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Using AI Extract
Using AI Extract

Our quick guide to get you up and running with AI Extract: your new tool for contract data extraction

Jeremy Huitson avatar
Written by Jeremy Huitson
Updated over a month ago

Contents 🚀

  1. Introduction

  2. How can you improve your contract processes with AI Extract?

  3. Getting started with AI Extract

  4. Reviewing your AI Extract playbook

  5. Running AI Extract

  6. Reviewing AI Extract's suggestions

  7. 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.
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Please note that this feature is currently in beta and we have many exciting developments planned for future iterations.

💡 NOTE: 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 extract key contract data into smartfields, data will then be available for reporting via table views.

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

  • Perform more advanced workflow operations like performing calculations among extracted smartfields to provide a further output in another smartfield.

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 has not yet been activated for your account, you can request access through your customer success manager or in-app, in the AI sidebar within a document.

Reviewing your AI Extract playbook 🔎

AI Extract prompts help to refine outputs.
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With generally-named smartfields (e.g. 'Effective date'), AI Extract can provide responses based on the smartfield name alone. If, however, the smartfield name is less common (like a company-specific term e.g. 'Cloud included?' or 'Level 2 risk?'), prompts provide Juro's AI with further context, explanations and guidance on the expected output for each smartfield.

These prompts can be customized at the template level. You can learn more about building your AI Extract playbook here.

To view or edit your AI Extract playbook and add prompts:

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 👇

💡 NOTE: If an error message shows during extraction, try extracting a few fields at a time by toggling some fields off and running AI Extract again.

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 🚀

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