Clients and partners · Autessa CRM
AI contract reader
The AI contract reader in Autessa CRM fills a contract record from a signed PDF: upload it, and every field it finds is shown next to the quoted text it came from. A person ticks which fields to apply. Money and billing frequency are always left for a person to type, and anything missing says “not found — confirm”.
The problem
Typing contract terms is slow; trusting AI blindly is worse
A contract is the one document where a wrong number matters. The reader saves the typing, shows its evidence for every field, and refuses to guess the money.
What you get
- Upload a signed contract PDF; it is read on the server.
- Each field beside the quoted source text.
- Tick which fields to apply.
- Money and billing frequency are deliberately left blank to type.
- Missing values show “not found — confirm”.
- Milestones are checked against the one-time fee.
How it works
How does ai contract reader work in Autessa CRM?
- 1
Upload the PDF
On the contract.
- 2
Review side by side
Field, value, quote.
- 3
Tick and apply
Only what you approve is saved.
- 4
Type the money
Always a person’s job.
Every option
What the reader does
| Option | What it does |
|---|---|
| Reads | Dates, term, parties, renewal and notice terms, PO details, milestones and more. |
| Shows | The quoted text for each field. |
| Leaves blank | Money and billing frequency. |
| Checks | Milestones against the one-time fee. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
AI assist
How AI helps here
The contract extractor agent reads the PDF and returns fields with their quotes. Nothing is saved until a person ticks it.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about ai contract reader
Can AI read my contracts into the CRM?
Yes. Upload a signed PDF and each field appears beside its quoted source for you to approve.
Why does it not fill the amounts?
On purpose. Money and billing frequency are always typed by a person.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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