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

What Is the [AI]ssistant?
Before You Start
How the [AI]ssistant Works
Original AI-Extracted Fields (12 Core Fields)
New AI-Enabled Fields (17 Expanded Fields)
Reviewing and Accepting Pending AI Results
Bulk AI Processing
Managing Your AI Fields (Admin Settings)
Language Support
Privacy & Data Security
Frequently Asked Questions
Related Articles

1. What Is the [AI]ssistant?

The [AI]ssistant is ContractSafe's automated data extraction engine. Every time you upload a contract, the [AI]ssistant reads the document and intelligently identifies key information — so you do not have to hunt for it manually.

It is not a chatbot. It is not a search tool. The [AI]ssistant is specifically designed to extract structured data points from your contract text and populate the fields in your contract record automatically.

Think of it as a tireless paralegal that reviews every contract you upload, picks out the important details, and hands them to you for a quick review — before saving anything to your records.

What makes it different:

Every extracted value is a suggestion only — you remain in control. The AI never changes your records without your approval.
You can accept, reject, edit, or explore alternatives for every suggestion.
Admins control which fields the AI looks for and which users can interact with AI results.
Your contract data is never used to train external AI models.

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.

Note: 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.

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 (12 Core Fields)

These are the 12 fields the [AI]ssistant has extracted since its original launch. They are enabled by default and apply to virtually every contract type.

Field	What It Captures	Status
Contract Type	The type of contract (e.g., NDA, MSA, SOW, Lease)	Available
Contract Name	The name or title of the agreement	Available
My Company	Your organization's name as it appears in the contract	Available
Counterparty	The name of the other party to the agreement	Available
Effective Date	The date the contract becomes legally binding	Available
Termination Date	The date the contract ends or expires	Available
Autorenew	Whether the contract automatically renews (Yes/No)	Available
Renewal Term	The length of each renewal period, if Autorenew is Yes	Available
Deadline to Nonrenew	The date by which notice must be given to prevent renewal, if Autorenew is Yes	Available
Includes Confidentiality	Whether the contract includes a confidentiality provision (Yes/No)	Available
Execution Status	Whether the contract has been fully executed (signed)	Available
Amendment	Whether this document is an amendment to another contract	Available

Note: Not all contracts will contain every data point. Results will vary depending on the content, formatting, and type of document.

5. New AI-Enabled Fields (17 Expanded Fields)

ContractSafe has expanded the [AI]ssistant to extract 17 additional data points, bringing the total to 29 AI-extractable fields. These fields are available on all plans and are especially useful for legal, procurement, and compliance teams who need to quickly identify risk exposure, financial commitments, and regulatory obligations — without reading every contract line by line.

Important: AI extraction for new fields is off by default. Admins control which fields have AI extraction enabled in Settings → AI and Workflow Options → Manage AI Fields. All new fields are available for manual entry even if AI extraction is turned off.

5a. Compliance & Privacy Fields

Six yes/no fields that flag key compliance and intellectual property considerations. These are the fastest way to identify which contracts carry regulatory obligations or IP restrictions across your entire portfolio.

Field	What It Captures	Status
Personal Data Processed	Does this contract involve the processing of personal data?	Available
GDPR Applies	Is this contract subject to GDPR obligations?	Available
PHI Involved	Does this contract involve Protected Health Information (PHI) under HIPAA?	Available
PCI DSS Requirements	Does this contract reference PCI DSS compliance obligations?	Available
BAA Required	Does this contract require a Business Associate Agreement (BAA)?	Available
IP Ownership / License	Does this contract include IP ownership or licensing provisions?	Available

5b. Contract Value Fields

Two numeric fields that extract dollar amounts directly from the contract. Useful for building financial dashboards, tracking total spend, or flagging contracts above a certain threshold — without opening each document.

Field	What It Captures	Status
Total Contract Value	The total dollar value of the contract over its full term	Available
Contract Value Year One	The contract value for the first year only — useful for multi-year agreements with variable pricing	Available

Tip: AI extraction for contract value fields may require manual review. Currency extraction accuracy can vary depending on contract formatting and how values are expressed in the document (e.g., tables, inline text, or exhibits).

5c. Jurisdiction & Structure Fields

Dropdown and open-text fields covering governance, jurisdiction, invoicing frequency, and contract term structure.

Field	What It Captures	Status
Governing Law	The state or country whose laws govern the contract (e.g., "State of California")	Available
Jurisdiction	The specific court or jurisdiction designated for dispute resolution	Available
Invoice Frequency	How often invoices are issued (e.g., Monthly, Quarterly, Annually)	Available
Term Type	The structure of the contract's duration (e.g., Fixed Term, Perpetual, Auto-Renew)	Available

Note: The Jurisdiction field requires the Governing Law feature to be enabled on your account. Contact support@contractsafe.com to enable it.

