Clauses
A clause, or clause type (also called a provision), is a section, phrase, or paragraph in a legal document—such as a contract, deed, will, or constitution—that addresses a specific point. Clauses are typically 8 words or more and are written as one or more sentences. Ironclad uses AI to detects clauses in documents via AI Playbooks and Smart Import. There are two types of clauses:
- Out-of-the-Box Ironclad AI Clauses: Ironclad provides 175 out-of-the-box AI clauses that are detected in AI Playbooks and Smart Import documents.
- Custom AI Clauses: Create custom clauses and train Ironclad AI to better detect clauses using examples.
AI Clause Types
| Ironclad AI Clauses | AI Custom Clauses | |
|---|---|---|
| Overview | Out-of-the-box clauses that are preconfigured and provided by Ironclad. | Clause types your team creates for organization-specific needs. |
| Setup | Admins can view, edit, and manage them. | Only company admins can view, edit, and manage them. |
| Training | You can train them with examples to improve accuracy. | You can train them with examples to improve accuracy. |
| Availability | Detected in Smart Import and AI Playbooks. | Detected in Smart Import and AI Playbooks. |
| Use Case | Use when an existing Ironclad clause already fits your needs. | Use when you need to detect clause language specific to your organization. |
Getting Started with AI Clauses
Here are a few recommendations to get you started with clauses:
- Before you start using AI Playbooks and Smart Import, set up your Ironclad AI clauses and AI custom clauses.
- Review Ironclad’s out-of-the-box AI clauses and turn off any clauses you don’t want detected in AI Playbooks or Smart Import.
- Add examples with a strong training impact to improve detection accuracy. You can train both Ironclad AI clauses and AI custom clauses by providing clause text examples.
- Note: Start with 1–2 examples, and add or remove examples over time based on your business needs.
- If you don’t see a clause that fits your needs in the Ironclad AI Clauses list, create an AI custom clause to train AI on your organization’s specific language.
- Keep clauses on a single page when possible. Clauses that span a page break may be more difficult for AI to detect consistently.
Property Types
A property is a structured metadata field that stores key information about workflows and records. Properties help you categorize, search, and report on contract data efficiently.
Ironclad offers several types of properties:
| Property Type | Description |
|---|---|
| Default Properties |
Ironclad AI automatically detects 19 built-in properties once a contract is fully executed. You can customize these settings to improve detection accuracy for your organization. For example, if your team uses the Delivery Date as the Agreement Date, you can either:
These customizations don’t change the original Data Manager property configuration but add another layer of detection. Out-of-the-box detection remains available and continues to function as expected. |
| Custom Properties | Create additional properties to capture workflow-specific details, such as region-specific terms or custom identifiers, through the Launch Form. |
| Custom AI Properties |
Train AI to automatically extract unique contract details, enabling more precise and automated data capture. You can train Ironclad AI properties to improve their accuracy using examples. AI Property Settings:
|
Data Manager and Workflow Designer
You can manage your properties in Data Manager and Workflow Designer. Any changes you make to properties either from Data Manager or from Workflow Designer will be automatically applied to the relevant workflow configurations within Ironclad.
Filter Properties in Data Manager
You can filter your properties by AI configuration type in Data Manager. This is helpful when configuring your custom AI properties.
Resources
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