CLM AI Extraction – CounselLink Clients

This article covers the following:

About CL+ AI Extraction on Signed Contracts
Adding AI on Contract Fields
List of CLM AI Extraction Clauses and Facts

About CL+ AI Extraction on Signed Contracts

CounselLink+ (CL+) clients can enable AI Extraction to autofill Contract Info fields on signed contracts. When enabled, the feature extracts structured values (dates, terms, numeric facts, clause presence) from a signed document and proposes those values into Post-Execution fields on the Contract Info panel, reducing manual entry.

How it works (high level):

A Contract Admin configures which fields are eligible for AI extraction and—if desired—creates custom fields that map to available facts or clauses.
On a signed contract, a user clicks Extract Information on the signed document. The AI analyzes the document and populates eligible fields.
For each autofilled field the user can view the source text used by the AI (a source link highlights the originating text in the document).
The user must review and confirm each autofilled value before saving.

Important Limitations and Notes

Extraction applies only to one document per contract bundle. If a contract’s metadata should be tracked per document, split documents across contracts (each document will then have its own metadata such as effective/expiration date).
Extraction is available only on signed copies — not during negotiation or other workflow stages.
The signed copy document must be less than 10 MB in size.
The signed copy must be a PDF or .docx file.
Textual source highlighting is available for PDF source documents; highlighting is not available for .docx files.
Your organization has an annual page extraction limit. Usage beyond the limit may incur additional charges. The current page usage is shown at the bottom of the Extract Information confirmation window.

Adding AI on Contract Fields

If you have AI Extraction enabled for your organization, you may already have fields that were set up during its implementation. However, if you need to edit or add custom extraction fields, a CLM Admin can do so on the Contract Fields page.

Only users with the Contract Admin role can edit custom extraction fields. Consult your account manager before adding or changing fields — changes can have wide consequences.

Navigate to the Corporate Profile page.
Select Contract Fields under the QuickLinks panel.

The Contract Fields page displays.
Scroll down to the Post-Execution section.
For standard fields, toggle the sliders to activate AI extraction.
To create a custom field:
1. Click +Add Field.
2. Enter a Field name.
3. Select Auto fill from contract in the Field Type dropdown.
4. Select a Data type for Auto fill — this determines what the AI will search for (choose from the list of facts/clauses; you can type to search dynamically).
5. Optional: Mark the field Required so users must confirm or enter a value before saving.
Click Save at the top of the page.

List of CLM AI Extraction Clauses and Facts

CL+ supports extraction into fields that map to either clauses (textual clause types) or facts (specific extractable data points). Administrators can choose from the predefined set: ~75 clause labels and ~55 fact labels. Below are the available clause and fact definitions (alphabetical by label). Use these labels when creating custom Post-Execution fields for AI extraction.

List of Clauses
List of Facts

Clauses (Fields are listed alphabetically)

