🚀 I. The Basics
1. What is Contract Intelligence?
Contract Intelligence is a product area in GC AI where you bring your documents into one place and work with the whole set at once. Connect a source (Google Drive, SharePoint, OneDrive, Box, Dropbox, Monday.com, or ServiceNow) or upload files, and GC AI reads every document and pulls out the information you care about into a View: terms, dates, parties, amounts, and any custom columns you define. You can then filter, sort, query, and export that data, and ask questions across your entire portfolio in chat. There is no implementation project and no manual tagging.
2. Can I ask questions across all my contracts?
Yes, this is the heart of Contract Intelligence. Every Vault has a chat sidebar where you ask plain-English questions about your entire document base. For example: “Show me every contract expiring before December 2026” or “Which vendor agreements have uncapped liability?” GC AI answers with a natural-language response drawn from every document, and filters the View to the relevant contracts at the same time. Answers point at the specific rows and columns they are based on, so you can see the basis for a conclusion in the table itself.
3. Can I use a Vault for documents that are not contracts?
Yes. Contract Intelligence works on any set of documents where you want the same information pulled from every one of them. Teams use it for policies, templates, leases, licenses, court decisions, and diligence sets. The columns are yours to define, so the product is not limited to contract terms. If you can describe what to pull in plain language, GC AI can pull it.
4. How is this different from uploading files to a GC AI chat?
Chat is great for working with a few documents at a time, but there is a ceiling on how much fits into a single conversation. Contract Intelligence handles your entire portfolio: it pulls structured information from every document into a table and lets you ask questions across all of them at once.
📁 II. Setting Up a Vault
5. How do I create a Vault?
Click Create Vault from the Contract Intelligence page. GC AI opens a guided chat that walks you through it: connect a source or upload files, name the Vault, and tell it what you want to use the Vault for. Describe your documents and the outcome you want, and GC AI drafts the columns to pull, with the extraction instructions already written, for you to review and adjust. Setup also creates a starting View based on what you told it you want to track, so you start from a working table rather than a blank one.
6. What document sources are supported?
You can bring documents in two ways, and combine both in the same Vault:
- Connected sources: Google Drive, SharePoint, OneDrive, Box, Dropbox, Monday.com (beta), and ServiceNow (beta). Dropbox sources can come from your account, a Dropbox Business team space, or an unmounted shared folder. A Monday.com source is one board, and it brings in the files attached to that board’s items. A ServiceNow source is one table, and it brings in the files attached to that table’s records. More integrations are coming
- Direct upload: drag and drop files, including whole folders or a .zip of up to 1 GB, straight into the Vault
Because you can mix connected sources with direct uploads, documents scattered across systems land in one place without moving or migrating anything.
7. Do you connect to my CLM or document management system?
The connected sources above are what is available today, and the list is growing. If your system is not on it, you have two options. You can export the documents and upload them directly, which works for any system. You can also tell your account team which system you need, because customer demand is how we prioritize the next connectors.
PDF, Word (.doc and .docx), and plain text files. Connected sources also bring in Google Docs and Google Slides.
Scanned and image-based PDFs work, because GC AI runs OCR on them and extracts the text. Standalone image files, PowerPoint files, spreadsheets, and email files (.msg and .eml) cannot be added to a Vault today. You can still upload those formats to a regular GC AI chat, which supports a wider set.
9. How do I add documents to a Vault?
Connect a source and GC AI syncs its contents: the first sync starts right away, new files are picked up every 15 minutes, and you can trigger a manual re-sync at any time. You can also pause a source’s sync with the Sync switch and resume it later, which is useful while you clean up or reorganize the source folder. Import rules choose what a source brings in: include only files whose names contain a term you pick, skip files you do not want, or combine several rules, and a preview lists the exact files your rules select before anything is imported. If your source’s Filters settings include a Relevance box (“What belongs in this vault”), you can also filter by content: describe in plain language what belongs, and GC AI reads each file after it syncs and skips documents that are confidently outside that description. Ambiguous documents still import, and documents already in the Vault stay put. Instead of connecting a source, you can also upload files directly by dragging and dropping them, including whole folders or a .zip of up to 1 GB, which GC AI unpacks and imports in the background.
