01
Give existing agreements a structured first pass
An agreement can be saved as a file while its most useful details remain difficult to track. The contract type, term dates, commercial values, and responsibilities need to become part of an organized record before the team can manage them consistently.
AI contract data extraction prepares proposed details from supported PDF and Word agreements. Use the import review to examine the document and extracted fields together. The original stays attached so the record can be checked against the actual agreement later.
02
Check dates that have different meanings
An expiration date, renewal start, and non-renewal notice deadline answer different questions. Confusing them can leave the team reviewing an agreement after its opportunity to act has already passed.
Inspect the source wording behind suggested dates and renewal terms. Confirm or correct values before using them for reminders. When the agreement specifies a date that differs from a calculation, verify the language rather than assuming a calculated value should replace the written term.
03
Keep responsibilities attached to the clause
A useful contract record goes beyond names and dates. An agreement may require a certificate, training, a service report, or another deliverable. Those responsibilities need an owner and a way to show what happened.
Review suggested obligations and their source excerpts during import. Confirm the due date or triggering event, assign the people responsible, and decide what completion evidence is needed. Later, the obligation can retain the clause context alongside reported work and verification.
04
Make review part of the workflow
Extraction quality depends on the wording, readability, and structure of the document. A missing suggestion does not prove that a term is missing from the agreement, and a confident-looking field still needs a check.
Use the review queue to correct values and handle flagged items. Distinguish drafts, agreed copies, signed originals, and historical records before choosing the next process. AI prepares the first pass; your team confirms the information that will guide approval, signing, reminders, and follow-up.
Questions about ai contract data extraction
Which document types can be imported?
Supported import workflows accept PDF and Word agreements. Review the available text and proposed values before relying on the result.
Does AI extraction approve the contract?
No. Extracting details, approving wording, signing, and activating an agreement are separate actions.
Can I correct extracted details?
Yes. The review screen lets your team examine proposed values beside the original and correct the record.