5d. Payment Fields

Three fields that surface how and when payments are structured — including penalties, late fees, or early-payment discounts that can be easy to miss during manual review.

Field	What It Captures	Status
Payment Terms	The standard payment window for invoices (e.g., Net 30, Net 60, Due on Receipt)	Available
Payment Triggers	Events or milestones that trigger a payment obligation (e.g., On Delivery, On Acceptance, Monthly)	Available
Other Payment Info	Any additional financial terms — penalties, volume discounts, early-payment incentives, and similar provisions	Available

5e. Additional Standard Fields — Signature Date & Data Breach Notification

Field	What It Captures	Status
Signature Date	The date the contract was signed by all parties	Available
Data Breach Notification	Whether the contract includes a data breach notification requirement (Yes/No) and the required notification window in hours (e.g., 72 hours)	Available

Signature Date is available as a contract field, a column on the Contracts List, a date range filter, and in Intake Forms. Enable AI extraction in Settings → Manage AI Fields → Signature Date.

Data Breach Notification is especially important for vendor agreements, data processing agreements (DPAs), and SaaS subscriptions. When enabled, the AI scans uploaded contracts for breach notification language and surfaces the required response window in hours. Enable AI extraction in Settings → Manage AI Fields → Data Breach Notification.

5f. Coming Soon

The following fields are in development. They will be documented in full when they launch.

Field	What It Will Capture	Status
Notice Recipients	The contacts or roles designated to receive formal notices under the contract	In Development
Obligation Dates	Key dates tied to specific obligations defined in the contract — extracted as date + description pairs	In Development
Document Type	The type of document the file is (e.g., Contract, Receipt, SOW, Invoice)	In Development

6. Reviewing and Accepting Pending AI Results

Once the [AI]ssistant has finished scanning your contract, here is how to review and act on its suggestions:

On the Contract Page:

Open the "View All AI Results" tab on the contract page. Allow up to 10 minutes for larger files to finish processing.
Review each extracted value. The relevant source text is highlighted in blue in the document viewer on the right side of the screen — so you can see exactly where the AI found each value.
Check the boxes next to the fields you want to save, then click "Accept Selected Values."
Click "Alternatives" next to any field to see other values the AI considered. This is especially useful for party names or contract types where multiple options may appear.
Click on any extracted value to edit it directly before accepting.
Click "Skip for now" to close the AI panel without saving. You can return to review AI results at any time from the contract page.

For amendments specifically: You can optionally select which contract is being amended. If none is selected, this defaults to "parent contract is not in ContractSafe."

After accepting: Values are saved to your contract record, and blue highlights appear in the document view. Click any highlighted term to see which field it is linked to.

Tip: You do not have to accept everything at once. It is completely fine to accept a few values today and come back to review others later.

On the Contract List

The [AI]ssistant goes beyond the individual contract page. You can also review and act on AI suggestions directly from your Contracts List — making it much faster to process large volumes of contracts at once.

Turning it on:

Go to Settings → AI and Workflow Options → [AI]ssistant tab.
Make sure the "Show pending AI results on the contracts list" checkbox is enabled.
Make sure at least one AI field is toggled on.

What you will see:

Once enabled, AI-suggested values appear directly on the Contracts List for contracts that have pending suggestions. Each pending value is marked with a blue sparkle icon (✨). These are previews only — they have not been accepted and do not affect reporting or exports until you approve them.

Filtering for pending results:

From the Contracts List, click Filters and select AI Pending Results → Has Pending AI Results. Your list will update to show only contracts with at least one unreviewed AI suggestion — giving you a clear action list.

You can also filter by specific field values. For example, filter the "Contract Type" column to see all contracts the AI has identified as "NDA" — allowing you to review and organize by category before accepting anything.

Note: Pending AI results do not appear in exported reports or emailed reports. A value must be accepted before it is included in exports.

7. Bulk AI Processing

For teams with large existing contract repositories, the [AI]ssistant supports bulk AI processing — letting you run AI extraction across multiple contracts at once, right from the Contracts List.

How to bulk-accept AI results:

Filter your Contracts List to the set of contracts you want to process (e.g., all contracts with "Pending AI Results" for "Contract Type").
Review the suggested values in the list. The ✨ icon confirms they are pending.
Select the contracts you want to process using the checkboxes (select all or a subset).
Click the "AI Processing" button.
In the modal that appears, choose to accept or reject results in bulk for specific fields.
Confirm your selection. The AI suggestions are saved as official data for those contracts, and the sparkle icon disappears.

Which fields support bulk processing:

Bulk AI processing is now live for all new compliance, payment, and contract value fields — including Payment Terms, Payment Triggers, Other Payment Info, Data Breach Notification, and more. This was previously available only for core fields.

