Ask AI

For everyone · 4 min read

Lumipact includes two AI features: Ask AI (portfolio-level questions) and Contract chat (questions about a specific document). Both are powered by Anthropic Claude.

Ask AI — portfolio questions

Go to Ask AI in the main navigation. You can ask natural language questions about your contract portfolio, such as:

"Which SaaS contracts renew in Q1 next year?"
"What is our total annual spend on cloud services?"
"Which contracts have a notice period longer than 60 days?"
"Show me all contracts with Salesforce across all entities."
"Which contracts don't have a signed date recorded?"

Ask AI searches your contract metadata — the structured fields (dates, values, counterparty names, etc.). It does not read the full text of uploaded documents; for that, use Contract chat.

Note: Ask AI only sees contracts within the entities you have access to. If you have a scoped role, you won't receive answers about contracts outside your entity access.

Contract chat — document questions

Open any contract and click the Chat tab. You can ask questions about the specific document text, such as:

"What does the limitation of liability clause say?"
"Are there any data processing obligations?"
"What are the payment terms?"
"Does this contract include an exclusivity clause?"
"Summarise the key obligations on our side."

Contract chat reads the uploaded PDF directly, so it can answer questions that aren't covered by the structured fields.

Tip: Contract chat works best when a PDF has been uploaded. If a contract was added manually without a document, the AI can only answer based on the fields you filled in.

What the AI cannot do

It cannot give legal advice or tell you whether to sign a contract.
It cannot access contracts outside your entity permissions.
It cannot make changes to contracts — it is read-only.
It may occasionally make mistakes on complex or ambiguous contract language. Always verify important answers against the original document.

Bring Your Own Model (BYO)

By default, all AI processing uses Lumipact's Anthropic API key and runs under Lumipact's provider agreement. If your organisation has privacy or data residency requirements, you can connect your own Anthropic API key so that your contract data is processed under your own Anthropic account.

Go to Settings → AI Model to connect your key. See Settings → AI Model for details.

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