Field	Description
Affiliates	Terms discussing the effect of the agreement on affiliates, or defining the term “affiliates,” except when that term is defined in the definitions section of the agreement.
AI Use	Provisions governing a contracting party's use of AI or machine learning to provide goods or services to the other contracting party. This does not include provisions related to the use of customer or confidential data to train or build AI systems, which is covered by "Customer Data" - AI Training.
Amendment Modification	These clauses discuss the terms for how the Agreement, or related statement of work or work order, can be updated or modified. This includes references to modifying standard terms and conditions related to the Agreement. Sometimes these clauses appear as part of an "Entire Agreement (or Integration Clause or Merger Clause)" clause.
Assignment	These clauses discuss whether the parties can assign the responsibilities or benefits of a contract to another party. This concept also includes the ability to subcontract, which provides that a party may assign or delegate its obligations under the contract to a third party.
Audit Permission	Describes if a contracting party has the right to audit the other party for payment or expenses, etc., or the right to review the other party’s records or business practices.
Background Checks	These clauses may require a contracting party to conduct background checks on any employees or subcontractors prior to letting them do any work related to the contract.
Changes in Law	Addresses what happens in the event a change in statutory law, case law, or regulations impacts the economic impact of the agreement or the ability of the parties to perform under the agreement. Changes in law can require modifications to the agreement, repricing of the contract, or amendments to the obligations under the agreement.
Change of Control	A clause governing what happens when a contracting party undergoes a change of control, usually as the result of a merger or acquisition with another company. The field is not used when change of control issues are addressed as part of an assignment clause.
Compliance with Laws	A general requirement that a party comply with all applicable laws, rules, and regulations. Differentiated from Government Matters, which is used for more specific requirements.
Compliance with Policies	A general requirement that a party comply with all applicable laws, rules, and regulations. Differentiated from Government Matters, which is used for more specific requirements.
Confidential Information	Many contracts have a section specifically devoted to outlining obligations with regards to Confidential or Proprietary Information.
Conflict of Interest	Language stating that the parties do not face a conflict of interest in signing this contract. This field also covers procedures for handling potential conflicts of interest.
Customer Data	Language related to the ownership or handling of data that is provided by one contracting party to the other contracting party. This can include personal information of individuals (Data Privacy) and confidential information, but is broader in scope.
Data Breach	Provisions that address what happens if data, software, or computer systems are improperly accessed or used. Data Breach provisions are closely related to Confidential Info., Data Security, and Data Privacy and can be found in conjunction with all three of these other clause types. Data Breach provisions will generally describe what qualifies as a breach, outline notification requirements when a breach occurs, and control what obligations the parties have in the event of a breach.
Data Controller Obligations	Clauses discussing the obligations of a data controller with respect to the handling of individuals' personal information. The data controller is generally the contracting party that obtains personal information from individuals and provides it to the data processor. A data controller can be referred to as a controller, business, covered entity, organization, APP entity, or data fiduciary depending on the relevant data privacy regime.
Data Privacy	These are provisions that address the handling of certain information about individuals, including “personal information,” “PII”, health information, and financial information. These provisions will often reference privacy statutes, such as the GDPR, or use terms of art such as “data controller,” “data processor,” or “data processing agreement.” Data Privacy is not used when a related field, such as Data Controller Obligations, Data Processor Obligations, Data Subprocessor, or Data Subject Rights applies. This is related to "Government Matters", but Data Privacy matters will not also have a "Government Matters" label. In some cases, Data Privacy clauses will include specific requirements for the security of systems used to store personal data. In those cases, the “Data Security” field will also apply. In some cases, Data Privacy clauses will discuss what happens in the event of a “data breach,” which is when a third party improperly obtains access to the data. Those clauses will be extracted as “Data Breach” instead of “Data Privacy.”
