Cross-FunctionalSales
SOW requests. Drafted, not retyped.
Extracts data from an inbound statement-of-work request — email, call notes, or a CRM opportunity — and drafts the SOW from your templates, citing every term back to the request or your standard clause library. Built for teams drafting dozens of SOWs a month.
13 cited fields per draft. Built on Sphere AI Foundry.
sow_draft — request #SW-81044LIVE
00:00Ingest → request, Halden Corp, 6-month engagementread
00:03Match → scope matches Template B, standard clausespassed
00:05Terms check → payment terms differ from standard Net 30flagged
00:07Draft → SOW generated, 14 sectionspassed
00:08Disposition → Route to deal desk, 1 term to confirmrouted
draft time 3 minfields cited 13/13deal desk sign-off required
Built on Sphere AI Foundry·Drafted from your own templates·21 years, 300+ clients
Manual SOW drafting doesn't scale with deal volume
A single SOW means someone reading the request — an email thread, call notes, or a CRM opportunity — and manually retyping scope, timeline, and terms into a template, then checking whether anything deviates from standard terms. At low volume that's manageable. Across dozens of SOWs a month, it's the reason drafts sit in someone's queue for days while a deal is ready to close.
78%
faster first-draft SOW vs. manual drafting
13
fields extracted & cited per draft
100%
of terms traceable to the request or the clause library
Request in, cited draft out
Four steps, every one logged and citable back to the request and your templates.
01
Ingest
Reads the request directly from your systems
Email thread, call notes, or CRM opportunity details — read from your CRM or inbox. No separate upload step.
Source document
SW-81044 — Halden Corp, 6-month engagement
02
Match against standard terms
Every term checked against your standard clauses
Scope, timeline, and payment terms — each checked against your standard SOW template and clause library, not drafted from scratch each time.
Example query
"Does this engagement's payment terms match our standard Net 30?"
03
Cite every term
No term without a citation
Each term links back to the exact request detail or clause library section it came from — the citation travels with the draft, not as a separate lookup.
Cited finding
Customer requested Net 45 payment terms — differs from the standard Net 30 clause and needs deal desk approval.
cited to request email 2026-09-10, Standard Clause Library §404
Classify & route
One disposition, one drafted SOW
The agent returns Ready to Send, Ready-with-exceptions, or Needs Deal Desk, with the drafted SOW and exception list routed for sign-off.
Disposition
Ready to sendReady-with-exceptions ✓Needs deal desk
10 fields, every one cited
What the agent extracts into every SOW draft.
Draft summary & disposition
Customer & opportunity verification
Scope of work extraction
Timeline & milestone extraction
Payment terms & standard-clause check
Deviation flag from standard terms
Prior SOW history with this customer
Consolidated exception list
Drafted SOW document
Deal desk review checklist
Typical inputs
What the agent reads, and what it connects to.
Documents
- Request email thread or call notes
- Standard SOW templates and clause library
- Prior SOWs with the same customer, where available
Systems
- CRM
- Email or document repository
- Contract lifecycle management (CLM) platform, where applicable
Is this the right fit?
Built for volume — not a one-off SOW.
✓ Works best for
- Teams drafting 10+ SOWs a month
- Organizations standardizing on a template and clause library
- Deal desk wanting every deviation traceable to source
Too small for
- A single one-off SOW someone can draft faster than configuring the templates
- Replacing deal desk judgment on a non-standard term
- Engagements with no comparable template to draft from
Grounded in your templates, not a black box
Compliance-first, the same standard every Sphere agent is held to.
The agent drafts only from your standard SOW templates and clause library — it flags a deviation rather than guessing when a request differs from standard terms. Every draft sits between request intake and deal desk sign-off, never past it.
Terms reference the specific request detail or clause library section directly — the same audit-trail standard every Sphere agent on the Foundry is held to.
Prerequisites templates + clause library
Standard SOW templates and clause library are required before a draft is returned.
Human review required
Deal desk confirms every Ready-with-exceptions or Needs Deal Desk before the SOW is sent — never fully autonomous.
Source grounding clause-cited
Terms reference the specific request detail or clause library section directly in every draft.
Foundation Sphere AI Foundry
Access controls and audit trail configured here carry forward to every other agent you deploy.
Frequently asked
Does the SOW Intake & Drafting Agent replace deal desk?
No. It drafts the SOW and flags any deviation from standard terms — deal desk still confirms before it's sent to the customer.
What engagement types does it support?
Fixed-fee and time-and-materials engagements out of the box. Additional engagement types can be added during onboarding.
How does it integrate with our CRM?
It reads directly from your CRM or inbox — no separate upload step required. Integration scope is confirmed during deployment planning.
Is every term traceable to the request?
Yes. Every term cites the specific request detail or clause library section it came from — there is no term without a citation back to the source.
How is this different from a generic document template tool?
It extracts directly from the actual request and flags deviations from standard terms automatically, rather than requiring manual entry into a template. It runs on Sphere AI Foundry, so the access controls and audit trail configured here carry forward to other agents you deploy.
Start here
See it on your own SOW requests
Bring a real SOW request to the demo. We'll show the draft assembly live — terms, citations, and the exception list, on your own templates.
Looking for a different workflow? Browse the full Agent Catalog.
Talk to a solutions architect
Direct to a senior architect — never a sales queue. Replies within one business day.
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