Templates & Fields

A template is the structured definition of what gets extracted from every contract in a project — which document types to expect, which sections to look for, and which specific fields to pull. Templates are maintained centrally. You pick one when you create a project; you don't author your own.

What you do control, per project, is which fields are active. That's the customization knob — and the one that shapes the matrix you end up staring at.

Picking a Template

When you create a project, you pick a template from a dropdown of the available options. The choice is made once and locked in — you can't swap templates after the project exists.

So pick the one that matches the kind of diligence you're running. A lease portfolio wants the real estate template. An M&A review on a software vendor wants the commercial-contracts template. More templates are added as new diligence types come online. If you're not sure which fits, open the dropdown and skim the descriptions; each template advertises the document types and fields it covers.

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If none of the available templates fit your deal, that's a signal to pause and check with your admin before forcing a bad match. The template shapes everything downstream.

Document Types

Each template defines the document types it expects to see — MSA, SOW, NDA, Lease, Amendment, whatever the template author scoped in. When you upload a contract, the AI's first pass classifies the file into one of these types.

You don't pick the type yourself. The classification shows up on the contract as an editable badge, so you can correct it if the AI gets it wrong — but most of the time it's right out of the gate.

Fields

Fields are the specific terms the AI extracts from every contract: Governing Law, Effective Date, Renewal Option, Change-of-Control, Assignment, Term Length, and so on. Each template comes with its own field list, tuned to the document types it covers.

Every field has a short value that lands in the matrix and a longer source excerpt that lives in the term drawer. More on that below.

Toggling Active Fields

This is the one big customization the project has. From the project's Settings (or the Schema panel — same underlying toggle) you can switch individual fields on or off. Only active fields show up as columns in the Analysis Matrix.

Use this to narrow a deal. If your diligence only cares about assignment and change-of-control, turn off everything else. You'll get a tighter matrix, faster analysis, and less noise to wade through. You can always turn fields back on later.

Short Value, Long Source

Templates are designed around a deliberate convention: matrix cells stay terse, full context lives in the source_text.

A cell value is a discrete category (Yes, Silent, Mutual), a name, a dollar amount, or a date — something you can scan down a column and compare at a glance. The full clause text, the carve-outs, the conditional triggers — all of that lives in the source_text field, which surfaces in the term drawer when you click into a cell.

This isn't just a UI choice. It's how the template is authored: the AI is instructed to put the scannable answer in the value and the reasoning in the source. When you're selecting a template, you're implicitly picking how the matrix will read.

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If you find yourself wishing a matrix cell were longer, stop and open the drawer. The long answer is already there.

Re-Analyzing After Field Changes

Turning a previously-off field on for a project that's already been analyzed doesn't backfill. The new column will show — (not-yet-extracted) for every existing contract until those contracts are re-analyzed.

The fix is the Re-Analyze All action, which force-queues every contract in the project for a fresh pass. Use it after any template-level field change lands, or after a new field is added upstream.

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Individual contracts can also be re-analyzed one at a time from their detail page. Re-Analyze All is the sledgehammer.

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→ For more detail, see Running AI Analysis. → For more detail, see The Analysis Matrix.