Telos Labs

From NDA automation to an AI contracting platform

SimpleDocs helps legal teams manage contracts from request to signature. Telos has helped build it from the start, adding configurable workflows, AI review in Microsoft Word, and intelligence across every agreement.

The partnership

A focused start. A broader product.

SimpleDocs requests list with NDA statuses, beside the workflow type picker for Standard and SimpleForm requests, using demo data

SimpleDocs started with NDAs. The goal was to make them easier for legal teams and the people who rely on them. Telos helped build that first product, AutoNDA, and then worked on the contract management features that came after it.

As the product grew, it took on other parts of the same problem. Lawyers wanted to review documents in the tools they already used. Businesses needed to know what was in the contracts they held. And enterprise customers needed SimpleDocs to work with their identity systems, access rules, and regional requirements.

The SimpleAI panel in Microsoft Word, with a question about the biggest risks for the client and risk review results, using demo data

Telos's role grew to match. The team has worked on product strategy, experience design, application development, integrations, and AI engineering. Jordan Trevino, Telos's founder, is also SimpleDocs's co-founder and CTO, so SimpleDocs gets his technical leadership along with Telos's product, design, and engineering team.

How the platform grew

Each stage introduced a new kind of work

The first product brought NDA requests, agreement preparation, approvals, signatures, and storage into a connected process. The platform then expanded to support custom templates and more varied contracting requirements.

SimpleAI introduced playbook-based review, document questions, drafting, and redlining inside Word. Related work brought AI capabilities to Law Insider's users, with an experience connected to their existing legal research workflows.

Repository intelligence added document imports, extracted fields, search, and AI-assisted analysis. Further work connected agreements with their amendments, renewals, and related documents.

Integrations, workspaces, regional deployments, and identity controls supported broader organizational use. Prompt versioning and evaluations gave the engineering team a structured way to assess changes to AI behavior.

SimpleAI in Microsoft Word beside the SimpleDocs repository of agreements with views, folders, and lifecycle status, using demo data
SimpleDocs workflows list with Standard and SimpleForm workflows, and the form to name and describe a new workflow, using demo data
SimpleAI inside Microsoft Word with its actions menu open: redline, draft clauses powered by Law Insider, compare documents, and start a new chat, using demo data
SimpleDocs repository of agreements with lifecycle and renewal columns, and the AI assistant answering which documents expire this year, using demo data
SimpleDocs integration settings for e-signature, messaging, and CRM providers, beside a workspace switcher with team members per workspace, using demo data
Product, design, and engineering

What Telos contributed

SimpleDocs home with an assistant prompt, contract shortcuts, recent chats, and saved views, beside a video call with a Telos team member, using demo data

Product direction connected to implementation

The work started with a specific contracting problem and expanded into related product areas. Strategy, design, and engineering stayed connected as the scope evolved.

SimpleDocs repository assistant finding agreements that expire this year, beside SimpleAI in Microsoft Word reviewing an agreement for the biggest client risks, using demo data

Experiences built around actual work

The product reaches users through web workflows, Microsoft Word, business systems, and contract repositories. Each experience supports a different part of the agreement lifecycle.

Members of the Telos team gathered around a phone, reviewing work together

Engineering that supports the next stage

The partnership includes the infrastructure behind the interface: permissions, integrations, document processing, regional routing, and the tools used to evaluate AI changes.

Connected products

The relationship between SimpleDocs, SimpleAI, and Law Insider

SimpleDocs combines contract workflows with a repository. SimpleAI is the AI tool inside Microsoft Word that these case studies cover. Telos also helped build AI features for Law Insider, using Law Insider's legal research platform and contract data.

The case studies show what Telos built and where the products overlap. Law Insider's underlying research corpus remains an important, separately attributable part of that story.

SimpleDocs Contract platform and Word add-in
SimpleAI The Word add-in · SimpleDocs skin
Law Insider Partner skin and research corpus

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