Aime Assistant is an AI-powered virtual assistant designed to boost productivity and efficiency when working with a contract document through its entire life cycle. It uses machine learning (ML) and natural language processing (NLP) to analyze and generate content. This tool enables users working on contract documents, supporting documents, and global and other documents to summarize them and to get answers about them.
Aime:
Answers questions about such documents as contracts, their supporting documents, and global documents.
Keeps a history of questions users asked it in a document.
Summarizes contracts, supporting documents, and global and other documents.
Accessing Aime Assistant
Discovery AI can provide access to Aime Assistant, a conversational AI that can answer questions about documents.
Aime Assistant is a discrete AI engine for contract insights and analysis. You can access it while reviewing extracted documents. Discovery AI's artificial intelligence engine is constrained to extracting defined passages from documents. Aime can answer questions posed conversationally.
From Conga Start, open Contract Apps > Discovery AI.
From the Project Dashboard or the Document view, open any document in a Complete, Ready For Approval, or Ready For Review status.
Click the Contract Copilot button to the right of the review panel.
Natural Language Q&A: This inserts a prompt that exemplifies the question format for a natural-language Q&A request ("What is the termination notice period?").
Clause & Term Extraction: This inserts a prompt that exemplifies queries about specific provisions extracted from the contract ("Does this contract have a force majeure clause?").
Clicking these injects the prompt into the AI chat box.
You can select a frequently used prompt configured by your administrator by clicking directly on the question as it appears in the Quick Start Prompts above the text entry box or by entering a slash in the text entry box and selecting one of the pre-configured shortcut prompts.
In addition to direct questions about document content, Aime can perform these simple mathematical operations in its results:
Matching-record counts
Sums and differences
Averages and means
Maximum and minimum values
Grouping by criteria
If you have a question that is not predicted by a pre-configured prompt, enter it in the text box.
Note:
Aime only answers questions about one document at a time, and the scope of its responses is limited the documents under management. It can access all .docx and .pdf files available to it in CLM.
Aime can respond to positive query logic ("Does the contract have a pandemic clause?) and negative logic ("Does the agreement lack a termination date?").
Click the Send icon ().
Aime provides updates on its processing status as it considers your question and forms its answer.
Aime returns its answer. You can:
Copy the answer to your clipboard by clicking the copy icon ().
Note:Aime interprets copying an answer using the Copy icon () as positive feedback.
Regenerate the answer by clicking the repeat icon (). This re-prompts the AI with the question already asked. This is useful if you are not satisfied with the answer.
Offer feedback using the thumbs-up or thumbs-down icons as described in Giving Feedback. These responses are used to improve the AI and are logged for quality analytics.
To clear the Aime window for a new chat or to raise the chat history for review, click the menu icon () and select fom the pop-up menu . You can also exit Aime altogether by clicking the go-away icon ().
Use Case: Verifying a Clause or Field
The user has uploaded or selected a contract document in a supported (PDF, DOCX) format.
Aime has processed and indexed the document .
The user has appropriate permissions to view the document content.
The Aime is available and responsive.
The user, a lawyer, contract manager, procurement specialist, or sales operations manager, wants to verify quickly whether a specific clause (e.g., indemnification, limitation of liability, termination for convenience) or field (e.g., effective date, governing law, notice period) exists in a contract document and if so, retrieve its exact wording or value.
The user opens the contract document from the parent interface (CLM, Discovery AI, etc.)
The user enters a query in the chat box, such as: "Does this contract contain an indemnification clause?", "What is the governing law in this agreement?", or "Is there a limitation of liability provision?"
Aime processes the query and searches the document for relevant content, returning a response indicating whether the clause or field exists, along with the summarized text.
The user reviews the extracted clause content and may follow it to the source location.
Expected Result
A clear yes/no confirmation of the clause's or field's presence.
A text summary of the identified clause or field value.
Alternatives or Exceptions
Clause not found:Aime responds with "No [clause type] was found in this document".
Note:
Use specific clause names ("limitation of liability" rather than "liability issues") for more accurate results.
For fields, specify the exact field name as it might appear in the document ("Effective Date" rather than "term commencement", for example).
Review the full clause in context before making decisions, as the excerpt may not capture all relevant conditions.
Use Case: Asking "Yes or No" Contract Questions
The user has uploaded or selected a contract document in a supported format.
The document has been processed.
The question can be answered based on information contained in the document.
