Keywords

Search for objects containing the keyword(s).

Synonym search

Pull up keywords plus cognates.

Semantic alias

Pull up results of operative terms translated into operators.

A search for "Past due" is translated to "close date is before today"

Payment term queries

Search using conventional language for payment terms.

Literal search

Use quote marks to constrain the search.

"double indemnity" (does not return results for "indemnity" alone)

Fuzzy search

Search for approximate or "near miss" values.

"Show me NDAs with addenda" returns all NDAs with the word "addendum" or "addenda" in the text.

Search operators

Search with logical (AND, OR) operators. You can specify a main object (agreement, account, opportunity, etc.) as well as a related object.

Search operator + keyword

Search using search operators and keywords.

Agreement start date​ later than 1/1/2021 AND agreement end date before 1/31/2021 + "Force Majeure"

Context-driven or scope

Use specific inputs to narrow the scope of your query.

Agreement start date​ after 1/1/2021 AND record type = MSA AND (account type equals "customer" OR account industry equals "manufacturing")

Natural language

Search using ordinary language and a main object (agreement, account, opportunity, etc.)

Natural language with nested terms

Search in ordinary language, using a main object and a related object.

In the search: "Pull up the service clauses for agreements over $20k," the main object is "agreements" and the related object is "clause".

Natural language with nested terms and keywords

Search in ordinary language using a main and related object, documents, and clause text.

Find all agreements over 100K which have a force majeure mentioned in them.​

Natural language with nested, keywords, and Boolean expressions

Search in ordinary language using a main and related object, documents, and clause text along with Boolean expressions.

Natural language nested, keywords, and synonyms

Search in ordinary language using a main object, related object, documents, and clause text with synonyms.

Natural language nested, keywords, synonyms, and Boolean expressions

Search in ordinary language using a main object, related object, documents, and clause text along with synonyms and Boolean expressions.

Pull up agreements over 100K that contain an act of God but not indemnification​

Natural language nested, keywords, synonyms, Boolean expressions, and scope

Search in ordinary language using a main object, related object, documents, and clause text along with Boolean expressions and scope.

Find all agreements of type MSA over 100K that mention both acts of God and limitation of liability​

Semantic/superlative sort

Search with context from natural language comparators such as "most", "least", "top", "bottom", "newest", "oldest", and so forth.

Pull up top 3 agreements from last year​

Partial filename search

Partial file name search returns all matches expansively.

A search for "quitclaim_21" returns all files that contain the string "quitclaim_21", including:

• rejected_quitclaim_210119.pdf
• quitclaim_210119.pdf
• quitclaim_211114.pdf

Negation queries

Natural-language negation phrase parsing.

"Show me all agreements that don't contain…"

Ballpark search

Search for numeric values approximating the search term.

Superlative with ballpark search

Search using natural language strategies including both semantic superlative and approximation.

Show me the five most recent contracts with a valuation around 50,000

Request specific fields

AI provides results with info in requested categories per natural language request

Pull up the account and owner of all contracts over $120K

Search by any category

Search categories of records

Multi-object search

This search combines multiple objects, letting you search across categories (e.g., contracts and opportunities).

Pull up opportunities with agreements greater than 10k

Answer searches posed as questions.

Smart Search parses queries posed as questions, rather than as searches.