Auto-populate essential fields with generative AI

The essential fields model harnesses the power of large language models, or LLMs, to extract key data from contracts into Relativity fields.

By leveraging generative AI, the essential fields model auto-populates over a dozen key fields included in the Contracts application.

Some benefits of the essential fields model include:

  • Reduces time writing regex, time training custom models, and time spent on manual first pass review to populate essential fields that cut across use cases
  • More efficient and less costly contract review projects
  • Included in current per document unit pricing for Contracts; There is no extra fee for this new model.
  • With a focus on transparency and defensibility, Contracts hyperlinks auto-populated fields to citations in the document and populates rationale fields where appropriate.

Regional availability for the essential fields model

Availability of the essential fields model and the large language model (LLM) used by the essential fields model varies by region.

The following table shows when the LLM and the essential fields model are available for each region:

Region Current LLM Model Date Model is Available Date the Essential Fields Model is Available
United States GPT-4 Omni 2024-08-26 2024-10-24
United Kingdom GPT-4 Omni 2024-08-26 2024-10-24
Australia GPT-4 Omni 2024-08-26 2024-10-25
Canada GPT-4 Omni 2024-08-26 2024-10-24
Ireland GPT-4 Omni 2024-10-01 2024-10-24
Netherlands GPT-4 Omni 2024-10-01 2024-10-24
Germany GPT-4 Omni 2024-10-01 2024-10-24
Switzerland GPT-4 Omni 2024-10-01 2024-10-24
France GPT-4 Omni 2024-10-14 2024-10-24

For more details about availability in your region, contact your account representative.

Job capacity and size limitations

Based on the limitations of the underlying LLM, Contracts has size limits for the documents you run through the Essential Fields model and volume limits for jobs.

Size limits

We recommend only including documents with 150KB or less of extracted text. Although the LLM can handle some larger documents, most will receive an error.

Volume limits

The per instance volume limits for the essential fields model are as follows:

Volume Type Limit Notes
Max job size 100,000 documents A single job can include up to 100,000 documents.
Total documents running per instance 150,000 documents There is a maximum of 150,000 documents across all jobs queued or running in an instance.
Concurrent large jobs per instance 3 jobs For jobs with over 200 documents, only 3 jobs can be queued or running at the same time within an instance.
Concurrent small jobs per instance No limit Jobs with 200 or fewer documents have no limit to how many can queue or run at the same time.

Running the essential fields model

Contracts includes the Essential Fields analysis profile which has only the essential fields model. Whether you run the essential fields model with the Essential Fields analysis profile or with a new analysis profile that you create, the output will be the same.

To use the Essential Fields analysis profile:

  1. Go to the Contracts Analysis Sets tab.
  2. Click New Contracts Analysis Set.
  3. Name your analysis set.
  4. Choose the Essential Fields analysis profile.
  5. Select a saved search to run the analysis on.
  6. Click Save.
  7. Click the Analyze button.

The status of the analysis will appear under the Status section. Once complete, click the Refresh button to refresh the page and view results.

Using a custom analysis profile

To create a custom analysis profile:

  1. Go to the Contracts Analysis Profiles tab.
  2. Click New Contracts Analysis Profile.
  3. Name your analysis profile.
  4. Add a description.
  5. Add the Essential Fields model.
  6. Click Save.

After creating a new analysis profile, run analysis with that profile:

  1. Go to the Contracts Analysis Sets tab.
  2. Click New Contracts Analysis Set.
  3. Name your analysis set.
  4. Choose the analysis profile you created.
  5. Select a saved search to run the analysis on.
  6. Click Save.
  7. Click Analyze.

The status of the analysis will appear under the Status section. Once complete, click the Refresh button to refresh the page and view results.

Auto-populated fields

Following is a list of all fields that will auto-populate when you run the essential fields model.

Note: If you run the essential fields model and later edit the values of these fields, running it again will replace your manual edits.

Field Field Type Field Auto population
Contract Title_rel Fixed-length text The formal name of the contract that indicates its primary subject or purpose, serving as a reference point for the parties involved.  
Contract Type_rel Single choice

The classification of the contract that defines the nature of obligations and rights established between the parties.

For example, lease or employment agreement.
Contract Type Confidence Score_rel Whole number A score from 0 to 4 indicating the degree of certainty regarding the classification of the contract type.  
Contract Type Rationale_rel Long text An explanation clarifying the rationale behind the identified contract type.  
Parties_rel Long text The individuals or entities entering into the contract, each responsible for fulfilling the obligations stipulated within it.
Effective Date_rel Date The date when the contract’s terms become legally binding, marking the commencement of the parties’ obligations.  
Agreement Date_rel Date The date on which the parties formally agree to the contract’s terms, often coinciding with the signing of the document.  
Expiration Date_rel Date The date on which the contract automatically terminates, unless the parties agree to extend or renew the terms.  
Govering Law_Rel Fixed-length text The jurisdiction whose laws will govern the interpretation and enforcement of the contract, impacting how disputes are resolved.  
Duration Language_rel Long text Specific wording in the contract that defines the length of time the agreement remains in effect.  
Duration Type_rel Single choice The classification of the contract’s duration, such as fixed-term, perpetual, or contingent upon certain conditions, indicating how long the obligations last.  
Duration Type Confidence Score_rel Whole number A score from 0 to 4 indicating the degree of certainty regarding the classification of the duration type.  
Duration Type Rationale_rel Long text An explanation clarifying the rationale behind the identified duration type.  
Renewal Language_rel Long text Provisions within the contract that outline the terms and conditions under which the contract may be renewed after its initial term.  
Renewal Term_rel Fixed-length text The specified duration for which a contract can be renewed.  
Notice Period To Terminate Renewal_rel Fixed-length text  The advance notification period required for one party to inform the other of their intention to terminate renewal of the contract, ensuring both parties are adequately informed.