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[AI]ssistant: The Complete Guide to AI Data Extraction in ContractSafe

Let AI suggest contract data while you stay in control of what gets saved.

ContractSafe's [AI]ssistant reads uploaded contracts and suggests up to 29 structured data points covering parties, key dates, compliance obligations, payment terms, jurisdiction, and contract value. Review, edit, accept, or skip each suggestion so your contract records become more complete without giving up human oversight.

 Table of contents

1.  What is the [AI]ssistant?

The [AI]ssistant is ContractSafe's automated data-extraction engine. When enabled, it reads the text in an uploaded contract and identifies values that can populate fields in your contract record.

The [AI]ssistant is not a chatbot and it is not Smart Search. It is designed to extract structured data from contract text and present the results for your review.

Every extracted value is a suggestion only. You remain in control:

  • Accept a suggestion to save it to the contract record.
  • Edit a suggestion before accepting it.
  • Reject or skip a suggestion when it is not correct or not needed.
  • Explore alternatives when the document contains more than one possible value.
  • Return to pending results later instead of accepting everything at once.

Tip: Treat AI results as a first pass, not a final legal determination. Review the source language before accepting important dates, obligations, values, or risk indicators.

 

2. Before You Start

Before using the [AI]ssistant, make sure the following conditions are met:

    • You have an active ContractSafe account on any plan. All AI extraction fields are available at every plan level — no upgrade required.
    • AI extraction is enabled for your account. Check this by going to Settings → AI and Workflow Options → [AI]ssistant tab. If you do not see this option, contact your account administrator.
    • You have at least one contract ready to upload, or an existing contract you want to review.
    • For the best extraction results, make sure your documents are machine-readable (not scanned images). Scanned documents processed through OCR may produce lower accuracy results.

Even if AI extraction is turned off for your account, all standard and new fields are still available on every contract page for manual entry. You simply will not see AI suggestions.

Note: AI extraction quality depends on the document’s text, formatting, language, and structure. A clean text layer generally produces more reliable results than a low-quality scan.

When you enable AI Assistant, only newly uploaded contracts will be affected. Any contract uploaded prior to turning on the feature will not have any result. Please reach out to ContractSafe Support if you want AI Assistant to go over these contracts as well. 

 

3. How the [AI]ssistant Works

The [AI]ssistant operates in the background automatically every time a new contract is uploaded. Here is a step-by-step overview of what happens:

Step 1 — Upload your contract Upload a contract through the standard upload flow. The [AI]ssistant begins scanning immediately.

Step 2 — AI scans the document The AI reads the full text of your document and identifies values for all enabled AI fields. This typically takes 5 to 10 minutes, but may take longer for very large documents. A page refresh may be needed if you opened the contract while the AI was still processing.

Step 3 — Suggestions appear Once complete, AI-suggested values appear on the contract page. Any pending suggestion that has not yet been accepted is marked with a blue sparkle icon next to the field. These are previews only — they have not yet been saved to your contract record.

Step 4 — Review your suggestions Open the "View All AI Results" tab on the contract page. You will see a full list of every field the AI found a value for, along with the relevant text highlighted in blue directly in the document viewer so you can verify accuracy.

Step 5 — Accept, edit, or skip For each suggestion, you can:

    • Accept — Save the value to your contract record.
    • Edit — Click the extracted value to modify it before accepting.
    • Explore alternatives — Click "Alternatives" to see other values the AI identified in the document.
    • Skip for now — Close the AI panel and come back later. You can always access AI results again from the contract page.

Step 6 — Accepted values are saved Once accepted, the field is updated in your contract record. Blue highlights also appear in the document view, each linked to the field they represent — making it easy to trace where each value came from.

 

4. Original AI-extracted fields

The original [AI]ssistant field set contains 12 core fields. These fields are enabled by default and apply to many contract types. Results vary when a document does not contain the relevant information.

  • Contract Type: The type of contract, such as an NDA, MSA, SOW, or lease.
  • Contract Name: The name or title of the agreement.
  • My Company: Your organization’s name as it appears in the contract.
  • Counterparty: The name of the other party to the agreement.
  • Effective Date: The date the contract becomes legally binding.
  • Termination Date: The date the contract ends or expires.
  • Autorenew: Whether the contract automatically renews.
  • Renewal Term: The length of each renewal period when Autorenew is Yes.
  • Deadline to Nonrenew: The date by which notice must be given to prevent renewal, when Autorenew is Yes.
  • Includes Confidentiality: Whether the contract includes a confidentiality provision.
  • Execution Status: Whether the contract has been fully executed or signed.
  • Amendment: Whether the document is an amendment to another contract.

