AI Contract Analysis & CRM Automation
UpworkUSNot specifiedintermediateScore: 42
Artificial IntelligenceAPI
Looking for an AI/Automation Development Partner,
I run an AI automation agency and I'm looking for a skilled developer to partner with on client builds long term. I have consistent inbound work across multiple industries and need a reliable engineering partner I can bring in on projects. This is not a one-off, I'm looking to build an ongoing relationship.
The Immediate Project:
This is a two-part build for a client in the talent and media space.
Part 1: Contract Analysis Tool
The client currently has staff manually comparing new contracts against historical ones. This needs to be automated. The system needs to:
Ingest contracts via API from a proprietary internal system
Extract structured data from each contract (parties, dates, rates, clauses, etc.)
Compare every new contract against 100K+ historical records — flagging key discrepancies automatically (e.g. rate changes, term differences)
Present a first-pass due diligence report for the reviewer
Hosted web app with upload, search, and bulk ingestion functionality
Part 2 \: Lead Gen Automation
The client wants an automated outreach system that:
Queries their internal CRM via API to identify contacts with no activity in 6+ months
Pulls each contact's history and preferences
Matches them with relevant internal inventory/portfolio
Auto-drafts personalized outreach emails for human review before sending
Target volume around 100 emails per week to start
The internal system is fully proprietary this will require coordination with their existing dev team to build necessary API endpoints.
What I'm Looking For
Strong experience with LLM integrations, RAG systems, and workflow automation
Comfortable working with proprietary backend systems and APIs
Clear communicator, collaborative, reliable
Interested in ongoing agency partnership, not just a single project
⚠️ A Loom video is required to be considered. Walk through your approach and estimated cost. Text-only applications will not be reviewed.
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