Managing Clauses

What are clauses?

Clauses are predefined special conditions that commonly appear in contracts. The library allows you to:

• Store frequently used special conditions
• Automatically detect matching conditions during document processing
• Maintain consistent wording across all reviews
• Apply standard comments and recommendations

How are clauses used?

During processing

When processing documents:

• Active clauses are matched against special conditions in the contract
• When matches are found, the system automatically:
  
• • Applies default comments and risk levels
  • Adds associated recommendations
  • Assigns page numbers and references

During review

Active clauses are:

• Available in dropdown lists when manually adding special conditions
• Grouped by tags for easier selection
• Pre-filled with all configured information

Clause information

Each clause in the library contains the following information:

Internal name/label

• Used for display purposes during review
• Helps identify clauses in dropdown lists
• Should be descriptive and unique

Report title

• The heading that appears in the final client report
• Should be concise and professional

Report text

• The full clause content as it appears in the report
• Should be written in clear, client-appropriate language
• This is the primary content used when matching clauses during processing

Comment

• Default comment applied when the clause is added to a review
• Provides additional context or internal notes

Risk level

Default risk level applied when the clause is detected:

• High: Critical issues requiring immediate attention
• Medium: Important matters that should be addressed
• Normal: Standard conditions with typical risk

Recommendation

Default recommendation applied when the clause is added:

• Amendment: Instructions for the vendor's solicitor
• Explanation: Client-friendly explanation of the amendment

Tags

• Group similar clauses together
• Tagged items appear together in dropdowns during review
• Multiple tags can be applied to create custom groupings

Status

• Active: Clause is visible and used in processing
• Disabled: Clause is not visible or used in processing

Adding a new clause

• Navigate to Settings > Library > Clauses
• Click "New clause" button in the top right
• Fill in required fields:
  
• • Internal name/label
  • Report title
  • Report text
• Optionally add:
  
• • Tags for organisation
  • Comment for context
  • Risk level
  • Recommendation details
• Click "Save clause" to add to library

Managing existing clauses

Editing clauses

• Click the "..." button on any clause
• Select "Edit"
• Modify fields as needed
• Save changes

Note: Changes apply to future reviews only and do not affect existing reviews.

Cloning clauses

To create a similar clause:

• Click the "..." button on any clause
• Select "Clone"
• Modify fields as needed
• Save as new clause

Deleting clauses

• Click the "..." button on the clause
• Select "Delete"
• Confirm deletion in the modal

Warning: Deleted clauses cannot be recovered. Consider disabling instead of deleting if you might need the clause in the future.

FAQ

What are Library clauses?

Library clauses are reusable clause entries stored in your Library that can be quickly added to the Special Conditions tab during Reviews.

How do I add a clause during Review?

On the Special Conditions tab, click "Add new entry". Select a clause from the Library dropdown, or click "Custom" to create a new custom clause.

How do I save a custom clause to the Library?

When you create a custom clause during Review, click "Add to library" at the bottom of the clause card. The clause will be saved to your Library for future use.

Can I edit a Library clause?

Yes, you can edit Library clauses in Settings > Library > Clauses. Changes apply to future Reviews only and do not affect existing Reviews.