The Icertis Copilot is an AI-powered assistant embedded within your workflow to enhance productivity and decision-making across the contract lifecycle. Leveraging generative AI, it enables users to instantly search, summarize, and analyze contracts using natural language queries. From identifying key terms to automating routine tasks and surfacing insights, the Copilot empowers legal, procurement, and business teams to work smarter. Seamlessly integrated with Microsoft applications, it delivers real-time assistance—right where users work—to streamline processes and accelerate outcomes.
Before generative AI, users of platforms like Icertis needed extra training to navigate, find contracts, and review documents. They faced challenges such as difficulty locating contracts, limited access to help, and time-consuming, error-prone reviews, which impacted productivity and extended contract cycle times, especially in a global cross-functional organization.
As part of the Icertis platform, the Icertis Copilot revolutionizes contract management for contract professionals and business users. It serves as a context-aware personal AI assistant, delivering value throughout the platform. Leveraging generative AI, the Icertis Copilot empowers users to locate contracts swiftly, summarize complex documents, extract valuable insights, and invoke AI agents. Users can pose questions in conversational language to uncover insights without having to perform lengthy reviews.
Benefits
Boost productivity, enhance visibility, and automate workflows with intelligent contract assistance
Streamline contract management by initiating AI agentic workflows to perform contract creation, review, and reconciliation tasks, enhancing efficiency and accuracy across the contract lifecycle.
Users can ask questions to analyze lengthy documents, including clauses and tables, quickly uncovering valuable insights. With generative AI summaries and responses, users can make informed decisions.
Accelerate contract workflows and analysis with generative AI insights delivered precisely when needed. Find precise information needed across the contract repository, enhancing transparency and decision-making.
Empowers contract professionals, legal teams, and business users to operate the Icertis platform effectively. The Copilot provides an intuitive interface, contextual assistance, and seamless integration with Microsoft tools.
Features
Icertis Copilot is a conversational AI assistant that empowers users as they work in Icertis. Riding along, it assists with queries, insights, and contract analysis and initiates AI agentic workflows. It also provides access to the Icertis Help Center, where simple prompts quickly resolve product queries.
Retrieve documents using natural language queries for attribute level and contract repository-wide search. The contract repository can be searched in the background, and users can be alerted once complete.
Analyze contracts to provide key highlights, crucial attributes, and concise summaries. Within contracts, user queries are contextually analyzed, providing links to detailed pages.
Recommended actions are listed, and the conversational history and past responses are available.
Copilot is accessible within Microsoft Word, all features are accessible via APIs.
The Playbook Review plugin for the Icertis Copilot revolutionizes contract reviews by automating assessments against company playbooks, ensuring compliance and reducing legal overhead.
Research Center
