Question 1

How do I upload a contract?

Accepted Answer

Open your workspace, go to Upload, and choose a PDF or DOCX file (up to 10 MB). tractlyAI queues the file, extracts text, and when processing finishes you will see the contract in your list and on the dashboard. You can add more files anytime. If an upload fails, check the file type and size, then try again with a smaller export or a fresh save from your editor.

Question 2

What file formats are supported?

Accepted Answer

tractlyAI accepts PDF and Microsoft Word DOCX for each contract, up to 10 MB per file. PDFs should be text-based; scanned images may need OCR quality checks on your side before upload. If you are unsure, export to PDF from Word or your CLM and upload that copy for the most reliable text extraction across your portfolio.

Question 3

How do I create an account and first workspace?

Accepted Answer

Start from the Sign up page, enter your work email, and set a strong password. After you verify access (if required by your org), you land in a workspace you own, or you can join one you were invited to. From there, upload a contract to see extraction and the dashboard populate. You can switch workspaces later if your membership allows it.

Question 4

Is there a free plan or a trial for Pro features?

Accepted Answer

Plans and trial length are shown on the live Pricing page and in checkout. Many teams can start in a free tier and upgrade when they need higher limits, AI depth, or team features. The exact allowance for contracts, seats, and chat usage depends on the plan you select. Revisit subscription settings anytime to change plans as your needs grow.

Question 5

How long does contract processing take?

Accepted Answer

Most documents finish within seconds to about a minute, but large files, slow networks, or peak load can add delay. The UI shows processing state so you know when text and dates are ready. We target under 30 seconds in typical conditions; if something stalls, retry the upload or contact support with the contract name and time.

Question 6

What will I see on the dashboard first?

Accepted Answer

You see counts such as total contracts, items in a reminder window, and recent uploads so you can act quickly. Quick links go to upload, list views, and reminders. As data is extracted, cards and recent rows fill in. If nothing appears yet, finish your first successful upload and refresh once processing completes.

Question 7

How do I search and filter my contracts list?

Accepted Answer

Use the contracts table search to match file names, metadata, and fields your workspace exposes. Column filters and categories help you narrow large portfolios. For deeper questions, open chat on a specific contract. Save consistent naming in uploads so search stays predictable across your team and reporting.

Question 8

Can I organize contracts in folders or categories?

Accepted Answer

Yes. The Category experience lets you group documents so teams can browse by workstream, client, or internal taxonomy. You can change assignments as deals evolve. Categories complement search and reminders but do not replace your own legal filing rules—align labels with your policies so handoffs stay clear.

Question 9

What happens if I upload a non-contract by mistake?

Accepted Answer

The system may flag low-confidence extraction or a not-a-contract signal depending on the model output. You can remove the file, rename it for clarity, or re-upload a corrected copy. Keep sensitive drafts out of the workspace if they are not meant for shared analysis. Admins and owners should train users on what belongs in production workspaces.

Question 10

How do I get more help or report a product issue?

Accepted Answer

Use the in-app and website support paths your tenant publishes, and include a short description, contract id if relevant, and screenshots when safe. We prioritize outages and data-accuracy issues quickly. If you are blocked in billing, check subscription and invoices first, then open a ticket for account-specific help.

Question 11

How does chat with a document work?

Accepted Answer

You open a contract, start or resume a chat session, and ask plain-language questions. tractlyAI uses a RAG style pipeline: it pulls relevant text from the document and answers with grounded context. The UI shows the assistant’s reply; where applicable, you should check cited passages. Chat uses tokens tied to your plan, visible under Usage.

Question 12

How accurate is AI extraction and chat?

Accepted Answer

Accuracy is high on clean, text-based documents, and lower on poor scans, heavy redlines, or unusual layout. The model is assistive, not a substitute for legal review. You should always verify material dates, money, and risk clauses. When something looks off, rephrase your question, narrow to a section, or read the source text in preview.

Question 13

Do answers include citations to the document?

Accepted Answer

The product aims to keep answers tied to the underlying text so you can cross-check. Specific citation formatting can vary by release, but the intent is always traceable reasoning. You must still read the file for regulated or high-stakes work. If you do not see a direct quote, open the document viewer alongside chat.

