About Contract Intelligence (Standalone)
Contract Intelligence (Standalone) is a freestanding, hosted user and document tool that ingests documents and stores them. As requested, Contract intelligence can optically scan documents entered into it for text search, can engage a powerful artificial intelligence to interpret ingested contracts and produce working metadata, and this result can, at your discretion, be reviewed by a lawyer for the highest accuracy.
For Administrators
Contract Intelligence (Standalone) for Administrators describes how administrators can set up, configure, and maintain the Contract Intelligence (Standalone)user experience, including:
- Managing users
- Managing groups
- Integrating and connecting Contract Intelligence to popular platforms like DocuSign and Salesforce
- Importing CSV
For Users
Contract Intelligence (Standalone) for Users describes how Contract Intelligence (Standalone) users can:
- Get started
- Work with documents and extracted data
- Manage clauses with the Clause Library
- Schedule and receive events
- Work with the InSights metadata search enablement tool
- Manage user preferences and settings
Key Terms
Term |
Definition |
---|---|
2FA |
Two-factor authentication. |
automated extraction |
The process of taking an OCRed file and determining the meaning of its component paragraphs and clauses using AI without human verification. |
CCI |
Abbreviation for "Conga Contract Intelligence." |
Clause Library |
Storage site for clauses. |
InSight |
CCI's search storage and analysis tool. |
OCR (text extraction) |
OCR is an abbreviation for "Optical Character Recognition." OCR (text extraction) is a processing phase for documents in Contract Intelligence. When a document is introduced to the system, it is OCRed (if necessary) and stored. |
store-only |
A document introduced in the CCI system that has been OCRed or stored as a file in its native format (Word, Excel, e.g.), but not extracted. These documents are word-searchable, but do not have meanings extracted or taxonomized and have limited tagging options. |
verified extraction |
The process of taking an OCRed file and deriving the meaning of its component paragraphs and clauses using AI with human verification. |
Getting Started
If you are new to Contract Intelligence, begin with Getting Started.