Assistant: find answers to your contractual questions

Access key information from your contracts in seconds, directly from the platform or your daily work tools.

Where to find the Assistant?

• In the Formality platform : always at the top right of your screen. It is available in full screen or as a sidebar so you can stay in your workflow.

• In Slack or Microsoft Teams : query your documents without leaving your team conversations.

---

Contextualized or Global Assistant

• Contextualized : enable the button from an Agreement record to ask questions directly related to that document.

• Global : use it without a specific context to search across all your agreements and Entities.

---

Language and jargon comprehension

The Assistant always responds in the language you have set in your personal settings. This allows you to:

• dig into a document written in English while you work in French,

• get a clear explanation of a complex legal or technical jargon without wasting time.

---

History and reliability

• A exchange history is available to retrieve your past searches.

• To ensure reliable and up-to-date answers, you cannot continue an expired conversation : each new search starts from scratch with the most recent documents.

---

Sources always cited

Each answer includes:

• the original document,

• theexact excerpt of the relevant passage.

This allows you to immediately verify the information, for example a renewal clause in a commercial lease or a late penalty in a maintenance contract.

---

Typical use cases in real estate and infrastructure

• Check the renewal timelines of a lease without reading the entire contract.

• Identify the applicable penalties in case of a service provider's late payment.

• Quickly understand the maintenance obligations of a building or a technical site, even if they are written in legal English.

---

In summary

The Formality Assistant gives you instant, multilingual and reliable access to your contracts and documents. Whether you are in the platform, Slack or Teams, you always remain in control to act quickly and with confidence.

---

Related articles

• Teams Integration

• Slack Integration

• Views, Assistant, Search: when to use which?