AI Assist Overview

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

To enable AI Assist:

1. Click your profile picture in the top right corner and select Company Settings from the dropdown menu.
2. Click Ironclad AI in the left sidebar menu.
3. Under the AI Features section, toggle on the Enable AI Assist, powered by OpenAI setting.
   • Note: If the option to toggle this feature on is disabled, you may need an authorized signatory to agree to an ESA amendment.

Once you’ve enabled AI Assist, you can grant access to a Group of users.

To grant AI Assist access to a Group::

1. Click Groups in the left sidebar menu.
2. Click the Group you want to grant access to.
3. Click Configure Group in the top right corner.
4. Under General Permissions, select the dropdown menu next to AI Assist and click Yes.
5. Click Save. 
   • Note: Unsaved selections will display a loading icon next to them.

AI Assist for Ironclad Editor

Draft Redlines

1. Navigate to Ironclad Editor.
2. 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.
3. 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.
4. Under the highlighted text, a menu displays. Click Draft Redlines. A modal displays and loads AI Assist’s Redline modal.
5. Enter your instructions and click Redline.
6. After a few moments, suggestions will start displaying. You can scroll through them using the Previous and Next buttons. 
7. Once you find a suggestion you like, click Replace.

Summarize Content

AI Assist only summarizes committed text. It does not summarize redlines.

1. To summarize the content, click Summarize. A modal displays and loads AI Assist’s summarization.
2. You can then copy the summarization by clicking Copy located at the bottom of the modal.

AI Assist for Playbooks

1. Navigate to Ironclad Editor.
2. 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.
3. 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.
   
4. Click the Review button. A modal displays and loads AI Assist’s suggested changes.
5. 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

1. Insert missing clauses. Configure the “Clause Presence Rule” to be “required,” and add a “Standard” with the clause language you want inserted.
2. 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).
3. Remove prohibited clauses. Configure the “Clause Presence Rule” to be “restricted.”