Create a Vault
- Open the Contract Intelligence page from the left sidebar
- Click Create Vault
- 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”)
- GC AI drafts the columns to extract, with the extraction instructions already written. Review them and adjust, or add your own by describing what you want
Add documents
You can bring documents into a Vault from wherever they live.Connect a source
- Open your Vault and go to Document Sources
- Click Add source
- Choose a source: Google Drive, Microsoft SharePoint, OneDrive, or Dropbox
- Connect the account and pick the folder (or scope) to bring in
Upload files directly
Drag and drop files, or whole folders, straight into the Vault. 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.Contract Intelligence accepts a narrower set of formats than GC AI chat. PowerPoint files, standalone images, spreadsheets, and email files (.msg, .eml) cannot be added to a Vault. A connected source can also bring in Google Docs and Google Slides.
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 set the convention in plain language, and 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
Contract Intelligence never changes your source files. Connecting a source is one-way: GC AI pulls documents in and picks up new ones automatically, and nothing is written back. Renaming applies to how a document appears inside the Vault, not to the file in Google Drive or SharePoint.
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
- 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
- Show, hide, and reorder columns
- Export the current filtered view to CSV, up to 10,000 rows per export. To export more, filter the view into smaller sets
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. 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, from the columns view or from chat. Re-scanning fills in the new column across your documents, and you choose when to apply the change.Columns are extracted from the text of the document, so internal process data such as the reviewing attorney or a compliance status cannot be stored as a column today. To combine contract data with internal context, link the Vault to a Project and add that material to the Project, then chat across both.
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.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. 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?”
Chat works against one Vault at a time, so searching across several Vaults at once is not supported yet. Keep documents that relate to each other in the same Vault so relationship detection can connect them, then use saved views to work with each slice.
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.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.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.Linking connects the two contexts, it does not grant access. A person chatting in the Project sees the Vault’s documents only if they already have access to that Vault, either because they were added to it or because it is shared with the whole organization. Project members without Vault access simply get no Vault results.
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.Being an organization administrator does not by itself grant access to a Vault. An admin sees only the Vaults they were added to or that are shared with the whole organization.
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
- Individual files must be under 50MB. 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
Contract Intelligence is generally available and rolling out to customers. Documents come in through Google Drive, Microsoft SharePoint, OneDrive, Dropbox, or direct upload.