---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Explore

# Explore ServiceNow Otto for Contract Management Pro {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read

Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of ServiceNow Otto for Contract Management Pro

ServiceNow Otto for Contract Management Pro leverages AI to enhance contract management by automating metadata extraction, contract analysis, obligation extraction, and conversational search within contract repositories.
This solution helps contract fulfillers identify non-standard or missing clauses, extract contractual obligations, and quickly locate contract insights using natural language queries, thereby improving accuracy, efficiency, and compliance tracking.
Show full answer Show less  

## Key Features

* **Contract Metadata Extraction:** Automatically extracts metadata from signed contracts and populates mapped fields in the contract repository, supporting both manual and automatic initiation.
* **Contract Analysis:** Reviews contracts to detect non-standard and missing clauses using AI-generated suggestions, helping to minimize deviations and reduce turnaround times.
* **Contract Obligation Extraction:** Extracts obligations from signed contracts and creates obligation records within the contract playbook to monitor and fulfill compliance requirements; available with the manage contract repository workflow.
* **Conversational Contract Search:** Enables natural language, dialogue-driven queries across contract metadata and document content for semantic search, summarization, and Q\&A, facilitating rapid retrieval of relevant contract information. Note that this search excludes scanned PDFs and is limited to contracts stored internally.
* **AI Model Providers:** Supports integration with Now LLM Service, Azure OpenAI, Google Gemini, or Anthropic Claude on AWS, configurable via AI Control Tower and AI Admin Hub.

## User Roles and Workflows

* **Administrator:** Installs the plugin, activates skills, and assigns roles.
* **Configurator:** Maps use cases, configures, and activates AI skills in the AI Admin Hub.
* **AI Contract Fulfiller:** Uses AI capabilities to analyze contracts, extract metadata and obligations, review AI suggestions, and perform conversational search.

Workflows enable collaboration between these roles for configuring the system, activating AI skills, extracting metadata and obligations, and reviewing contract analyses to ensure accuracy before updating the contract repository.

## Benefits

* **Improved Accuracy and Efficiency:** Automates extraction of contract metadata and obligations, reducing manual effort.
* **Risk Mitigation:** Identifies non-standard or missing clauses to minimize contract deviations.
* **Compliance Tracking:** Creates obligation records for monitoring and fulfilling contractual responsibilities.
* **Enhanced Search and Insights:** Provides quick access to contract details and summaries through natural language queries.

## Next Steps for ServiceNow Customers

To fully leverage ServiceNow Otto for Contract Management Pro, customers should explore configuration and usage documentation that covers activating AI skills, setting system properties, and applying workflows to extract and analyze contract data efficiently.  
Use AI capabilities to identify non-standard and missing clauses in a contract and locate contract insights from contract metadata and documents using natural language. With metadata extraction, automatically extract metadata from signed contracts and add it to the contract
repository. Use obligation extraction to capture obligations from signed contracts and create obligation records to track and fulfill compliance requirements.

## ServiceNow Otto for Contract Management Pro overview {#cncore-exp-now-assist-land__cf-exploring-parent-overview}

The following AI capabilities are available to a contract fulfiller:

* Extract the metadata from a signed contract to review and add the information to the mapped fields in the contract repository.
* Analyze the contract documents for non-standard and missing clauses by using AI-generated suggestions to minimize deviations and reduce turnaround time.
* Automatically extract obligations from a signed contract and review those obligations in the contract playbook to create obligation records in a contract record.
* Use conversational search to query the contract repository based on contract metadata and to perform semantic search in the signed contract documents from the ServiceNow Otto panel.
{#cncore-exp-now-assist-land__ul_uhf_yqf_vcc}

## Skills {#cncore-exp-now-assist-land__section_agb_55f_vcc}

Contract metadata extraction
:   Extracts metadata from a signed contract in contract repository record and displays the information on the Document Intelligence interface.

    For more information on activating the skill, see [Configure ServiceNow Otto for Contract Management Pro](https://www.servicenow.com/docs/RdtI144p_ojGYNvlCmLRDA "As an AI administrator, configure ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI capabilities while working on contract documents or search the contracts for information from the ServiceNow Otto panel."). For more information on extracting the metadata from a contract, see [Contract metadata extraction using ServiceNow Otto for Contract Management Pro](https://www.servicenow.com/docs/zLnZXQ7XYE59RKXXt8GLBw "As a contract fulfiller, use ServiceNow Otto for Contract Management Pro to extract metadata from a signed contract and add the information to the mapped fields in the contract repository.").

