AI Review & Insights (BETA)

AI Review & Insights is a powerful feature designed to help you proactively monitor, review, and manage risks in your documents directly within your workspace! Together, they provide both document-level guidance and workspace-wide visibility into potential risks and areas for improvement.

Meanwhile, all documents in an enabled workspace are continuously monitored for issues and risks from the moment they are sent. The results are presented in interactive graphs under the AI Insights tab, offering a clear, actionable view of your document portfolio’s risks to help you identify potential issues and patterns across your documents.

Enable AI Review & Insights in Marketplace (Account Administrators only)

1. Go to Marketplace.
2. Click the AI Review & Insights card.
3. Click Enable.

Set up AI Review in workspace

1. Go to to Admin > Workspaces.
2. Click the action menu next to the workspace > select Set up AI Review.
3. You will be redirected to the AI Review tab in the workspace settings.
4. Click Enable to open the playbook setup dialog for the workspace.

Set up AI Review playbook for your workspace

Configure Workspace Role Permissions

To get the full benefit from the feature, users must have the correct permissions enabled in their workspace role.

• Access AI Insights dashboard.
• Access AI Review for individual documents.

AI Review

How to Use AI Review on your Documents

You can access the AI Review feature at any point during your document’s lifecycle to get automated insights and recommendations.

Manually run AI Review

1. Go to Documents and open your document.
2. Click the action menu in the top-right corner.
3. Select Review with AI from the action menu.

You can also access AI Review from the document list using the document’s action menu.

For documents that have been sent and are in Pending (or later), any issues or risks automatically identified by AI Review can be viewed directly in the document list—as long as you’ve added the AI Review column.

1. Go to Documents.
2. In the AI Review column, click the label:
   Red label = issues (or issues + risks).  
   Yellow label = risks only.

This will open a detailed view showing the identified findings, allowing you to review and take action if needed.

🔗 Click here to read more about customizing columns

Inside AI Review

• What to do – explains the issue or risk and provides guidance based on the feedback text configured in your playbook.
• Example clause – provides a reference clause aligned with your playbook concept, making it easier to rewrite or adjust the section.

You can also filter the view to show only issues or only risks, and switch to full view for an overview list of all findings.

On the top right, you have three tabs: Overview, Findings, and Missing clauses.

• Overview gives you a general summary of the document and lets you generate key points. You can edit the instruction used to generate the key points, and regenerate them if needed.
• Findings is the first tab you land on. It shows the highlighted parts of the document related to issues and risks, and where they appear in the document.
• Missing clauses shows the concepts defined in your playbook that weren’t found in the document—helping you identify what’s missing.
  

AI Insights

AI Insights monitors and reviews all documents in your enabled workspace from the moment they have been sent. It visualizes the analysis in interactive graphs, giving you a detailed overview of risks of your document portfolio. One graph will be generated per concept defined in the selected playbook.

AI Insights overview

1. Go to Documents > click on AI Insights.

In AI Insights, you’ll first see a general chart showing Total issues and Total without issues. This gives you a quick overview of all documents.

For quick access, you can click Show documents under Total issues section to open a list of relevant documents directly.

Below the main summary, you’ll find interactive charts for each concept defined in your Playbook. Click anywhere on a row or chart to open a filtered document list related to that.

To the top right of each concept, you’ll see Guidelines—a quick way to access the criteria set in the Playbook that AI Insights uses to analyze and flag potential issues.

Export AI Insights

1. Go to Documents. 
2. Click AI Insights. 
3. Scroll to the bottom > Export.  
4. Click Request Export.
5. Open the downloaded file. 

Additional Notes

• AI Review can analyze documents of any kind, including PDFs and even attached PDF-files.
• You can also filter the AI Insights view using the filters and folders on the left. This allows you to tailor the overview based on document status, lifecycle stage, or other criteria relevant to your review.