Uploaded byDenis Gagné
Contracts and the Knowledge Worker Copilot
The document presents the Knowledge Worker Copilot (KW Copilot), a software product designed to assist knowledge workers in managing contract workflows by leveraging AI and process automation. It addresses issues in traditional business process management (BPM) and highlights how it facilitates tasks such as monitoring to-do lists, managing schedules, and automating communications. The KW Copilot is particularly effective in real estate transactions, enhancing compliance and efficiency by automating data extraction and organization.
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Contracts and the Knowledge Worker Copilot
- 1. Intelligent Digital Assistance for ContractWorkflows Achieving the Benefits of AI with the Knowledge Worker Copilot
- 2. Introduction This presentation willcover these topics: • The Knowledge Worker Copilot • The KW Copilot assistance to the Knowledge Worker • How the KW Copilot leverages AI • The Architecture of the KW Copilot
- 3. KW Copilot What itis and the problem is solves
- 4. KW Copilot History •2022 Real Estate Transaction Management • 2023 Semantic Lifting with entity extraction • 2024 Entity Extraction with Large Language Models
- 5. KW Copilot • TheKW Copilot is a software product • Combination of AI assistance and BPM • Monitors and updates contractual to-do list, schedule, and constraints • Implicit processes, requests, reviews, and approvals • Create and manage email and more
- 6. KW Copilot •Helps knowledgeworkers accomplish their goals and objectives •Responds to direct commands •KW Copilot start workflows •Manage the to-do list with Natural language Understanding
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- 8. Thinking for aliving and producing value THE KNOWLEDGE WORKER Decision Maker Problem Solver Subject Matter Expert Business Enabler Evolving Tasks Non-Routine Tasks Information Regulations Procedures
- 9. The Process AutomationDelusion • BPM minimizes the role of processes based on human interactions • Delusional thinking • BPM industry has stagnated Note: RPA is very rarely used in a BPM context, and it increases technical debt.
- 10. Knowledge Worker Processes •Knowledge Workers, who are they, and how do they work • Knowledge worker processes • Why traditional BPM modeling does not work • Updated employment roles • The importance of Knowledge worker processes
- 11. Only the BPMtip has been digitized • Knowledge Worker Processes have a different Calculus; however, they can be modeled. • Before the rise of the LLMs, natural language understanding was expensive and difficult, often requiring machine learning. • Natural Language Understanding is accurate, inexpensive, and simple with LLM.
- 12. Real Estate ClosingContract • Scores of potential compliance dates • Various Financing Vehicles • Inspections and other notifications • More than ten different potential inspections • Multiple compliance notifications to buyers, sellers • Each State is different, and laws are different • Prompts that extract this information are relatively simple to build
- 13. Real Estate ClosingContract • The objects we extract from this document include contacts, events, deliverables, and conditions. • Contract contacts are persons who have a role in executing the contract. • Contact events are milestones that occur • Contract conditions are constraints that arise in the conduct of a contract • These three concepts create the to-do list, the calendar and the contract communications
- 14. Deliverable subprocess, WDI Inspection REALESTATE OPERATIONS • A Real Estate Knowledge Worker starts a WDI Inspection with requirements, schedule, and stakeholders. • Using the provided draft email, the Real Estate Knowledge Worker requests the deliverable from an investigator. • The investigator accepts the assignment and provides a schedule and the inspector and their contact information. • The schedule is placed on the shared calendar • The contact is added to the office suite • Investigator returns the WDI inspection results to the investigator. • The text of the results are read • The results are stored in a cloud repository • A link to the results is added to the calendar • The results are distributed to the various involved stakeholders, and the assistance concludes
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- 16. Knowledge Worker CopilotProcesses • The processes infrastructure consists of: • The message backbone, a process that reads the emails, detects any IDA objectives and routes applicable messages to knowledge worker functions • Creates contacts, calendar events, and manages artifacts • Categorizes messages and file artifacts • Starts, stops, schedules, and controls knowledge worker processes as events are detected in the KW messages • Directs non-event info messages, files, and meeting notes to work item process instances
- 17. Knowledge Worker ProcessEvents •Five work item events either start new knowledge worker processes or add subprocesses to the process started by the initial work item. For example, a report might be requested and then reviewed. • Request: a directive to provide a service, product, • Review: a directive to provide feedback • Decision: a directive for the consulted group to decide on a proposition • Resolution: a directive to resolve an issue • Approval: a directive to approve an action, plan, or deliverable.
