1. Chamelio Core

The foundation of your legal intelligence

Chamelio Core transforms your contracts into a structured, continuously evolving source of legal knowledge.

What it includes:

• Centralized contract repository across entities and systems
• AI-powered extraction of clauses, metadata, and obligations
• Smart collections that update dynamically based on defined filters
• Cross-contract search by meaning, not keywords
• Obligation tracking and lifecycle visibility

AI Operations

Chamelio Core includes a defined number of AI Operations, which power the extraction of structured data from your existing contracts.

An AI Operation is defined as:

• The extraction of a single custom field
• From a single contract

Examples:

• Extracting “Cap on liability” from 100 contracts = 100 AI Operations
• Extracting “Termination for Convenience” from those same 100 contracts = an additional 100 AI Operations

Important distinction:
AI Operations apply specifically to custom fields extracted from contracts already in your repository.

They are separate from:

• Standard fields defined prior to uploading contracts
• Ongoing use of the Chamelio Agent for drafting, review, or analysis

Key idea:
Core turns static documents into a system your team can query, analyze, and rely on.

Core is your system of record and system of understanding

2. Chamelio Flows

Operational workflows powered by legal intelligence

Flows is the automation layer that connects legal processes across the business.

What it includes:

• Intake workflows and request management
• Approval routing and business logic
• Trigger-based actions such as renewals, alerts, and escalations
• Cross-team coordination across legal, sales, finance, and more
• Standard integrations with Slack and Microsoft Teams for communication and updates

AI inside workflows

Flows can include AI-powered steps where the Chamelio Agent runs automatically as part of a process.

Examples:

• Reviewing a contract immediately upon upload
• Generating a summary before approval
• Flagging risks before escalation
• Enriching metadata during intake

These steps run in the background and do not require user interaction.

Extended integrations:

• Salesforce
• HubSpot
• Zip

These integrations connect legal workflows directly to revenue and procurement processes.

Key idea:
Flows does not just move documents.

It automates decisions using the intelligence built in Core.

Flows is your system of execution

3. Agent Users

Access to the Chamelio AI Agent across every workflow

Agent Users define who in your organization can access and interact with the Chamelio AI Agent.

The Agent is the interface to your legal intelligence system and is available wherever legal work happens.

Where the Agent is accessible:

• Microsoft Word during negotiation and drafting
• Web platform for repository exploration and analysis
• Slack and other integrated environments
• Additional embedded interfaces across workflows

What it enables:

• Contract review and redlining
• Drafting and fallback suggestions based on past agreements
• Risk detection and sanity checks beyond defined playbooks
• Natural language Q and A across all contracts
• Multi-document reasoning and analysis

Important distinction:
Agent Users relate to human interaction with AI.

This is separate from AI-powered steps in Flows, where the Agent runs automatically as part of a workflow.

Key idea:
The Agent is not a feature.
It is a capability that allows your team to apply institutional legal knowledge in real time.

Agent Users unlock legal intelligence across every interface

4. Legal Center

A centralized hub for legal and commercial documentation

Legal Center is Chamelio’s external-facing resource center for sharing structured legal and product information.

It supports procurement, security review, legal review, and commercial conversations.

What it includes:

• Product descriptions and module definitions
• Legal terms and supporting documentation
• Customer-facing policies and disclosures
• Commercial and compliance-related reference materials
• A structured destination for recurring legal and procurement questions

Key idea:
Legal Center helps teams communicate information clearly, consistently, and at scale.

Legal Center is your customer-facing hub for legal and product documentation

5. Clickwrap

High-volume agreements, fully automated

Clickwrap enables teams to manage standardized agreements at scale.

What it includes:

• Embedded acceptance flows across web, product, and onboarding
• Version control and audit trails
• Automatic storage and structuring in Core
• Integration with workflows and reporting

Key idea:
Clickwrap handles high-frequency agreements without manual involvement.

Clickwrap is your scale engine for standardized contracts

Integrations and ecosystem

Chamelio is designed to operate within the tools your teams already use.

Standard integrations:

• Slack
• Microsoft Teams

These support communication, collaboration, and workflow visibility.

File source integrations:

• Google Drive
• SharePoint

These enable seamless ingestion of existing contracts and documents into Chamelio Core.

Extended integrations (add-ons):

• Salesforce
• HubSpot
• Zip

These connect legal processes with revenue and procurement systems.

Key idea:
Chamelio embeds legal intelligence into existing workflows rather than requiring teams to change how they work.