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Yes. LegalSifter meets SOC 2 compliance standards.

Yes, AI can flag missing or non-standard clauses by comparing the document against a predefined playbook or industry best practices. It helps ensure critical terms are included before signing.

Yes. LegalSifter helps organizations scale contract operations by automating contract review and providing optional services such as playbook architecture, redlining support, contract organization, and Contract Operations as a Service (COaaS).

Yes. You can easily customize our standard playbooks on your own, or work with our lawyer-led services team to tailor negotiation positions and fallback options to match your organization’s risk tolerance and business needs.

Yes. You can export both your contracts and associated data at any time.

Yes. LegalSifter Control supports integrations using standard connectors and APIs. These integrations are scoped collaboratively with your technical team to ensure they meet your specific needs.

Absolutely. Our standard playbooks are ready to use out of the box and can be customized at any time.

Yes. With Sifter Builder / Playbook Customization you can clone an existing Sifter or create a new one, upload sample language, and attach your own guidance—no coding required. The updated Sifter rolls out instantly to every future review.

No. LegalSifter Control does not currently use AI features. If you’re looking for AI-powered contract data extraction, our Contract Logix CLM platform is a better fit.

Yes. You can customize LegalSifter’s standard playbooks or build new ones based on your existing content. ReviewPro makes it easy to edit and manage playbooks, and our team also offers a managed service for organizations that want expert assistance.

No, legal AI is not a replacement for human lawyers. Instead, it serves as an assistant, handling routine tasks and providing insights that lawyers can use to make informed decisions more efficiently.

Yes. LegalSifter helps healthcare organizations manage contract compliance across regulatory frameworks including HIPAA, HITECH, JCAHO, Stark Law, and Medicare billing requirements by standardizing contract language, identifying risks, and centralizing contract management.

Yes. ReviewPro redlining playbooks written in English can effectively review, understand, and edit contracts in other languages. Our AI engine understands multiple languages and will make edits in the language the contract is written in.

Yes!

Absolutely. We often partner with in-house teams to handle overflow or support time-sensitive reviews.

No. ReviewPro automatically redlines your document based on your playbook. You can then review all redlines at once and filter them by high, medium, or low importance to simplify final review and approval.

If you do not want to have your contracts redlined we can turn that feature off and you can still use our standard issue flagging and guidance playbooks to review contracts.

Yes, the ReviewPro functionality is built specifically for the Microsoft Word application.

All of your data is maintained as part of your Contract Logix instance.

Yes, LegalSifter does not establish attorney/client relationships therefore you will need to have supervising counsel to utilize our redlining services.

Yes. Sifters are consistently improved with the help of Sifter Trainer reports and focused research and development efforts from our Data Science and Content Development teams. When we started in 2013, our Sifters were performing at F1 levels around 90%. Now they exceed 97%. We will continue to improve the performance of our Sifters as our user base grows and our technology advances.

Yes. Just like people, our Sifters make errors. Clients and team members report Sifter errors through our Sifter Trainer, a feature of both LegalSifter ReviewPro and LegalSifter Organize. Once our Content Development team confirms the accuracy of the report, we will retrain the Sifter that made the error within 5-10 business days and release the improved Sifter back into production.

 Yes. All of our products include free training through self-paced videos, tutorials, and documentation available in our 24x7x365 Online Help Center, accessible through our software.

Yes. LegalSifter supports Multi-Factor Authentication (MFA) for all organizations and users. MFA requires knowledge of your password and possession of your cell phone. Passwords must have a minimum of 15 characters, with complexity requirements enforced. Users must select a unique password up to 12 times before they may reuse an old password. Users set their own initial password before logging on for the first time. Accounts are locked after 5 consecutive failed login attempts. User accounts timeout after 30 minutes of inactivity.

