Basics of Analyzing a Contract


Analyzing a contract is a central function of the DocJuris application. When a contract is analyzed in DocJuris, it's uploaded, scanned, and assigned attributes (e.g., metadata). How to guides for converting, comparing, and using AI are in our QuickTools Training section. This guide covers the basics of uploading a contract from the dashboard.

Use Cases and Benefits

  • Markup a Contract. After a contract loads, use the DocJuris workspace to collaborate and markup contracts in a normalized view, eliminating time-consuming formatting battles, endless email chains, and confusing version control.

  • Convert PDFs. Tackle pesky PDFs that are locked/encrypted and work through track change restrictions in locked-down Word docs.

  • Compare Drafts. Run contract comparisons to help you get a head start on a new draft from a repeat counterparty transaction, or verify that the counterparty didn't sneak anything into your template.

  • Save Precedent. Upload your reference negotiations and search for comments, markups, and clauses in a unified experience.

How to Analyze a Contract (From Dashboard)

In addition to the dashboard, contracts be uploaded from the Playbook (Analyze a Contract Tab) or via an intake integration (e.g., email, Microsoft Forms, or Salesforce). Your admin and customer success rep can assist with setting up an integration.