Feedzai Case Study
Case study · Feedzai

AI-native NDA review and QBR preparation

Feedzai builds real-time fraud and financial crime prevention for banks and payment firms. Augusta Labs rebuilt two of its expert workflows, NDA review in Legal and client QBR preparation in Revenue, on one platform inside Feedzai's own cloud.

SectorSoftware
Business functionLegal and Revenue
Value driverProductivity and risk control
Engagement12 weeks
Model usedClaude
01Situation

Two expert workflows ran on manual effort and memory

Feedzai's FY26 plan moves the company from copilots to agentic workflows, with a person approving what agents produce. Contract redlining and QBR decks were both on its internal AI wishlist, with no tool assigned to either.

The two workflows

Legal reviews every NDA that Feedzai's commercial teams send or receive. Revenue prepares a quarterly business review for each of its roughly 100 clients. Both depended on a few experts and on data held by other teams.

W1NDA review · Legal

One lawyer reviewed every NDA by hand

Each counterparty NDA was opened beside the template, the guidelines and a personal file of notes. The rules were applied from memory, and negotiation context was copied in from email.

W2QBR preparation · Revenue

Every client QBR was assembled by hand

Account teams copied last quarter's deck, chased six or seven systems for data and waited on a risk consultant to pull each client's use-case metrics.

Baseline · before the rebuild

The starting point, as the Legal and Revenue teams described it during discovery.

W1NDA review One reviewer for every NDA
125NDAs in 7 months

All first-pass reviews sat with a single lawyer, with no structured backup.

W2QBR preparation Weeks to prepare each client QBR
1-2weeks per QBR

Most of it spent gathering data, not building slides.

W2QBR preparation A queue for every client's metrics
2-3weeks waiting

Use-case metrics came from a risk consultant, fitted around other work.

W2QBR preparation Data spread across systems
6-7systems per deck

From the CRM and data warehouse to support, project and HR tools.

02Delivery

Mandate and solution delivered

Two agents on one platform, built in weekly feedback loops with the lawyers and account teams who use them, and deployed inside Feedzai's own cloud.

Mandate

Rebuild first-pass NDA review and client QBR preparation as AI-native workflows, and run both inside Feedzai's cloud on foundations that later workflows can reuse.

Solution delivered

An NDA review agent that redlines each contract against Feedzai's own rules, and a QBR generator that drafts each client's quarterly review from Feedzai's data.

How each agent works

Each workflow was split into steps with their own inputs, rules and checks. A person reviews every output before it is used.

NDA review32 rules loaded
3. Return or destruction

On written request, the Receiving Party shall return or destroy all Confidential Information and certify the destruction in writing, save for copies kept in routine backups.

4. Term

These obligations survive for five three years, with no limit for trade secrets and personal data.

Per guidelineReturn or destruction

Delete return, keep destruction with written certification.

Deeper review
Per guidelineTerm

Three years, unlimited for trade secrets.

NDA review agent

W1Legal
  1. 01Map

    Splits the NDA into clauses, compares each with Feedzai's template and flags missing clauses.

  2. 02Review

    A focused reviewer per clause sees only that clause and the guidelines that apply to it.

  3. 03Check

    Code drops any redline that cites no registered rule or rewrites more than half a clause.

  4. 04Approve

    The lawyer accepts, rewrites or rejects. Each decision is stored and recalled on similar clauses.

QBR generatorDraft ready
Quarterly business reviewSample client · illustrative
Detection rate62.4%
False positives1:41
Alerts reviewed18.2k
AI narrative · prose only
Carried forward from last quarter

QBR generator

W2Revenue
  1. 01Request

    The account team picks the client, quarter, use cases and language in four screens.

  2. 02Gather

    24 queries maintained by Feedzai's data team pull the client's metrics from the data warehouse.

  3. 03Write

    Fixed rules pick the headline metrics. The AI writes the narrative and never a number.

  4. 04Review

    The draft opens as a slide deck with last quarter carried forward, ready for the team to edit.

Shared platform

Both agents run on one platform inside Feedzai. The next workflow starts from these parts.

HostingFeedzai's own cloud account, EU region
AccessFeedzai single sign-on, granted per team
ModelClaude Sonnet 4.6, over a private endpoint
MemoryVector database, kept inside Feedzai
DataRead-only access to the data warehouse
Engagement journey · 12 weeks

Three phases from discovery to handover, with a status review every week.

Phase 1Weeks 1–3

Shadow both teams and map each workflow

Before

NDA rules lived in one lawyer's files, and nothing linked a QBR slide to its data.

Requirements written
After

Both workflows mapped step by step, with the architecture agreed with IT Security.

Phase 2Weeks 4–8

Build both agents in weekly loops with users

Before

The first prototype struck whole clauses, and the first QBR flow needed a guide.

Weekly feedback loops
After

Redlines change only what must change, and the QBR flow was redesigned around its users.

Phase 3Weeks 9–12

Go live inside Feedzai and hand the system over

Before

Both agents ran outside Feedzai, on redacted contracts and generated figures.

Live in Feedzai's cloud · 26 May
After

Lawyers review real NDAs in Feedzai's cloud, and QBR figures were checked cell by cell.

03Deliverables

Key deliverables

What Feedzai kept at handover: two working agents in its own cloud, the full source code and the documentation its engineers need to run them.

Handed over

Everything built during the engagement belongs to Feedzai.

PlatformBoth agents live in Feedzai's cloud
CodeFull source code, owned by Feedzai
Technical38-page handover for the engineers who run it
BusinessPlain-language overview for Legal and Revenue
04Impact

Key impact achieved

Each result is set against the baseline in section 01. Both agents now work on real NDAs and live client data inside Feedzai's cloud, and a person still approves every output.

W2QBR preparation

QBR drafts in minutes

One request builds the full deck from Feedzai's data, ready for the account team to edit.

W2QBR preparation

No queue for client metrics

Metrics come straight from the data warehouse for every use case with live data.

W1NDA review

Every rule, on every NDA

Each redline cites the Feedzai rule behind it, and uncited suggestions are dropped.

This is where we really see Augusta's difference. I know everything works in PowerPoint. But then you have to make it work in practice.
Paula Melo VP Operational Excellence · Feedzai