Create use cases for contract analysis

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read

    • Create a use case for contract analysis that is used by Now Assist to identify non-standard and missing clauses in a contract document.

    Before you begin

    Role required: sn_cm_gen_ai.ai_contract_config, sn_cm_core.contract_config

    About this task

    The contract analysis use case contains field groups and their associated fields.

    Field groups represent the clauses that are used in the contract document. Field groups are linked to clause variations of a clause library. Now Assist uses the mapped clause content to display suggestions for missing or non-standard clause.

    Fields are the prompt questions added for a field group. Fields are mapped to an expected response. Now Assist executes these fields (prompt questions) on a contract document to identify the non-standard clauses.

    When creating a use case, add a field group, and then define the fields within that field group to ensure that the fields are linked to the field group.

    In Contract Management Pro, the CM Pro - Contract Analysis use case is available in the base system. This use case is not editable.
    Note:
    If you create your own use case or customize a copy of an available use case, be sure to test it thoroughly to ensure accuracy.

    For more information on the computation of non-standard and missing clauses, see the KB1704731 article in the Now Support Knowledge Base.

    Procedure

    1. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
    2. Navigate to Employee > CM Pro.
    3. Select Activate skill on the skill you want to activate.
      Figure 1. Now Assist skills for Contract Management Pro
      Now Assist skills available for Contract Management Pro.
    4. In the General details page, view the skill details and select Save and continue.
    5. In the Q&A use cases page, select New use case.
    6. In the Define use case page, add the use case details and select Save and continue.
      Table 1. Define use case form
      Field Description
      Use case name Unique name of the use case.
      Target table This field should be left empty.
      Language of the files Language of the contract documents this is by Now Assist.

      For more information on supported languages, see Languages supported by Document Intelligence.
      LLM provider Large language model (LLM) provider for the use case that is used to analyze contracts.
      Note:
      For contract analysis use cases, select large LLMs such as Now LLM Service Large to ensure more accurate results.
      Image mode Improves the efficiency of processing images for third-party multi-modal LLMs like Google Gemini, Azure OpenAI.

      The field is available only when a third-party multi-modal LLM is selected in the LLM provider field.

      Note:
      Selecting image mode reduces the page count limit to 10 pages per file.
      Document intelligence skill Displays the skill name for which you’re creating the use case.
    7. In the Define fields page, select Add a field to add fields for the use case.
      1. In the New field window, select Question group.
        Figure 2. Question group
        Question group card in add field page.
        Note:
        Add a question group, and then define the questions within that question group to ensure that questions are linked to a question group.
      2. On the form, fill in the fields.
        Table 2. Field groups form
        Question group Description
        Field group name Unique name of the question group that will be mapped to a clause variation using clause mappings.

        For example, Purpose, Term, and so on.
        Additional details More information on the field group.
        Target table This field should be left empty.
      3. Select Add questions.
        Figure 3. Question group page
        Adding questions in a Question group page.
      4. Enter details for the field.
        For more information on the field form, see Question form for use case setup.
        Figure 4. Fields page
        Question details in the fields page.
      5. Select Save.
      Note:
      After adding question groups and questions, be sure to test them thoroughly to ensure accuracy.
    8. Select Save and continue.
    9. Optional: Upload a document to test how the contract analysis skill works with the new use case.
      1. Select Test a new document.
      2. Upload a document from a record or from the device.
        You can test documents in .pdf or .docx format.
      3. Select Continue.
        The contract analysis results for the uploaded document is displayed on the side panel.

        To upload and test another document, select Test a new document.

      4. Optional: Add new fields or update the existing fields by selecting Back.
      5. Proceed by selecting Save and continue.
    10. In the Review and activate page, select Complete setup.

    Result

    The use case for Contract analysis skill is created.

    What to do next

    Map a field group to a clause