Legal & Compliance Department
Reclaim Your Time with Legal & Compliance Solutions

Get your team’s hours back from contract administration and document chasing. AI agents and automation capture, classify, and route the paperwork behind the contract lifecycle, and give you one secure place to see where everything stands. Your lawyers and compliance officers keep the review, the negotiation, and every call that carries legal consequence.

What does agentic AI do in legal and compliance? Agents read contracts, policies, and records, pull out the terms, dates, and obligations that matter, check them against your systems and your retention rules, and route anything that needs attention to the right reviewer. Nothing is approved, executed, or destroyed without a person deciding. 

Accelerate Your Legal and Compliance Operations with Automation

Automation cuts the manual load in legal and compliance work and speeds up contract management, compliance monitoring, and document review. The gains show up early, because the first processes to automate are the most repetitive ones.

Reduction in Signature Execution
0 %
Reduction in Electronic Record Collection
0 %
Reduction in Contract Lifecycle Time
0 %
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How Agentic AI and Intelligent Automation Fit Together in Legal & Compliance

Intelligent automation is the foundation we have built for decades, and it still does much of the records and workflow work in legal and compliance. What is different now is that it runs alongside AI agents rather than alone. That combination is what makes an Agentic Enterprise, where people, agents, automation, data, and your core systems work together across a whole process instead of a single step.

With the increase in efficiency OnBase has brought, we’ve been able to do more with the people we have…

“With the increase in efficiency OnBase has brought, we’ve been able to do more with the people we have and avoid hiring new people unnecessarily.”

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Kylie Arnold

Database Administrator, City of St. George

Why Legal & Compliance Automation

Less Risk. More Efficiency

Secure storage and automated workflows take the administrative weight off your team and give you a defensible record of every action. Our AI Optimization Team does that build work embedded in yours, prioritizing the use cases, delivering them on one governed foundation, and improving what is in production after go-live. We are measured by the value delivered, not by hours billed.

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Minimize Risks and Ensure Compliance

Achieve full audit trails and regulatory compliance while protecting your data from unauthorized access or breaches.

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Improve Efficiency and Automation

Accelerate the review and approval process by automating repetitive tasks and simplifying the entire contract lifecycle, saving time and money in the process.

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Gain Full Visibility and Reporting

Access real-time insights into contract statuses, profitability, key milestones, workloads, and upcoming obligations with comprehensive reporting and dashboard views.

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Enhance Security and Data Management

Securely store all contracts and related documents, integrate systems for secure access, and enforce consistent document destruction policies.

Case Study

Colony Brands Manages Massive Amounts of Employee Paperwork

Discover how intelligent automation has enabled Colony Brands to hire new employees quickly and efficiently, even during their peak season.

How to Use It

Apply Agentic AI and Automation Across Legal and Compliance

Agents and automation cover the document and workflow load across legal and compliance, from records management and retention to policy checks, data privacy, and the full contract lifecycle. Automating the paperwork behind them reduces risk, speeds up approvals, and gives you one place to see contract data. Each process you add extends the same governed foundation rather than starting a new one.

Capabilities Include

  • Records Management
  • Risk Assessment & Prediction
  • Policy Audits & Compliance Checks
  • Data Privacy Management
  • Automated Retention & Destruction of Documents
  • Contract Management

Records Management

Automate your information management to enhance efficiency and compliance. This way, you can focus on more important tasks and reduce legal risks.

  • Configure automated rules for approvals, storage transfer, archival, and deletion
  • Manage both physical and electronic records with uniform retention policies
  • Save money by reducing manual processing and storage costs
  • Ensure compliance with a trackable audit trail for all document actions

Risk Assessment & Prediction

Apply AI models to analyze past enforcement actions, regulatory fines, and case precedents. In turn, you can mitigate potential violations proactively.

  • Assess a firm’s risk exposure using historical data
  • Identify patterns and trends to predict future risks
  • Implement proactive measures to reduce risk
  • Enhance compliance by staying ahead of potential violations

Policy Audits & Compliance Checks

AI-powered technology can scan contracts, policies, and agreements for misalignments with current regulations and surface where they no longer line up. Your team reviews what it finds, so documents do not drift out of date unnoticed. 

