Understanding CoCounsel skills

Skill: Contract Policy Compliance

This skill lets you upload contracts and ask CoCounsel to review the compliance with specific policies.
For example, you can ask whether contracts include a right to injunctive relief as required by a policy. CoCounsel reviews the contracts, identifies relevant clauses, and highlights any conflicts with the specified policies.
In the case of non-compliance, CoCounsel suggest revised clauses and identifies potential risks associated with non-conforming clauses.
This skill also includes a redline feature, giving you the capability to download query results with track changes directly into the Word document for easy acceptance or rejection of modifications without manually copying and pasting.

Use Contract Policy Compliance skill

To use the Contract Policy Compliance skill:
  1. Sign out of your CoCounsel account, sign back in, and then start a new chat.
  2. To confirm you have access to this skill, select
    CoCounsel skills
    .
  3. Select
    Review
    , and you should have the Contract Policy Compliance skill to select.
    Your CoCounsel skills screen showing these categories: research, review, summarize, and draft.
  4. Next upload a single contract or set of contracts by selecting
    Upload
    . You can select one of these methods:
    1. Files from a database
    2. Files from this matter
    3. Files from your device
    4. Files from external DMS (document management system)
    • Individual files can't exceed 500MB.
    • You can upload up to 200 files for each skill run.
    • The redlining feature can be used with uploaded .docx file types only. PDFs and other file types aren't supported.
  5. Enter your policies in the chat that you'd like to analyze these documents against. In your chat prompt, we recommend clearly writing you want to use the Contract Policy Compliance skill. You can tell if the Contract Policy Compliance skill is used as it'll appear on your screen.
  6. You can edit, delete, or add policies before running the skill.
  7. When ready, select
    Submit request
     to start running the Contract Policy Compliance skill.
  8. Once your skill results appear, select
    View results
    .
  9. CoCounsel gives you a report that identifies the differences between the uploaded documents and the policy you entered. If there are clauses that don't comply with your policy, the system recommends a revised clause and redlines that complies with the relevant policy.
  10. And lastly, after uploading .docx contract(s) and running in Contract Policy Compliance, you can open your skill results and download the redlined version of your skill results by selecting
    Download Redlines
    . This step is optional. If you download the redlined option, CoCounsel highlights the edited clauses and outlines the recommended redlines in red text. The system also offers an explanation of why and how the redlines comply with your policy when you hover over the redlined clause.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Legal professionals

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