Data Processor Obligations	Clauses discussing the obligations of a data processor with respect to the handling of individuals' personal information. The data processor is generally the contracting party receiving the personal information from the data controller. A data processor might be referred to as a service provider, processor, operator, or data intermediary depending on the relevant data privacy regime.
Data Security	Rather broad, but discusses requirements for a contracting party to maintain certain data security procedures or certifications to ensure that the other contracting party’s data stays secure. This is different from "Confidential Information," and is also distinct from, but sometimes overlaps with, "Data Privacy" and "Data Breach."
Data Subject Rights	Clauses describing the rights of data subjects in relation to contractual provisions that govern the handling of personal information of individuals. A data subject is an individual who provides personal information to a data controller. Data subjects are sometimes referred to as consumers, individuals, or data principals, depending on the regulatory scheme.
Data Subprocessor	Provisions covering the conditions and restrictions on use of data privacy subprocessors, including how consent is obtained and the level of due diligence performed on subprocessors. A subprocessor is a third party who the data processor uses to perform certain tasks that require access to individuals' personal information. Depending on the data privacy regime, subprocessors might be referred to as subcontrators, or simply as a third party data processor. Subprocessors can be subcontractors, but can also be vendors. Provisions governing subprocessors in the data privacy context do not generally have subcontractor labels (See "Subcontractors" and "Assignment").
Deliverables	Language describing what is supposed to be provided in the way of goods or services in connection with a project, or otherwise discussing the concept of “deliverables.”
Delivery	Provisions governing the time, place, and manner of shipment and delivery of goods, including intangibles such as software or data.
Discounts	A provision providing a discount for goods and services under certain conditions, such as ordering in larger quantities or at particular times of the year, or otherwise discussing the application of a price discount.
Dispute Resolution	This may be part of a "Governing Law" clause and discusses where a dispute regarding the contract performance will be adjudicated, whether the winner will pay for the losers’ attorney fees, etc.
Duty of Cooperation	Clauses describing obligations of one party to the contract to provide support and assistance to the other party in connection with the provision of goods or services. This could include things like: - Providing information when needed - Making decisions on time - Providing access to a business location. This field should not be used when a more specific cooperation duty label is applicable, such as: the duty to sign or provide documents to secure intellectual property rights, or the duty to provide or obtain consents, approvals, and other documents needed to effect contemplated transactions ("Further Assurances").
Entire Agreement	Sometimes referred to as an “integration clause,” these clauses say that this is the entire agreement between the parties, and anything said prior to signing this agreement that is not included in the writing does not apply.
Equipment	Language that discusses the responsibility for providing computers, tools, material, and equipment for doing the work required under the agreement.
Facilities	Language that discusses which party provides the facilities (such as office space, labs, or warehouses), and access to facilities, needed to do the work required under the agreement, as well as any related conditions.
Feedback	A clause covering the provision of feedback or customer comments on services or products delivered. The Feedback provision typically gives the recipient of the feedback the right to use the feedback and own the results of modifying the service or product in response to the feedback.
Force Majeure	Force majeure clauses are provisions in contracts that excuse a party from performing its obligations under the contract if an unforeseen event beyond their control occurs, making performance impossible or impracticable.
Further Assurances	A clause requiring one or both parties to provide or obtain consents, approvals, and other documents needed to effect contemplated transactions.
Gifts Prohibition	Prohibits one party from giving things of value to the employees or agents of the other party, including gifts, bribes, kickbacks, or other things like dinners or travel.
Governing Law	This describes the law of the jurisdiction that will govern the contract, i.e. Delaware law or the law of England and Wales.