10. How long does it take to process my documents?
Rows appear in the View as each document finishes analyzing, so you can start working before the whole set is done. A large first sync of many thousands of documents can take a while to work through.
Relationship mapping runs after the rows are populated, so the contract family timeline is the last thing to fill in. If you look at an amendment early and it is not yet linked to its master agreement, the scan is most likely still finishing.
11. How do I know when processing is finished?
Watch the View. Rows appear as each document completes, so the table fills in as GC AI works through your set, and you can start using it before the whole scan is done. Once the rows have stopped appearing and the contract family timeline has populated, the scan is complete.
12. What if my source folder is messy, with drafts and duplicates?
You do not need to clean it up first. GC AI detects the execution status of every agreement, so you can filter drafts and unsigned documents out of any View without touching the source folder. If the same file arrives twice, for example a manual upload and a later sync of the same folder, GC AI spots the exact copies and keeps one by default. To review those calls, open the Duplicates filter on the Files tab: choose which copy is the primary, keep more than one, or mark a file as not a duplicate. A near-duplicate that is not an exact copy, like a lightly edited version of the same agreement, still appears as its own row for now. Many teams start with their highest-value document set rather than everything at once, which keeps the first Vault focused and easier to judge.
📊 III. Working With the Table
13. What is a View?
The View is the heart of a Vault: every row is a document, every column is a piece of information GC AI pulled out. You can filter and sort by any column, click into cells to see citations from the source document, edit values, customize which columns show, save named views, and export to CSV. You can also just ask: the Vault chat applies filters, sorts, and new columns for you, and the View updates in front of you.
14. What is a column?
A column is a single piece of information you want GC AI to pull from every document, like the parties, the effective date, the renewal term, or the governing law. You tell GC AI what to look for in plain language, and it fills in that column for every document with a citation back to the source. Columns come in two modes: extracted columns, which GC AI fills from the document text, and manual columns, which you fill in yourself. Columns have types that match the data: Text, Long Text, Date, Date Range, Number, Percentage, Currency, Duration, Yes/No, Single Select, Multi Select, Email, URL, and List. Every Vault also starts with a set of standard columns already in place, so you get a useful table from the first scan.
15. Can I track terms that are specific to my company, or is there a fixed list of clause types?
There is no fixed taxonomy. Every column is yours to define: give it a label, pick a type, and write your own extraction instructions in plain language. If your agreements use a bespoke concept that no standard legal category covers, that is just another column.
16. Can I import my existing contract tracker?
Yes. Import the .xlsx or .csv and GC AI adds its columns to the Vault. During import, you choose a column that both the spreadsheet and the Vault share, such as the file name or the counterparty, and GC AI uses it to match each spreadsheet row to the right document. Your spreadsheet’s columns then appear alongside the extracted ones, so the information you already track carries over.
17. Can I add or change columns later?
Yes. Add or change columns after the initial setup: ask for the change right in chat, or use the columns view. A new column shows up in the All view right away. Saved views leave it hidden until you show it in each view, so a view you have shared with someone never gains a column without you choosing that. Re-scanning fills in the new column’s values, and you choose when to apply the change. You can also cancel a re-scan while it is running.
18. Can I manage columns from chat?
Yes. Ask GC AI to add, remove, or update columns in the chat sidebar, for example: “Add a column for breach notification timeline.”
Yes, three ways. Add a manual column and fill it in yourself, so internal annotations or materials that never appear in the contract, like the reviewing attorney or a compliance status, are included right next to the extracted terms. Right-click any cell to leave a note for your team: a note never changes the cell’s value, and viewers can add notes too. Or import your existing tracker spreadsheet (see question 16), so the columns you already keep, like a review status, land alongside the extracted ones. Importing existing field tags from a connected system is on the roadmap.
