Contracts

Contracts is an application for reviewing contracts in Relativity. You can use Contracts to extract structured data from executed agreements and organize that data into Relativity fields for analysis. Instead of manually entering contract data from PDFs into spreadsheets, you can centralize your review process in Contracts.

With Contracts, you can:

• Extract data points from contracts into Relativity fields using generative AI, custom ML models, or regular expressions.
• Navigate key sections and clauses in your contracts using the Contracts Viewer, a review interface designed for contract review.
• Compare contracts using the compare mass action to identify textual differences across sections or full agreements.
• Generate amendments or notices based on the structured data you extract during review.

Watch the Contracts overview video for more information.

Requirements

Before using Contracts, verify that the following requirements are met:

• You must have an active RelativityOne license that includes Contracts.
• Contracts is a separate application that you must install to your instance and to each workspace where you want to use it. For installation steps, see Installing the Contracts application.
• Use workspaces with Contracts installed only for contract review. Do not conduct eDiscovery document review in a Contracts workspace. The standard Relativity Document Viewer may not work as expected in workspaces where Contracts is installed.

Contract review workflow

A typical contract review project in Contracts follows these steps:

1. Install and configure — Install the Contracts application to your workspace and configure permissions.
2. Import contracts — Import your contracts into the workspace as documents.
3. Run Contracts OCR — Run OCR on your contracts to extract text and enable the Contracts Viewer.
4. Run analysis — Run analysis to segment contracts into sections and classify contract and section types.
5. Extract data — Use generative AI, custom ML models, or regular expressions to populate fields with contract data points.
6. Review contracts — Review contracts and code documents using the Contracts Viewer.
7. Compare and report — Compare contracts or sections and run reports on your data.

Installing the Contracts application

Once you install the Contracts application in your instance, you can install it to any workspace.

To install Contracts to a workspace:

1. Navigate to the Relativity Applications tab in your workspace.
2. Click Select from Application Library.
3. Click the Select icon. The Select Library Application pop-up appears.
4. Filter the list and select the Contracts application.
5. Click OK.
6. Click Import.

The Contracts application is now installed in the workspace.

Considerations

Review the following before setting up a Contracts workspace:

• Contract review involves working with layouts and coding documents. Verify that your users have the necessary coding and layout permissions. For more information, see Coding permissions and Layout permissions.
• To create sections in the Contracts Viewer, users need View, Edit, Delete, and Add permissions on the Document object. For more information, see Creating Sections.
• Set the RestrictReferentialFileLinksOnImport instance setting to False.
• To have documents open in the standard Relativity Review Interface instead of the Contracts Viewer, add users to a group with the Relativity Default Viewer checkbox selected under Contracts Viewer in Object Security. Alternatively, clear the Contracts Document Type field value for a document.
• Data points in the Contracts Viewer are either Contracts Regular Expressions or Persistent Highlight Sets. Users need View permissions on both Contracts Regular Expression and Persistent Highlight Set in Object Security.

Permissions

Users need the following permissions to access Contracts. For details on setting permissions, see Setting workspace permissions.

Object security	Tab visibility	Other settings
Contracts Analysis Document – View, Edit, Delete, Add Contracts Analysis Profile – View, Edit, Delete, Add Contracts Analysis Set – View, Edit, Delete, Add Contracts Annotation – View, Edit, Delete, Add Contracts Assembly Template – View, Edit, Delete, Add Contracts Authentication Header – View, Edit, Delete, Add Contracts Bookmark – View, Edit, Delete, Add Contracts Data Point Filter – View, Edit, Delete, Add Contracts Definition – View, Edit, Delete, Add Contracts Document Type Mapping – View, Edit, Delete, Add Contracts Image Results – View, Edit, Delete, Add Contracts Link – View, Edit, Delete, Add Contracts Model – View, Edit, Delete, Add Contracts Model Status – View, Edit, Delete, Add Contracts OCR Set – View, Edit, Delete, Add Contracts Regular Expression – View, Edit, Delete, Add Contracts Setting – View, Edit, Delete, Add Contracts Token Mapping – View, Edit, Delete, Add Contracts Training Result – View, Edit, Delete, Add Contracts Unitization Field – View, Edit, Delete, Add Contracts Viewer Link Data Points To Fields	Contracts Contracts OCR Sets Contracts Analysis Sets Contracts Analysis Profiles Contracts Models Contracts Regular Expressions Contracts Data Point Filters Contracts Definitions Contracts Assembly Templates Contracts Settings Contracts Data Points Contracts Bookmarks Contracts Links Contracts Unitization Fields Contracts Annotations Model Status	Mass Operations Compare

Job cost estimates

You can estimate job costs before running OCR or analysis. When you save an OCR set or analysis set, an option appears at the top of the page to view the estimated number of Contracts Units for the job.

A Contracts Unit equals 25 MB of native file size, rounded up. For example, a 26 MB contract uses 2 Contracts Units.

To estimate spending, compare the estimated number of Contracts Units to the unit price in your data tier. You can also view Contracts billing information in Management Console.