Transcript
Welcome to LinkSquares. Today, we're going to be going through the different searching and reporting capabilities within LinkSquares Analyze.
LinkSquares Analyze is our AI powered cloud based repository where we're able to centralize and store all the company's executed agreements.
Every agreement within analyze is first made fully digitized and searchable, so you're able to run full content searches across all contracts within the system.
When I select the advanced filters option on the right hand side here, I'll have a drop down available so I'm able to search and report across my agreements using multiple different data points, such as the agreement name, the type classifier, any of the tags, the global terms, which is everything that the AI is able to extract, as well as run full agreement content searches.
Our agreement content search works off fuzzy logic by default, but you're also able to do exact or partial searches as well.
For example, you can type in any keyword, phrase, or even a full clause to be able to search across your repository of where this language is located within all of your agreements. By typing in the word regulate, the system looked across my repository, found over thirteen hundred contracts that contain that language, and even pulled agreements that contain the word regulations, regulating, and other different variations.
You're able to toggle between the results within each individual contract using these arrows here and go between the different agreements that contain that language by selecting this preview button on the left side here.
Similar options for being able to run keyword searches include our proximity searching, being able to search a certain term within x number of words of an anchor term. For example, if I wanna search all contracts that contain the word data within ten words of delete, I can enter that as a search here. And similar to that agreement content search, it'll pull up a preview on the right side here of that agreement where I'm able to toggle between all the results. Again, using that fuzzy logic, it'll pull up deletion in addition to just the word delete. Lastly, by using the global terms, this will allow me to search by anything that the AI is extracting, the over a hundred and fifteen data points that our system has been trained to look for and extract from all of your executed contracts, as well as any additional terms and values that you've created to be able to track as well, such as agreement owner, points of contact, and maybe if you wanna renegotiate the contract upon renewal.
Leveraging the AI, you're able to run searches and reports of any of your upcoming dates, being able to see all agreements upcoming for renewal within the next ninety days, looking for agreements that contain certain language related to data breach, all contracts that you have to notify the party in case of a data breach immediately, and multiple other data points as well.
For an example here, if I wanna look at all contracts that are terminating within the next ninety days, I can select termination date as this is something that our AI is automatically extracting.
I can select a specific date range or, again, just select that next ninety. That's something that I already have built out within my drop down here.
From here, I know I have a list of twenty six agreements that have a termination date within the next ninety days. If I wanna narrow the search down, I can select the plus button and add as many additional filters and search parameters as I would like. I can filter this by a specific agreement type and look at just my master agreements, for example, as well as maybe filter by a specific tag. If I just wanna look at contracts within a certain region, I can add that filter as well.
From here, whenever you run the specific search or report, you're able to add a bulk tag to all of those contracts. That way, you'll have that tag appear on that main agreements page, and you then you can use it to run even further searches and reports across that smaller subset of agreements.
You can also export this list of agreements directly into an Excel sheet.
Additionally, if you want further information for this set of four agreements included in that Excel, you're able to select this columns button on the right side here and add additional information for each of these agreements that you want automatically included within that Excel report.
For example, I wanna be able to see what the specific termination date is for each of these four contracts, maybe the language of the termination clause itself, and what my survival or post term obligations are.
You can add as many of these columns as you would like. They'll display here in between the agreement name and the agreement type, and that way be included within my Excel report that I'm able to export directly from the system.
Within the Excel, there will also be a link to each of these four agreements, so I'm easily able to click on it and open up and see that specific contract within Analyze.