Use natural language to generate metadata filters in the Archive
Turn plain language into precise metadata filters without exposing any contract data.
You can search your Archive using natural language. Instead of manually selecting metadata filters, type your question and Precisely will generate the relevant structured filters for you.
This allows you to quickly identify contracts based on key metadata without building complex filter combinations manually.
Examples
- “Show me all contracts with limitation of liability over 500k”
- “Find agreements signed last year with automatic renewal”
- “All vendor contracts expiring in the next 90 days”
Precisely translates your question into structured metadata filters and applies them to your Archive.
How it works
- Enter a question in plain language.
- AI translates your question into a structured filter configuration based on available metadata.
- The generated filters are displayed for review.
- You can modify, remove, or add filter conditions.
- Apply the filters to view matching contracts in the Archive.
All searches are executed within Precisely using your existing structured metadata.
Important to know
This feature works only with structured metadata.
It does not search within document content, PDFs, or contract titles.
For best results, ensure that your workflows capture key metadata consistently and accurately.
Security and data handling
No contract data is sent to any external AI model.
This includes:
- Contract content
- Metadata values
- Titles
- Contract parties
AI is used only to translate your question into a structured query based on your available metadata fields. The search itself is always performed within your own environment.
Enabling AI-powered filters
This feature is controlled by the general Enable AI features setting in Organization Settings, so if you have this setting on, it is already enabled.
