The Intelligent Risk Management identifies risks during third party paper import using Artificial Intelligence (AI)/Machine learning (ML) and risk rules defined by you. You can define risk identification rules using natural language search technology and extensible query builder. During the third-party paper import using AI, you can view the identified risks and take corrective actions.

To use the Intelligent Risk Management and identify the risks in the document, you need to go to the Contracts pane, go to Work Tab > click Insights. If you do not see Insights under the Work tab, click the More icon ( ) and from the menu, select Insights.


You must have the Intelligent Discovery option enabled to use the Insights feature. For more information on Intelligent Discovery feature, see Intelligent Discovery.  For more details about the Intelligent Risk Management feature, and to join the Intelligent Risk Management pilot program, please email