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Using Ask AI chat on the contract page

Ask AI chat lets you ask contract-specific questions and get instant answers without scrolling or searching.

Table of contents

Turn it on/off

This feature is on by default for all organization (besides Canada for now), but if your admin needs to turn this on or off, they can go to Settings >AI and Workflow Options > AI Chat and turn on/off the Ask AI chatbot.

Any Admin or Department Admin can turn these features on or off for your entire account.

Using Ask AI Chat:

Open a contract in ContractSafe.

Click the Ask AI icon in the contract page action menu.

 

Type your question or use the suggested ones, such as:

  • “What’s the renewal date?”
  • “List the termination clauses.”

AI chat

View and respond to the AI’s response in the chat panel.

Tips for Getting the Best Results from Ask AI

Ask AI reads the text of the document(s) attached to the contract record. Here are a few things to keep in mind:

•   ​Ask AI works best with clear, machine-readable text.​ Scanned documents, handwritten content, or low-resolution PDFs may affect the quality of responses.
•   ​Ask AI answers questions based on what's in the document​ — it does not access information from other contracts, your custom fields, or external sources.
•   ​AI responses are suggestions, not legal conclusions.​ Always verify important contract details by reviewing the original document.
•   ​Be specific in your questions.​ Instead of asking "What does this say about termination?", try "What is the notice period required for termination under this contract?"

Known Limitations

•   Ask AI may not accurately interpret highly formatted tables, complex numbering schemes, or exhibits/attachments that are separate files.
•   Very long documents may result in summarized responses that omit detail from later sections.
•   If a response seems incorrect, try rephrasing your question or checking the relevant section of the document directly.

Notes:

  • AI chat currently only works on the contract you have open. It won't be able to answer questions across multiple contracts (Yet).
  • Please note that larger contracts may take longer to process, and AI chat currently only supports contracts up to ~100 pages. The cutoff depends on the overall file sizes and page count, and generally the chatbot isn't as helpful around that threshold (for now). 
  • Your chat record on the contract is not saved, so be sure to copy/paste anything you need before closing out the window.
  • This feature is available in all regions except Canada (for now).