What is AI Contract Review in ContractSafe?
AI Contract Review checks each contract against your playbook, a set of rules your team defines, and shows a Pass or Fail for each rule with suggested fixes. You stay in control. You set the rules and make the final decision.
Before you start
- Plan: You must be on the Maximize plan to use this feature.
- Permissions: Only Admins can create and edit playbooks. Any user with access to a contract can view playbooks run on that contract. Read-only users cannot run a playbook.
- Turn it on: Go to Settings > AI Contract Review and switch the toggle to Enabled.
Setup is easier than you think
You don’t have to start from scratch. Pick one of these ways to create your playbook:
- Start from a contract you’ve already negotiated (RECOMMENDED): This is the fastest way to start. Pick a contract in ContractSafe, and AI suggests rules based on the terms you agreed to.
- Start from a sample playbook: Choose from 8 sample playbooks, like NDA, Employment Agreement, and SaaS/Software Licensing Agreement.
- Start from scratch: Build your own rules or pick them from your Rule Library.
Try a quick demo of AI Contract Review
Get started in 2 steps
If your Admin has already set up a playbook, skip to step 2.
- Create a playbook from a contract in ContractSafe
Pick a contract you’ve already negotiated, and AI suggests the rules for you to review. - Run an AI Contract Review playbook in ContractSafe
Check any contract against your playbook, see what passes or fails, and get suggested language for anything that fails.
After your first review
- Run your AI Contract Review playbook in Microsoft Word
Review contracts where you already work. Run your playbook directly in Microsoft Word and see each rule’s Pass or Fail result next to your draft, so you can redline without switching tools. - How to your playbooks and rules in ContractSafe
Edit rules, add new ones from highlights or your Rule Library, and associate playbooks with contract types.
Frequently asked questions
Why did a rule fail when the language seems acceptable?
The AI is deliberately biased toward a Fail result. It’s better to flag a potential issue for your review than to let a risky clause pass incorrectly. If you believe a Fail is acceptable, you can manually change the status to Pass. A note will show that the result was manually changed.
Is the AI checking against my Preferred Language?
No. The test runs against the Rule Definition. The Preferred Language field is optional and mainly helps the AI generate an accurate Rule Definition during setup.
Can I use AI Contract Review on an older pricing plan?
No. This feature is exclusive to the Maximize plan and is not available on legacy pricing plans.
For further questions, please reach out to support@contractsafe.com