Note: Bulk processing applies to contracts uploaded after the feature was enabled for your account. It does not retroactively apply to contracts uploaded before the feature launch.

8. Managing Your AI Fields (Admin Settings)

Admins have full control over which fields the [AI]ssistant looks for and extracts. This is managed from one central location.

How to access AI field settings:

Go to Settings in the top navigation.
Click AI and Workflow Options.
Select Manage AI Fields (also labeled [AI]SSISTANT in the interface).

What you can do here:

Toggle individual fields on or off. When a field is off, the AI will not search for or suggest values for that field. The field is still available for manual entry on the contract page.
Enable or disable the "Show pending AI results on the contracts list" checkbox.
Configure bulk AI processing for applicable fields.

As of May 2026: All active fields in your account — including standard, custom, and AI-assisted fields — are now available and visible in the [AI]ssistant tab. Previously, some field types were not displayed here.

Tip: If you are unsure which fields to enable, start with the 12 original core fields. Once your team is comfortable with the workflow, expand to compliance, payment, and value fields based on your organization's priorities.

9. Language Support

The [AI]ssistant is optimized for English-language contracts. Here is how it performs across different scenarios:

Scenario	AI Behavior
English-language contracts	Full AI extraction support with highest accuracy
Non-English contracts (e.g., Spanish, French, German)	AI will attempt extraction; results may vary. Values are extracted as written in the contract's language
Scanned documents (non-machine-readable)	Reduced accuracy; machine-readable PDFs perform best
Contracts with non-standard formatting	Accuracy may vary; complex layouts can affect extraction quality

Important: For non-English contracts, party name extraction (My Company and Counterparty) can be especially challenging. We recommend reviewing AI suggestions for these fields carefully when working with non-English documents.

For all other AI features: The Ask AI chatbot responds in the user's language. AI Contract Review Playbooks are English-only. Smart Search is English-optimized.

10. Privacy & Data Security

ContractSafe takes the privacy and security of your contract data seriously. Here is what you need to know about how AI is used:

Your data is never used to train external AI models. ContractSafe does not share your contract data with third-party Large Language Models (LLMs).
You control your data. With your permission, ContractSafe may use anonymized data to improve its own internal models — but you can opt out at any time.
All AI features are admin-controlled. Admins can enable or disable any AI feature across the organization.
Human-in-the-loop. Every AI suggestion requires human review and approval before it is saved. The AI never changes your records on its own.
ContractSafe's AI models comply with GDPR, CCPA, and other applicable privacy laws.
Incident response protocols are in place for any data breach involving AI, with notification SLAs aligned to contractual and regulatory obligations.
ContractSafe does not engage in automated decision-making — all AI outputs are subject to human review.

For more details, see the ContractSafe AI FAQs: https://www.contractsafe.com/support/contractsafe-ai-faqs

11. Frequently Asked Questions

How long does it take for the AI to process my contract? Typically 5 to 10 minutes after upload. Larger or more complex documents may take longer. Refresh the page if the contract was open while the AI was still processing.

Do I have to accept every AI suggestion? No. Every suggestion is optional. You can accept all, some, or none of the AI's suggestions. Use the "Skip for now" option to close the AI panel without saving anything — you can always return to it later.

What happens if the AI gets something wrong? You can correct any accepted value at any time by editing the field directly on the contract page. If you see an incorrect suggestion before accepting, click the value to edit it, use the "Alternatives" button to see other options, or simply reject the suggestion and enter the correct value manually.

Can the AI extract values from scanned contracts? The AI works best with machine-readable (text-layer) PDFs. Scanned contracts that have been processed through OCR can be extracted, but accuracy will be lower. We recommend using high-quality scans and machine-readable documents for best results.

Does the AI work for all contract types? Yes. The [AI]ssistant works across all contract types — NDAs, MSAs, SOWs, leases, amendments, purchase orders, and more. Results will vary depending on how the document is structured and what information is included.

Can I turn off AI extraction for specific fields? Yes. Admins can toggle individual fields on or off in Settings → AI and Workflow Options → Manage AI Fields. Fields that are turned off will not be extracted by AI, but remain available for manual entry.

Will pending AI results show up in my reports or exports? No. Pending (unaccepted) AI results are not included in exported reports or scheduled reports. A value must be accepted before it appears in reporting.

Is AI extraction available on all plans? Yes. All 26 AI-extractable fields are available on every ContractSafe plan — no upgrade required.

Can the AI extract data from contracts in languages other than English? The [AI]ssistant is optimized for English. It will attempt to extract values from non-English contracts, but accuracy — especially for party names — may be lower. English-language documents will yield the most reliable results.

12. Related Articles

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