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
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