Getting Started with Contract Intelligence

Contract Intelligence lets you bring thousands of contracts, policies, and agreements into one place and work with the whole set at once. GC AI reads every document, pulls the information you care about into a sortable View with citations, connects related agreements, and lets you ask questions across your entire portfolio in plain language.

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Create a Vault

1. Open the Contract Intelligence page from the left sidebar
2. Click Create Vault
3. In the guided chat, connect a source or upload files, name the Vault, and say what you want to use it for (for example, “our vendor SaaS agreements, and I want to track renewals and off-market terms”)
4. GC AI drafts the columns to extract, with the extraction instructions already written, and creates a starting View based on what you told it you want to track. Review them and adjust, or add your own by describing what you want

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Add documents

You can bring documents into a Vault from wherever they live.

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Connect a source

1. Open your Vault and go to Document Sources
2. Click Add source
3. Choose a source: Google Drive, SharePoint, OneDrive, Box, Dropbox, Monday.com, or ServiceNow
4. Connect the account and pick the folder (or scope) to bring in

When you connect Dropbox, the folder picker includes folders in your account, Dropbox Business team spaces, and shared folders that you have not mounted to your personal Dropbox. When you connect Monday.com, you pick a board instead of a folder. GC AI brings in the files attached to that board’s items, and keeps picking up new ones as your team adds them. Monday.com is in beta. When you connect ServiceNow, you pick a table instead of a folder, such as your contract repository. GC AI brings in the PDF, Word, and text files attached to that table’s records. Your ServiceNow admin sets up the connection first; see Connect ServiceNow. ServiceNow is in beta. The first sync starts right away. New files are picked up on periodic syncs (about every 15 minutes), and you can trigger a manual re-sync any time from the Document Sources page. 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 so changes do not sync in mid-move; documents already in the Vault stay put. A Vault can pull from more than one source, so documents scattered across systems can be unified in one place without a migration. You decide what a source brings in. Import rules filter a sync by file name: include only files whose names contain a term you choose (for example, only names containing “MSA”), skip files you do not want (for example, anything marked “draft”), or combine several rules. Before anything is imported, a preview lists the exact files your rules select, so you can confirm the scope first. 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.

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Upload files directly

Drag and drop files, or whole folders, straight into the Vault. You can also drop a .zip of up to 1 GB: GC AI unpacks it in the background, imports the supported files inside as individual documents, and shows progress on the Sources page. A Vault accepts PDF, Word (.doc and .docx), and plain text (.txt) files. Scanned and image-based PDFs work too, because GC AI runs OCR on them.

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What happens after you add documents

Rows appear in the View as each document finishes analyzing, so you can start working before the whole set is done. The View doubles as your progress indicator, filling in as GC AI works through the set. 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 appear. If you open an amendment early and it is not yet linked to its master agreement, the scan is most likely still finishing. Two things happen automatically along the way:

• Documents are renamed. GC AI gives every document a standardized name in your Vault, like “Acme Corp - MSA - 2024-03-15” instead of “scan_001.pdf.” You build the naming template from fields: drag them into the order you want, pick the separator, and preview the result before applying it across the Vault. The default is counterparty, document type, and effective date. The original file name is kept in its own column
• Compound files are split. If a single PDF holds several agreements, such as a master agreement with three amendments attached, GC AI separates them into their own rows so each gets its own values and citations

You do not need to tidy a messy folder before you connect it. Because GC AI detects execution status, you can filter drafts and unsigned documents out of any View without touching the source. 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, so duplicates do not use extra document allowance or inflate chat counts. You decide the final call: on the Files tab, open the Duplicates filter to review each set of copies, choose which copy is the primary, keep more than one, or mark a file as not a duplicate. Every copy you keep stays in the table, labeled with the primary it belongs to. A near-duplicate that is not an exact copy, like a lightly edited version of the same agreement, still appears as its own row.

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Work in the 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.

• Filter and sort by any column, or tell the Vault chat what to show and the View updates
• Click a value to see it, edit it inline, or open its citation. You can revert an edited value to the original scanned result at any time
• View source: click View source on any value to open the document with the exact passage highlighted
• Execution status: GC AI automatically detects whether each agreement is Executed (every party signed), Partially Executed (at least one party signed, but not all), Unsigned (a final form with no signature), or Draft (still in negotiation), so you can filter to only what is signed and in force. Documents that are not agreements may show no status at all
• Search by name: click the magnifying glass above the table to find a document by name, or ask the Vault chat to find it for you
• Show, hide, and reorder columns, or group related columns by dragging one header onto another (or right-click a header and choose Group with)
• Export the current filtered view to CSV, up to 10,000 rows per export. To export more, filter the view into smaller sets