 

5. New AI-enabled fields

ContractSafe has expanded the [AI]ssistant to support 17 additional live fields, bringing the total to 29 AI-extractable fields. The expanded fields help legal, procurement, finance, and compliance teams identify obligations, payment structures, jurisdiction, and financial commitments.

New AI extraction is off by default. Admins can choose which fields the [AI]ssistant searches in Settings > AI and Workflow Options > Manage AI Fields.

All of these fields remain available for manual entry even when AI extraction is turned off.

Compliance and privacy fields

  • Personal Data Processed: Whether the contract involves processing personal data.
  • GDPR Applies: Whether GDPR obligations apply to the contract.
  • PHI Involved: Whether the contract involves Protected Health Information under HIPAA.
  • PCI DSS Requirements: Whether the contract references PCI DSS compliance obligations.
  • BAA Required: Whether the contract requires a Business Associate Agreement.
  • IP Ownership / License: Whether the contract includes IP ownership or licensing provisions.

Contract value fields 

  • Total Contract Value: The total dollar value of the contract over its full term.
  • Contract Value Year One: The contract value for the first year, which is useful for multi-year agreements with variable pricing.

 

Tip: Review currency suggestions carefully. Values expressed in tables, exhibits, or complex pricing language may require manual confirmation.

Jurisdiction and structure fields

  • Governing Law: The state or country whose laws govern the contract.
  • Jurisdiction: The specific court or jurisdiction designated for dispute resolution.
  • Invoice Frequency: How often invoices are issued, such as monthly, quarterly, or annually.
  • Term Type: The structure of the contract duration, such as fixed term, perpetual, or auto-renew.

The Jurisdiction field requires the Governing Law feature to be enabled on your account. Contact Support if you need help enabling it.

Payment fields

  • Payment Terms: The standard payment window for invoices, such as Net 30, Net 60, or Due on Receipt.
  • Payment Triggers: Events or milestones that trigger a payment obligation, such as delivery, acceptance, or a monthly schedule.
  • Other Payment Info: Additional financial terms, including penalties, volume discounts, and early-payment incentives.

Signature and data-breach fields

  • Signature Date: The date the contract was signed by all parties.
  • Data Breach Notification: Whether the contract includes a data-breach notification requirement and the required response window in hours.

Signature Date is available as a contract field, a Contracts List column, a date-range filter, and in Intake Forms. Data Breach Notification is especially useful for vendor agreements, DPAs, and SaaS subscriptions.

Fields in development 

  • Notice Recipients: Contacts or roles designated to receive formal notices under the contract. This field is in development and is not part of the 29 live AI-extractable fields.
  • Obligation Dates: Key dates tied to specific obligations, captured as a date and description pair. This field is in development and is not part of the 29 live AI-extractable fields.
  • Document Type: The type of document, such as Contract, Receipt, SOW, or Invoice. This field is in development and is not part of the 29 live AI-extractable fields.

 

6. Review and accept pending AI results

On the Contract Page

  • Open the View All AI Results tab. Allow additional time for large files to finish processing.
  • Review each extracted value and the highlighted source text in the document viewer.
  • Select the fields you want to save, then choose Accept Selected Values.
  • Select Alternatives when the AI identified more than one possible value.
  • Edit a value before accepting it when the suggestion needs correction.
  • Select Skip for now to close the panel without saving. You can return to the results later.

For amendments, you can optionally identify the contract being amended. If you do not select one, the result defaults to parent contract is not in ContractSafe.

After accepting, values are saved to the contract record and blue highlights show where the values came from in the document.


On the Contracts List

You can also review pending AI suggestions directly from the Contracts List when the feature is enabled:
  • Go to Settings > AI and Workflow Options > [AI]ssistant.
  • Enable Show pending AI results on the contracts list.
  • Make sure at least one AI field is enabled.
  • Use Filters > AI Pending Results > Has Pending AI Results to create a review queue.

Pending values are marked with a blue sparkle icon. They are previews only and do not appear in exported or emailed reports until they are accepted.


Tip: You do not need to accept every suggestion in one session. Accept a few verified values and return to the remaining results later.

 

7. Bulk AI processing

Bulk AI processing lets teams process AI suggestions across multiple contracts from the Contracts List.

  • Filter the Contracts List to the contracts or pending AI field values you want to process.
  • Review the suggested values and confirm the blue sparkle icon indicates a pending result.
  • Select the contracts using the checkboxes.
  • Select AI Processing.
  • In the modal, choose whether to accept or reject results for the applicable fields.
  • Confirm the action. Accepted suggestions become official field data and the sparkle icon disappears.