  • Identify discrepancies between documents and current regulations
  • Keep policies and agreements current, with drift flagged for review
  • Reduce the risk of non-compliance and associated fines
  • Speed up the audit process with automated checks

Data Privacy Management

Use AI-powered tools to identify sensitive data within legal documents, emails, and databases. That supports your compliance work under regulatiosn like GDPR and CCPA and helps you apply consistent handling rules. 

  • Identify sensitive data to ensure proper handling
  • Monitor cross-border data transfers for global compliance
  • Apply your GDPR and CCPA handling rules consistently across systems
  • Reduce the risk of data privacy violations

Automated Retention & Destruction of Documents

AI can automate the scanning, indexing, and retention scheduling of documents and records. This process enhances compliance and security while reducing storage and maintenance costs.

  • Automate scanning and indexing of documents
  • Schedule retention and destruction of records
  • Improve data governance and quality
  • Reduce storage and maintenance costs

Contract Management

Run the contract lifecycle on one governed foundation, with full visibility into where every agreement stands and a review and approval path that does not stall.

  • Automate the contract lifecycle from request to negotiation, authoring to approval, execution to expiration and renewal, and post-contract analysis
  • Track all changes and actions in each contract’s history to improve compliance
  • Gain real-time visibility into contract statuses, profitability, and bottlenecks
  • Eliminate document chasing and accelerate negotiation and cycle times
  • Store contracts in a single secure location with enhanced security for cloud-based solutions
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Transform Compliance Into Competitive Advantage

Let our experts guide you toward the right solution to improve your processes, restoring time to your day and enhancing your security and regulatory compliance.

Let’s Talk

Customer Stories

Every Success Story Starts With a Vision

Our customers inspire us every day. It’s our privilege to help them achieve their goals and reimagine what’s possible.

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Naviant has been a great partner – work really well with IT and business – right level of implementation support for the organization.

“As Naviant improves their solutions, they reach out to us and see what more they can do with us. They are proactive in reaching out to us and recommending a solution that would work better for us. Naviant has been a great partner – work really well with IT and business – right level of implementation support for the organization. For very strategic work, we use them.”

Digital Transformation Leader

Government Customer

Naviant is strong in serving highly-regulated industries due to its strengths around security.

“Naviant is strong in serving highly-regulated industries due to its strengths around security. It is able to effectively comply with strict data privacy restrictions that large public institutions have by having good experience around things like data encryption and providing role-based access.”

Vice President

Government Customer

Legal and Compliance Automation FAQs

Legal and compliance automation uses AI agents and workflow software to handle the document work behind contracts, records, and regulatory obligations. It captures and classifies documents, extracts the terms, dates, and obligations that matter, checks them against your systems and retention rules, and routes anything that needs attention to the right reviewer. Lawyers keep the review, the negotiation, and the judgment calls. 

AI can read a contract, pull out the clauses, dates, and obligations, compare them against your standards or playbook, and flag where something differs. What it does not do is decide whether a deviation is acceptable. That stays with your legal team. The value is that your reviewers spend their time on the exceptions rather than reading every agreement start to finish. 

No software can guarantee regulatory compliance, and you should be cautious of any vendor that says otherwise. What automation does is make compliance work more reliable: it identifies sensitive data across your documents and systems, applies your handling rules consistently, and produces an audit trail. Whether a given program is compliant still depends on your policies and your people. 

This is the right question to ask, because an automated retention rule that fires on documents under litigation hold is a spoliation problem. Retention automation should be built so that holds override the schedule, destruction requires a human approval step, and every action is logged. Ask any vendor to show you exactly how holds are enforced before you turn a schedule on. 

Rules-based automation follows instructions. It is fast and exact and it does not interpret. AI agents work toward an outcome: reading unstructured documents, weighing context, and deciding what to do next inside guardrails you set. Most legal processes need both, with rules on the predictable steps and agents on the reading and the exceptions. 

Start where volume is high and judgment is low: records intake and retention, policy acknowledgment tracking, or contract data capture. Those processes are measurable, they build the governed foundation the harder use cases need, and they free up review capacity quickly. We prioritize the work with you before anything gets built. 

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