This topic will provide you with an overview of AI Assist. Reach out to your Ironclad point of contact for more details.
Review frequently asked questions (FAQ) about Ironclad AI & AI Assist in this article.
AI Assist can help accelerate contract review and negotiation, using OpenAI’s ChatGPT technology to suggest changes to make to the contract. If your team wants help handling first-line review for contracts like vendor agreements or NDAs that are often third-party paper, AI Assist for Playbooks can help deal with some common contract issues, freeing up time to focus on more complex issues. Or, if you want help drafting or editing language, AI Assist for Editor can serve as a near-instant collaborator.
Enable AI Assist and Configure Group Permissions
Required Role: Administrator
To enable AI Assist, you must enable the feature on your account, and then grant permission to the user groups that should have access to it.
- Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Settings. Select the box next to Enable AI Assist (powered by ChatGPT), and then click Update. NOTE: If the checkbox is disabled, you may need an authorized signatory to agree to an amendment.
- Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users & Groups > Groups. Select the groups you want to enable AI Assist for and click Edit Group. In the AI Assist permission dropdown, select Yes. Click Save.
Agree to the AI Data Amendment
If the Enable AI Assist checkbox is enabled, skip this section.
Required Roles and Permissions: Administrator and Authorized Signatory
If the “Enable AI Assist” checkbox is disabled, your authorized signatory may need to agree to the AI Data Amendment. Current AI features (like AI Assist) and future AI features (like Custom Clauses) train and customize AI models to your specific needs. Depending on the service terms your company agreed to, the AI Data Amendment may be necessary to enable these AI features within Ironclad.
- Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Settings. If the box next to Enable AI Assist (powered by ChatGPT) is disabled, click the an amendment to your terms link located below it. If you are an authorized signatory, you may access the Public Workflow and view the amendment. If not, send the link to your authorized signatory.
- Confirm the information on the form and click Submit.
- Review the terms of the amendment, and click Agree.
- Return to the Company Settings / Settings page and refresh the page. The Enable AI Assist checkbox should now be enabled, and you can continue to follow the steps in the “Getting Started” section above. If it is still disabled, refresh again. After clicking Agree for the Amendment, it should take no more than 60 seconds to enable the checkbox, so if you continue to see issues, please submit a support ticket.
AI Data Amendment Frequently Asked Questions (FAQ)
If you or your authorized signatory have any further questions about the AI Data Amendment, you can submit a request with our Support Team.
Why do we need this amendment?
Based on your service agreement, Ironclad may not be able to train AI on text contained in your contracts. While this may be OK for our existing AI features like Smart Import, future features, like AI Assist and Custom Clauses, require training on text in your contracts so that we can give you a personalized experience tailored to your needs.
For example, if you want to create a custom clause that is commonly found in your contracts, we need to use your clauses to train the AI model for your Ironclad account. The clause you want to add may be unique to your contracts and/or company.
Our intent is, and remains, to deliver high-quality, cutting-edge AI to assist with digital contracting. Legal standards around AI data usage are continually evolving, and we plan to be very explicit about how your data will be used.
Will my data end up in OpenAI’s ChatGPT or GPT-5?
No. Our agreement with OpenAI precludes them from using data we send to them as a subprocessor to train subsequent commercially-available AI models.
Will my data be used to improve Ironclad’s AI offerings?
Yes. We will take care to ensure that Ironclad AI does not compromise any data security. We do this by following industry standards, including things like data anonymization and large training data sets.
AI Assist for Ironclad Editor
Required Permissions: AI Assist and Ironclad Editor edit access (group permissions)
You can use AI Assist in Ironclad Editor by highlighting the text you want to update, and then entering instructions on how you want to change the text. For example, you can highlight a confidentiality clause, and enter the instruction, “make confidentiality mutual.” AI Assist will offer suggestions on how to do this. You can also use AI Assist to summarize paragraphs of content.
Draft Redlines
- Navigate to Ironclad Editor.
- Verify Track Changes is toggled on or off. If Track Changes is toggled off, AI Assist will make edits directly in your contract. If Track Changes is toggled on, AI Assist will make suggestions with Track Changes enabled.
- Highlight a block of text within the editor. We recommend highlighting full paragraphs so the AI has enough context to make informed edits. We recommend highlighting no more than ten paragraphs, though that amount of text can take the AI a long time to process.
- Under the highlighted text, a menu displays. Click Draft Redlines. A modal displays and loads AI Assist’s Redline modal.
- Enter your instructions and click Redline.
- After a few moments, suggestions will start displaying. You can scroll through them using the Previous and Next buttons.
- Once you find a suggestion you like, click Replace.
Summarize Content
AI Assist only summarizes committed text. It does not summarize redlines.
- To summarize the content, click Summarize. A modal displays and loads AI Assist’s summarization.
- You can then copy the summarization by clicking Copy located at the bottom of the modal.
AI Assist for Playbooks
Required Permissions: Playbooks (”can negotiate with playbooks”)
AI Assist for Playbooks can accelerate first-line review of contracts on third-party paper. You’ must have your Playbook set up with AI-Powered Clauses for this to work. For a step-by-step guide on setting up your Playbook, refer to Use Ironclad AI Playbooks.
- Navigate to Ironclad Editor.
- Verify Track Changes is toggled on or off. If Track Changes is toggled off, AI Assist will make edits directly in your contract. If Track Changes is toggled on, AI Assist will make suggestions with Track Changes enabled.
- Click the Playbook icon located to the right of your contract. Under the Review dropdown, there should be a section that states Review suggested redlines for # clauses. If this section does not display, you may need to configure your playbook with AI-Powered Clauses and more strict rules.
- Click the Review button. A modal displays and loads AI Assist’s suggested changes.
- Review the suggested changes.
- If you want to accept all of the changes, click Accept all changes (#) located at the bottom of the modal.
- If you want to modify individual changes, located the change you want to modify and click Modify. Modify the change and click Save. When you are ready to accept the change, click Accept. Or, you can modify individual changes (use the Modify button) or accept individual changes (use the Accept button).
- If you want to accept an individual change, locate the change and click Accept.
AI Assist Playbook Rules
Required Permissions: Playbooks (”can configure and negotiate with playbooks”)
AI Assist for Playbooks can help solve contract problems in three ways:
- Insert missing clauses. Configure the “Clause Presence Rule” to be “required,” and add a “Standard” with the clause language you want inserted.
- Modify non-standard clauses. Configure a clause property rule to accept specific values (for example, the Governing Law clause has a “jurisdiction” property that you can configure with specific, allowed values).
- Remove prohibited clauses. Configure the “Clause Presence Rule” to be “restricted.”
For a more in-depth explanation of setting up playbooks, refer to Use Ironclad AI Playbooks.