The user understands that the response is based on AI interpretation and may require verification.
A lawyer, contract reviewer, compliance officer, or business stakeholder wants a yes or no answer to a specific question about contract terms, conditions, or provisions to support rapid decision-making during contract review or negotiation.
The user opens the contract document from the parent interface (CLM, Discovery AI, etc.)
The user enters a yes/no question in natural language, such as: "Does this agreement allow automatic renewal?", "Is the vendor liable for consequential damages?", or "Can either party terminate for convenience?".
Aime analyzes the document and returns a clear "Yes" or "No" response, followed by the supporting text from the contract that justifies the answer.
The user reviews the supporting evidence, proceeding with their own review or decision.
Use Case: Extracting Obligations
The user has uploaded or selected a contract document in a supported format.
The document contains identifiable party names or roles.
The contract includes obligation-related language (shall, must, will, agrees to, commits to, etc.)
A contract manager, compliance officer, project manager, or legal operations specialist wants to identify and extract all obligations (duties, responsibilities, commitments, deliverables, and deadlines) for each party in the contract to support obligation tracking, compliance monitoring, and project planning. Such a user might want to filter obligations by party, type, or time frame.
The user opens the contract document from the parent interface (CLM, Discovery AI, etc.)
The user enters an obligation extraction request, such as: "Extract all obligations from this contract", "What are the vendor's obligations under this agreement?", "List all deliverables and their due dates", or "What must our company do under this contract?"
Aime scans the document for obligation language and returns a structured list of obligations.
The user reviews the extracted obligations and can export or transfer them to an obligation management system.
Use Case: Doing Math with Table Data
The user has uploaded or selected a contract document containing one or more tables with numeric data.
The table structure is simple and clearly formatted (standard rows and columns).
Numeric values in the table are recognizable (not embedded in complex text or images).
Aime has parsed the table content during document processing.
A financial analyst, procurement specialist, contract manager, or commercial operations manager has to perform basic calculations (sum, difference, average, count, minimum/maximum, and ratio) on numerical data from tables in the contract document to analyze pricing, quantities, or other numeric terms.
The user opens the contract document from the parent interface (CLM, Discovery AI, etc.)
The user identifies a table in the document (e.g., pricing table, fee schedule, quantity list).
The user enters a calculation request referencing the table, such as: "What is the total of all line items in the pricing table?", "Calculate the average unit price from the fee schedule", "What is the maximum quantity listed in the order table?", or "Add the values in the Annual Fee column."
Aime identifies the relevant table, parses the numeric data, performs the requested calculation, and returns the calculated result.
All AI queries are logged. You can find out which types of question were asked about a document, when those questions were asked, and read the AI's responses.
To access your AI chat history, click the menu icon () and choose Chat History from the pop-up menu.
The Chat History pop-up shows summary titles of questions pertaining to this document sorted by how recently they were asked. Depending on the configuration, you may see queries from today, yesterday, the past week, or the past month.
To filter the questions by date, click the filter icon and select the section you will view. If the standard choices are not sufficiently granular, you can select Custom to raise a date picker and select or enter a custom date range.
Click any of the listed question summaries to raise the selected question or prompt and Aime's response.
Click the Close hypertext to close the Chat History feature.
Use Case: Summarizing a Document or Clauses
The user has uploaded or selected a contract document in a supported format.
The document has been fully processed and indexed.
The user has identified the specific focus area(s) or clauses they want summarized.
For multi-clause summary, the user can specify which clauses to include.
A lawyer, contract manager, executive reviewer, or deal desk analyst wants to accelerate their contract interpretation and review with a tailored summary of the entire contract focusing on specific user-defined aspects, or a consolidated summary of several selected clauses.
The user opens the contract document in the Aime interface.
The user requests a summary with custom guidance, such as: "Summarize this contract, focusing on financial obligations and payment terms", "Provide a summary of the termination, renewal, and assignment clauses", or "Give me an executive summary highlighting key risks and unusual provisions."
Aime processes the document with the specified focus on the requested clauses, generating a structured summary that addresses the user's specific areas of interest, organized by topic or clause.
The user reviews the summary, which includes references to source locations for each summarized point.
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Aime provides updates on its processing status as it considers your question and forms its answer.).
Note: Aime interprets copying an answer using the Copy icon () as positive feedback.
). This re-prompts the AI with the question already asked. This is useful if you are not satisfied with the answer.
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) and choose Chat History from the pop-up menu.