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Work with columns

A column is a single piece of information you want GC AI to pull from every document: the parties, the effective date, the renewal term, the governing law. You describe what to look for in plain language and GC AI fills that column in for every document, with a citation back to the source. Columns come in two modes. Extracted columns are filled by GC AI from the document text. Manual columns are yours to fill in by hand, 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. You can also leave notes. Right-click any cell to add a note for your team, and a note never changes the cell’s value. Viewers can add notes too, so the whole team can flag questions in place. There is no fixed list of clause types. Every column is yours to define, so a concept specific to your business is just another column. Columns take a type that matches the data: Text, Long Text, Date, Date Range, Number, Percentage, Currency, Duration, Yes/No, Single Select, Multi Select, Email, URL, and List. You can add or change columns at any time: tell the Vault chat what you want to track, or use the columns view. Re-scanning fills in the new column across your documents, and you choose when to apply the change. You can cancel a re-scan while it is running. To check how GC AI fills a column without leaving the View, right-click its header and select View instructions.

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Import your existing tracker

Most teams already track key terms in a spreadsheet. 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.

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Save a view

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 (for example, “Active NDAs” or “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.

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Ask questions across your portfolio

Every Vault has a chat sidebar. Ask a plain-English question about your entire document base and GC AI answers from the full set, then filters the View to the relevant contracts at the same time. Answers point at the exact rows and columns they are based on, so you can see the basis for a conclusion in the table itself. For example:

• “Show me every contract expiring before December 2026”
• “Which vendor agreements have uncapped liability?”
• “Which executed agreements auto-renew in the next 90 days?”

You can also reshape the Vault from chat: add a new column (“Add a column for breach notification timeline”) or adjust the view (“Hide governing law and sort by expiration date”). When an analysis is worth keeping, download the whole chat as a PDF or Word file to share it. To ask the same question on a schedule, attach the Vault to an automation. Each run opens a fresh chat with the answer, and you can have the summary emailed to you.

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See how documents relate

After GC AI scans your documents, it 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 in a contract family timeline, and others show up as suggestions you can confirm, dismiss, or add. Open a document’s Related Documents tab to see the family, and Current Terms to see the in-force value of each term across the whole family after all amendments. If a document cites hosted terms, such as an online EULA or marketplace terms page, that tab lists the URLs and their import status. Vault editors can select Import to save a snapshot, analyze it, and connect it to the source document. The snapshot reflects the page when you import it. It does not identify historical versions that applied before the import.

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Merge duplicate party names

The same company often shows up under several names across a portfolio: “Acme Corp,” “Acme Corporation,” and plain “ACME.” GC AI extracts each name as written, then collects them all on the Entities page, which you open from the … menu at the top right of the Vault. Select two or more entries that refer to the same organization and merge them, and the Vault displays and groups them as one party from then on. You can also ask the Vault chat where to find this: it takes you straight to the Entities page.

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Link a Vault to a Project

Link a Vault to a GC AI Project and the Project’s chat can query the Vault’s documents in plain language, returning a preview of matching contracts with a link to the full results, so matter work can draw on your whole portfolio.

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Share a Vault

Vaults are private by default. The person who creates a Vault controls who else is added, with owner, editor, and viewer roles. Editors work with the data and columns, viewers can view and explore, and only the owner can rename or delete the Vault. You see the Vaults you have been added to, plus any Vaults shared with your whole organization. You can also share a Vault with your whole organization instead of naming people individually. Be deliberate about this one: it gives every current and future member of your organization view access to everything in that Vault. Edit and owner access still have to be granted person by person. Everyone who works in a Vault needs a GC AI license, so a Vault cannot be shared with outside counsel or anyone outside your organization today.

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Limits

• A single Vault holds up to 100,000 documents. If your portfolio is larger, or splits cleanly along business lines, your account team can help you plan how to divide it. Keep documents that relate to each other in the same Vault so family detection can connect them
• A Vault holds up to 500 columns
• Individual files must be under 250MB. There is no page limit, and long documents are split and reassembled behind the scenes with no effect on your results
• CSV export returns up to 10,000 rows per export
• Stored capacity counts a document once even when it sits in more than one Vault, but your upload allowance counts every add. Adding the same document to a second Vault uses another upload, and deleting documents frees stored capacity without reducing your upload count. Your Pricing Terms govern what happens if you go over
• Organization admins can cap how many documents each member adds. On a subscription plan that count resets each billing period; on a trial or beta plan it runs for the length of the plan. Open Settings, then Contract Intelligence, then Upload limits to set a default for everyone or a limit for one member. Documents from a connected folder count toward the member who connected it, and documents past a member’s limit wait until an admin raises it

For common questions, see the Contract Intelligence FAQ.