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What data does the [AI]ssistant tool search for in my documents?

ContractSafe's [AI]ssistant reads your uploaded contracts and pulls out key information automatically. It started with 12 core fields and has expanded to include 14 additional fields covering compliance, privacy, payment terms, jurisdiction, and contract value. The more fields the AI can fill in for you, the less time you spend on data entry — and the more consistent your contract records become.

Before you start

  • You'll need an active ContractSafe account on any plan (all new fields are available at every plan level).
  • AI extraction must be enabled for your account. You can check this in Settings → [AI]ssistant tab. If AI is disabled, you can still use every field manually — see "Controlling AI support" below.
  • Have at least one contract ready to upload, or open an existing contract to review its extracted values.

 

Original fields (12 data points)

The [AI]ssistant originally extracted these 12 values from every uploaded document:
  • Contract Type
  • Contract Name
  • My Company
  • Counterparty
  • Effective Date
  • Termination Date
  • Autorenew (Yes/No)
  • Renewal Term (length, if Autorenew is Yes)
  • Deadline to Nonrenew (date, if Autorenew is Yes)
  • Includes Confidentiality (Yes/No)
  • Execution Status
  • Amendment

Coming Soon: We're launching 14 new fields in late Q1/early Q2 that can be leverage with or without AI depending on your organization's preference. Please see the New AI-Enabled Fields article for more details! 


Note:

The new fields will only be available on the new contract page. Not all contracts will contain all twelve (soon to be 26) data points. Your results may vary depending on the content of the document. 

After the document has been uploaded, please allow 5-10 minutes for the AI to complete scanning your document. This will take longer, the bigger the document is. 

A refresh of your ContractSafe page is necessary in order for the AI results page to appear if you opened the document while the AI is still processing. 

Note: The below info is regarding the legacy contract page AI acceptance behavior. On the new contract page, this behavior has been slightly improved and also integrated within the contract form itself for in-form acceptance. Users can still review and accept all results in the "View all AI Results" tab on this new contract page.

You have the following options to manage the values presented by [AI]ssistant:

  • Accept all or some of the selected values by clicking the blue "Accept Selected Values" button. Make sure to take note of which line item is checked, as those are the ones that will be applied.

What happens after you accept the AI suggestion? The contract field is updated with the new information and replaces any previous data. See Standard Fields in ContractSafe

  • Choose an alternative information presented by clicking the adjacent "Alternatives" button.
  • Edit the presented information by clicking the blue text or information box under the Extracted Value column.
  • Skip it all together and perform your data entry by clicking the "skip for now" button on the upper right side of the window.  The choice is yours! 
  • For amendments specifically: optionally choose which contract is being amended. If none is selected, this will default to "parent contract is not in contractsafe".

After accepting the values, new highlights will be created on your contract. These terms highlighted in blue are the values you accepted earlier. You can then click on each highlighted terms to see what Contract Field it reflects.

  

Please reach out to support@contractsafe.com for any questions.