Conga Product Documentation

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About Conga Redline

Conga Redline is an AI-powered application that analyzes your third-party contract documents. It identifies deviations from your organization's standards, flags risky language, and recommends edits helping your legal team review and negotiate contracts faster with fewer risks missed.

When two parties enter a contract, each side drafts terms favorable to themselves. When your organization receives a third-party or reviewed contract document, your legal teams must review every clause to identify risks and negotiate changes. This process is time-consuming, manual, and prone to inconsistency across reviewers.

Redline eliminates this bottleneck. It reads the entire received contract, analyzes each clause against your predefined organization standards (called rules), and produces recommendations that tell your reviewers exactly what to change to bring the document into compliance. Recommendations are precise. Rather than replacing entire clauses, the agent suggests targeted edits to specific sentences or values.

How Redline works

Redline operates across two phases: an administrator configuration phase and a user execution phase.

Configuration

The administrator:

  1. Defines clause-level and document-level rules in Conga CLM Solution Setup for Redline.

    Assigns risk tiers (High, Medium, or Low) to unfavorable conditions in each rule.

  2. Groups rules into playbooks.

Execution

The user:

  1. Opens the received document in X-Author.

  2. Invokes Redline in the document (its recommendation is based on the playbook applied).

    Redline generates recommendations based on the applied playbook and classifies each finding by risk tier (High, Medium, or Low), displaying an overall contract risk category. If no risk tier is specified, the rule will show an undefined risk.

  3. Applies clause-level changes using the Apply button or make manual edits for document-level findings, then proceed with negotiation

Note: For customers using Conga CLM on Salesforce, ensure that the customer is onboarded to the Conga Advantage Platform and that the required data synchronization activities have been completed.

Control Redline Availability

Administrators can control Redline availability for all users in a tenant through CLM Admin > XA Feature Management. To use Redline:
  • The contract-copilot feature flag must be enabled.

  • The Use Redline Agent feature must be enabled in XA Feature Management.

  • Users must have Redline permission assigned through a permission group.

When the feature is disabled, Redline is hidden from the AiMe panel and is unavailable to all users in the tenant.

Access Requirements

Access to Redline is determined by both tenant-level configuration and user permissions.
RequirementResult
contract-copilot disabledRedline unavailable
contract-copilot enabled + Use Redline Agent disabledRedline unavailable
contract-copilot enabled + Use Redline Agent enabled + no permissionRedline unavailable
contract-copilot enabled + Use Redline Agent enabled + permission grantedRedline available