Bulk processing is available for the expanded compliance, payment, and contract value fields as well as the original core fields. Bulk processing applies to contracts uploaded after the feature was enabled; it does not retroactively process contracts uploaded before the feature launch.

bulk ai processing

Real-world example: A team has 500 existing contracts with pending Contract Type and Payment Terms suggestions. It filters the list, reviews a sample, and bulk-accepts only the fields that meet its review standard.

Caution: Bulk acceptance saves suggestions as official contract data. Review the selection and sample values before confirming a large batch.

 

8.  Manage AI fields

Admins control which fields the [AI]ssistant searches and whether pending suggestions appear on the Contracts List.

  • Go to Settings.
  • Select AI and Workflow Options.
  • Open Manage AI Fields, also labeled [AI]SSISTANT in the interface.
  • Toggle individual AI fields on or off.
  • Enable or disable Show pending AI results on the contracts list.
  • Configure bulk AI processing for applicable fields.

When a field is turned off, the [AI]ssistant will not search for or suggest values for that field. The field remains available for manual entry on the contract page.

Since the May 2026 update, active standard, custom, and AI-assisted fields are visible in the [AI]ssistant settings area.



Tip: Start with the fields that support your most important workflows. Expand gradually as your team becomes comfortable reviewing and accepting AI results.

 

9. Language support

The [AI]ssistant is optimized for English-language contracts. It can attempt extraction from other languages, but accuracy may vary.

  • English-language contracts: highest expected extraction reliability.
  • Non-English contracts, including Spanish, French, or German: extraction may work, but values remain in the language used in the contract and party-name accuracy may be lower.
  • Scanned documents: OCR may enable extraction, but accuracy is generally lower than for machine-readable PDFs.
  • Non-standard formatting: complex layouts, tables, and unusual structures can affect accuracy.

For other AI features, Ask AI responds in the user’s language, AI Contract Review Playbooks are English-only, and Smart Search is English-optimized.

Real-world example: A global procurement team uses the [AI]ssistant on an English vendor contract and manually reviews party names and dates more carefully when processing a French-language agreement.

Note: Always review names, dates, currency, and obligation language carefully when the contract is non-English or heavily formatted.

 

10. Privacy and data security

ContractSafe’s AI features are designed to keep people involved in the review process. The current guidance includes the following protections and controls:

  • AI suggestions require human review and approval before they are saved to your contract record.
  • Admins control which AI fields are enabled and whether pending results appear on the Contracts List.

ContractSafe states that customer contract data is not used to train external AI models. For the latest details, review the ContractSafe AI FAQs and the applicable subprocessor information.

  • Accepted values are visible in the contract record and can be corrected manually when needed.
  • AI outputs are not intended to make automated legal or business decisions on your behalf.

Real-world example: A compliance reviewer verifies each AI-identified data-breach notification window against the contract language before accepting it, then documents the review in the organization’s normal process.

Note: AI extraction is a support tool, not legal advice. Use your organization’s review procedures for contractual obligations and risk decisions.

 

11.  Frequently asked questions

How long does AI processing take?

Processing typically takes 5 to 10 minutes after upload. Large or complex documents may take longer. Refresh the page if the contract was open while processing.

Do I have to accept every AI suggestion?

No. Accept all, some, or none of the suggestions. You can edit, reject, skip, or return to pending results later.

What happens if the AI gets something wrong?

Edit the suggestion before accepting it, choose an alternative when available, reject it, or enter the correct value manually on the contract page.

Can the AI extract values from scanned contracts?

It can attempt extraction from OCR-processed scans, but machine-readable PDFs generally produce more reliable results.

Does the [AI]ssistant work for all contract types?

It can work across contract types such as NDAs, MSAs, SOWs, leases, amendments, and purchase orders. Results vary based on the information and structure in the document.

Can I turn off AI extraction for specific fields?

Yes. Admins can turn individual fields on or off under Settings > AI and Workflow Options > Manage AI Fields. Disabled fields remain available for manual entry.

Will pending AI results appear in reports or exports?

No. Pending, unaccepted results are not included in exported, emailed, or scheduled reports. Accept a value before relying on it in reporting.

Are the 29 AI-extractable fields available on all plans?

The current article states that AI extraction fields are available on every ContractSafe plan. Confirm feature availability with your account administrator if the AI settings are not visible.

Can the AI extract data from languages other than English?

It can attempt extraction, but English is optimized and party-name accuracy may be lower for non-English documents.

Is the [AI]ssistant the same as Smart Search?

No. The [AI]ssistant extracts structured field values from contract text. Smart Search uses natural-language requests to find contracts and apply filters.

 

12.  Related articles

Please reach out to support@contractsafe.com for further inquiries