Contracts

Note: Contracts is not generally available, but is currently available in an Advanced Access Program until July 26th, 2023. If you’d like more information about this program, please contact your Account Executive.

Contracts is Relativity’s integrated solution for contract review. Contracts helps legal teams transform existing executed agreements into structured, actionable data to address a variety of use cases ranging from corporate transactions to regulatory responses.

Instead of legal teams divvying up agreements to manually enter contract data from PDFs into spreadsheets, you can centralize this process in Contracts.

Using Contracts, you can:

  • Build a foundation of structured contract data to better manage risk, minimize cost, and maximize revenue.
  • Automatically identify key data by using AI to classify contract types and sections and extract data points into Relativity fields.
  • Streamline review by allowing reviewers to navigate key sections in your contracts using a viewer purpose-built for contract review.
  • Compare contracts using the compare mass action to identify textual difference across sections or full agreements within your data set.
  • Automate amendment or notice generation across all of your agreements based on the structured data you extract during review.

Use the links below for more information on Contracts:

Contracts OCR

Analysis

Compare

Contracts Viewer

Custom Connectors

Contracts requirements

  • Contracts is a separate application that must be installed into your instance and desired workspaces.
  • You must have an enabled RelativityOne license to use Contracts.

Installing the Contracts application

Once the Contracts application has been installed in your instance, you can install it to any workspace you would like.

To install Contracts to a workspace:

  1. In the workspace you wish to install Contracts, navigate to the Relativity Applications tab.
  2. Click the Select from Application Library option.
  3. Click on the Select icon. The Select Library Application pop-up will appear.
  4. Filter the applications as desired and select the Contracts application.
  5. Click OK.
  6. Click Import.
  7. The Contracts application is installed and ready for use in the workspace.

Contracts permissions

Considerations

Part of the contract review workflow includes working with layouts and coding documents. For more information on these permissions, see Coding permissions and Layout permissions.

In the Contracts Viewer, users have the ability to create new sections. For more information, see Creating Sections. To create sections users will need View, Edit, Delete, and Add rights on the Document Object. The instance setting called “RestrictReferentialFileLinksOnImport” must be set to False.

For documents that would normally open in the Contracts Viewer when clicked, you can override this and have them open in Relativity’s default Review Interface. To do this, add users to a group that has the Relativity Default Viewer checkbox selected under the Contracts Viewer in Object Security. Another way to achieve this is by clearing out the Contracts Document Type field value for a document.

Data points in the Contracts Viewer are either Contracts Regular Expressions or Relativity Persistent Highlight Sets. To view these data points, Users will need View rights on Contracts Regular Expression and Persistent Highlight Set in Object Security.

Permissions

The following permissions are needed to access Contracts functionality:

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 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 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