Using AI Extract | Juro Help Center

Contents 🚀

Introduction
How can you improve your contract processes with AI Extract?
Getting started with AI Extract
Reviewing your AI Extract playbook
Running AI Extract
Reviewing AI Extract's suggestions
Managing extracted data

Introduction 👋

AI Extract is our latest feature designed to streamline your contract management workflow by automatically extracting key data points from contracts.

Please note that this feature is currently in beta and we have many exciting developments planned for future iterations.

💡 NOTE: You must be a Workspace Admin or Editor to access AI Extract. Users and Viewers will not see this feature.

AI Extract is not available for encrypted files.

How can you improve your contract processes with AI Extract? 🏋️

AI Extract enables Juro users to:

Automatically capture essential contract data using smartfields.

Extract summaries, risks and specific clauses or sections of contracts for easy access.

Perform more advanced workflow operations like calculating the value of contracts over multi-year periods.

These capabilities empower your team to work more efficiently. You can dive straight in with this training video from our Senior Legal Engineer, Henry:

Getting started with AI Extract 🎬

To begin using AI Extract:

1. Open the SMARTFIELDS tab in any of your documents.

2. Click✨Extract data in the right sidebar: this will run the AI Extract function on your document.

If AI Extract isn’t yet activated for your account, you should request access via your customer success manager or in-app in the AI sidebar within a document.

Reviewing your AI Extract playbook 🔎

Your AI Extract playbook allows you to train the feature. AI Extract can provide responses on a smartfield's name alone, but a detailed playbook will improve and refine your responses further.

This playbook can be customized at the template level and includes instructions you can set on specific smartfields. You can learn more about building your AI Extract playbook here.

To view or edit your AI Extract playbook:

1. Open the AI sidebar and click to view the AI Extract playbook.

2. Here you can see the list of smartfields enabled for AI extraction. To open the FIELDS AND INSTRUCTIONS menu, click Edit.

3. On this page, you can provide instructions to AI Extract to hone the quality of its answers.

By default, all smartfields in your contract template are enabled for extraction. Workspace Admins and Editors can manually include or exclude smartfields for specific documents.

Running AI Extract ⚙️

Running AI Extract on your document really is a one-step process: simply click Extract Data. Juro will scan your document and automatically populate any enabled smartfields with the relevant data.

AI Extract processes each smartfield individually and returns suggestions for data capture. If the AI finds relevant information for a field, it will display a suggestion for you to accept or reject. Read more about this below 👇

Reviewing AI Extract's suggestions

As AI Extract processes your document, it may provide multiple suggestions for some smartfields. You can either:

Accept the suggestion: doing so will populate the smartfield with the extracted data.
Decline the suggestion: in this case, the field will remain unchanged.

If AI Extract doesn’t find relevant data, the smartfield will remain empty, and you can manually input the required data. If AI Extract misses an extraction or times out, you can rerun the extraction for individual smartfields or the entire document by re-clicking Extract data.

Managing extracted data 🗃️

Once data is extracted, you can review and export it for your contract management process. AI Extract helps to reduce human error and ensures that key information is captured consistently across all contracts.

💁‍♀️ 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 your query to support@juro.com 🚀