A Discovery Agent user experiences this product as a series of actions: importing existing contract documents (including ancillary materials) into a CLM system, using machine learning systems to extract accurate, actionable data from those documents, reviewing,correcting, and validating the extracted material for accuracy, and using the validated information to gain insight into the risks and opportunities the documents describe.

After this guide describes the basics of how to access Discovery Agent and navigate its top-level user interface elements, it details a user/reviewer’s responsibilities: importing documents, reviewing them for accuracy, and gaining insights using the data extracted from the imported documents.

For guidance on deploying, configuring, and maintaining Discovery Agent, see Discovery Agent for Administrators.