Contract Review Agent (formerly Jurist) is a legal AI assistant that can draft, edit, summarize and conduct research for any general counsel, lawyer, or legal team. It uses an LLM and Conversational AI to provide you with an experience similar to chatting virtually with a colleague. It is highly trained in legal terminology, processes, and contracts.
Contract Review Agent integrates seamlessly into your Ironclad CLM workflows, eliminating the need to switch between platforms during contract review. Open, review, and redline any contract, then save changes back to active workflows with a single click, streamlining your entire contract management experience.
Use Case
At Classics, Inc., the Sales Operations team is finalizing a new vendor agreement. During the review stage, the Sales Manager notices that several clauses need to be updated to reflect the company’s latest pricing terms. Instead of downloading the document or leaving Ironclad, they open the agreement directly in Contract Review Agent from within the workflow.
Once the document is open, the manager uses Contract Review Agent to redline key sections and ask follow-up questions, such as “Update the payment terms to Net 45” or “Summarize key termination clauses.” Contract Review Agent quickly applies the edits and provides clear explanations of each change.
When the updates are complete, the manager saves the revised contract back to the active workflow with one click, allowing Legal to review the changes instantly. This seamless integration saves time, reduces context switching, and ensures that all contract edits stay within Ironclad’s controlled environment.
Permissions
| Features | Contract Review Agent, Workflows |
| Permissions | Contract Review Agent = Yes |
Open a Document to Review in Contract Review Agent
You can open any workflow in the Review step directly in Contract Review Agent:
- Select a workflow in the Review stage and open its overview page.
- Select the pencil icon in the top right corner and select Edit with Contract Review Agent from the dropdown menu.
The document opens within Contract Review Agent in a new tab.
Edit Document in Contract Review Agent
You can use Contract Review Agent to review and edit your documents directly within Ironclad. Guided prompts or custom prompts help you analyze your contract’s terms, while you can make edits, redline sections, and review or accept changes. For a full overview of Contract Review Agent’s capabilities, see Use Contract Review Agent.
Save the Updated Document to the Workflow
Once you are finished reviewing and updating the document using Contract Review Agent, you can save the updated document back to the workflow. Click Save to Workflow located in the top right corner.
A modal displays where you must select the document you want to save back to workflow, as well as add a comment describing the changes you made. This comment is logged in the Activity Feed.
Once you click Save, you can exit the tab with Contract Review Agent and go back to your workflow. Refresh your browser and you will see the new document and comment logged in the Activity Feed.
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