While searching for contracts is easy enough, knowing what to search for isn’t always so clear. That’s why we created Smart Search so you can use plain language and let ContractSafe apply the filters for you.
Table of contents:
Video Walkthrough
Turn on Smart Search
To turn Smart Search on, go to Setting > AI and Workflow Options
Then turn on the Smart Search toggle.
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Searching for a contract
With Smart Search turned on, your search bar now has 3 things it can do:
- Keyword search: If you search a keyword (NDA, counterparty name, etc), search will work exactly as it always has. You will not see a difference in the results.
- AI search: If you type in a phrase (“Show me contracts expiring next month”), AI will apply filters to find that contract
- Advanced search: Works the same. Used if you know exactly what you’re looking for and what filters you need to apply to get the results.
To use AI, simply type in a phrase like the ones suggested:
Due to data residency laws in Canada and Australia, an additional modal will appear asking you to “opt-in” to using AI to search contracts.
Once your results appear, you’ll notice the filters that have been applied as well as what Smart Search ran to apply those filters.
You also have the option to apply a standard keyword search as well.
AI powered search is good at pulling up multiple search parameters at once. Try searching things like:
- “Contracts I signed last year” will find contracts with the Effective Date of 2024”
- “Contracts with counterparty A expiring next year with a deadline to nonrenew date”
Refine your search even further by typing additional information. This time when you search, you can:
- Search all contracts: Start the search over completely with new filters
- Search current filtered contracts: Add on to the filters already applied with additional filters.
Frequently Asked Questions (FAQs)
How specific do I need to be with my search?
Smart Search will do a good job of taking whatever you include to select the right filters. Of course, the more specific you can be the better.
Do I need to have contract data fields completed to get results?
It definitely helps! Smart Search supports text search, but having your standard and custom contract fields completed will make for better results.
Can I ask questions about the number of contracts containing something?
You won't be able to ask directly for "how many" but you can ask for those contracts and look at the contract count at the top of the page.
Can I search by date reminders using natural language search?
Not yet. Since the natural language search relies on translating your prompt into the right filters and there is not yet a "date reminders" filter, using this new natural language search will not help you filter down your contract list by date reminders. We do plan to add some filter support for date reminders soon and would then support that through the natural language search feature.
Can I ask it to give me a list of all agreements that have the Tag “Assignment”?
Yes, you can! You'll even be able to say something like "Show me all contracts with the "Assignment" tag that are in the Vendor folder", and other such combinations.
Do we use customer data to train the AI models?
We do not, by default, train models using business data. For more information about Open AIs policy, see their statement here.