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Introduction ๐
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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๐ก NOTE: AI Extract is not available for encrypted files.
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How can you improve your contract processes with AI Extract? ๐๏ธ
AI Extract enables Juro users to:
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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 ๐ฌ
To begin using AI Extract:
2. ClickโจExtract data in the right sidebar: this will run the AI Extract function on your document.
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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 ๐
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 playbookย here.
To view or edit your AI Extract playbook and add prompts:
2. Here you can see the list of smartfields enabled for AI extraction. To open the FIELDS AND INSTRUCTIONS menu, click Edit.
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3. On this page, you can provide instructions to AI Extract to hone the quality of its answers.
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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.
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Running AI Extract โ๏ธ
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 ๐
๐ก 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.
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Reviewing AI Extract's suggestions
As AI Extract processes your document, it may provide multiple suggestions for some smartfields. You can either:
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If AI Extract doesnโt 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.
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Managing extracted data ๐๏ธ
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.
๐โโ๏ธ 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 ๐
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