NOTE: AI-Driven Contract Analysis and Data Extraction features are available only in accounts which have paid for them.
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Field Name | Object | Field Type | Field Description |
Contract Stage | Contract | Lookup | The current contract stage for the agreement. Stages can be pre and post-execution stages. |
Contract Status | Contract | Lookup | The current contract status for the agreement. Statuses can be pre and post statuses. (Most commonly Active, Terminated, Expired, Pending, Complete, etc.) |
Execution Date | Contract | Date | The date the contract was fully executed or signed by all parties. |
Effective Date | Contract | Date | The effective date of the contract. This date may be physically noted in the preamble or similar OR may be the date which all parties have signed the agreement. |
Expiration Date | Contract | Date | The expiration date of the contract. This date may be explicit or may be calculated based on the term information. |
Term Type | Contract | Lookup | The term type of the agreement. Does the contract renew, have option to renew, etc. |
Term Length (months) | Contract | Numeric | The length of the contract as specified in the contract normalized to Months. |
Term Length (Years) | Contract | Numeric | The length of the contract as specified in the contract normalized to Years. |
Term Length (Days) | Contract | Numeric | The length of the contract as specified in the contract normalized to Days. |
Term Length Unit | Contract | Lookup | The unit of measurement for the term length. Typically, Years, Months, Days, etc. |
Renewal Date | Contract | Date | The date the contract either terms or renews. |
Renewal Opt Out Period | Contract | Text | Required notice to NOT renew (e.g., 30 days). |
Termination Date | Contract | Date | The date the contract terminates or was terminated. |
Initial Term (months) Contract |
| Numeric | The length of the initial contracted term. |
Initial Term (years) | Contract | Numeric | The length of the initial contracted term. |
Initial Term (days) | Contract | Numeric | The length of the initial contracted term. |
Initial Term Unit | Contract | Lookup | The unit used for the initial term. |
Original End Date | Contract | Date | The original contract end date. |
Current End Date | Contract | Date | If the contract has the option to renew, the date the current term ends. |
Notice Days | Contract | Numeric | The number of days’ notice is required in advance to notify. |
Governing Law (Applicable Law) | Contract | Lookup | The governing or applicable law of the contract, typically by state. |
Venue/Jurisdiction | Contract | Lookup | The jurisdiction or venue for the contract. (May be same or separate fields in some cases.) |
Assignment | Contract |
| Checkbox Does the contract allow a party to assign this contract? Does the concept of assignment present in the contract language? |
Assignment by party Contract |
| Lookup | Defined assignment lookup of values. |
Termination for Convenience | Contract |
| Checkbox Does the contract contain the concept of termination for convenience? |
Termination for Convenience (Lookup) | Contract | Lookup | Does the contract contain the concept of termination for convenience? |
Termination for Cause | Contract |
| Checkbox Does the contract contain the concept of termination for cause? |
Termination for Cause (Lookup) | Contract | Lookup | Does the contract contain the concept of termination for cause? |
Confidentiality | Contract |
| Checkbox Does the contract contain confidentiality language or concepts? |
Confidentiality (Lookup) | Contract | Lookup | Does the contract contain confidentiality language or concepts? |
Indemnification | Contract |
| Checkbox Does the contract contain indemnification language or concepts? |
Indemnification (Lookup) | Contract | Lookup | Does the contract contain indemnification language or concepts? |
Limitation of Liability Contract |
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| Checkbox Does the contract have liability or limitation of liability language? (Can also be liability standard 1x vs greater than amounts paid.) |
Limitation of Liability (Lookup) | Contract | Lookup | Does the contract have liability or limitation of liability language? (Can also be liability standard 1x vs greater than amounts paid.) |
Contract Value | Contract | Numeric | If the contract is for goods or services the total contract value as defined by the client. |
Contract Description Contract |
| Text | Brief description and summary of the contract. |
Counterparty Signatory Name | Contract | Text | Counterparty Signatory Name |
Counterparty Signer Title | Contract | Text | Counterparty Signer Title |
Party Signer Name | Contract | Text | Party Signer Name |
Party Signer Title | Contract | Text | Party Signer Title |
Payment Frequency | Contract | Lookup | Payment frequency (Annually, Monthly, etc.) |
Fully Executed | Contract |
| Checkbox Denotes whether or not the contract hasbeen fully executed by all parties. This is considered a custom field, as this is normally a contract stage and status. (e.g., Executed, Active) |
GDPR | Contract |
| Checkbox Does the contract contain the concept of GDPR? Provisions? |
HIPAA | Contract |
| Checkbox Does the contract contain the concept of HIPAA? Provisions? |
SOX | Contract |
| Checkbox Does the contract contain the concept of Sarbanes Oxley Compliance? Provisions? |
CCPAP | Contract |
| Checkbox Does the contract contain the concept of California Privacy and Protection Act(s)? Provisions? |
GLBA | Contract |
| Checkbox Does the contract contain the concept of Gramm-Leach-Billy Act? Provisions? |
Force Majeure | Contract |
| Checkbox Does the contract contain the concept of Force Majeure? |
Exclusivity | Contract |
| Checkbox Does the contract contain the concept of Exclusivity or Non-Exclusivity? |
Most-Favored-Nation Contract |
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| Checkbox Does the contract have Most Favored Nations Clause or references? |
Publicity | Contract |
| Checkbox Does the contract contain the concept of Publicity or Non-Publicity? |
Solicitation or Non-Solicitation | Contract |
| Checkbox Does the contract contain the concept of Solicitation or Non-Solicitation? |
Payment Terms | Contract | Text | The contractual payment terms for goods, services, or other requirements. |
Currency Type | Contract | Lookup | The currency type used in relation to the agreement. (USD, EUR, etc.) |
Annual Increase | Contract | Text | Denotes the agreed upon annual increase terms. Can be simple as in a percentage for year over year or may have options and other considerations. (CPI, etc.) |
Restriction/Change of Control | Contract |
| Checkbox Denotes if there are restrictions on change of control or rights. May require notice and other requirements. |
Cure Period (Breach etc.) | Contract | Text | The number of days and other details related to resolving or "curing" a breach or similar requirement. |
Renewal Options | Contract | Numeric | Indicates the number of permitted options to renew periods; Option Requirements or similar. |
Party Type | Organization Lookup |
| The Party organization type. Often "internal" for party in most circumstances. May be more granularly defined if the internal company has subsidiaries or other locations. |
Party Name | Organization Picklist |
| The name of the party. |
Party 1 Address | Organization Text |
| The location or address 1 of the party. |
Party 2 Address | Organization Text |
| The location or address 2 of the party. |
Party City | Organization Text |
| The location or city of the party. |
Party State | Organization Lookup |
| The location or state of the party. |
Party Zip Code | Organization Numeric |
| The location or zip code of the party. |
Counterparty Type | Organization Lookup |
| The Counterparty organization type. Often "internal" for party in most circumstances. May be more granularly defined if the internal company has subsidiaries or other locations. |
Counterparty Name | Organization Picklist |
| The name of the counterparty. |
Counterparty Address 1 | Organization Text |
| The location or address 1 of the counterparty. |
Counterparty Address 2 | Organization Text |
| The location or address 2 of the counterparty. |
Counterparty City | Organization Text |
| The location or city of the counterparty. |
Counterparty State | Organization Lookup |
| The location or state of the counterparty. |
Counterparty Zip Code | Organization Numeric |
| The location or zip code of the counterparty. |