Contract analysis

:   Reviews the contract document for non-standard and missing clauses.For more information on activating the skill, see [Configure ServiceNow Otto for Contract Management Pro](https://www.servicenow.com/docs/RdtI144p_ojGYNvlCmLRDA "As an AI administrator, configure ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI capabilities while working on contract documents or search the contracts for information from the ServiceNow Otto panel."). For more information on contract analysis, see [Contract analysis using ServiceNow Otto for Contract Management Pro](https://www.servicenow.com/docs/aMFgvtV~E5_yIJTQnM0BJQ "As a contract fulfiller, you can analyze your contract documents and identify non-standard or missing clauses from the AI contextual side panel by using the ServiceNow Otto for Contract Management Pro application.").

Contract obligation extraction
:   Extracts obligations from a signed contract in a contract repository record and displays the extracted information in the contract playbook.  
    Note:  
    Obligation extraction is available only with the manage contract repository agentic workflow.

    For more information on activating the skill, see [Configure ServiceNow Otto for Contract Management Pro](https://www.servicenow.com/docs/RdtI144p_ojGYNvlCmLRDA "As an AI administrator, configure ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI capabilities while working on contract documents or search the contracts for information from the ServiceNow Otto panel.").

Conversational contract search and insights
:   Queries contract documents with conversational search using natural language and dialogue-driven queries, making it easier to find relevant information.  
    Conversational search enables queries based on:

    * Contract metadata
    * Content available in the contract document
    * Combined search across metadata and contract document
    * Summarization and Q\&A on contract documents
    {#cncore-exp-now-assist-land__ul_plf_14j_hhc}  
    Limitations:

    * No support for search within scanned PDF documents
    * Search functionality is limited to contracts stored in internal storage only
    {#cncore-exp-now-assist-land__ul_bg2_wnh_lhc}

    For more information on activating the skill, see [Configure ServiceNow Otto for Contract Management Pro](https://www.servicenow.com/docs/RdtI144p_ojGYNvlCmLRDA "As an AI administrator, configure ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI capabilities while working on contract documents or search the contracts for information from the ServiceNow Otto panel.").

You can use Now LLM Service, Azure OpenAI, Google Gemini or Anthropic Claude on AWS as the AI model provider for all generative AI skills and AI agents. Use the Configuration Controls in [AI Control Tower](https://www.servicenow.com/docs/access?context=ai-model-providers&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) to define which options are available, then set the skill-level preferences in the [AI Admin Hub console](https://www.servicenow.com/docs/access?context=manage-large-language-models&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). For more information, see [Large language models on the ServiceNow AI Platform®](https://www.servicenow.com/docs/access?context=exploring-large-language-models&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

## ServiceNow Otto for Contract Management Pro users {#cncore-exp-now-assist-land__cf-exploring-parent-users}

{#cncore-exp-now-assist-land__table_ns3_1vj_qcc__entry__2}

| User | Description |
|-|-|
| Administrator \[sn_cm_gen_ai.ai_contract_admin\] | Provides administrative access to ServiceNow Otto for Contract Management Pro. Installs ServiceNow Otto for Contract Management Pro plugin, and activates the required skills. |
| Configurator \[sn_cm_gen_ai.ai_contract_config\] | Configures the use case mappings for the ServiceNow Otto for Contract Management Pro application. |
| AI contract fulfiller \[sn_cm_gen_ai.ai_contract_fulfiller\] | Uses the ServiceNow Otto for Contract Management Pro capabilities to analyze the contract documents for deviations and to extract the metadata from signed contracts. Uses the manage contract repository agentic workflow to extract metadata and obligations automatically from signed contracts and review the extracted information in a contract playbook. Uses conversational search to query the contract repository based on contract metadata and to perform semantic search inside the signed contract documents from the ServiceNow Otto panel. |
[Table 1. Users]

{#cncore-exp-now-assist-land__table_ns3_1vj_qcc}

## Metadata extraction workflow {#cncore-exp-now-assist-land__metadata-extraction-workflow}

The following workflow shows how different users work together to configure and extract the metadata from the contract by using the ServiceNow Otto for Contract Management Pro application.

