Vellum is coming to the AI Engineering World's Fair in SF. Come visit our booth and get a live demo!

​​How GravityStack Cut Credit Agreement Review Time by 200% with Agentic AI

Helping a leading financial institution speed up legal reviews, without compromising quality.

5 min
Written by
Reviewed by
No items found.

Gravity Stack is a subsidiary of global law firm Reed Smith LLP launched in 2018 that helps in-house legal departments with technology implementation, data and operations. With deep expertise across forensics, eDiscovery, risk management and response, contract management, deal support, and legal AI transformation, GravityStack delivers modern solutions that help legal and compliance teams operate faster and smarter.

Their team combines its deep understanding of how in-house legal departments work (bolstered by the legal acumen of the lawyers at Reed Smith) with cutting-edge AI to help enterprises modernize operations without sacrificing accuracy, privacy, or control.

The Challenge: Manual Review at Enterprise Scale

One of GravityStack’s clients, a leading global bank, was struggling with the growing complexity of reviewing high volumes of credit agreements.

Each document required careful legal scrutinyand manual extraction of key terms, followed by a four-step quality control process. They were stuck with review cycles that took 3 to 5 days, and any attempt to support a new usecase meant starting from scratch and rebuilding the whole workflow.

The Goal: Automate Without Sacrificing Precision

The team at GravityStack saw a chance to make things better using AI.

They wanted to ease the manual workload while still keeping the level of legal care needed for risk-sensitive work. The goal was to move faster without lowering the bar for quality. Here’s what they set out to do:

  • Extract critical data points from unstructured credit agreements
  • Validate for legal accuracy
  • Auto-populate a user-friendly checklist for stakeholders

All without bloating the QC process or introducing unnecessary tech overhead.

The Solution

To solve the problem, GravityStack built a smarter review system using Vellum. The result was a three-phase semi-automated workflow:

1. LLM-Powered Data Extraction

Using Vellum Workflows they built a system that pulls key terms and clauses from each agreement, transforming them into structured data.

2. Legal Validation Layer

Human reviewers validated AI output with a focus on context, ensuring results met legal and operational standards.

3. Automated Checklist Generation

The validated data fed directly into a customized checklist tailored to the bank’s internal review process. The result was a checklist that was actionable, compliant, and consistent.

Underpinning this system was an agentic AI layer via Vellum, making the entire workflow scalable and adaptable to future document types and compliance requirements.

The Results

After rolling out the new process, the results were clear.

Turnaround time dropped from up to five days to less than 24 hours. The number of quality control steps was cut in half, making reviews much simpler. What used to be a slow and manual process is now a fast, semi-automated workflow. And because it’s built on agentic AI with Vellum, the team can now scale to new use cases without needing to rebuild everything from scratch.

Metric Before After Improvement
Turnaround Time 3–5 Days < 24 Hours 🟦 200% Faster
QC Steps 4 Steps 2 Steps 🪙 50% Reduction
Process Flow Fragmented & Manual Linear & Semi-Automated Streamlined
Scalability to New Use Cases Manual Rebuild Required Agentic AI via Vellum 🪄 Future-Ready

Why It Matters

This case study showcases how deep domain expertise and generative AI can work hand-in- hand to not only accelerate legal department workflows, but also maintain the precision required in high-stakes environments like banking.

“Vellum gives us the flexibility to design intelligent agents that think like our best legal professionals, but at scale. It’s not just about automation; it’s about transforming how knowledge work gets done.” — Bryon Bratcher, Managing Director, GravityStack

Summary

In partnership with Vellum, GravityStack transformed a manual, high-risk legal workflow into a scalable, hybrid AI and human solution.

Now, they’re able to deliver faster turnaround times, improved quality control, and future-ready infrastructure. Using agentic AI, they’ve created a repeatable blueprint for modernizing complex document review across financial services. If your team is looking to unlock similar efficiencies and elevate legal department operations with AI, GravityStack and Vellum can help!

