Legal & Advice

Reference Approval Agent

The client's consent is sitting in an inbox somewhere. Nobody knows offhand how long it is valid.

Shows in a data field which references may be named, with their approval status.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

Four references in the bid, four approvals chased one by one.

The bid manager needs four project references with key figures for the tender. For each one, they look for the client's approval: one is attached to an email held by the client relations manager, one is a clause in the framework agreement, and two have not been looked at since the last bid. Meanwhile, legal checks whether naming the client is covered by the contract.

4references in the bidThe tender asks for four comparable projects with volume and duration.
3places per referenceApproval, key figures and expiry date sit with client relations, in the framework agreement and in project controlling.
16emails in circulationEvery request produces a reply, a follow-up question and a forward.
1expired approvalOne of the four approvals expired on 31 May, and none of the people involved noticed.

On the day the bid is prepared, each reference shows whether it may be named and until when, and that adds up to 60% less coordination effort.

The 60% reduction in coordination effort is this agent's headline figure. The four references, the three sources per reference and the round of emails describe a typical run-up to a submission, not actual counts.

Three steps through the process.

In the run-up to submission, the agent brings together the approval status, key figures and expiry date for each reference and reports approvals that are about to expire; the bid manager and legal decide whether a reference is named in the bid.

Check the approval status of each reference

The agent looks up the client's approval for each reference and reads out its scope and expiry date. If an approval is missing, it marks the reference as blocked.

Reference block for tender V-2026/338, 4 references, 3 with valid approval

Attach key figures to the reference

The agent pulls volume, duration and the firm's own role from project controlling into the approved reference. Every figure keeps its source.

Reference Landesbank Mitte: 14-month duration, source: 2024 project close-out

Flag expiring approvals for renewal

The agent monitors the expiry dates and reports which approval is ending or has already expired. The client relations manager and legal decide whether to ask the client for an extension.

Alert: approval for Energy Supplier North ended on 31 May, extension pending

What the agent does not do.

It does not obtain approvals from clients.

It shows which approval is missing or has expired. The client relations manager makes the request to the client.

It does not interpret whether naming a client is covered by the contract.

It quotes the framework agreement clause with its number and reference. Legal handles the interpretation.

It does not recalculate key figures from the project close-out.

For the Landesbank Mitte reference, it takes the 14-month duration exactly as stated in the 2024 project close-out, with the source. If the figure is no longer right, the client relations manager changes it in the reference database.

Connected systems

  • CRM
  • reference database
  • contract management

Operations

  • Deployment modelEU cloud, private cloud or on-premises
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsBid management, marketing, legal

The questions that come up before the first meeting.

How quickly is the Reference Approval Agent ready to use?

A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “60% less coordination effort” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

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