Question 14

What technology powers tractlyAI for retrieval and LLM answers?

Accepted Answer

The stack combines document parsing, a vector data store, and hosted language models in a RAG style architecture described in the product materials. The exact model versions and infrastructure can evolve. Your tenant data is isolated in application boundaries, and you should read the Security FAQ for data handling, retention, and compliance commitments.

Question 15

Can tractlyAI give me legal advice?

Accepted Answer

No. tractlyAI is software that helps you find and reason over text faster; it does not provide legal advice, create an attorney-client relationship, or replace counsel. Use a qualified attorney for interpretation, enforcement, and negotiation. Treat AI output as informational and always verify for your specific facts, jurisdiction, and business risk.

Question 16

How do I start a new chat session for the same file?

Accepted Answer

From the contract row or detail flow, open chat and use the new-session or equivalent control. Sessions keep history and token use separate, which is useful for different workstreams. You can rename or prune old sessions to reduce clutter. If you need a full reset, an owner may also remove and re-upload, subject to your policy.

Question 17

What happens if the model refuses or is unsure?

Accepted Answer

You will see a cautious reply or a prompt to rephrase, especially when the file lacks text or the question is ambiguous. Try quoting a clause, narrowing to one topic, and uploading a clearer file. In sensitive domains, the assistant may be conservative. Escalate to a human review process when a decision is binding for your org.

Question 18

Is my chat history stored, and for how long?

Accepted Answer

Chat sessions are stored in your product database so you can return to the conversation, subject to your plan and the platform retention rules. You should not paste secrets or unredacted PII you do not want retained. Deletion and export flows follow your product admin settings and the privacy policy for your deployment.

Question 19

How do token limits and plan caps affect chat?

Accepted Answer

Usage for AI is metered. When you approach limits, the UI and Usage page explain what is left and when limits reset. Upgrade your plan, reduce session sprawl, or ask shorter, scoped questions. Owners should monitor org-wide token trends so one team does not block another during a busy month.

Question 20

Can I use tractlyAI in languages other than English?

Accepted Answer

Support depends on the documents you upload and the model you run against; many common languages are readable, but the best experience is in English and well-encoded Unicode text. Mixed-language or legacy encodings can reduce recall. Test on a few representative files, and for regulated locales, verify outcomes with a bilingual reviewer if needed.

Question 21

Is there a free plan for tractlyAI?

Accepted Answer

Yes, there is a free tier and trial variants as shown on the live pricing page, with limits on contracts, seats, and features. The goal is to let you validate value before you commit. If you outgrow the cap, you can upgrade in-app. Enterprise buyers may get custom terms through sales instead of a self-serve card checkout.

Question 22

Can I cancel my subscription at any time?

Accepted Answer

Self-serve subscriptions follow the cancellation policy shown at purchase and in your billing profile. In most cases you can cancel to stop renewal while keeping access for the time you already paid. Refunds, if any, are governed by the terms in effect when you sign up. Save your invoices for finance reconciliation.

Question 23

What is included in the Pro plan?

Accepted Answer

Pro is aimed at small and mid-sized teams that need more contracts, AI depth, and collaboration than the free tier, as listed on the pricing table for your region. The exact inclusions, such as seats, storage, and chat pools, are versioned. Compare the feature list before checkout, and re-read the matrix after product updates.

Question 24

How do I upgrade, downgrade, or change billing period?

Accepted Answer

Workspace owners and billing roles use Subscription in the app to change plans, subject to your Stripe customer state. Proration and next invoice date appear at checkout. Downgrades can affect limits, so time changes after a renewal cycle if you need to avoid disruption. If checkout fails, check the card, address, and tax id fields.

Question 25

What payment methods does tractlyAI accept?

Accepted Answer

We bill through Stripe, which generally supports major cards; enabled methods are shown in checkout for your account country. ACH or bank debit may be available in some geographies. Enterprise may invoice via purchase order. For card failures, update the payment method and allow retries before opening a support ticket for persistent declines.

