AI Contract Review checks a contract against your playbook and flags what passes and what fails. Open any contract and select AI Contract Review in the left menu to run it. AI flags the language to review, and you make the final call.
Before you start
- Role: Any user with access to a contract can view playbooks run on it. Read-only users cannot run a playbook.
- Plan: AI Contract Review is available on the Maximize plan.
Try the interactive demo: Run a playbook on a contract
Run a playbook on a contract
- Open the contract you want to review on the New Contract Page.
- Click the AI Contract Review tab.
- Select the appropriate playbook from the dropdown menu. If you associated a playbook with this contract type, it will be suggested automatically.
- Scroll down and click Run Playbook. The AI will analyze the document, which typically takes a few seconds.
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Review the results
| Status | What it means | What you can do |
|---|---|---|
| Pass | The contract meets your rule criteria. | Click the eyeball icon to see the specific text in the document that passed the rule. |
| Fail | The contract does not meet the criteria. | AI Contract Review may provide a Suggested Fix. |
Apply a suggested fix or change a result
- Use a suggested fix: If a rule fails, click the copy icon to copy the suggested language. Then paste it into your contract when you redline. To redline right next to your results, see How to use ContractSafe AI Contract Review in Microsoft Word.
- Change a Fail to Pass: You make the final call. If you decide the language is acceptable, switch the result from Fail to Pass.
Limits and notes for running AI Contract Review
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.
Read-only users can view results but cannot run a playbook.