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Smart Document Agent

Drive productivity, reduce risk, and scale expertise across your organization.

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Organizations - particularly across tax, legal, procurement, and compliance functions - face rising pressure due to increasing regulatory complexity, growing document volumes, and a shortage of specialized talent. Manual workflows cannot keep pace.

Unlocking new capabilities with AI

Smart Document Agent is an advanced AI-powered document intelligence solution that transforms how teams process information, generate insights, and deliver outputs. It reduces time spent on repetitive work, strengthens compliance, and enables leaders to scale expertise across the organization with confidence and control.

By the Numbers

up to 90%

time savings*

4000+ 

daily users

24

countries with active users

30+

supported file formats 

Why Smart Document Agent and Why Now

Intensifying productivity pressures

Leaders need to deliver more with constrained budgets and fewer resources.

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Accelerating regulatory obligations

Requirements such as DORA or NIS2 demand fast, accurate, and auditable review processes.

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Maturing AI but secure, responsible adoption needed

Smart Document Agent provides this through Deloitte designed models, governance, and enterprise grade safeguards.

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Modernize operations quickly, safely, and at scale

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What Smart Document Agent Does

Smart Document Agent brings together cutting edge AI, Deloitte’s deep functional experience, and secure infrastructure to deliver measurable business value. It enables teams to:

Process and analyze large volumes of documents

- including structured and unstructured content across formats, languages, audio/video files, and email correspondence.

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Automate data extraction and summary creation

- providing fast, accurate, and consistent insights for review and decision making.

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Generate documents using templates and prompts

- supporting real time drafting with controlled customization and legal/compliance oversight.

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Compare documents against frameworks

– both regulator and internal, identifying gaps, deviations, and potential risk exposures.

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Enable better collaboration and knowledge sharing

- surfacing relevant information from past cases, projects, and precedents.

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High Impact Use Cases

Smart Document Agent is especially powerful for functions with
regulation‑heavy, document‑intensive workflows.

Contract compliance and regulatory review

Automatically evaluate contracts against regulations (e.g., DORA, NIS2), internal rules, checklists, and playbooks - identifying risks, gaps, and inconsistencies.

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Legal document drafting

Generate contracts, letters, memos, and other outputs based on templates and prompts, with full oversight and the ability to iterate interactively.

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Case law research & review

Search, analyze, and summarize relevant case law in a fraction of the time.

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Knowledge management

Surface relevant precedents, past work, and institutional knowledge to support high quality decision making.

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Automated tax document drafting

Prepare memos, queries, statements, and responses to authorities using standardized templates.

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Tax correspondence review

Filter large volumes of emails to identify communications relevant for tax proceedings.

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Tax case law research

Locate and analyze relevant decisions quickly, enabling more robust arguments and positions.

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Contract assessments for tax risk

Check contract clauses against tax specific requirements and internal rules, flagging exposure areas.

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Access to past project knowledge

Retrieve relevant materials and precedents, improving efficiency and consistency across teams.

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Commercial Model

Smart Document Agent is available through a flexible, consumption‑based pricing model designed to support usage growth and ROI.

You can begin with a limited testing period to validate value, demonstrate impact, and scale thoughtfully across teams and geographies.

 

 

Business Outcomes

Efficiency at scale

Up to 90% faster case law review and research* | Up to 80% reduction in contract analysis time* | Thousands of daily users across 24 countries, with broad scalability

Risk mitigation and stronger compliance

Consistent, documented assessment against regulatory and internal standards.

Improved service quality and consistency

Outputs aligned to templates, playbooks, and best practices - regardless of who performs the work.

Rapid integration with existing workflows

A secure, web based solution that fits into existing environments with minimal disruption.

Cost effective and adaptable deployment

Consumption based pricing aligned with usage and business needs, allowing you to start small and scale as value grows.

What Clients Say

 

It is the best AI tool we have available in the group.

 

Smart Document Agent saved us significant time when preparing contract summaries and comparing provider templates with our standards.

Why Deloitte

Deloitte combines deep functional capabilities with responsible AI frameworks, secure infrastructure, and experience supportingcomplex regulatory environments.

Smart Document Agent is not just a tool, it is a strategic capability designed to help organizations accelerate modernization, reduce risk, and empower teams with AI in a controlled and scalable way.

Get in touch

Simina Mut

Simina Mut

Partner at Reff & Associates | Deloitte Legal, Leader of Deloitte Legal Central Europe
+40 21 222 16 61
Wojciech Sygnowski

Wojciech Sygnowski

Systems Delivery & Modernization leader, Deloitte Central Europe
Lorena Roșia

Lorena Roșia

Managing Associate
+40 21 222 16 61
Adam Biesiada

Adam Biesiada

AI Director

Contact us now to find out how we can help you and your business.

 

* Depending on tasks’ specifics and based on uses cases developed by Deloitte Central Europe.