Question 26

Is there an Enterprise plan and how do I contact sales?

Accepted Answer

Enterprise is for larger teams that need more governance, custom limits, or security reviews, often with an annual agreement. You can use the site contact and sales forms when published, or email the address in your order docs. A solutions conversation covers SSO, DPA, and any bespoke rollout needs before you go live with broad adoption.

Question 27

How are taxes handled on my invoice?

Accepted Answer

Where applicable, tax is calculated at purchase based on your business address, customer type, and the rules Stripe applies for the jurisdiction. Invoices in the app show line items, tax, and the Stripe receipt link. You should work with your finance team for VAT or sales tax id registration if you are reverse-charge eligible.

Question 28

What happens to my data if I stop paying or cancel?

Accepted Answer

Access to paid features and limits reverts to the then-current free tier or read-only state based on the product design and your data retention period. You should export anything you need before a downgrade window if export is available. The privacy policy and DPA, where signed, state retention, deletion, and your responsibilities as controller.

Question 29

Do you offer discounts for nonprofits or education?

Accepted Answer

We sometimes run programs for mission-driven teams; the live site or your account executive will list current offers. Bring your eligibility proof when you request a code. You should still use production contracts only where appropriate. Standard commercial pricing applies if no program matches your org type at the time of purchase.

Question 30

Where can I see invoices, receipts, and billing history?

Accepted Answer

The Transactions and Subscription areas show Stripe-linked activity for owners and financial delegates. You can also use the Stripe customer portal if enabled for your workspace. Reconcile the invoice number, period, and line items in your GL. If line items are wrong, gather screenshots and a statement before you contact support to adjust.

Question 31

How do I set contract renewal reminders?

Accepted Answer

Open the Reminders view, pick a processed contract, confirm or edit key dates, and enable reminders. You can tune lead time so emails land before a notice or auto-renew window. The system will not replace your calendar for everything, so export critical events if your team uses a central project tool as well for visibility.

Question 32

How far in advance can I be notified of a deadline?

Accepted Answer

You can typically choose lead days in line with the rule set your workspace uses, for example 30, 60, or 90 days, subject to the UI maximum. Earlier notice helps for signature chains and board approvals, but you should avoid too many nags for low-priority files. Revisit lead times as your renewal pipeline changes through the year.

Question 33

What channels deliver reminder notifications?

Accepted Answer

In-product and email are the common paths; availability depends on your product configuration. Ensure your profile email is right and that mail is not quarantined by your IT filters. You can also pair tractlyAI with a calendar import if you export an ICS. Use multiple people on large deals so a single OOO does not block action.

Question 34

What if a renewal date in tractlyAI does not match my file?

Accepted Answer

Open the file, re-read the clause, and set the right date manually in the app when supported. The AI may misread a cross-reference, odd wording, or an amendment. After you correct it, re-enable reminders. Keep an audit of changes for your legal team, especially in regulated or customer-facing accounts where accuracy is material.

Question 35

How do I pause or turn off reminders for one contract?

Accepted Answer

Use the per-contract reminder toggle and save. Some teams pause during active renegotiation so the old window does not spam. When you re-enable, pick the right lead time for the new timeline. You may also archive or delete low-value files if you no longer want noise. Remember that a paused reminder means no nudge, so set your own backstop.

Question 36

What are start dates versus end dates in reminder logic?

Accepted Answer

Some rules need both a contract start and an end or notice schedule so notice math is correct, especially in employment or long-term service deals. The UI will prompt you when a start is missing. You should read the real clause, not a summary alone, to confirm. Once dates are set, the reminder engine can align to your playbooks.

Question 37

How do I handle auto-renewal and evergreen clauses?

Accepted Answer

Mark the file as auto-renew if the text says so, and set notice periods that match the clause. Chat can help you find the sentence, but you should verify with counsel for exit windows. Missed notice on evergreen deals is a top risk, so set earlier internal reminders than the minimum. Export those dates to finance for accrual planning too.

Question 38

Do reminders work across time zones?

