clientary works for document review automation by powering an Vayan AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to Clientary alongside the other apps your team already uses, watches for the triggers that matter for document review, and takes the next step on its own while keeping a complete audit trail for review. AI analyzes contracts and documents in minutes instead of hours, surfacing key clauses and risks. Teams typically see hours → Minutes with flags for attorney attention once the agent is in production. You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the inbound ticket and classify the topic
- 2Pull the customer's plan, history, and SLA
- 3Draft a response in your support team's voice
- 4Resolve directly or hand off with full context
Get started in three steps
Connect Clientary
Authorize Clientary in your Vayan AI dashboard. Projects, clients, and financial data sync instantly.
Define Business Workflows
Set up automation rules for Clientary — project milestones, invoice events, or client status changes trigger AI actions.
Run Your Business on Autopilot
AI handles the operational work inside Clientary while you focus on growth. Track efficiency gains live.
Reviewed. Three substantive changes vs. our template: (1) indemnity cap raised to 2× fees — recommend pushing back to 1×; (2) EU data-residency clause is acceptable; (3) auto-renewal language is one-sided — proposed redline attached.
Customer reports a duplicate charge; refund queued, awaiting confirmation.
Customer asking what's included on the Growth plan vs. Pro.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Northwave Procurement9:14 AM
Customer marked the resolution as helpful.
- Agent9:12 AM
Sent reply on ticket Doc · Northwave-MSA-v3.
Reason: Confidence above auto-send threshold; voice match passed; SLA at-risk.
- Agent9:11 AM
Drafted reply in your team's voice.
- Agent9:10 AM
Pulled customer plan, prior tickets, and account context.
- Agent9:09 AM
Triaged Doc · Northwave-MSA-v3 as the matching topic.
Frequently asked questions
All data exchanged between Clientary and Vayan AI during document review processing is encrypted in transit and at rest. We use OAuth tokens for Clientary access, never store raw credentials, and maintain full audit logs of every document review action.
Yes. You define exactly which Clientary events start document review workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so document review actions only fire when your specific criteria are met in Clientary.
When the AI hits an edge case during document review processing in Clientary, it escalates to your team with full context — the Clientary record, what was attempted, and why it needs review. Your document review pipeline never stalls or loses data.
Most users connect Clientary and launch their first document review automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure document review-specific rules through a visual no-code builder.
The agent reviews contracts, leases, policies, regulatory filings, and the clientary-specific documents your team handles daily — extracting key clauses, flagging non-standard terms, and surfacing risks against your standards library.
Yes. You configure standard clauses, acceptable variations, and red-flag language specific to clientary. The agent applies these standards consistently across every document — eliminating the variance that comes from different reviewers with different opinions.
The Clientary integration automates end-to-end document review — including data capture from Clientary, validation, routing, follow-up actions, and status updates. Every document review step that touches Clientary can be handled by the AI agent.
Vayan AI connects natively with Clientary to handle the full document review workflow. The AI agent monitors Clientary events, processes document review tasks automatically, and writes results back to Clientary — no copy-pasting or tab-switching required.
The Clientary integration maintains a persistent real-time connection for document review automation with automatic retry logic and continuous monitoring. If Clientary experiences downtime, queued document review tasks process automatically once connectivity resumes.
Yes. You can create parallel document review workflows that respond to different Clientary events or conditions. For example, one document review flow for new Clientary records and another for updated ones — each with independent rules and actions.
Explore more AI agent solutions
Start automating Document Review for Clientary
7-day free trial. Works with the tools you already use.