Admin

Control which users or roles can see which contracts. Use access rules to restrict contract visibility by type, attribute, or other criteria so only the right people see the right data.

Define and manage contract types used across the app. Contract types help organize and filter contracts; admins create and maintain the list.

Define custom attributes for contracts. Create and manage custom fields that appear on contract detail pages and in views for your organization's specific needs.

Monitor errors and user activity. View error reports and user activity logs to troubleshoot issues and understand how the app is being used.

Create and manage gold standard clauses for comparison. Define the ideal wording for key clauses so users can compare contract language against your standard.

Configure SSO, OAuth apps, and login options. Set up Google, Microsoft, or Okta sign-in and manage authentication and security settings.

Enable add-ins such as Word or Google Docs. Configure plugins and add-ins so users can work with contracts from within their preferred editors and tools.

Re-run extraction on contracts to update metadata and clauses. Use reanalyze when the source document has changed or when you want to refresh extracted data.

Configure contract-invoice or data reconciliation. Set up and run reconciliation jobs to match contracts with invoices or other data and resolve discrepancies.

Manage suggested prompts shown on the Home page. Create and edit the prompts that appear as suggestions so users can quickly start common AI conversations.

Manage users and permissions (admin). Invite users, assign roles, and control who can access the app and what they can see and do.