Accepted Answer

The platform generally stores instants in UTC and displays in your user profile or browser time zone, depending on the screen. For global teams, say which local time a notice must hit for signers. Do not skip daylight-saving checks if your deadline is calendar-sensitive. A single org-wide time policy reduces confusion on cross-border rollouts.

Question 39

Can I bulk-update reminders for many contracts?

Accepted Answer

If the product offers bulk or category-level defaults, you can set them once and refine exceptions. If not, use consistent categories and a spreadsheet of dates outside, then work through the highest-risk files first. The goal is coverage without chaos—prioritize high-liability, customer-facing, and data-processing agreements in every review cycle you run.

Question 40

What is a good process when a contract has multiple renewal types?

Accepted Answer

Split the analysis by clause: initial term, extension options, notice for non-renew, and any conditions precedent. For each, record the controlling date in tractlyAI. Use chat to list candidate sentences, but verify. Communicate a single source of truth to your sales and procurement teams so everyone acts on the same plan before legal deadlines pass.

Question 41

Where is my contract data stored?

Accepted Answer

Data is held in the cloud region and providers described in the privacy policy and, for Enterprise, your data processing addendum. The production stack uses MongoDB for app data, object storage for files, and a vector store for RAG, all within secured networks. You should not assume on-prem by default. Ask sales for a region map and subprocessors for your RFP and vendor review.

Question 42

Is my content used to train public foundation models?

Accepted Answer

We design so your confidential agreements are not used to improve general models in a way that would expose them, subject to the policy version you agreed to. Read the latest privacy and security page for the exact terms. You should still avoid pasting the most sensitive data into optional chat. Use redaction in source files when a lighter reference is enough.

Question 43

Is tractlyAI designed with GDPR in mind?

Accepted Answer

The team follows privacy-by-design and supports roles like controller, processor, and DPA for paying customers in scope. You must set your own lawful basis and retention, and you should maintain your records of processing. Data subject requests may require your admin to act with our support. We describe subprocessors, transfers, and safeguards in the legal pack.

Question 44

Who can see documents in my workspace?

Accepted Answer

Only members you invite, with the roles and permissions the product enforces, can read files. Owners can manage seats and, in some setups, see audit-style activity. You should use least privilege and remove ex-employees on their last day. Do not post credentials in support tickets, and use SSO where your IT team requires it.

Question 45

How is data protected in transit and at rest?

Accepted Answer

We use industry-standard encryption for traffic between your browser, apps, and APIs, and for stored objects and database fields as described in the security materials. You should also harden your devices, keep OS updates current, and avoid shared machines without lock screens. A chain is only as strong as the weakest end-user habit on the team that touches contracts every day.

Question 46

How do I report a potential security issue?

Accepted Answer

Send a private note to the security address published on the site with reproduction steps, scope, and impact, without disclosing the issue in public first. We triage, patch, and coordinate disclosure where appropriate. For urgent active exploitation, also notify your CISO. Never include live customer data in a bug report; use a synthetic sample with the same error behavior.

Question 47

What audit logs or export options exist for compliance teams?

Accepted Answer

Enterprise agreements may add stronger audit trails and data export, depending on the SKU. In all tiers, you should use native invoice and transaction views for financial controls. If you need SOC2 reports, ask for the latest under NDA. Map product events to your policy so internal auditors can test access reviews each quarter, not just at renewal.

Question 48

Can I delete a contract and its extracted text for good?

Accepted Answer

Admins and owners with delete rights can remove files subject to the retention rules in the product. Backups and logs may lag briefly before a hard delete window passes. You should do your own redaction in upstream systems if a file is a duplicate. If you are under a legal hold, do not delete until your counsel approves, even if a button exists.

Question 49

Is tractlyAI SOC 2 certified?

Accepted Answer

Trust reports such as SOC 2 Type II are part of the enterprise story when the company completes a cycle; ask for the current status and the report under NDA. Smaller customers still benefit from the same control baseline as we mature the program. Your vendor checklist should list subprocessor reviews, key controls, and incident playbooks, not a logo alone, for board-ready assurance.

Question 50

What should I not store in tractlyAI?

