CARMAI™ applies the CARMA™ governance methodology to contract work. It connects pre-signature review in Word with post-signature tracking of obligations, approvals, and contract performance in a web dashboard.

Key features and functions include:

Methodology-Based Contract Analysis
Contracts receive multi-layered analysis based on the CARMA™ methodology, with audit steps generated for each review. Results can be exported as a multi-tab analysis workbook, and the AAA Report™ summarizes awareness, alignment, and assurance findings at the deal level.

Playbook Review
Standard playbooks compare contract terms against market benchmark positions. Custom playbooks allow ideal and legally required positions to be set and saved across an extensive set of clause families.

Redlining and Clause Comments
Redlines are generated as tracked changes in Word based on playbook and benchmark positions. Comments anchored to each clause explain the reasoning behind each suggested change.

Obligation Extraction
Obligations and to-do items are extracted from contracts and assigned risk scores. Extracted obligations feed into post-signature tracking of owners and deadlines.

Counterparty Due Diligence
Automated due diligence checks counterparties against regulatory, commercial, and litigation databases. Results are returned alongside the contract analysis.

CARMAlly™ AI Assistant
An AI assistant answers questions on demand. Responses are grounded in the CARMA™ methodology manuals.

CARMAgree™ Electronic Signature
An electronic signature workflow includes a governance gate that checks contract terms before signing. Signature activity is recorded with the contract record.

Governance Dashboard and Portfolio Management
A browser-based dashboard tracks obligations, owners, and deadlines across all active contracts and deals. Negotiation tracking and historical deviation analysis show how terms have moved from playbook positions over time.

Obligation Scoring and Lifecycle Governance
INTEGRIS™ obligation scoring measures whether contracts deliver what was agreed. The 5Cs™ lifecycle framework structures governance from compliance review through closing.

Delegation of Authority
Contract terms that meet playbook positions pass automatically. Deviations are escalated to the designated approver under the organization’s delegation rules.

Contract and Template Generation
New contracts and templates can be generated from playbook-approved language. Generated documents draw on the organization’s saved positions.

Collaboration and Controls
Team management includes role-based access control, document history, and version management. A full audit trail logs activity, and multi-entity support allows separate legal entities to be managed within one account.

Data Isolation
Contracts are anonymized before AI processing. Each customer’s data is held in a dedicated tenant database.