Estimated Read Time: 8 Minutes
Sections in this article:
Introduction
Some Gatekeeper users may find it difficult to read contract documents and interpret legal terminology. Insights uses Gatekeeper AI to help you understand complex documents at a glance:
- Contract Summaries: automatically generates a plain-language summary from the uploaded agreement, clarifying what your contract says and requires.
- Contract Obligations: identifies and extracts the specific commitments and responsibilities outlined in your contracts, such as deliverables, payment terms, renewal actions, or notice periods. These are split into internal and external obligations.
The list is prioritised and colour-coded based on the severity of consequences if those obligations are breached:- Red: Obligations that, if unmet, would result in severe consequences such as legal liability, termination of the contract, regulatory non-compliance, or significant financial or reputational risk.
- Amber: Obligations that are operationally important but not immediately contract-breaking. Breaches may lead to disputes or require corrective action but not immediate termination or legal action.
- Yellow: Obligations that carry moderate importance. Breaches are unlikely to trigger formal disputes but may cause minor disruption or escalate if consistently neglected.
- Green: Low-risk, routine or administrative obligations. Breaches would generally not have serious consequences.
Note: Insights must be enabled by an administrator before it is available to users. See Configure AI Services for step-by-step instructions.
Generate Insights
Insights will be generated for contract records where an attached file has been set as the master record.
Note: Contracts must be under 80,000 words to be processed.
The following sections will outline how to set the master record for existing and new contracts in Gatekeeper.
Manually Set the Master Record
- From the navigation menu, expand the Vault then click Contracts.
- Open the relevant contract record, then click the Files tab.
- Expand the 3 dots on the relevant file, then select Edit.
- Select the Master Record checkbox, then click Update.
Set Master Records in Bulk
If you have a large number of contracts and documents in Gatekeeper, but have not set the master record on these, doing this manually for individual contracts may take a long time. If this is the case, reach out to us to enquire about running a task to bulk set master records for you.
This task will only work for contract records with a single document attached. While this approach may not apply to all of your contract records and files, it can still streamline the process for a significant portion.
Then, you can use the Master Record filter in the Vault list view or ask Gatekeeper Chat to identify the remaining records that require manual updates.
Set the Master Record on New Contracts
Although it's possible to manually set the master record for contract documents using the steps above, this may not be an efficient method to use at scale. It's recommended to leverage workflows to set this automatically.
When using eNegotiate, Gatekeeper automatically sets the document which has been created, negotiated, and signed via a workflow as the master record for that contract record.
Note: If you don't have a workflow in place for creating, negotiating, or signing new contracts, use one of our Best Practice Templates.
View Insights
Users can view Insights from the following places:
From the Contract Record
The Contract Summary and Contract Obligations will display on the Data tab of the contract record within the Insights section. This will include the date that the summary was generated:
From eSign Emails
If Gatekeeper AI has generated a Contract Summary for a contract record, when an associated document is sent for eSign, this summary will display in the email to internal signatories:
Note: If you are using a workflow to create and eSign your contract draft, it may take a few minutes to generate the summary once the file is set as a master record.
Therefore, in some cases eSign emails may not contain a summary if they are sent immediately after setting the master record.
From an eNegotiate Workflow Card
If Gatekeeper AI has generated a summary for a draft within an eNegotiate workflow, this will display on the relevant workflow card.
FAQs
I have uploaded a file and set it as the master record, but can't see the Insights. Why?
It may take a few minutes for Insights to generate, depending on the file size.
Will this work for other languages than English?
Yes, it will work for languages using the Latin alphabet. These will be translated back to English when displayed in Gatekeeper. Cyrillic characters cannot be read correctly by our OCR tool, therefore we cannot provide Insights with the extracted text of a contract document.
If I don't like the Insights generated, can I re-generate them?
This can be achieved by changing the master record file.
- Temporarily set another file as the master record.
- Download the original master record file.
- For the original master record, click New Version and upload the version you just downloaded.
- Set the new version as the master record.
Gatekeeper will treat the new version you uploaded as a new document, leading to a new Contract Summary and Contract Obligations.
You can use the feedback buttons to rate the response and submit comments for any Insights that you are not happy with.
Additional Reading 📚
- Set a Master Record: Learn more about the the master file setting which drives Insights.
- Create Your Own - Contract Request Workflow: Learn how to create a workflow to get your new contracts set up in Gatekeeper. Contracts set up via a workflow like this will automatically have a master record assigned.