1. The contract AI administrator installs the ServiceNow Otto for Contract Management Pro plugin (sn_cm_gen_ai).
2. The contract AI administrator assigns users to the roles of contract AI fulfiller and contract AI configurator.
3. The contract AI configurator configures and activates the contract metadata extraction skill in the AI Admin Hub console.
4. In the system properties, the administrator specifies whether the metadata extraction should be automatically or manually initiated.
5. When a contract repository record is created with a signed contract, a contract manager with the sn_cm_gen_ai.ai_contract_fulfiller role initiates the metadata extraction process.The system properties can also be configured
   to initiate the metadata extraction process automatically when the contract repository record is created. For more information, see [Configure system properties for contract metadata extraction](https://www.servicenow.com/docs/17IQWsQNjMPVzcRibDklxw "Configure system properties to specify whether the contract metadata extraction should be automatically initiated or manually.").

6. The contract manager receives a notification when the metadata extraction is successfully completed.  
   Note:  
   The Metadata extraction-Completed notification isn't active by default.
7. The contract manager selects the Review extracted metadata button to view the extracted information in the DocIntel viewer.
8. The contract manager submits the verified information to update it in the contract repository.
9. When the extraction process is completed, the Extraction results tab opens on the contract repository record and displays the status of the processed information.
{#cncore-exp-now-assist-land__cf-exploring-parent-workflow-ol}

## Contract analysis workflow {#cncore-exp-now-assist-land__section_vrl_sqb_wcc}

The following sample end-to-end workflow shows how different users work together to configure and review the contract by using ServiceNow Otto for Contract Management Pro.  
1. The contract AI administrator installs the ServiceNow Otto for Contract Management Pro.
2. The contract AI administrator assigns users to the roles of contract AI fulfiller and contract AI configurator.
3. The contract AI configurator configures and activates the contract analysis skill in the AI Admin Hub console.
4. The contract AI configurator maps the question groups to the active clauses in the clause library, maps the questions to the expected responses, and then maps the use case to specific tables.
5. The contract AI fulfiller initiates the contract analysis by using ServiceNow Otto for Contract Management Pro.
6. The ServiceNow Otto for Contract Management Pro application analyzes the contract and identifies the non-standard and missing clauses.
7. The contract AI fulfiller reviews the analysis and accepts or ignores the suggested clauses.
8. The contract AI fulfiller can also add the missing clauses from the clause library.
9. The contract AI fulfiller completes the review task.
{#cncore-exp-now-assist-land__ol_wrl_sqb_wcc}

## ServiceNow Otto for Contract Management Pro benefits {#cncore-exp-now-assist-land__cf-exploring-parent-benefits}

{#cncore-exp-now-assist-land__table_qs3_1vj_qcc__entry__3}

| Benefit | Key feature | Role |
|-|-|-|
| Automatically extract the key metadata from signed contracts and update the contract repository, which improves accuracy and efficiency. | Metadata extraction | Contract AI fulfiller |
| Minimize the deviations and reduce the turnaround time by identifying non-standard and missing clauses from the contract document. | Contract analysis | Contract AI fulfiller |
| Automatically extract obligation from signed contracts and create obligation records in contract repository to track and fulfill the responsibilities specified in a contract. | Obligation extraction | Contract AI fulfiller |
| Locate contract information and insights using natural language queries across both contract metadata and signed documents. This enables quick summarization and retrieval of contract information. | Conversational search | Contract AI fulfiller |
[Table 2. ServiceNow Otto for Contract Management Pro benefits]

{#cncore-exp-now-assist-land__table_qs3_1vj_qcc}

## What to explore next {#cncore-exp-now-assist-land__cf-exploring-parent-links}

To learn more about configuring and using ServiceNow Otto for Contract Management Pro, see the following topics:

* [Configure ServiceNow Otto for Contract Management Pro](https://www.servicenow.com/docs/RdtI144p_ojGYNvlCmLRDA "As an AI administrator, configure ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI capabilities while working on contract documents or search the contracts for information from the ServiceNow Otto panel.")
* [Using ServiceNow Otto for Contract Management Pro](https://www.servicenow.com/docs/Qby72N~Mp6jxSzN0hvCwSw "If you have the sn_cm_gen_ai.ai_contract_fulfiller role, you can review the non-standard and missing clauses in a contract, extract the information from a signed contract to add it to the contract repository and search using natural language by using the ServiceNow Otto for Contract Management Pro application.")
{#cncore-exp-now-assist-land__ul_rs3_1vj_qcc}