
Legal
Legal Scrutiny & Compliance Automation
Client
Bank of America
Industry
Law Firm
Services
Workflow Automation
Duration
Enterprise Grade
Executive Summary
Engineering resilience through Bank of America's transformation.
The client faced 3-5 day review cycles for credit agreements that required deep legal scrutiny. Extracting key terms and generating compliance checklists demanded massive manual effort. CleaLeaff developed a three-phase review workflow powered by Vellum’s agentic AI.
Modernizing Legal Review
- Automate extraction from high-risk legal documents.
- Reduce review timeline bottlenecks (from 5 days).
- Generate compliance-ready checklists with accuracy.
- Streamline validation while preserving context-awareness.
Agentic AI Workflow
- Developed three-phase semi-automated review workflow.
- Used LLM-driven extraction for key clauses and terms.
- Added legal validation layer for expert oversight.
- Automated checklist generation aligned with internal process.
Measurable Outcomes
Measurable Impact
80%
Faster Turnaround
50%
QC Stage Reduction
85%
Workflow Scalability
Precision at Scale
The system reduced turnaround time from 5 days to under 24 hours and cut QC stages by half. Modernized document workflows ensured legal precision while enabling the team to scale to new document types effectively.
Technical Stack
FlowableLangChainPostgreSQLTesseract OCRVellum AI
Core Disciplines
Legal TechComplianceNLP



