Conga Discovery AI integrates Conga's powerful Advantage AI machine learning engine to the Advantage Platform. Entering through this cloud platform, you can now use artificial intelligence to import and extract terms, fields, and clauses from contracts.

Administrators must set up the tool, integrating Discovery AI to their user interface, setting up the target storage backend if needed, and establishing links to the AI. Once the tool is set up, the Administrator maps agreement types (for example, Master Service Agreement, Nondisclosure Agreement, or Independent Contractor Agreement) to predefined terms (fields or clauses). Discovery AI applies these mapped terms to ingested documents, capturing, highlighting, and creating searchable metadata (dates, amounts, Booleans, or custom values) for detected contract provisions. User administration is managed in Conga's Advantage Platform.

Users' primary roles are to import documents and review them once they are imported. This flow also enables users to train the AI on any custom provisions described by the administrator.

Discovery AI offers three choices for imported documents: OCR (text only), Automated Extraction, and Verified Extraction. OCR is fastest, ingesting and storing imported documents as searchable text, but offering no contract provision extraction. Automated Extraction provides artificial intelligence and machine learning to extract contract provisions and generate searchable metadata about contracts. Verified Extraction introduces an attorney into the process to review and validate the Discovery AI AI interpreter's accuracy.