AI-Automation Enablement Case Studies
Cognia partnered with a leading global banking and financial services organisation to redesign its NDA operating model, creating a unified
AI-ready playbook and knowledge framework that enables faster contracting, reduced legal effort, and scalable AI-assisted review.
Challenges:
The client’s NDA process was hindered by fragmented playbooks, inconsistent risk interpretations, regional variations, and undocumented legal knowledge. This resulted in extended negotiation cycles, unnecessary escalations, increased legal costs, and limited scalability. The organisation identified NDAs as a priority use case for AI enablement but first needed to simplify and standardise its contracting guidance.
Solution:
Cognia delivered a five-week legal advisory and co-design sprint, working closely with legal, business, and AI stakeholders to redesign the NDA framework and prepare it for AI-enabled operations. Key deliverables included:
- A single global NDA playbook, consolidating and standardising guidance across regions and business units.
- Codified risk positions, decision logic, and escalation pathways to drive consistency and reduce legal complexity.
- An AI-ready NDA knowledge base designed to support AI-assisted first-pass review and redlining.
- A scalable operating model enabling more efficient routing, approvals, and exception management.
Outcome:
- Reduced NDA guidance documentation by more than 85%, from over 300 pages to fewer than 50 pages.
- Improved deal velocity through clearer negotiation pathways and reduced escalation volumes.
- Lowered legal operating costs by reducing rework, touchpoints, and dependency on senior legal resources.
- Established a globally consistent approach to NDA negotiation and risk management.
- Created an AI-ready contracting foundation capable of supporting automated review, clause prompting, and exception handling at scale.
Global Banking & Financial Services Client
Cognia partnered with a leading global banking and financial services organisation to redesign its NDA operating model, creating a unified AI-ready playbook and knowledge framework that enables faster contracting, reduced legal effort, and scalable AI-assisted review
Challenges:
The client’s NDA process was hindered by fragmented playbooks, inconsistent risk interpretations, regional variations, and undocumented legal knowledge. This resulted in extended negotiation cycles, unnecessary escalations, increased legal costs, and limited scalability. The organisation identified NDAs as a priority use case for AI enablement but first needed to simplify and standardise its contracting guidance.
Solution:
Cognia delivered a five-week legal advisory and co-design sprint, working closely with legal, business, and AI stakeholders to redesign the NDA framework and prepare it for AI-enabled operations. Key deliverables included:
- A single global NDA playbook, consolidating and standardising guidance across regions and business units.
- Codified risk positions, decision logic, and escalation pathways to drive consistency and reduce legal complexity.
- An AI-ready NDA knowledge base designed to support AI-assisted first-pass review and redlining.
- A scalable operating model enabling more efficient routing, approvals, and exception management.
Outcome:
- Reduced NDA guidance documentation by more than 85%, from over 300 pages to fewer than 50 pages.
- Improved deal velocity through clearer negotiation pathways and reduced escalation volumes.
- Lowered legal operating costs by reducing rework, touchpoints, and dependency on senior legal resources.
- Established a globally consistent approach to NDA negotiation and risk management.
- Created an AI-ready contracting foundation capable of supporting automated review, clause prompting, and exception handling at scale.
