Contract Relationships

The Relationships tab on the Contract detail page shows how the current contract is connected to other contracts.

Use this tab to understand contract hierarchy, navigate related agreements, and keep linkage accurate for legal/compliance and renewal workflows.

What you'll see

• Relationship graph
  A visual graph of linked contracts. The current contract is the focus node; related contracts appear around it.
  Click a node to open that contract.

• Relationship list / details
  Depending on view mode, you may also see linked contracts in list form with relationship type labels.

• Relationship type filter
  Use Filter by relationship type to show only specific connection types in the graph/list.

• Add/edit relationship
  If you have permission, you can create new links and update existing relationship types.

Amendment and Addendum links — When you mark a contract as an Amendment or Addendum of another contract, the app can fill in clause and term fields on the child from the parent when those fields are empty on the child (see How relationships affect contracts).

Relationship types and color dots

Use this legend to understand the color-coded dots shown in the relationship type filter:

● Parent Document

● Amendment

● Addendum

● Supersedes

● Superseded By

● Related Agreement

● References

● Renewal Of

● Extension Of

Note: Colors may vary slightly by theme/UI, but each type keeps a distinct dot color for quick scanning.

How relationships affect contracts

Relationships are not only for navigation—they can change how term and clause data appears on a contract record.

Clause-field inheritance (Amendment and Addendum)

When a contract is linked as an Amendment or Addendum of another contract (the parent), Contracts AI can inherit many analyzed clause/term fields from that parent onto the child—but only when the child’s field is empty (null or blank).

• Parent wins only for gaps — If the amendment or addendum already has its own value for a field (for example updated payment terms), that child value is kept. The parent does not overwrite explicit child data.
• What can inherit — Typical examples include governing law, jurisdiction, payment terms and related financial fields, liability, indemnification, dispute resolution, data protection and privacy terms, SLAs, notice periods, renewal/termination-related fields, and many other operational and legal clause attributes. The full set is managed by the product and may evolve over time.
• Why it exists — Amendments and addenda often don’t restate every unchanged term from the master agreement. Inheritance keeps search, views, reporting, and analysis complete on the child record without duplicating analysis work.
• When it runs — Inheritance is applied when qualifying Amendment / Addendum relationships are created or updated (so fixing the relationship graph helps keep data consistent).

Other relationship types (for example Related Agreement, Supersedes, References) do not use this same inheritance rule—they still help you see how contracts connect, but they are not treated as “child carries forward parent terms by default” in the same way.

Practical tips

• If a child contract should differ from the parent on a term, ensure that term is extracted or edited on the child so it is not empty—then it will not be replaced by inheritance.
• If inheritance seems wrong, check the relationship type (Amendment/Addendum vs others) and which contract is the parent in the relationship.

How to filter by relationship type

1. Open a contract and go to the Relationships tab.
2. Click the Filter by relationship type button.
3. In the dropdown, select one or more relationship types (for example: Amendment, Related Agreement, Supersedes).
4. The graph/list updates to show only relationships matching your selected types.
5. To clear filtering and show all links again, click All.
6. Click the blue ✓ button to apply/confirm your selection.

Add or edit relationships

Add

1. Click Add relationship.
2. Search/select the target contract.
3. Choose the relationship type.
4. Save.

Edit

1. Open the existing relationship entry/link.
2. Change type (or linked contract, if allowed).
3. Save to update graph/list immediately.

Creating or correcting Amendment / Addendum links can trigger clause-field inheritance for empty fields on the child, as described above.

Why this tab matters

• Track amendment and addendum chains from a master agreement.
• Spot superseded contracts before review or signature.
• Understand renewal and extension lineage.
• Preserve accurate legal structure for compliance and audits.
• Keep Amendment and Addendum records analytically complete when they rely on parent terms.

You need View relationships permission to access this tab.
Create/edit actions require additional permissions based on role settings.