AI-assisted negotiation automatically analyzes your documents and provides targeted recommendations to help identify risks, inconsistencies, and points to adjust throughout the negotiation process.
To understand how AI-assisted negotiation works, feel free to read this article.
How recommendations work
Run the AI analysis in draft mode
When you start a project from an external document (PDF or Word):
The AI automatically runs an analysis as soon as the project is created
It identifies sensitive areas, inconsistencies, legal risks, or missing elements
Initial recommendations are generated before the negotiation even begins
This first analysis helps you start your project on a secure and structured basis.
Access recommendations in review mode
Once the project enters negotiation:
Open the project
Click Review
Review mode then centralizes:
the document editor
comments
suggestions
AI-generated recommendations
Recommendations remain accessible at any time during the negotiation.
Re-launch the AI analysis on the project
You can re-run the AI analysis at any time to obtain updated recommendations:
after editing the document
after updating the Playbook
to check whether risks have been resolved or new issues have been identified
By clicking the re-run icon, the AI analyzes the current version of the document and the active Playbook and refreshes the displayed recommendations.
Review and navigate through recommendations
The recommendations tab is identified by a flag icon.
Open a recommendation: the editor automatically scrolls to the relevant clause
Navigate between recommendations: click Done, then move to the next one
Types of Recommendations:
Acceptable (green)
Not Acceptable (red)
Missing (grey)
Apply or qualify a recommendation
Recommendations never modify the document automatically.
Manually edit the relevant content
Mark the recommendation as Done
If a recommendation does not apply to your context:
Click Not relevant
Provide an explanation
Track progress and resume the review
Progress tracking: A progress bar allows you to visualize the status of the recommendation processing.
Pause and resume Later: You can close the document and retrieve all recommendations by accessing the saved version of the contract.
All team members with access to the project will have access to the recommendations and will be able to process them.
Define negotiation rules with the Playbook
The Playbook allows you to:
define your negotiation rules
frame acceptable and non-acceptable positions
generate recommendations aligned with your contract policy
Find the Playbook User Guide here - Admin only.