For a larger body of internal material, link the Vault to a GC AI Project and add that material to the Project, then chat across both together. That combines what the contracts say with the internal context that lives elsewhere.
20. Can I edit a value?
Yes. Click into any cell in the View to edit it directly, and you can revert to the original scanned value at any time.
21. Can I save views for my team?
Yes. Save any combination of filters, sorts, and columns as a named view. Saved views live in the Vault, so you and your team can always come back to them (“Active NDAs,” “Executed leases expiring this year”). Exploring with a filter or sort does not change a saved view unless you save it, so one person’s work never overwrites the shared setup.
22. Can I export data from a Vault?
Yes. Export the current filtered view to CSV, up to 10,000 rows per export. Filters and sort carry over, so you can export a specific subset of your portfolio. For a larger portfolio, filter or use a saved view to export in slices.
23. Can I search across several Vaults at once?
Not today. Chat works against one Vault at a time, and you can attach a single Vault to a web or Word chat. If a set of documents belongs together, put it in one Vault so that relationship detection can connect the family, then use saved views to work with each slice, such as NDAs only or MSAs only. Attaching several Vaults to one Project is on the roadmap.
24. How do I find a document in a large Vault?
Two ways. Click the magnifying glass above the table and search by name, or ask the Vault chat (“Find the 2023 Acme MSA”) and it filters the View to the match. Chat also handles anything beyond a name lookup, like finding every agreement with a specific term.
25. Can I use a Vault with a Project?
Yes. Link a Vault to a GC AI Project and the Project’s chat can query the Vault’s documents in plain English. The chat returns a preview of matching contracts with a link to the full results in the Vault.
Linking connects the two contexts, it does not grant access. Each person sees Vault results in the Project only if they already have access to that Vault.
🤖 IV. What GC AI Works Out for You
26. Does GC AI tell me whether a contract is signed?
Yes, and it goes further than signed or unsigned. GC AI detects the execution status of every document automatically, with no tagging on your part, and assigns one of four values:
- Executed: every party shows evidence of signing
- Partially Executed: at least one party signed, but not all of them
- Unsigned: the document is a final form with no signature
- Draft: the document is still in negotiation
Documents that are not agreements may show no status at all. You can filter to only executed agreements, see at a glance what is in force versus still in negotiation, and catch the partially executed agreements that are easy to miss. Status is detected on every scan, so it stays current as documents change.
Every value includes a citation back to the exact passage in the source document. Click a cell, choose View source, and the document opens in-app with the passage highlighted right where GC AI found the value. If something looks off, the source is right there so you can verify it, and you can correct any value inline. The point is not that a model never makes a mistake. The point is that you can check any answer in one click instead of taking it on faith.
28. How does document renaming work?
GC AI automatically renames every document in your Vault using the standardized convention you prefer, like “Acme Corp - MSA - 2024-03-15” instead of “scan_001.pdf.” That name becomes the document’s label in the View. You build the naming template from fields: drag them into the order you want, pick the separator, and preview the result before applying it. The default is counterparty, document type, and effective date. This names how documents appear in your Vault; your original files in the connected source stay as they are, with the original file name kept in its own column.
29. How do document relationships work?
After GC AI scans your documents, it compares them within the Vault and connects the ones that belong together: an amendment to its master agreement, a statement of work to its MSA, a renewal to the original. High-confidence links appear right away in a contract family timeline. Others show up as suggestions with a short explanation, and you confirm, dismiss, or add your own. Once documents are linked, the Current Terms view rolls up the in-force value of each column across the family so you can see what governs today after all the amendments.
30. What if one file contains several agreements?
If a single PDF actually holds several agreements (say, a master agreement with three amendments attached), GC AI splits them into separate rows in the View, so each agreement gets its own information and citations.