Book a call with our AI experts here.

ABOUT THE AUTHOR
Akash Sharma
Co-founder & CEO

Akash Sharma, CEO and co-founder at Vellum (YC W23) is enabling developers to easily start, develop and evaluate LLM powered apps. By talking to over 1,500 people at varying maturities of using LLMs in production, he has acquired a very unique understanding of the landscape, and is actively distilling his learnings with the broader LLM community. Before starting Vellum, Akash completed his undergrad at the University of California, Berkeley, then spent 5 years at McKinsey's Silicon Valley Office.

ABOUT THE reviewer

No items found.
lAST UPDATED
May 30, 2025
share post
Expert verified
Related Posts
Product Updates
January 13, 2026
5 min
Introducing Vellum for Agents
January 10, 2026
8 min
Vellum Product Update | December
All
December 12, 2025
7 min
How we use coding agents to 2x engineering output
LLM basics
December 12, 2025
8 min
GPT-5.2 Benchmarks
LLM basics
December 4, 2025
8 min
Top 12 AI Workflow Platforms
Product Updates
December 3, 2025
12 min
Vellum Product Update | November
The Best AI Tips — Direct To Your Inbox

Latest AI news, tips, and techniques

Specific tips for Your AI use cases

No spam

Oops! Something went wrong while submitting the form.

Each issue is packed with valuable resources, tools, and insights that help us stay ahead in AI development. We've discovered strategies and frameworks that boosted our efficiency by 30%, making it a must-read for anyone in the field.

Marina Trajkovska
Head of Engineering

This is just a great newsletter. The content is so helpful, even when I’m busy I read them.

Jeremy Hicks
Solutions Architect

Experiment, Evaluate, Deploy, Repeat.

AI development doesn’t end once you've defined your system. Learn how Vellum helps you manage the entire AI development lifecycle.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Build AI agents in minutes with Vellum
Build agents that take on the busywork and free up hundreds of hours. No coding needed, just start creating.

General CTA component, Use {{general-cta}}

Build AI agents in minutes with Vellum
Build agents that take on the busywork and free up hundreds of hours. No coding needed, just start creating.

General CTA component  [For enterprise], Use {{general-cta-enterprise}}

The best AI agent platform for enterprises
Production-grade rigor in one platform: prompt builder, agent sandbox, and built-in evals and monitoring so your whole org can go AI native.

[Dynamic] Ebook CTA component using the Ebook CMS filtered by name of ebook.
Use {{ebook-cta}} and add a Ebook reference in the article

Thank you!
Your submission has been received!
Oops! Something went wrong while submitting the form.
Button Text

LLM leaderboard CTA component. Use {{llm-cta}}

Check our LLM leaderboard
Compare all open-source and proprietary model across different tasks like coding, math, reasoning and others.

Case study CTA component (ROI) = {{roi-cta}}

40% cost reduction on AI investment
Learn how Drata’s team uses Vellum and moves fast with AI initiatives, without sacrificing accuracy and security.

Case study CTA component (cutting eng overhead) = {{coursemojo-cta}}

6+ months on engineering time saved
Learn how CourseMojo uses Vellum to enable their domain experts to collaborate on AI initiatives, reaching 10x of business growth without expanding the engineering team.

Case study CTA component (Time to value) = {{time-cta}}

100x faster time to deployment for AI agents
See how RelyHealth uses Vellum to deliver hundreds of custom healthcare agents with the speed customers expect and the reliability healthcare demands.

[Dynamic] Guide CTA component using Blog Post CMS, filtering on Guides’ names

100x faster time to deployment for AI agents
See how RelyHealth uses Vellum to deliver hundreds of custom healthcare agents with the speed customers expect and the reliability healthcare demands.
New CTA
Sorts the trigger and email categories

Dynamic template box for healthcare, Use {{healthcare}}

Start with some of these healthcare examples

Population health insights reporter
Combine healthcare sources and structure data for population health management.
SOAP Note Generation Agent
Extract subjective and objective info, assess and output a treatment plan.

