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          Contracts AI Overview

          Contracts AI Overview

          Use generative AI to change how your business handles contracts, clauses, and documents. Contracts AI streamlines the labor-intensive process of drafting clauses for legal agreements and enables the efficient extraction of contract details and clauses from complex PDFs. Einstein boosts your productivity, accuracy, and compliance in the digital age.

          Important
          Important This feature is supported only in English.

          Iterating with Einstein Generative AI and Contracts AI

          Generative AI uses LLMs to generate the output. Because LLMs are trained by other companies, the output isn’t always what you expect. If the output doesn’t meet your expectations, you can generate new output by starting over. The generated output from the previous attempt isn’t saved, and the new output replaces it.

          Note
          Note We encourage you to provide feedback about the output using the Thumbs Up and Thumbs Down image(thumbs up and thumbs down) buttons. You can also provide feedback as to why the output wasn’t helpful. Thumb responses and additional feedback are shared only with Salesforce.

          Get Started

          To get started with Salesforce Contracts AI, follow these instructions.

          • Set Up Contracts AI
            Enable generative AI settings and set up use case configurations to activate the standard action flows that extract and generate clauses from your contract.
          • Clause Drafting with Contracts AI
            Contracts AI uses generative AI to draft clauses, extract data from legacy contracts, and build a searchable clause library for reuse across future agreements.
          • Contract and Clause Extraction with Contracts AI
            Use generative AI to automate the extraction of contract fields and clauses from PDF documents. Reduce manual data entry errors, track extractions from a unified interface, and improve clause-extraction precision with thumbs-up or thumbs-down feedback.
          • Draft Clauses in Microsoft 365 Word Add-In with Contracts AI
            Use Contracts AI to draft legal clauses in the Microsoft 365 editor based on input parameters or user queries. Insert drafted clauses into document templates and contract documents, and add reusable clauses to the clause library.
           
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