Icertis and Dioptra Partner to Accelerate AI-Powered Contracting

Your Next Teammate May Not Be Human: Building a Foundation for AI Agent Success

Published on: Oct 16, 2025

Your Next Teammate May Not Be Human: Building a Foundation for AI Agent Success

The Shift from Automation to Autonomy

In the next wave of digital transformation, your newest teammate may not be human, it may be an AI agent. These systems represent a major evolution in how organizations execute work. Unlike traditional automation or even today’s generative AI assistants, AI agents don’t just follow discrete instructions, they act. They can make decisions, adapt to changing contexts, and operate across systems with limited human intervention.

At Dioptra, we use multiple AI agents to accelerate and improve how legal work gets done. From autonomous contract redlining to online terms triaging, our early deployments have focused on low-risk, high-volume workflows with substantial human oversight. The results have been clear: faster turnaround times, improved consistency, and greater operational confidence.

Yet, as powerful as these initial use cases are, they only scratch the surface of what agents will soon be capable of.

A Framework for Success: The P.E.A.K. Approach

At Dioptra, we recommend a structured model for implementing AI agents called P.E.A.K. (Plan, Execute, Audit, and KPI Measurement). This framework helps teams balance innovation with control, ensuring that agents are deployed responsibly, with measurable business outcomes.

1. Plan

The first step is not to automate, but to clarify the objective.

Many organizations start by asking, “What can we automate?” when they should be asking, “What problem are we trying to solve?”

A strong planning process includes:

  • Defining the root objective rather than replicating existing processes
  • Mapping what is needed with respect to data sources, access points, and decision pathways to achieve the root objective
  • Determining where flexibility is desirable and where rigid guardrails must remain
  • Balancing benefits, investment, and risk
  • Detailing each step of the workflow, including alternate paths, exceptions, and edge cases

During the defining stage, teams should strive to let go of existing assumptions of how work SHOULD be done so that they can envision how work CAN be done to meet real objectives, rather than merely taking the human out of some existing workflow tasks.  Effective planning ensures that organizations are able to harness the full power of agents to truly achieve transformation.

2. Execute

Execution is where design meets reality.

To deploy agents successfully:

  • Establish proper access by giving agents their own credentials rather than using human logins.
  • Integrate security and monitoring into the setup process, not as afterthoughts.
  • Test repeatedly under different conditions and data inputs before scaling to production.

Agents are powerful, but also fallible. The difference between successful automation and operational disruption often comes down to the rigor of the testing and oversight process.

3. Audit

Once live, agents require ongoing evaluation.

Continuous auditing allows organizations to detect unexpected behaviors early, reduce risk, and improve reliability.

Key audit components include:

  • Real-time monitoring and activity logs.
  • Alerts for anomalous behavior.
  • Regular reviews of agent performance and accuracy.
  • Identification of opportunities for process refinement.
  • Oversight of agent-to-agent interactions as their numbers increase.

Agents should never be considered “set and forget.” They evolve and so must the systems that supervise them.

4. KPI Measurement

Finally, success must be measured as rigorously as it’s defined.

AI agents should have clear, quantifiable metrics for success from the start:

  • Are they improving efficiency or decision speed?
  • Are they delivering cost savings or accuracy improvements?
  • Do their benefits outweigh their implementation and oversight costs?

KPI tracking provides both validation and visibility helping legal and operational leaders demonstrate the return on AI agent implementation.

The Road Ahead

AI agents represent the next evolution in enterprise automation. They promise new levels of scale and speed, but they also introduce a new category of operational responsibility.

The organizations that thrive in this agentic era will be those that:

  • Experiment early, to understand where agents add real value.
  • Design thoughtfully, with clear boundaries and strong governance.
  • Measure rigorously, ensuring that automation serves strategic goals, not just efficiency metrics.

At Dioptra, we see this shift not as a replacement for human expertise, but as an opportunity to extend it, enabling legal teams to focus on higher-value work while agents handle the operational layers.

Conclusion

The future of work is not about replacing people with automation, it’s about redefining collaboration between humans and intelligent systems.

AI agents will become teammates handling the repeatable, the measurable, and the mechanical while humans focus on judgment, creativity, and strategy.

Those who build this partnership thoughtfully today will define what “working intelligently” means tomorrow.