Leobit
AI-Powered Generator for Contractual Documentation
Custom development of an AI-powered platform that automates the creation of professional service documentation
ABOUT the project
- Client:
- Leobit's Internal Project
- Location:
-
USA
- Company Size:
- 100+ Employees
- Industry:
-
Information Technologies
- Solution:
- Custom Software
Technologies:
Leobit’s team developed a PoC for an AI-powered platform that automates the creation of professional service documentation. The tool uses Azure OpenAI’s GPT-4.1 mini deployment to extract client and contact data from corporate data sources and generate complete documentation packages including SOWs, MSAs, and NDAs.
During this project, we explored the possibilities of AI models to organize and structure documentation in corporate style. We designed an efficient technology framework for integrating models with databases and information channels. Our team also solved some challenges related to data organization and making document templates more consistent. The final product can deliver value to our internal teams and, with minor configuration, to our clients.
Customer
This was an internal Leobit project designed to explore the practical application of generative AI in document-heavy business workflows. The team used it as an opportunity to validate Azure OpenAI integration patterns, Bot Framework capabilities, and document generation pipelines that can be applied across both client engagements and internal workflows.
Business Challenge
Preparing contractual documentation, such as SOWs, MSAs, NDAs, is a time-consuming process that typically requires manual input from sales, legal, and delivery teams. Information is scattered across discovery calls, Slack conversations, emails, and internal databases. This leads to inconsistent document quality and significant administrative overhead for teams that should be focused on delivery.
Project
in detail
We’ve discovered the need for an intelligent document generation solution while working with our customers. Our R&D department decided to build such a tool to support internal workflows and have a working framework that can be re-used across future projects.
Our R&D department thoroughly analyzed the problem to come up with a vision of a solution that automates document creation and organization. We assessed primary data sources and outlined the list of sources with which the solution should integrate: Slack, Microsoft Teams, and corporate databases. Our specialists also reviewed different types of corporate documents, often built with inconsistent formatting rules, and defined a unified set of templates to standardize the solution.
Our specialists chose Azure OpenAI’s GPT-4.1 mini to validate user input, extract relevant client and contact information, and structure it into the required documentation format. We integrated the model with data sources, configured it to extract relevant information from them and outline document sections according to corporate templates. OpenXML and FreeSpire.Doc were used as libraries responsible for generating outputs in the .docx format.
The Microsoft Bot Framework and a TeamsActivityHandler drive all conversation traffic, allowing the solution to operate natively within Microsoft Teams and Slack. The .NET-based back-end runs on Linux App Service, keeping the infrastructure lean and deployment straightforward.
Automated Document Generation
The platform produces branded, ready-to-sign SOW, MSA, and NDA packages from structured and unstructured input. Users can review extracted data through a tabbed interface, make edits where needed, and generate the full package in one click. The solution produces corporate-style outputs in the .docx format.
Enterprise Data Integration
AI models connect with Slack, Microsoft Teams, and corporate databases to retrieve and organize contract-relevant information automatically. The AI model primarily focuses on data like client and contact data, but can be further configured to locate and focus on other types of information. With such capabilities, the SOW generator reduces the need for manual data entry and ensures document consistency by following corporate templates.
Explore The Solution Prototype
Custom development of a Poc for an AI-powered solution that automates SOW, MSA, and NDA generation using Slack, Microsoft Teams, and connected data sources, delivering ready-to-sign contract documents quickly.
Technology Solutions
- We configured the GPT-4.1 mini model for input validation, data extraction, and document section generation.
- Microsoft Bot Framework and TeamsActivityHandler handle the solution’s conversational interface and channel routing.
- OpenXML and FreeSpire.Doc produce template-based documents in the .docx format.
Value Delivered
- End-to-end documentation automation from discovery to signed-ready output.
- A reusable framework applicable to any industry where SOWs, MSAs, and NDAs are standard deliverables.
- Reduced administrative burden for sales, legal, and delivery teams across the documentation lifecycle.
