Who can use this feature?
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In this article:
What is AI Contract Extraction?
AI contract extraction uses AI to streamline your workflow by extracting relevant metadata from your contracts at the point of upload. It's a one-time setup that gives administrators the flexibility to select which fields—including custom ones—are enabled for AI extraction, ensuring you maintain control while gaining efficiency.
Enabling AI Contract Extraction
AI contract extraction is automatically included as part of Workspace Intelligence Standard.
To activate AI contract extraction when Workspace Intelligence Standard isn't currently active:
Navigate to Organization Settings, then locate the Workspace Intelligence link in the sidebar menu and click the Find out more button in the tile.
If you don't see this link, contact your CSM or the LawVu support staff to enable this feature.
Next, review the terms and conditions.
Then, tick the checkbox to acknowledge acceptance and click Continue.
The status indicator in the tile will change to Active.
If the checkbox is not ticked, the AI contract extraction tile will not be visible in the Contract Management section, and you won't be able to select the fields for data extraction.
How to Set Up Your AI-Enabled Fields
To view and select the fields you want to pull data from, go to Organization Settings > Contract Management and click the Settings button on the AI contract extraction tile.
Next, you'll see a list of fields, each accompanied by a toggle. Flip it on to enable AI extraction for that field.
Fields are only visible on the extraction page if they have been added to the contract type's Create form. You can select up to 30 fields for extraction.
To search for a specific field, enter its name. Unsupported fields (such as 'Contract Owner' or 'Urgent') cannot be extracted and will be marked as Not available.
They appear at the end of the list by default, but you can filter the Extract column to view all of them as a group, as well as all the fields you have enabled for extraction and those you haven't.
For custom fields, you can provide an optional description in the Field Prompt column to give the AI the additional context it needs to extract data accurately. This ensures that even for complex fields, the correct information is automatically populated.
Uploading Contracts
⚠️ If the Restricted field is ticked by default on your contract type's creation form, this default will be ignored when uploading contracts. The contract(s) will be created as unrestricted.
As a legal user, you can use AI contract extraction to streamline the process of uploading multiple contracts at once. You can upload up to 100 contracts simultaneously.
To get started, navigate to the Uploads tab within the AI Contract Upload section. From there, you can either drag and drop a folder, drag and drop multiple contracts, or select individual files directly from your computer.
When you drag and drop documents, the system displays the total number of selected files and their file types.
If you attempt to upload more than 100 files, an error message will appear, preventing the upload from starting. This limit ensures optimal processing performance.
Once the upload is complete, you'll select the Contract Type and the Contract Stage. All contracts you upload must be of the same type.
The Ignore required fields option is enabled by default. This is a built-in safeguard that ensures the contract is still created successfully if the AI fails to populate a required field. This prevents the upload from failing and interrupting your workflow. When you click Continue, you'll return to the Uploads tab.
Track the Status of Your Uploads
From here, you can view and monitor the status of your uploads in a convenient table format. AI will begin analyzing your contracts and help you quickly identify any issues.
The table includes key information for each contract:
Contract Name: The name of the uploaded file.
Upload Progress: The current status, which can be Analyzing or Extracted.
Contract Group: The group you selected for the batch.
Contract Type: The type you assigned to the contracts.
Get Notified When Contracts Are Ready
After uploading your contracts, you don’t need to wait. A confirmation message will appear, and clicking the View Contracts button takes you to the Review extractions page when your files are ready.
Reviewing Extractions and Finalizing Your Contracts
After the extraction process is complete, you will find your contracts on the Review extractions page. This grid displays all fields you have enabled for data extraction.
Pay close attention to the teal highlighting, which indicates AI activity:
Teal with Text: The AI has successfully populated the field in the contract with data from the contract document.
Teal without Text: The AI found information it believed was correct, but failed to map it accurately to the field, so you'll need to review the field and enter data manually.
Not applicable: This status is applied to any field that was not included on the contract's initial 'create' form.
Click the Review button (in the "Status" column) to launch the review modal. To see the entire grid, use the horizontal scrollbar at the bottom.
To customize your view, click the columns icon. This allows you to add or remove grid columns for the specific fields you want to view.
Understanding the Review Modal
This screen is where you'll review and confirm the information the AI extracted from your contract.
Left Side: Extracted Details
This panel shows the key information our AI pulled from your document. The fields with a teal background were populated by the AI.
If you see a mistake, you can click into the field and edit the value. The teal highlight will disappear, showing that you’ve made a manual change.
An asterisk (
*) means the field is required.Click the citation above an AI-populated field, and it will change color and the system will instantly scroll to the exact location in the document, highlighting the extracted information with a yellow bounding box.
To see additional fields, use the Next and Previous buttons to navigate.
Once you've confirmed that the information is accurate, click Mark as Reviewed.
Right Side: Document Preview
Here, you can see the full text of your uploaded document. The text the AI used to populate the fields is highlighted for easy reference. For easy review, click any highlight in the document to jump to the corresponding field instantly.
The Audit Trail
After you review and finalize the AI-extracted metadata by clicking Mark as Reviewed, an entry is automatically logged in the contract’s Activity log. This creates an audit trail, ensuring that anyone who views the contract can see that the AI fields were reviewed, by whom, and when. The log entry will show:
The name of the user who completed the review.
The action as Updated.
The entity as Contract.
The description as AI field extractions marked as reviewed.
Troubleshooting/FAQs
Q: What happens after I upload a large batch of contracts? Do my colleagues on the legal team need to wait for me to finish the review?
A: Not at all. Because the Contract Upload pages are a shared workspace, anyone on your team with access can see the contracts you've uploaded as soon as they appear. They can monitor the AI extraction progress and jump in to help you review them.