Government Matters	General clause that contains references to specific government regulations or requirements, or specific categories of government regulations or requirements. Differentiated from “Compliance with Laws,” which applies to a generalized statement that a party comply with all applicable laws, rules, and regulations.
Indemnification	Indemnification clauses provide a duty for one party to compensate the other for harm or loss. Parties indemnify each other in case their relationship causes harm to each other or other parties.
Insurance	The general clause of a party being required to maintain insurance, often with reference to policy minimums required.
Intellectual Property	Describes how to handle intellectual property (such as patents, trademarks, and copyrights, also known as IP). This includes language relating to IP ownership, infringement, creation, and assignment. It does not include indemnification obligations or IP license grants between contract parties (covered by "License Grant").
Interpretation	Language describing how to interpret the meaning of language in the agreement. This field is not applied where a more specific field is available, such as: - Entire Agreement (or Integration Clause or Merger Clause) - language stating that the entire agreement is contained in the contract, and specific related documents - Order of Precedence - language discussing how to handle conflicts between language in the contract and other related documents.
License Grant	Provisions granting a license to software or intellectual property, such as trademarks, patents, copyrights, or trade secrets.
Limitation of Liability	This describes limitations on the liability of one or both parties to the contract. Liability is usually limited in one of three ways (and sometimes both): - The contract might exclude liability for specific types of claims or damages. For example, a contract might exclude liability for indirect damages or punitive damages - The contract might cap liability at a certain amount - The contract might limit the amount of time a party has to assert a claim for damages. Sometimes certain kinds of claims are listed as exceptions to the cap on liability and/or the exclusions on liability. In other words, those kinds of claims are not subject to the limitations.
Liquidated Damages	A clause providing for a set amount of money to be paid as damages in the event one party does not perform under the contract. This might be called “Liquidated Damages,” a “Cancellation Fee”, a “Termination Charge,” or something else.
Mark Usage	Discusses the use (not ownership) of the other party's marks. Related to "License Grant," which should appear when a trademark or service mark license is granted.
Most Favored Client	A clause that provides that the seller of a good or service will not supply the same good or service to another customer at better pricing.
No Obligation	Often found in non-disclosure agreements or term sheets, this clause expresses that the parties aren’t required to enter into further agreements.
Non-publicity	A clause that discusses whether the parties can use each others’ names in press releases, or trademarks and logos on their websites, or generally discuss that they are doing business with each other.
Non-solicitation	These clauses typically prohibit one contracting party from hiring or trying to hire an employee of the other.
Non-compete	Provisions that restrict a party from competing with the business of another party. This can also include language that restricts one party and/or its employees from working on projects for competitors.
Non-exclusivity	A clause addressing whether the parties are free to sign contracts with other parties on the subject of the contract. They are not in an exclusive relationship or they are in an exclusive relationship.
Non-interference	Similar to a non-compete provision, the non-interference clause limits one party’s ability to interfere with the other party’s business relationship with a third party or its customers. This is sometimes referred to as “non-solicitation,” but shouldn’t be confused with provisions that prohibit solicitation of employees.
Notices	These clauses describe the manner and frequency that parties will or should contact each other about material contract terms. It may include lengthy addresses, etc.
Obligations	An obligation is something that a party is required to do or not do as part of its performance under the contract. The field is applied only when no more specific field applies to the particular action that has to be performed. Examples of more specific actions include: providing a notice in connection with an assignment of the contract or a change of control (Assignment, Change of Control), following a procedure to amend a contract or change the scope of work (Scope Management), Performing background checks of employees and contractors (Background Checks), etc.
