Quickstart Guide

This guide walks you through the core Contract Analyzer workflow in about five minutes. By the end you'll have a project, an uploaded contract, a completed analysis, and an exported matrix.

1. Create Your Account

Head to trmtrk.com and click Sign Up. You'll enter your email and a password, then confirm a code that arrives in your inbox. If someone sent you an invite link, use that instead — it pre-populates the signup form and auto-accepts the project invite when you finish.

→ For more detail, see Creating an Account.

2. Set Up Your Profile

Click your avatar in the top-right and go to Account. Upload a photo, set your display name — these appear on any project you join, so teammates know who's who.

→ For more detail, see Setting Up Your Profile.

3. Create or Open a Project

From the Projects page, click New Project. Give it a name (the deal, the counterparty, whatever fits), pick an icon, and choose a template. The template controls what fields the AI will extract.

If you already received an invite, the project is waiting for you on the Projects page — open it instead.

→ For more detail, see Projects.

4. Pick Your Template and Active Fields

Once the project is created, the template is locked in. You can still choose which fields are active for this project — turn on what's relevant for the deal, turn off what isn't. Fewer active fields means a narrower matrix and less noise.

→ For more detail, see Templates & Fields.

5. Upload Contracts

Drop PDFs or Word documents onto the Documents page — one at a time, or a full folder in one drag. Contract Analyzer auto-detects the document type as each file uploads, so you don't pick a type yourself.

TIP

A clear filename makes the Documents list easier to scan. The AI reads the file contents either way, but 2024-Q3-MSA-AcmeCorp.pdf browses better than scan_003.pdf.

→ For more detail, see Uploading Contracts.

6. Run Analysis

Click Analyze on a single contract, or Analyze All to batch-process everything that hasn't been analyzed yet. The default model is Claude Sonnet 4.5 — swap it in the dropdown if you want to try a different Claude or Gemini model.

Files under 1 MB process inline with a progress indicator. Larger files queue to a background worker; you'll get an email when the job finishes.

→ For more detail, see Running AI Analysis.

7. Review Results in the Matrix

Open the Analysis Matrix — rows are contracts, columns are fields. Cells stay short (Yes, Silent, $15,000, an ISO date). Click any cell to open the term drawer — that's where the full source text lives, with the original PDF excerpt highlighted.

Anything below 0.7 confidence is flagged amber. Spot-check those first; validate or override inline.

TIP

The matrix is for scanning. The drawer is for reading. If you find yourself squinting at a matrix cell, open the drawer instead — the long answer is there.

→ For more detail, see The Analysis Matrix.

8. Export

Click Export on the matrix and pick CSV or XLSX. The file matches the matrix you see — same columns, same values, including any overrides.

→ For more detail, see Exporting Results.

What's Next

• Contract Hierarchy — how MSAs and SOWs (or masters and amendments) get linked automatically.
• Inviting Members — bring the rest of the deal team in.
• Roles & Capabilities — who can do what.