How It Works

Two phases:

1. Template setup -- Upload a DOCX file, let the AI detect fields, review, and activate.
2. Contract creation -- Create a contract from your template, fill in the blanks, preview, finalize, and download.

Setting Up a Contract Assistant

1. On the dashboard, click Add Assistant and select Contract Assistant.
2. Choose a template or start from scratch.
3. The assistant is created with two dedicated sections in the sidebar: Templates and Contracts.

Uploading a Template

1. Go to the Templates page from the sidebar.
2. Click Upload Template.
3. Select a .docx file (up to 50 MB).
4. The template uploads and enters the Analyzing state.

AI Analysis

During analysis, the AI reads the entire document and detects:

• A recommended name for the template.
• The template type (NDA, Employment Agreement, Service Contract, etc.).
• All fillable fields, including fields already filled with sample values.

The AI can detect fields even in pre-filled documents. It picks up names, dates, amounts, addresses, and any other variable data that should become template fields.

Field Types

Each detected field has a type that controls validation and input behavior:

Each field also has a label, whether it's required, and a default value if applicable.

Field Validation Rules

Each field can have validation rules that ensure data quality when contracts are filled in:

• Text fields: minimum and maximum length, regex pattern.
• Number fields: minimum and maximum value.
• Select fields: predefined list of allowed options.
• Email and Phone: automatically validated with standard patterns.

The AI detects sensible default rules during template analysis. Review and adjust them in the template field editor after activation. Invalid values show inline error messages immediately.

Reviewing and Activating a Template

Once analysis completes, the template moves to Draft status. Click the template to see the recommended name, template type, number of detected fields, and a list of all fields with their labels, types, and default values.

Review the fields to make sure the AI detected everything correctly. When you're satisfied, click Activate.

During activation, the original document is processed to replace detected values with placeholder tags. A tagged version is created and stored, and the template content is indexed for search.

Template Statuses

Creating Contracts

From the Dashboard

1. Go to the Contracts page from the sidebar.
2. Click New Contract.
3. Select an active template from the dropdown.
4. Click Create Contract.
5. You're taken to the contract detail page.

From the Chat

1. Open the Chat page.
2. Ask the assistant to create a contract (for example, "Create a new NDA").
3. The assistant shows available templates as clickable cards.
4. Click a template to create a contract.
5. The assistant provides a link to open the contract.

Filling in Fields

Manual Entry

On the contract detail page, each field is displayed with its label, type, and current value. Fill in each field manually and click Save to store your progress. You can come back and continue later.

Via Chat

On the contract's chat page, fill in fields through conversation:

• Tell the assistant the values: "The client name is Acme Corporation."
• The assistant updates the field and confirms.
• Ask "What fields are still empty?" to see your progress.

The assistant uses human-readable field labels in conversation and handles the technical mapping internally.

Generating a Preview

1. Click Generate Preview on the contract detail page.
2. The system fills the template placeholders with your values.
3. A PDF version is generated for preview.
4. The contract status changes to Preview.

Review the preview to make sure everything looks correct before finalizing.

Finalizing a Contract

1. Open a contract in Preview status.
2. Click Finalize.
3. The document is regenerated with the latest field values.
4. An AI-generated summary is created.
5. The contract is indexed for search.
6. The status changes to Finalized.

Finalized contracts are locked. Field values can no longer be edited.

Downloading

Download your contract in either format:

1. Open the contract detail page.
2. Click Download and choose DOCX or PDF.

You can also preview the PDF directly in your browser.

Contract Statuses

Status transitions: Draft can move to Preview (by generating). Preview can move to Finalized. Finalized can move to Signed, Expired, or Cancelled. Signed can move to Expired or Cancelled.

Extracting Fields from Existing Documents

Have a filled-in document and want to import its values into a contract?

1. Open the contract detail page.
2. Click Extract from File.
3. Upload the filled document (PDF or DOCX).
4. The AI reads the document and extracts values matching the template's fields.
5. Review and apply the extracted values.

This is useful for importing data from signed copies or existing contracts.

Chat Commands for Contracts

The contract assistant chat understands these requests:

• List templates -- Shows all active templates as clickable cards.
• Create a contract -- Creates a new contract from a template.
• List contracts -- Shows recent contracts with their status.
• Update a field -- Changes a specific field value on the active contract.
• List fields -- Shows all fields with current values and completion status.
• Search knowledge -- Searches both contract templates and knowledge base content.

Sharing Contracts with External Parties

Share contracts with clients, partners, or other external parties who don't have a dashboard account.

Template Public Access

Make a template publicly accessible so anyone with the link can fill in a new contract:

1. Open the template and toggle Public Access on.
2. Optionally set a password to restrict access.
3. Copy the public link to share.

Every visitor who opens the link gets their own new contract to fill in. Useful for intake forms, onboarding agreements, or any template you want many people to complete independently.

Contract Share Link

Share a specific contract with a particular person:

1. Open the contract detail page and click Share.
2. A share link is generated with an auto-generated 6-character password.
3. Send the link and password to the recipient.

External Filler Experience

1. Password gate — if a password is set, the filler enters it. A session is created (valid for 4 hours).
2. Start screen — shows the template name, description, and a summary of what needs to be filled in.
3. Fill form — the filler sees all fields and fills them in. An AI chat assistant helps with questions.
4. Submit — the filler clicks Submit. The contract moves to Submitted status for your review.

The filler cannot finalize or sign the contract — they can only submit it for your review.

Tips

• Review AI-detected fields carefully. The AI is good at finding fields, but you may want to adjust labels or types.
• Use default values for fields that rarely change (like your company name or address).
• Test with a sample contract before using templates in production.
• Keep templates organized with clear names so your team can find the right one quickly.