First-time setup

Use this guide after your first login to quickly understand where to work and what you can do in Contracts AI.

Configure your account first

Open your name in the sidebar, then go to Settings.

Settings page (personal)

Use this page to manage your own app experience:

• Confirm profile details (name/email)
• Set Quick glance defaults
• Choose Color scheme (light/dark/system)
• Adjust personal display and usability preferences enabled by your organization

Admin Settings page (workspace-level)

If you are an admin, this page controls broader workspace behavior:

• Team/workspace configuration
• Access and permissions options
• Shared defaults and feature controls for users
• Organization-level settings tied to contract analysis workflows

Contract Views: where Contract work starts

Go to Contract Views to upload, organize, and review contracts.

Upload or review contracts

• Use Upload contracts to bring them into analysis workflows
• Open existing contracts that are already indexed
• Use table tools to filter/sort by owner, status, dates, risk, and more

Create or use views

• Open existing views created by your admin/team
• Create new view for specific workflows (e.g., renewal tracking, high-risk review)
• Save and reuse views so repeat tasks stay fast

View actions and fields

Within a view, you can customize what you see:

• Add fields/columns already available in the system using Add Existing field
• Add newly created fields when your workflow requires extra metadata using Add New Field
• Rearrange visible fields so teams focus on the right information first

Invoices page: connect invoices to contracts

Use Invoices to process invoice files and compare them against contract data.

• Upload invoices for analysis
• See matched contracts for each invoice
• Review unmatched or uncertain cases for follow-up
• Use results to validate commercial terms and catch discrepancies early

Chat: analysis, Q&A, and reusable prompts

Use Home/Chat to ask natural-language questions across your contracts.

What chat helps with

• Contract summaries and clause explanations
• Portfolio-level questions across multiple contracts
• Follow-up analysis in the same thread for deeper context

Getting started prompts

• Use built-in starter prompts to begin quickly
• Pick prompts by task type (summary, risk scan, comparison, extraction)

Save prompts for reuse

• Save useful prompts so recurring analyses are one click away
• Reuse consistent prompt patterns across contracts/teams
• Build a personal prompt library for faster daily workflows

Gold Standard and Clause Library pages

These pages help standardize legal quality and drafting consistency.

Gold Standard

Use Gold Standard to define your organization’s preferred legal positions and fallback language.

• Create a new one from the Gold Standard page using Create New
• Add the standard name, preferred position, and guidance, then save
• Used in drafting workflows and the Word plugin

Clause Library

Use Clause Library to store and manage approved clause text and variants.

• Add a new clause from the Clause Library page using Add Clause
• Enter clause title/type, clause text, and tags, then save
• Used in the Word plugin for clause insertion and reuse

Suggested day-one flow (15 minutes)

1. Open Settings and set your personal defaults.
2. Visit Contract Views and upload contracts (or open existing ones).
3. Open/create a view and add key fields you care about.
4. Go to Chat and run a starter prompt on a contract set.
5. Save one useful prompt for reuse.
6. Check Invoices (if used by your team) and verify contract matches.
7. Review Gold Standard and Clause Library so your analysis aligns with approved language.

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If your admin already prepared shared views, start in Contract Views and use those as your baseline before creating your own.