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Contract Agent

The Contract Agent uses AI to analyze and process contract documents.

Updated over a week ago

What is Contract Agent?

Contract Agent helps you:

  • Analyze contract documents

  • Extract key information

  • Identify important clauses

  • Compare contract versions

Accessing Contract Agent

Navigate to Contract Agent from the main menu (if enabled for your organization).

Uploading Contracts

Upload a Document

  1. Go to Contract Agent

  2. Click Upload Contract

  3. Select your file:

    • PDF documents

    • Word documents (.docx)

  4. Wait for processing

Processing Time

Analysis may take a moment depending on:

  • Document size

  • Complexity

  • Current system load

Analyzing Contracts

View Analysis

After upload, see:

  • Document summary

  • Key terms identified

  • Important dates

  • Parties involved

  • Notable clauses

Key Information Extracted

Contract Agent identifies:

  • Parties - Who is involved

  • Dates - Start, end, renewal dates

  • Values - Contract amounts and terms

  • Obligations - What each party must do

  • Termination - How the contract can end

  • Special Clauses - Non-compete, confidentiality, etc.

Working with Results

Review Findings

  1. Examine each identified section

  2. Verify accuracy

  3. Note any items of concern

Export Analysis

Save the analysis for reference:

  1. Click Export

  2. Choose format (PDF, document)

  3. Download the summary

Link to Projects

Associate contracts with projects:

  1. View the analyzed contract

  2. Click Link to Project

  3. Select the relevant project

  4. The contract appears in project documents

Best Practices

Document Quality

  • Upload clear, readable documents

  • Avoid scanned documents with poor quality

  • Use original digital documents when possible

Verification

  • Always verify AI-extracted information

  • Check critical terms manually

  • Don't rely solely on AI analysis for legal decisions

Organization

  • Name contracts clearly

  • Link to relevant projects

  • Keep analysis for reference

Limitations

Contract Agent is a tool to assist, not replace legal review:

  • Results should be verified by qualified personnel

  • Complex contracts may need professional review

  • AI may miss nuanced language

Permissions

Access to Contract Agent requires:

  • Appropriate role permissions

  • Feature to be enabled for your organization

  • Document access permissions

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