Overview
AI Chat is your intelligent assistant that can answer questions about your contracts and data using natural language. Ask questions about deal terms, compare contracts, and get summaries - all with citations to source documents.
Accessing AI Chat
- Click the Ask AI button in the project header
- Use keyboard shortcut
Cmd/Ctrl + I
What You Can Ask
Ask questions in natural language about your project data:| Question Type | Example |
|---|---|
| Contract terms | ”What is the royalty rate in the Sony agreement?” |
| Dates | ”Which contracts expire in 2025?” |
| Financial | ”What are the total advances across all deals?” |
| Catalog | ”List all ISRCs for Artist X” |
| Comparisons | ”Compare the territory rights between Deal A and Deal B” |
| Summaries | ”Summarize the key terms of the latest publishing deal” |
| Specific clauses | ”What does the audit clause say in the Universal contract?” |
How It Works
AI Analyzes Data
The AI searches your contracts, catalog, and extracted data to find relevant information.
Citations
Every AI response includes citations linking to source documents:- Click a citation to view the original contract
- See the source where information was extracted
- Verify accuracy against the actual document text
Conversation Features
Chat History
- Previous conversations are saved in the sidebar
- Click any past conversation to continue where you left off
- Conversations are organized by date
New Conversation
Click New Chat to start a fresh conversation. This is useful when:- Changing topics completely
- Starting analysis on different contracts
- Clearing context from previous questions
Suggested Questions
When starting a new conversation, AI suggests common questions:- “List all known ISRC and UPC codes by recording”
- “Which contracts were signed in 2025?”
Context-Aware Queries
Project Context
AI Chat has access to all data in your current project:- All uploaded contracts and extracted terms
- Catalog recordings and compositions
- CRM entities and relationships
- Statement data
Contract-Specific Context
When you open AI Chat from within a specific contract view, the AI has additional context:- Questions default to that contract’s content
- Ask about specific clauses or terms
- Compare with other contracts easily
AI Capabilities
| Capability | Description |
|---|---|
| Document Understanding | Reads and understands contract language and legal terms |
| Data Extraction | Finds specific terms, dates, amounts, and percentages |
| Comparison | Compares terms across multiple contracts |
| Summarization | Creates concise summaries of complex agreements |
| Calculation | Performs calculations on financial data |
| Cross-Reference | Links information across contracts, catalog, and entities |
Streaming Responses
AI responses stream in real-time:- See the answer as it’s being generated
- Stop generation at any time with the stop button
- Faster perceived response time
Best Practices
Be specific
Be specific
More specific questions yield better answers. Instead of “What are my deals?”, ask “What recording deals have advances over $50,000?”
Use entity names
Use entity names
Reference specific labels, artists, or publishers by name for targeted answers.
Check citations
Check citations
Always review the cited sources to verify important information.
Ask follow-ups
Ask follow-ups
Build on previous answers with follow-up questions for deeper analysis.
Start fresh for new topics
Start fresh for new topics
Use New Chat when switching to unrelated questions for cleaner context.
Limitations
| Limitation | Description |
|---|---|
| Project scope | AI can only access data within your current project |
| Extraction quality | Accuracy depends on how well contracts were extracted |
| Legal interpretation | Complex legal questions should be verified by professionals |
| Real-time data | AI uses data as of last extraction, not live updates |
Privacy & Security
- AI Chat only accesses data within your current project
- Conversations are private to your account
- No data is shared between projects or organizations
- Chat history can be deleted at any time