31. Does Contract Intelligence change my files or write back to my source systems?
No, and that is by design. Contract Intelligence builds a full intelligence layer over your contracts without ever altering your source of record. It brings documents in, extracts the information you care about, links related agreements, and gives every document a clean name inside the Vault, all without tagging, moving, or modifying anything where your files actually live. Connecting a source is one-way: GC AI pulls documents in and picks up new ones automatically, and nothing flows back out.
🔒 V. Access and Security
32. Who can see my Vault?
Vaults are private by default. The person who creates a Vault controls who else is added, with owner, editor, and viewer roles. You see the Vaults you have been added to, plus any Vaults shared with your whole organization. Being an organization administrator does not by itself grant access to a Vault.
If you choose to share a Vault with your whole organization, every current and future member gets view access to everything in it. Edit and owner access are still granted person by person.
33. Can multiple people work in the same Vault?
Yes. Vault owners can add members as editors (who can work with the data and columns) or viewers (who can view and explore). If you want editors to correct extracted values without changing the columns themselves, open Members and set Editor permissions to Data only; adding, renaming, and removing columns is then limited to owners. Editing the Vault name and description and deleting the Vault are limited to the owner. Viewers can also leave notes on cells, so the whole team can flag questions in place.
34. Can I share a Vault with outside counsel or someone outside my organization?
Yes. Invite them to your organization with a Stakeholder seat, then share the Views they need. Sharing a View lets a Stakeholder see that Contract Intelligence content without consuming a Legal seat. To let them chat with the shared documents, also assign a role that includes Restricted Vault chat.
Stakeholder access applies only inside your organization. If outside counsel has a Legal seat through another organization, they keep it there while receiving Stakeholder access in yours.
35. What about security?
Vaults are private by default and scoped to your organization. Each Vault has its own access controls. Documents are stored in secure cloud storage with the same protections as all files in GC AI.
📈 VI. Limits and Scale
36. How many documents can one Vault hold?
A single Vault holds up to 100,000 documents. If your portfolio is larger than that, or splits cleanly along business lines, your account team will help you plan how to divide it. Keep documents that relate to each other in the same Vault so that family detection can connect them.
37. How many columns can a Vault have?
Up to 500 columns. That is room for every standard term plus the concepts specific to your business, and saved views keep any slice of them manageable.
38. Is there a limit on how long a document can be?
There is no page limit. Individual files must be under 250MB, and beyond that page count is not something you need to think about. Long documents are split and reassembled behind the scenes with no effect on your results.
⚖️ VII. How It Compares
39. How does Contract Intelligence compare to our contract repository?
A CLM does two jobs: it runs your contracting workflow (drafting, approvals, negotiation, and signature), and it stores and searches your signed contracts. Contract Intelligence goes directly at that second job, the repository. It reads your existing documents automatically with no manual tagging, detects what is executed, connects related agreements, saves views your whole team can rely on, and answers questions across the whole portfolio in plain language, with a citation on every value. Contract Intelligence does not run the drafting-to-signature workflow, so if you actively use a CLM for that, that part stays. It also reads your legacy documents, including contracts that were never entered into your CLM.
40. How is this different from a general-purpose AI like ChatGPT or Claude?
GC AI uses leading models too, but the model is not the hard part. The hard part is the system around it: getting thousands of documents in, keeping them current, extracting the right information reliably, and letting you verify every answer with a citation. With a general tool you get an answer. With Contract Intelligence you get an answer you can verify, across your whole portfolio, that stays current, without building the plumbing yourself.
📅 VIII. Availability
41. When is Contract Intelligence available?
Contract Intelligence is generally available. You can bring documents in through Google Drive, SharePoint, OneDrive, Box, Dropbox, Monday.com, ServiceNow, or direct upload.Last modified on September 29, 2026