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- 20. KW Copilot Architecture Freetext Entities K Y C , M A P S , S t o r a g e A P I s Offic e Suite Other Service s Large Languag e Model Proces s Server
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- 23. Benefits • Manual TrackingEliminated • Up to 8 hours of setup time eliminated, and spreadsheets are eliminated, dozens of manual steps are automated • More accurate extraction of dates, deliverables, and conditions • Up to 10 different emails, including detailed contact information, are drafted • Errors greatly reduced • All emails and artifacts are categorized and quickly found
- 24. Benefits •Agents afforded moretimely awareness of issues and a better experience for everyone •Agents can use chat to get property closing status •Transaction workload significantly eased; transaction agents can handle more closings •Increased contract compliance
- 25. Benefits • Microsoft andKW Copilot focus on content generation • KW Copilot focuses on process assistance, tracking tasks, creating complex messages, meetings, and other events, and managing contacts • KW Copilot can create to-do lists from contracts and project plans
- 26. To do lists •Canbe assembled from any document that describes a sequence of activities •Sophisticated responses to event details, deliverables are forwarded and scheduled coordinated •Knowledge worker is freed from tedious repetitive tasks
- 27. KW Copilot CapabilitySummary Package Capability Understanding1 Acting Message context Recognizing a process, deliverable, or condition within a message Used in message labels, calendar events, attachments folders, and workflow capabilities. Know your customer(KYC) Recognize contact attributes, categorize contacts, retrieve social and financial data Create or update a contact, emails, and report to the requestor or recipient Manage attachments Utilize contact and topic results Assign metadata and place artifacts in categorized storage area Calendar Events Recognized an event is needed or request scheduled, extracting the attributes of the event Create events on the calendar, including web meetings, include links to important files Generating email Responding to the request for an email, recognizing when an email is needed Create draft, or send email based or email template, prompt or workflow event notification Start and manage workflows Recognize starting, intermediate, and ending events in concert with the recognition of a topic. Assistant can respond to request, Start, control, and end predefined workflows, including request, review, approve and schedule Categorize emails Uses topics and KYC Assign label or folder to email
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Editor's Notes
- #2 The knowledge worker (KW) copilot is an innovative product that harnesses the power of an AI digital assistant to coordinate KW processes and implement automatic decision-making. Its understanding of natural language communications enhances efficiency and effectiveness for organizations handling complex knowledge-driven objectives. The KW copilot is designed to tackle the part of an organization’s workload that involves tasks that are not easily automated using traditional programming or business process management. It addresses this challenge by digitizing these tasks, managing and understanding messages, documents and schedules within office suites like Google Workspace and Office 365. The KW Copilot creates and manages contacts, email (chat) messages, calendar events, and file artifacts. It diligently tracks all requests, reviews, and approvals initiated by the knowledge worker and can even extract a legal contract’s deliverables, conditions, and events. From these package capabilities, a dynamic workflow is created, controlled, and managed. The AI digital assistant uses prompts and large language models(LLM) to respond to requests from knowledge workers. The requests will start long-running processes. The assistant also monitors the email messages and attachments, understanding the context and timing of this information and matching the understanding with the processes. The KW copilot's architecture has three primary components. First is the Trisotech Digital Enterprise Server(DES). The DES coordinates Office Suite messages, emails, or chats with the processes and (LLM). The Office Suite cloud server hosts either Google Workspace or Microsoft Office 365. The third component is the LLM. These can include OpenAI.com or Google’s Gemini.
- #5 The KW Copilot is a software product. It operates with an organization’s office suite (Google Workspace or Office 365) and cloud storage. The product combines AI assistance and process management to digitize email-based processes. The KW Copilot monitors and updates the to-do list, schedule, and constraints accompanying a legal contract. The KW Pilot tracks implicit processes, requests, reviews, and approval in accounts The KW Copilot responds to requests to create and manage contracts, folders, calendar events, and emails.
- #6 Tracking their interactions with others, understanding the context of their communications, providing messages and calendar events, managing artifacts, and maintaining contact information. The product can assist with direct directives through e-mail or chat. Much like Google Assistant or Siri, the KW Copilot can perform tasks. The knowledge worker can request the KW Copilot to start a workflow described by a legal contract, and the product will maintain the status of the conditions, contract milestones, and deliverables. The product understands the context of the messages and can update the workflow’s “to-do” lists.
- #9 As shown in this diagram, BPM leadership has minimized, ignored, or dismissed the roles of knowledge worker processes. The Process Automation delusion is the assumption that unless the process has a log entry or cannot be directly connected to the existing systems, it is a “low frequent process variant.” In part due to this delusion, BPM has stagnated and does not have the traction of many other technologies.
- #10 Knowledge Workers use their education and thinking to complete work items. Currently, they manually aggregate Information, including files, meeting notes, and messages. Knowledge worker processes for completing work items can be composed into cycles of request, review, resolve, decide, and approval. Because knowledge worker processes are unstructured and dependent on non-digital, plain text communications, they are resistant to conventional process modeling or process mining techniques. Employment roles are becoming rapidly digitized with conventional applications, and knowledge worker processes are becoming increasingly critical for organizations to compete, be efficient, and agile. The ability to measure and understand these processes will be increasingly important.
- #17 Request: a directive from the responsible KW to someone outside the organization to provide a service, product, or other tangible item related to the mission of the accountable knowledge worker’s organization. Review: a directive from the responsible knowledge worker to the consulted personnel to examine and provide feedback on a deliverable, artifact, or agreed-upon position. Decision: a directive from a responsible knowledge worker for the consulted group to examine a proposition and decide Resolution: a directive that the responsible knowledge worker resolve an issue or service a request. Approval: a directive from the responsible knowledge worker to approve an action, plan, or deliverable. The item is something beyond or above the authority of the responsible knowledge worker.
- #18 Request: a directive from the responsible KW to someone outside the organization to provide a service, product, or other tangible item related to the mission of the accountable knowledge worker’s organization. Review: a directive from the responsible knowledge worker to the consulted personnel to examine and provide feedback on a deliverable, artifact, or agreed-upon position. Decision: a directive from a responsible knowledge worker for the consulted group to examine a proposition and decide Resolution: a directive that the responsible knowledge worker resolve an issue or service a request. Approval: a directive from the responsible knowledge worker to approve an action, plan, or deliverable. The item is something beyond or above the authority of the responsible knowledge worker.
- #23 Can apply to any organization that manages contracts