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TriHealth

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TriHealth: move contracts through review

Keep clinical-trial agreements moving from complete intake through clause decisions and an approved version.

Solution design based on public sources. Reported results are attributed to their original deployments.

By OneShot · Updated

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What the workflow produces

Contract exception report
Clause
Document version, page and quoted provision under review.
Playbook finding
Deviation, approved position and proposed wording.
Decision
Attorney acceptance, revision or escalation.
Final handoff
Approved file and any conditions for the signing team.

The documented problem

The published TriHealth case study describes a legal department handling more than 1,500 contracts annually, with a goal of completing initial reviews within 10 days. Clinical-trial agreements required extensive manual redlining against the organization’s preferred terms.

TriHealth adopted AI-assisted playbook review. Attorneys decide which proposed changes to accept. The OneShot workflow below brings intake, contract review, negotiation and approvals into one agent workflow, using review capabilities from its tool basket.

The OneShot solution

Contract review from intake to approved version

Keep each agreement assigned, complete and moving toward attorney-approved terms, with no unresolved clause hidden in an email thread.

Work enters the queue
A new agreement, revised counterparty draft or approaching review deadline.
Decision owner
Assigned attorney
  1. 01

    Complete the intake

    Collect the agreement, exhibits, business owner, deadline and approved playbook. Request missing documents before sending a version for review.

  2. 02

    Prepare the clause review

    The OneShot agent uses its contract-review tool to check the current version against the approved playbook. Bring back clause references, deviations and proposed wording, with each finding linked to the applicable playbook rule.

  3. 03

    Resolve the negotiation

    Route legal judgments to counsel. Send attorney-approved comments to the counterparty and chase responses; compare each returned draft so resolved clauses do not silently reappear.

  4. 04

    Hand off the approved version

    Record counsel’s disposition for every material exception and link the exact approved file. Hand it to the authorized signing process with its version history and remaining business conditions.

What counts as complete

Counsel has approved the identified version and disposed of every material exception; signing remains a separate authorized handoff.

Decisions and exceptions

  • Conflicting exhibits or missing authority return to the business owner.
  • Legal judgments, unusual liability and disputed policy exceptions go to counsel.
  • A failed review or missing clause citation returns to the legal review queue.

What to measure

  • Intake completeness
  • Time to initial review
  • Counterparty response age
  • Reopened clause decisions

Establish the baseline and review period before launch. Compare completed cases, unresolved work and reviewer corrections against the same scope.

The agent’s tool basket

OneShot gives its agents the tools to analyze records, communicate, research and act on authorized business data. The platform carries the workflow from the first action through to the recorded result.

  • Contract records and approvals

    Connect the contract repository, approved playbooks, version history and attorney review queue.

  • Contract playbook review

    Review agreements against approved playbooks and return cited exceptions and proposed redlines.

Workflow pricing

Scope the full workflow around your volume, business systems and required outcome.

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