Dynamic template box for insurance, Use {{insurance}}

Start with some of these insurance examples

Agent that summarizes lengthy reports (PDF -> Summary)
Summarize all kinds of PDFs into easily digestible summaries.
AI agent for claims review
Review healthcare claims, detect anomalies and benchmark pricing.
Insurance claims automation agent
Collect and analyze claim information, assess risk and verify policy details.

Dynamic template box for eCommerce, Use {{ecommerce}}

Start with some of these eCommerce examples

E-commerce shopping agent
Check order status, manage shopping carts and process returns.

Dynamic template box for Marketing, Use {{marketing}}

Start with some of these marketing examples

Creative content generator agent
Give it a URL and a format, and it turns the source into finished creative content.
Content Repurposing Agent
This agent transforms a webinar transcript into publish-ready content.

Dynamic template box for Sales, Use {{sales}}

Start with some of these sales examples

Objection capture agent for sales calls
Take call transcripts, extract objections, and update the associated Hubspot contact record.
Active deals health check agent
Sends a weekly HubSpot deal health update, ranks deals and enables the sales team.

Dynamic template box for Legal, Use {{legal}}

Start with some of these legal examples

AI legal research agent
Comprehensive legal research memo based on research question, jurisdiction and date range.
PDF Data Extraction to CSV
Extract unstructured data (PDF) into a structured format (CSV).

Dynamic template box for Supply Chain/Logistics, Use {{supply}}

Start with some of these supply chain examples

Risk assessment agent for supply chain operations
Comprehensive risk assessment for suppliers based on various data inputs.

Dynamic template box for Edtech, Use {{edtech}}

Start with some of these edtech examples

No items found.

Dynamic template box for Compliance, Use {{compliance}}

Start with some of these compliance examples

No items found.

Dynamic template box for Customer Support, Use {{customer}}

Start with some of these customer support examples

Trust center RAG Chatbot
RAG chatbot for internal policy documents with reranking model and Google search.
Ticket Escalation Bot
Detect escalated support tickets and assigns them in Linear.

Template box, 2 random templates, Use {{templates}}

Start with some of these agents

PDF Data Extraction to CSV
Extract unstructured data (PDF) into a structured format (CSV).
AI agent for claims review
Review healthcare claims, detect anomalies and benchmark pricing.

Template box, 6 random templates, Use {{templates-plus}}

Build AI agents in minutes

Active deals health check agent
Sends a weekly HubSpot deal health update, ranks deals and enables the sales team.
Clinical trial matchmaker
Match patients to relevant clinical trials based on EHR.
Prior authorization review agent
Reviews prior authorization packets, checks them against plan criteria and outputs JSON
Legal contract review AI agent
Asses legal contracts and check for required classes, asses risk and generate report.
Risk assessment agent for supply chain operations
Comprehensive risk assessment for suppliers based on various data inputs.
Closed-lost deal review agent
Review all deals marked as "Closed lost" in Hubspot and send summary to the team.

Build AI agents in minutes for

{{industry_name}}

Roadmap planner
Agent that reviews your roadmap and suggests changes based on team capacity.
Account monitoring agent
Combines product usage data with CRM data from HubSpot or Salesforce to flag accounts with declining usage, especially ahead of renewals.
Cross team status updates
Scans Linear for stale, blocked, or repeatedly reopened issues, flags patterns, and uses Devin to propose cleanup or refactor suggestions.
SEO article generator
Generates SEO optimized articles by researching top results, extracting themes, and writing content ready to publish.
Stripe transaction review agent
Analyzes recent Stripe transactions for suspicious patterns, flags potential fraud, posts a summary in Slack.
KYC compliance agent
Automates KYC checks by reviewing customer documents stored in HubSpot

Case study results overview (usually added at top of case study)

What we did:

1-click

This is some text inside of a div block.

28,000+

Separate vector databases managed per tenant.

100+

Real-world eval tests run before every release.