Auto-group families based on shared field values

Use the Contracts Unitization model to automatically group documents into families based on shared field values.The following examples describe common use cases for Contracts unitization:

• Lease documents — In a group of related lease documents, the parties and the property address are common threads. You can use Contracts unitization to auto-group those lease documents into a family after a first-pass review.

• Insurance documents — Insurance documents can be auto-grouped by policy number.

You can define any number of fields so that documents in the saved search of your analysis set that share the same values across those fields are grouped together. Contracts will auto-populate fixed-length text fields of your choosing with a unique identifier on all such documents. It will look like something this: "1275fd7f-4cf5-4e01-810d-f5e5d7078a64."

Run unitization

To run Contracts unitization:

1. Go to the Contracts Models tab.
2. Click New Contracts Model.
3. Enter a name for your model.
4. Choose the Unitization model type.
5. Add a description, and then click Save.
6. Under Field(s) In Common, click New .
7. Select a field and click Save or Save and New to add more fields.
8. Under Field(s) To Populate, click New .
9. Select a field and click Save or Save and New to add more fields.

To create a new Analysis Profile:

1. Go to the Contracts Analysis Profiles tab.
2. Click New Contracts Analysis Profile .
3. Enter a name for your analysis profile.
4. Add a description.
5. Add the unitization model you created.
6. Click Save.

To run the new analysis set:

1. Go to the Contracts Analysis Sets tab.
2. Click the New Contracts Analysis Set button.
3. Enter a name for your analysis set.
4. Select the analysis profile that contains your unitization model.
5. Select a saved search to run the analysis on.
6. Click Save.
7. Click Analyze.

The status of the analysis appears under the Status section. After the analysis completes, click Refresh to view results.

Fields auto-populated by Contracts

When you run a unitization analysis, Contracts evaluates all documents in your saved search to identify groups of documents that share the same values across the specified fields in common. For each group it identifies, Contracts auto-populates the fields you selected with the same unique identifier (for example, 1275fd7f-4cf5-4e01-810d-f5e5d7078a64).

Supported field types for Fields In Common

• Fixed-length text (whitespace and case are ignored).
• Single Choice
• Yes/No
• Multiple Choice
• Date

Supported field types for Fields To Populate

• Fixed-length text

Link the Contracts Related Documents field under Fields To Populate so that related documents appear together in the left pane of the Contracts Viewer.