Accepted Answer

Avoid storing data you do not need, especially government IDs, unneeded health, or unencrypted secrets. Use your own classification to decide what is safe to process in SaaS. If a deal is in discovery or litigation, follow outside counsel and hold processes before you make copies in a general collaboration tool, including this product, without written approval in place first.

Question 51

What is a workspace in tractlyAI?

Accepted Answer

A workspace is a shared boundary for contracts, categories, reminders, billing, and settings for a team. Most SMBs use one. Larger orgs can split by subsidiary or function if the product model allows. Data does not flow across workspaces for normal users, which supports clean separation. Pick names that match your legal entities for audit clarity, not just marketing brands.

Question 52

How do I invite team members to my workspace?

Accepted Answer

Owners go to the Workspaces or members area, add email, and choose a role. Invites send a link the recipient accepts. You should resend with care if a message lands in spam, and you should set MFA at your email provider. Remove invitations that are not accepted after a timeout if your policy requires, and re-issue with the right address only once.

Question 53

What roles and permissions are available for members?

Accepted Answer

The product differentiates at least between owners who pay and set policy, and members with day-to-day access, with the exact list on the in-app help. Tighten who can delete or export if you are risk-sensitive. Review quarterly, especially when staff change projects. Document who approves new seats so finance and IT stay aligned and budgeted headcount matches actuals.

Question 54

How many users can I add, and is there a per-seat cost?

Accepted Answer

Seats and price come from the plan and checkout. You can add users mid-cycle on many plans; proration and invoices show under Subscription. Enterprise should request a written quote. Align procurement and security on headcount in quarterly planning so you buy the access you need without end-of-quarter overage drama.

Question 55

Can one person belong to more than one workspace?

Accepted Answer

Yes, when the product and your org allow, one person can accept multiple invites. That is common for agencies and consultants. Use a separate workspace per client or legal entity so access and e-discovery stay clean. Tune notifications so many memberships are manageable, and do not co-mingle unrelated customers in one workspace to save a seat, because that weakens confidentiality and auditability.

Question 56

How do I switch the workspace I am working in?

Accepted Answer

Use the workspace picker in the app or open the /workspace/... URL for the tenant you need. The product loads that workspace’s data and settings. If something looks off, sign out and back in; only clear local site data with support. Train new joiners on which environment matches which brand or legal entity so deals and billing go to the right place.

Question 57

What happens to data when a member is removed from the workspace?

Accepted Answer

Their access stops, but the organization usually keeps the contracts in the system unless you delete or reassign them. Run a short offboarding list: remove the person the same day, revoke any shared links, and sync with your IdP if you use SSO. The company remains responsible for the files. Avoid letting former staff rely on personal exports for ongoing work unless policy allows, because that creates shadow copies outside your control.

Question 58

Do you support single sign-on for enterprises?

Accepted Answer

Yes. Enterprise customers can use SSO with common providers where supported. Ask sales for the current list, security pack, and group-to-role mapping guidance. Apply least privilege when you map directory groups, and set reasonable session length for high-risk work like export or payment changes. SSO is not a substitute for timely deprovisioning: disable accounts in your IdP on the last day as part of a repeatable process, not a one-time hero fix.

Question 59

How should we name and govern workspaces in a holding structure?

Accepted Answer

Name a workspace to match the legal entity or P&L that owns the contracts, DPAs, and billing, and keep a one-page list of who may create, merge, or close one. On reorgs, migrate or copy data, adjust membership, and retire access before you rename, so your privacy and finance stories stay aligned with reality. Review the map after M&A, divestitures, or region changes, and update your records of processing and vendor map so audits see the same world your users see, which is table stakes for a serious program.

Question 60

Can I export or backup my contracts from a workspace before migration?

Accepted Answer

Use download and export features included in your plan, and keep copies in line with your retention and classification policy. Before a big cut, verify a sample of files and, where possible, checksums, and use a test tenant for a dry run. Keep a read-only overlap between old and new systems, line up legal and IT on timing, and document a rollback if something is missing, so you are not making irreversible changes on a tight Friday window without a net.

Frequently asked questions

Getting Started

AI & chat features

Pricing & billing

Reminders & deadlines

Security & privacy

Workspaces & teams