Order of Precedence	Language describing which terms control when language in the agreement conflicts with language in related agreements or exhibits. The clause governs conflicts with any terms of the contract.
Payment	A clause that describes the frequency, amount, and form of payment being exchanged.
Personnel	Language relating to the individuals who will provide labor services and their management.
Trial Period	Language describing a pilot or trial program.
Project Schedule	A clause that defines progressive phases or stages of the work to be performed, typically including dates or deadlines. The terms “Project Schedule” or “Schedule of Work” appear often.
Rate Card	A listing of rates being charged for services.
Remedies	This clause outlines how a contracting party may seek specific performance or injunctive relief for breach of the contract terms or conditions precedent. “Remedies” should not be used as a “Termination” clause for outlining how and when a party may seek to end their contractual relationship with the counterparty. Please note, if an agreement provides for “Liquidated Damages,” use that field to discuss the Agreement’s liquidated damages terms.
Representations & Warranties	Language used where a party makes statements of fact that are or will be true that the counterparty relies on upon entering the contract. Representations are things that a contracting party says are true at the time the agreement is executed. Warranties are things that a contracting party “warrants” will be true during the life of the contract. Used to identify sections of the contract that include representations or warranties by one party to another. Related to the “Warranty” and “Warranty Disclaimer” fields.
Responsibility for Taxes	Describes which party is responsible for paying taxes or tariffs and process for doing so. This does not include language clarifying that each party is responsible for paying its own payroll taxes, unemployment, etc. for its own employees.
Restricted Uses	Language that places restrictions or prohibitions on a party’s use of services, usually software.
Scope Management	Addresses the process for managing the scope of the services or products being provided under the agreement, or under related work orders, purchase orders, or statements of work. Scope Management does not include clauses that cover how to amend or modify the agreement itself.
Services	Generic description of and discussion about the services to be provided. To be used unless a more specific field is available.
Severability	Language that states if a court were to find that a section or sections of the Agreement are unenforceable, the rest of the contract still remains valid. Instead, only the invalid terms shall be stricken and the rest remains enforceable.
Service Level Agreement	Also known as a "SLA." These terms define the requirements that ensure that a product is functioning and performing properly. Most frequently describes software “uptime."
Subcontractors	Clauses addressing the use of subcontractors to perform work or services under the contract.
Survival	A clause that provides that certain terms of the agreement remain effective after the Agreement’s termination. This could appear near the end of the document, or it could be placed almost anywhere where discussion of survival makes sense, such as in the “Termination” clause. Some agreements have a single survival clause, which lists the various provisions of the Agreement that survive termination. In other agreements, survival language is found within the language of another clause. This field is used in both situations.
Suspension	Describes how and why services may be suspended by one party (i.e. non-payment, etc.). This does not include rights to terminate the contract, which are covered by “Termination” instead.
Termination	The clause detailing the terms and conditions that permit one party to terminate the agreement before the contract's purpose is fulfilled, typically for reasons specified as "for cause" or "without cause."
Third Party Beneficiary	A provision that addresses whether someone who is not a party to the contract can benefit from the contract. This includes both language stating that there are no third-party beneficiaries and language stating that a specific third party does have rights under the agreement.
Time of the Essence	A provision that states that time is of the essence in connection with contract performance obligations.
Waiver	These clauses address whether non-enforcement of a specific contractual obligation serves as a “waiver” of future enforcement.
Warranty	Language that provides an express warranty of the quality of the goods and services being provided by one party to the other.
Warranty Disclaimer	A provision that disclaims certain warranties, typically implied or statutory warranties. Often appears beneath any warranties provided and serves to shield the warrantor from liability.
White Labeling	Provisions allowing one party to put their own marks and name on another party's product or service.

