Whether you need to draft amendments to existing agreements or review your upcoming renewals, Juro's Operator can scan your repository data and execute contract actions to get you where you need to be.
🚨 NOTE: You should always review Operator's responses before relying on them.
For more information, see our guide on working safely with AI in Juro.
Accessing Operator 🔑
Operator, once enabled, shows on your Home page as a chat-style window.
Operator can search your entire accessible organisation repository or by workspace. It responds in natural language and will ask clarifying questions rather than guessing.
Juro's permission tiers govern Operator's actions. It excludes, from its results, documents that match your query but that you don't have access to.
On the Operator page, you'll see:
A message field where you can type questions in natural language
3 action buttons:
Create a new document
Get a document reviewed (which opens a menu where you can run a risk review on a PDF or Word document, or submit it through your workspace's contract intake workflows if they're set up)
Query your documents (which opens a dropdown menu of suggested prompts to get started with).
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Understanding how Operator works 👩🔧
After interpreting your query, Operator does the following:
Searches your repository: Operator uses structured filtering and keyword search to define its search. It does this in two ways and performs best with well-structured data in smartfields:
Structured search: SQL-style lookups against smartfields and other structured data (contract title, template, workspace, dates, statuses, etc.) If this data is in a smartfield, Operator should find every correctly named instance.
Semantic search: here, Operator consults contract text/body when it thinks structured search is not sufficient. There is no 'exact match' parameter, and returns are capped at 300.
Reads and analyses your contract data: Operator's ability to filter at scale depends on your contract smartfields; when information is captured in these, Operator can reliably pull results from across your repository. As with all generative AI, specificity and accuracy produce better results (e.g. referencing a smartfield's name exactly in your query).
While the information you're looking for may exist in the contract body text, it's best to input this data into your smartfields so Operator can search for it across multiple contracts at once.
For more layered queries (e.g. "summarise the key terms of this agreement"), Operator retrieves and reads the full contract text.
Presents its findings: formatted as a direct answer, summary, or an exportable table with the relevant data columns.
Using Operator ⚙
You can do any of the following actions using Operator:
1. Find contractsOperator can find contracts by: |
Criteria: status, counterparty, smartfield, renewal dates, and so on.
For example, you may wish to see all contracts awaiting approval in an easy-to-view, exportable dashboard. |
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Keywords:
If you're looking for a specific counterparty, document name, or language, Operator can run a keyword search across your contracts to locate relevant documents. |
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When results involve multiple contracts, Operator shows them in a table with custom columns for contract name, template type, contract status, contract owner, last modified date, and relevant smartfield data. When it doesn't find any matching results, Operator will outline what it searched for and suggest ways to amend or broaden your query.
Operator also remembers conversations. You can search for these, rename useful ones for ease of reference, and also delete those you no longer need:
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You can also ask follow-up questions:
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2. Analyse and summarise contract dataOperator can also search contract content and smartfield data to identify the contracts you're looking for.
This can range from a broad query (such as "Show all supplier contracts signed in the last 5 years") to a more tailored request, like the example below. |
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Operator can also provide a summary for a small number of contracts or clauses as needed. |
3. Create contractsStart the contract creation process from the Operator portal: the steps in the video below guide users through a selected template's internal flows and generate a draft contract in the relevant workspace. |
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In addition, you can reference your repository's existing contracts and prompt Operator to draft new documents and amendments from a template (whose smartfields will also generate and populate) or from scratch. |
3. Get a document reviewedAttach a PDF or Word document, and Operator summarises the key risks it finds, grouped by red, amber and green status. See Running a risk review in Operator for the steps. |
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Additionally, if your workspace has set up contract intake, the Get a document reviewed option lets you submit a document for review and approval. See Contract intake and review for more information. |
Getting the most from Operator 🪶
Below are some answers to questions you may have about using Operator safely and efficiently in your Juro environment:
Is my data safe when using Operator?
Yes, Operator uses the same security and access controls as the rest of Juro. Your contract data is not used to train AI models. For full details, see our Working with AI in Juro article.
What if Operator gives me a wrong answer?
AI output is probabilistic and may be inaccurate on occasion. Always verify important information directly in the contract. If you notice a recurring issue, let your Customer Success Manager know.
Can Operator update or action my contracts directly (e.g. add a clause and send it for approval)?
No, for now, Operator can collate and summarise contracts based on your prompts, but it cannot carry out user-led actions on your individual contracts.
How can I pull data from the text of my contracts in bulk using Operator?
Operator doesn't read the document text of hundreds of contracts simultaneously. For clause-level questions, it's best to query contracts one at a time, or in small batches.
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email us at support@juro.com 🚀