comments-question-checkDiscuss with an Agreement

Ask your questions, extract clauses and get clear explanations directly from your agreements.

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What does “chat with an Agreement” mean?

When you “chat” with an Agreement in Formality, you use our contextual AI Assistant to:

  • Read the entire document for you, even if it spans dozens or hundreds of pages

  • Instantly find a specific clause or section

  • Explain legal jargon in clear and simple language

  • Summarize the content of one or more documents contained in the Agreement envelope (main contract, annexes, amendments, etc.)

Instead of manually scanning a PDF, you can simply ask:

“What is the termination clause in this lease?” or “Summarize the supplier’s service level obligations.”


How does it work?

1

Open an Agreement in Formality

From your contract library, click the "View" button of the Agreement you want to analyze.

2

Click the Assistant button

A side panel will open.

3

Type your question in natural language

Make sure the option "Chat with: [Agreement Name]" is enabled to contextualize the Assistant’s responses.

The Assistant will:

  • Search the full text of the documents

  • Highlight the relevant section(s)

  • Provide a direct quote, a summary, or an explanation depending on your request

4

Explore the sources of the Assistant’s answer

Each Assistant response is linked to its source so you can verify it:

  • Direct links to the exact location in the document

  • Clause headings indicating the title and section number

  • Document names specifying whether the information comes from the main contract or an attachment

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When to use it?

  • Before signing Check key clauses of a lease or a maintenance contract in seconds, without having to reread the entire document

  • During a renegotiation or renewal Directly access the supplier’s obligations (response times, late penalties, rent indexing…) so you arrive prepared at the negotiation table

  • To answer an internal question An Asset Manager can quickly confirm the term of a lease or the exit conditions of an energy contract, without consulting the legal team

  • In the event of an audit or inspection Immediately find the proof of insurance or an asset’s regulatory obligations, and share the verifiable source

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