Executive Summary: Levelpath’s AI Assistant is a platform-wide AI Agent that accepts natural language requests and completes procurement tasks in seconds instead of hours. Unlike AI bolted onto legacy systems, it is built directly into Levelpath’s unified platform, giving it access to structured data, governed workflows, and complete procurement context.

Why Leaders are Skeptical of AI Bolted on to Legacy Systems

Procurement leaders are right to question the AI that vendors bolt onto legacy systems. Artificial intelligence delivers value only when the underlying platform provides the structure needed to support automation. McKinsey’s State of AI 2025 report shows that although 88% of organizations report regular AI use in at least one business function, only about 39% see measurable bottom-line impact across the enterprise. This gap illustrates a clear challenge. Many organizations are adopting AI, but their existing legacy workflows prevent meaningful results.

Procurement feels this challenge more than most. Intake, sourcing, contracting, supplier management, and budget approvals often operate in siloed systems. Teams rely heavily on spreadsheets, emails, attachments, and manual reviews. AI that sits on top of this environment cannot access the full data, cannot interpret context reliably, and cannot scale with demand. Leaders are justified in their skepticism. The solution requires AI that was built inside the procurement platform itself from the beginning.

How Levelpath’s AI Assistant Scales Across the Platform

The AI Assistant acts as a dedicated Agent across the entire Levelpath platform. It works inside governed workflows, structured data, and a unified architecture, which allows it to support procurement teams with reliable intelligence.

The AI Assistant supports several core capability areas that span the procurement lifecycle:

Intake

  • Interprets natural language requests and converts them into structured procurement data
  • Identifies spend categories, supplier options, and approval requirements automatically
  • Provides intelligence on unfamiliar categories so teams can confidently purchase items outside their expertise

Sourcing

  • Generates RFP questionnaires, scopes of work, and evaluation criteria tailored to each category
  • Summarizes supplier responses, compares pricing, and synthesizes risk into decision-ready insights
  • Recommends qualified suppliers and highlights potential concerns before engagement

Contracts & Compliance

  • Searches the entire contract repository and returns clause-level answers across scanned files, legacy documents, and PDFs
  • Extracts SLAs, renewal dates, CPI clauses, tariff language, and other contractual obligations automatically
  • Enriches supplier profiles by linking intake history, sourcing events, and contract insights into unified records

All capabilities operate within governed workflows that maintain compliance across procurement, legal, and finance, ensuring the AI Assistant delivers reliable, auditable results at scale.

Why the AI Assistant Works When Other AI Efforts Fail

The AI Assistant works because it is built on an AI-native architecture rather than retrofitted onto outdated systems. The platform uses modern document processing, unified data, and structured workflows. This environment allows the AI Assistant to act as a reliable agent rather than a disconnected feature.

The architecture delivers several advantages:

  • Unified Data Model: Ensures consistent logic across requests, suppliers, contracts, and sourcing events.
  • Governed Workflows: Maintains compliance across procurement, legal, and finance.
  • Consistent Definitions: Supports accurate recommendations across the entire lifecycle.
  • Scalability: Works across categories and geographies without custom development.
  • Adaptability: Evolves as procurement processes grow and mature.
  • Multi-Step Orchestration: Supports complex workflows that require several dependent actions.

This foundation ensures that the AI Assistant produces reliable, repeatable outcomes at scale.

How the AI Assistant Improves Intake and Stakeholder Experience

The AI Assistant improves intake by transforming unstructured stakeholder requests into complete, actionable submissions. A requester can type a simple description of what they need. The AI Assistant interprets the intent, identifies the category, recommends suppliers, predicts the approvals required, and prepopulates the intake form for them.

This reduces clarification cycles and keeps work moving. Stakeholders receive a smoother experience. Procurement teams avoid repetitive data collection. Leaders benefit from higher data quality and faster throughput.


“Sometimes we don’t really have the availability to do an RFP, but with Levelpath, we are able to do 10 in the same time it used to take to do 1.”

— VP of Strategic Sourcing, Procurement, and Materials Management, GATX

How the AI Assistant Accelerates Sourcing Events

The AI Assistant accelerates sourcing events by eliminating time spent on manual setup and analysis. It builds RFP question sets, generates scopes of work, drafts evaluation criteria, and recommends suppliers. The AI Assistant also supports unfamiliar categories, which removes the historical limits of category expertise.

When suppliers respond, the AI Assistant produces summaries, comparison matrices, pricing breakdowns, and risk insights within seconds. GATX reported that sourcing efficiency improved by 10x and that bid summaries, which once required hours, now take 10 to 15 seconds. These improvements create measurable capacity. Procurement teams focus more on negotiation and strategic supplier alignment, and less on document preparation.

How the AI Assistant Delivers Contract Intelligence at Scale

Contract intelligence becomes significantly more accessible when the AI Assistant connects all contract documents into a searchable repository. Teams use natural language to ask clause-level questions and instantly locate the terms they need.

One organization scanned more than 30,000 documents and saved over 3350+ hours by using the AI Assistant to identify tariff and CPI clauses during a period of cost pressure. Another customer used contract intelligence to identify pricing gaps that led to $3.5 million in savings.

The AI Assistant delivers contract intelligence through:

  • Full repository search for specific clauses and obligations
  • Detection of tariff, CPI, SLA, renewal, and termination language
  • Linking of contract insights to supplier history and sourcing events
  • Visibility into renewal timelines and negotiation opportunities
  • Reduction of manual review hours and increased accuracy

This level of intelligence positions procurement to act proactively rather than reactively.

What Procurement Leaders Gain with the AI Assistant

Procurement leaders gain meaningful advantages when using the AI Assistant as a way to manage manual work. Teams spend less time collecting data, reviewing documents, and comparing supplier responses. They spend more time partnering with the business, improving supplier performance, and protecting the organization.

Some of the gains include:

  • Higher Throughput with the Same Headcount: Procurement teams manage significantly more intake requests and sourcing events because the AI Assistant prepares and organizes the work.
  • Faster Cycle Times: Stakeholders receive quicker responses and clearer insights, which strengthens trust and encourages adoption, improving business satisfaction.
  • Greater Financial Impact: Leaders gain clearer visibility into pricing, obligations, and supplier performance, which supports stronger negotiations and more informed budgeting decisions.
  • Lower Operational Risk: The AI Assistant identifies contract obligations and risk cues early, which reduces the likelihood of missed renewals, pricing exposure, or compliance gaps.
  • Stronger Strategic Focus: Teams redirect more time toward negotiation strategy, supplier performance, and value creation.
  • Improved Data Quality for Leadership Decisions: The AI Assistant creates cleaner, more complete data that supports planning and forecasting.

These benefits position procurement as a strategic center of value rather than a reactive function. If you want to see how Levelpath’s AI Assistant helps your team complete work in seconds instead of hours, request a demo today.

–Rose

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