This guide walks you through setting up a single source of truth for your Juro contracts.
We’ll also look at utilising Juro’s AI extraction functionality to organise documents so that no key dates or key obligations are missed.
Step 1️⃣ : Understanding your requirements 🏁
Step 1️⃣ : Understanding your requirements 🏁
Each organisation has its unique history when it comes to its contracts infrastructure.
Perhaps your business has been running for 50 years, with 10,000+ expired contracts on file. Or maybe you’ve acquired 15 companies in the last year and are overwhelmed at the thought of going through all the contracts that come with them?
Whatever the case, the pressing question becomes "How do I decide which documents to import into Juro?". Determining this ahead of the upload process makes for a much smoother experience all around. Some questions you may ask yourself are:
Which data points are important to the business? 📈
A good way to answer this question is to look back at the questions you or your team have received from across the wider business relating to contract data. If you regularly receive questions from your marketing team about logo usage, for example, this would be a good data point to have structured in a report.
Do you have existing data to import from an existing source? 📦
If so, what format is that data in? It's possible to import data into Juro alongside the actual PDF files if they are formatted correctly. You can read more about importing data here.
Step 2️⃣ : Organise your contracts by document type 🐚
Step 2️⃣ : Organise your contracts by document type 🐚
Start by gathering and sorting all documents you plan to migrate.
Group contracts into folders by type:
NDAs
Employment contracts
Supplier/vendor agreements
Customer agreements
This will streamline template creation and data extraction later on.
Step 3️⃣ : List key fields for each document type 🧾
Step 3️⃣ : List key fields for each document type 🧾
For each document type, define your key data points you want to extract and track. The most common datapoints we see are:
NDAs:
Start date
End date
NDA type (mutual or one-way)
Disclosing party
Customer contracts:
Counterparty name
Contract value
Termination clause
Auto-renewal option
Liability cap
Make sure the fields align with your reporting and contract management needs.
Step 4️⃣ : Set up upload templates in Juro 🧱
Step 4️⃣ : Set up upload templates in Juro 🧱
You’ll now create blank templates in Juro to structure your data extraction.
Go to the Templates section of your workspace.
Create a new template for each document type.
Leave the content area blank—this is for upload and data structuring only.
Click the Smart Fields tab.
Add fields corresponding to the data points you listed in Step 2.
Step 5️⃣ : Configure smart fields 🔘
Step 5️⃣ : Configure smart fields 🔘
🔤 Field Name
Use clear, consistent names that reflect each field’s purpose.
These names become the columns in your contract data table.
🧩 Field Type
Choose a type that matches the data:
Field Type | Best For |
Text | General short-form text |
Text Area | Long-form or summary content |
Number | Numerical values (fees, salaries) |
Email addresses | |
Calendar | Start dates, renewal dates, etc. |
Choice | Defined selections (e.g., NDA type: “Mutual” / “One-way”, Renewal: “Yes” / “No”) |
💡 Use Calendar fields to enable automated reminders for contract dates.
Step 6️⃣ : Add AI instructions for each field ✨
Step 6️⃣ : Add AI instructions for each field ✨
Each field includes optional AI instructions (a micro-prompt) to improve extraction.
Click the ✨ icon next to the field.
Add context the AI needs to know (e.g. "We are Juro Online Ltd").
Specify the format you’d like the result in.
Add examples when possible.
Example: “Please extract the value of the contract, including one-off and recurring fees. Format: ‘Recurring: £500/month; One-off: £2,000.’”
You should add AI prompts to:
Instruct the AI on what specific information you are interested in
Instruct the AI about the format of the output
Give the AI context it might otherwise be missing, e.g. ‘you are reviewing this contract on behalf of X’
correct for any issues you find in testing
Also:
You can disable AI extraction for fields you want to populate manually.
Step 7️⃣ : Upload documents in two phases 💕
Step 7️⃣ : Upload documents in two phases 💕
🧪 Phase 1: Test & Iterate
Publish your template.
Upload ~5 test documents per document type (these should be in a .pdf format):
Go to Documents > Add > Upload from computer.
Select the correct template.
Create a View to inspect the extracted data:
Add fields you want to check.
Review for accuracy and completeness.
If needed:
Unpublish the template.
Make changes to fields or instructions.
Re-publish and retest.
📂 Phase 2: Bulk upload
Once satisfied:
(Optional) Delete your test documents.
Upload your PDF files by document type:
Go to Documents > Add > Upload from computer.
Select the correct template.
AI will extract your data
Step 8️⃣ : Combining Extraction with CSV Imports 🔼
Step 8️⃣ : Combining Extraction with CSV Imports 🔼
In some cases, you may want to combine AI extraction with structured data you already have (from spreadsheets or other systems).
This uses Juro’s bulk import tool and requires a slightly different approach:
🧰 Steps:
Prepare a CSV file:
Include a column with the PDF filename.
Include one column per data point you want to import.
In your Juro template:
Add fields matching your CSV columns.
Disable AI extraction for these fields.
Use the bulk import tool to upload:
Upload the CSV and PDFs together.
Map CSV columns to template fields.
Set the document status to "Uploaded" (not "Signed"):
This ensures AI extraction can still take place afterwards.
Reach out to your Juro Legal Engineer to run the AI-powered Data Extraction step, as this won’t run automatically for documents uploaded via the Bulk Import tool.
📘 Reach out to support or your legal engineer if this applies to your setup—we’ll walk you through the details and help manage any edge cases.
💁♀️ 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 🚀