This article covers the AI powered contract summaries feature, including how to set the master file on a contract record and where to view summaries.
Estimated Read Time: 8 Minutes
Sections in this article:
- What are Contract AI Summaries?
- Enable Contract AI Summaries
- Generate Contract Summaries
- View Contract AI Summaries
- FAQs
What are Contract AI Summaries?
Gatekeeper has teamed up with OpenAI 
, the organisation behind Chat GPT-4, to bring increased clarity to your users.
For many of the users logging in to Gatekeeper, reading contract documents and understanding the legal terminology may not be easy tasks to perform. Our Contract Summary can help bridge the gap, so users can get a short and easy-to-understand summary of a contract.
Enable Contract AI Summaries
Administrators can control whether Contract AI Summaries are generated in Gatekeeper. To manage these settings:
- From the navigation menu, expand the Settings option, then click Configuration.
- Click Open AI.
- Read the terms and conditions and select the checkbox to confirm that:
- you are happy with the accuracy of the summaries
- it fits with any Data Privacy standards held by your organisation
- Enable the OpenAI - Contract Summary toggle to switch on the feature.
Generate Contract Summaries
Contract AI Summaries will display 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 manual record for existing and new contracts in Gatekeeper.
Manually Set the Master Record
- From the navigation menu, click Contracts then open the relevant record.
- From the contract record, 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 your Customer Success Manager (or contact our Customer Success Team).
💡 Your Gatekeeper CSM can run a task to bulk-set Master Records for you.
The Bulk-assign Master Record task will only work for Contract Records with a single PDF document attached. While this approach may not be applicable 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 field in the repository view to identify the remaining records that require manual updates:
Set the Master Record on New Contracts
Although it is 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 the Workflows engine to set this automatically.
When using eNegotiate, Gatekeeper will automatically set a document which has been created, negotiated and signed via a workflow as the Master Record for that Contract record.
If you currently do not have a workflow in place for creating, negotiating, or signing your new contracts, you can use one of our Best Practice Templates.
View Contract AI Summaries
Users can view the contract summary once it has been generated:
From the Contract Record
The Summary will display on the Data tab of the Contract record, and includes the date that the summary was generated: 
From eSign Emails
If Gatekeeper has generated an AI Summary for your contract record, when you send an associated document for eSign, this summary will display in the email to your Internal signatories:
Note: If you are using a workflow to Create and eSign your master record, it may take a few minutes to generate the AI Summary once you have a PDF master record.
Therefore, in some cases eSign emails may not contain an AI Summary if they are sent immediately after creating the PDF.
FAQs 💬
Q: Does the Contract Summary feature use OpenAI’s ChatGPT or ChatBot functionality?
A: No, it uses the OpenAI TL;DR function to summarise contract content.
Q: Where does the data processing take place from a geographical perspective?
A: By enabling the Contract Summary feature, you agree to comply with OpenAI's terms and policies, including transferring your data to their servers located in the United States.
Q: How is my data protected?
A: We have the appropriate data processing agreements in place with OpenAI and have implemented appropriate technical and organisational measures to protect all data.
Q: Will OpenAI share my data for any purposes other than to provide me with contract summaries?
A: No. OpenAI's API Terms of Service stipulate that any data sent through the API belong to the client, and OpenAI will not use or share that data for any purposes other than to provide the requested service.
Q: I have uploaded a file and set it as the Master Record, but can't see any summary. Why?
A: Our OCR text extraction job is not instantaneous. Depending on the size of the file, it may take a few minutes after uploading for the OCR text (and therefore Contract Summary) to be ready.
Q: Will this work for other languages than English?
A: Yes, it will work for languages using the Latin alphabet. Cyrillic characters cannot be read correctly by our OCR tool, therefore we cannot provide contract summaries with the extracted text of a contract document.
N.B. these summaries will be translated back to English when being displayed in Gatekeeper.
Q: Can we include this summary in areas other than the contract Data tab? e.g. workflows/emails/list views?
A: Currently, the Data tab is the only location you can view the Contract Summary.
Q: If I don't like the summary, can I generate a new one?
A: We do not have an in-built option for this, however, this can be achieved by:
- Temporarily change the Master Record to another file
- Download the original Master Record file
- For the original master record, click
New Version and upload the version you just downloaded - Set this back to being the Master Record
➡️ Gatekeeper will treat the new version you uploaded as a new document and re-extract the text and pass this to OpenAI, leading to a new Contract Summary.
Q: OpenAI's ChatGPT is banned in my country. Can I still use this feature?
A: Certain countries have banned the use of ChatGPT due to national security. Governments might consider AI technologies like ChatGPT to be a potential national security risk, particularly if used maliciously or in ways that might destabilise social order or political systems.
Whilst we appreciate that this news can be concerning, it in no way impacts our use case for the integration. We have disabled the feature by default so that you may make the decision as to whether or not to use the technology.
Q: If I change my mind and disable the feature, will Gatekeeper and/or OpenAI retain my contract summaries?
A: When the feature is disabled, any summaries will be removed from Gatekeeper.
OpenAI's version of your contract data will also not be stored past the point of creating your AI Summary.
Our legal disclaimer explains this in more detail:
OpenAI’s API Terms of Service stipulate that any data sent through the API belong to you, and OpenAI will not use or share that data for any purposes other than to provide you with the requested service.
OpenAI also states that they will not retain or use any data you send through the API for longer than necessary to provide the service or as required by law
Additional Reading 📚
- Master File Versions - Learn more about the the master file setting which drives the OpenAI summary
- 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.
- The Gatekeeper DPA - See Exhibit D for the up-to-date list of our Sub-Processors.