You can use Discovery AI not only to read and extract documents, but also to analyze those documents for risk and to receive suggestions for mitigating such risks.

To review risks with Insights

As a reviewer, you can use the Insights feature to assess contracts for predefined risks. To do this:

  1. Access the Review Documents interface from the home page as described in Reviewing Imported Documents.
  2. Click the Risk AI tab at top right, exposing Insights' risk assessment. 

    The AI performs the assessment for a document when you open the Insights (Risk AI) tab the first time for that document. For larger documents with more identified fields, this may take longer. 

  3. For each identified risk, you can click the More icon () to view risk details, resolve, or delete the risk:
     
    Clicking View Risk Details exposes the particulars of the risk. 
  4. The AI reviews provisions based on predefined risk scores. It identifies overall risk and individual risk factors. 
  5. Insights identifies the risk and its severity, indicates which criteria were violated and how, and offers guidance for mitigating the risk. 

  6. Your administrator may have configured Insights to use generative AI to review risks based on natural-language prompts and to generate its own natural-language outputs. If so, the Insights panel may offer less rigid, more colloquial prompts. These may change subtly over time. 

    With or without generative AI, your task and options remain the same.

  7. You can reassign the Risk Scale value directly, or mark the risk as Resolved. Marking the risk as resolved sets its risk score value to zero. You can also delete the identified risk.