Facts

Professional Liability Insurance

Field	Description
Arbitration Forum	A contract may dictate that arbitration be used for resolution of disputes. This field captures the location of the forum where the arbitration must take place.
Audit Rights Notification Timeline	Intention to conduct an audit must be given with reasonable notice. This field captures the amount of advance notice that must be given for an audit request.
Auto-Renewal	Whether the contract automatically renews after the initial term ends.
Auto-Renewal Prior Notice	A contract may require a party provide adequate notice of intent to renew for an autorenewal to occur. This field captures the notice period prior to the expiration for the autorenewal.
Automobile Insurance	The amount of required automobile insurance.
Confidentiality Obligations Survival Timeline	Pursuant to the terms of a confidentiality agreement or non-disclosure agreement (NDA), the party or parties subject to the confidentiality of either type of agreement must abide by the terms of it for a specified period of time. This period of time is called the survival period. During this time frame the parties must maintain the confidentiality required by the agreement.
Contracting Party Address	The address of a contracting party. This does not include addresses for contacts at a contracting party.
Correcting Deficiencies Timeline	The "Correcting Deficiencies Timeline" refers to the period in which corrections must be made to deficiencies in products or goods. This period of time is unique to the terms of a contract, in cases where detection of the deficiencies occurs after the buyer accepts the goods. If detection occurs prior to the buyer accepting the goods, the corrections likely must occur before acceptance takes place.
Cyber Insurance	The amount of required insurance to cover cyber incidents or data security breaches.
Data Security Breach Notification Timeline	A party must notify persons or entities affected by a data security breach. This field captures the amount of time to notify the other party in the event of a data or security breach.
Discount Percentage	The amount of a price discount, as a percentage.
Disputing Invoices Timeline	Amount of time a party has to dispute an invoice
Effective Date	The date the agreement goes into effect.
Email Address for Notice	An e-mail address for sending official or legal notices related to the agreement.
Employers' Liability Insurance	The amount of required employer's liability insurance.
Excess Insurance Requirements	Also called secondary insurance or secondary policies, excess insurance covers claims after the primary insurance or primary policy has been maxed out. This field captures the amount of excess insurance coverage required.
Force Majeure Delay Period for Termination	Amount of time a Force Majeure delay or failure persists before a party may terminate the contract.
General Commercial Liability Insurance	The amount of required commercial liability insurance.
Governing Law Fact	The place whose law governs the contract.
Initial Term	The length of the initial term of a contract.
Insurance Changes Notice Requirement	Amount of time after insurance changes when the party is required to notify the other.
Invoices Void if Not Received Timeline	If not received within this timeframe, an invoice may be considered null and void.
Late Payment Penalty	The amount of a penalty assessed on late payments, as a percentage.
Liability Cap Timeline Calculation	The specified timeline during which limitations on liability or damages are applicable in a contract.
Liability Cap Multiplier on Fees	Multiplier for cap calculation on fees.
Limitation of Liability Cap	The amount of a total cap on liability under the contract set by a limitation of liability clause.
Maximum Term Length	The maximum term length for which a contract is legally binding or enforceable, including automatic and other renewals and extended terms.
Mediation Location	The location for any mediation proceeding.
Name for Notice	The name of the person or entity to receive official or legal notices under the contract.
Non-Compete Term	The Non-Compete Term is the timeframe when of a non-compete clause is in effect.
Non-Interference Term	Duration of non-interference provision in a contract, including prohibition against soliciting customers or business opportunities in specific geographic regions.
Non-Solicitation Term	Duration of non-solicitation provision in a contract, including the use of such provisions in employment, independent contractor, or franchise contracts
Notice Address	An address to which official notices or legal notices can be sent.
Notice to Extend Contract Timeline	Length of advance notice required to extend term of contract
Notice of Non-Renewal	When a contract has autorenewal terms, this field captures the amount of advance notice of intent not to review that a party must give to prevent autorenewal.
Payment Due	When a payment is due, including the amount of time after an event such as delivery of an invoice or the setting of a specific date for payment.
Payment Fees	Amount of payment fees due and payable, including periodic payment amounts, total payments, and payment caps. However, this is not used for per unit payments.
Post-Acceptance Warranty Period	Time period after the acceptance or delivery of goods or services during which the seller or provider is obligated to remedy any defects or issues covered by warranty.
Price Escalation Cap	The maximum allowable increase or limit on price adjustments over the contract term, as a percentage of the price.
Price Escalation Notification	The amount of advance notice that must be given for a price escalation.
Price Freeze Duration	The specified time period during which prices or rates are fixed and cannot be increased.
Primary Contact Email	Email address for primary point of contact.
Primary Contact Name	Name of primary point of contact.
Primary Contact Phone Number	Phone number for primary point of contact.
Professional Liability Insurance	The amount of required professional liability insurance.
Records Retention Period Requirement	The minimum duration or time period for which certain records or documents must be preserved or maintained.
Signature Date	The date of a signature on the contract.
Subsequent Term (months)	Time period for which a contract is extended or renewed after the initial term expires.
Timeline for Return of Confidential Information	Time within which a party is required to return or destroy confidential information after a request is made.
Term Extension Length	The time period by which the contract term is extended beyond the initial or renewal term.
Term Start Date	The date the initial term of the contract starts.
Termination for Breach Cure Period	The specified time period granted to a party to remedy or cure a breach of contract after receiving notice of the breach.
Termination for Convenience Notice Period	The required length of time or notice period that a party must provide in advance to terminate a contract without cause or for convenience.
Termination for Non-payment Delinquency Period	The length of time or duration that a payment must remain unpaid or overdue before the non-breaching party can exercise its right to terminate the contract due to non-payment.
Venue Forum	The designated venue specified in the contract for resolving disputes related to the agreement, including both the type and/or location of the court.

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