Yes. Clients may enroll their organizations in Single Sign-On (SSO). You are a good candidate for SSO if you are already using an identity management system. We support a wide variety of identity providers. We support the following: Active Directory Federation Services (ADFS) Active Directory / LDAPSAML Google Workspace Microsoft Azure AD OKTA Open ID Connect PingFederate SAML / SAML 2.0 Others upon request.

Yes. LegalSifter offers unlimited free technical support from Client Support five (5) days a week from 8 a.m. to 8 p.m., Monday through Friday, Eastern Time, not including the following USA holidays: New Year’s Day, Martin Luther King Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, and Christmas. Clients and partners may reach us via chat on www.legalsifter.com, chat within LegalSifter Review, email at [email protected], or phone at +1 724-221-7438 (SIFT). LegalSifter offers emergency support on weekends and off-hours. Clients and partners may access at any time self-paced videos and documentation available in our Online Help Center.

We work across a wide range of industries and tailor our feedback to your business and contract type. Contact us if you would like to know more about the industries and agreement types we support.

Yes. All of our subscriptions include free updates for our clients. Because our software is delivered as a service in the cloud, clients receive these updates automatically. We release updates weekly. Clients can expect new and improved Sifters, playbooks, and ongoing software enhancements from LegalSifter.

Yes, advanced AI tools are trained on diverse contract types and can adjust their analysis based on the context and structure of each document type.

Yes. LegalSifter combines AI contract review with a full Contract Lifecycle Management (CLM) platform that centralizes contracts, automates workflows, and tracks key terms such as renewals, obligations, and compliance requirements.

Yes—a 14-day free trial is available for LegalSifter ReviewPro. Get Started here.

Only with your permission. We use client and partner contracts to improve the quality of our Sifters for everyone as part of our Sifter Improvement Program. With more clients, partners, and contracts, we make our Sifters more accurate, faster. Essentially, we chop contracts up into little pieces—words, phrases and sentences—and feed them to our algorithms. If you consent, we will use your contracts for Sifter research and development. Under no circumstances will your contracts be disclosed or identifiable to any third party, other than subcontractors involved in Sifter research and development. Without your consent, we will not use your contracts, other than as needed to provide technical support on your account.

No. LegalSifter Control is designed to be a simple, easy-to-use CLM solution without the complexity of configurable workflows. If you need automated, customizable workflows, we recommend exploring our Contract Logix platform.

Yes. We use advanced machine learning to keep our Sifters improving.

Yes. We use advanced NLP in our Sifters. The technology, among other things, allows our Sifters to read and understand novel language that they have never seen before. The ability of Sifters to read and understand novel language is critical in contracts, as most agreements have unique phrasing.

On average, our F1 accuracy score is 95%, with our latest Sifters at 97% or higher. These F1 scores materially outpace human performance. That doesn’t mean that the Sifters are “smarter” than people, but it does mean that a collection of Sifters is more likely to accurately classify and analyze contract concepts than a human.

When properly trained, AI can achieve high accuracy‚ often matching or exceeding human performance for specific clause detection tasks. Human oversight is still essential for nuanced legal judgment.

Playbooks can be updated in collaboration with our services team, or managed internally if you prefer. Their structured design makes updates simple and scalable.

We combine advanced artificial intelligence with human expertise to review and validate the data extracted from your contracts.

Playbooks provide the agreement-specific standards and negotiation guidance used during contract review, helping ReviewPro generate accurate, deal-appropriate redlines. ReviewPro’s redlines are generated based on the intent captured in the selected playbook.

If you’re a LegalSifter ReviewPro or Contract Logix client, contact us to schedule a consultation and see how we can streamline your CLM operations.

Easily and securely transfer your contracts to your Contract Logix instance.

Law firms use contract review software to accelerate the review process, flag legal risks, and streamline collaboration. AI tools help lawyers focus on high-value analysis while automating routine checks and comparisons.

Clients and partners may submit enhancement requests through [email protected] or directly to their assigned Growth team member. Clients and partners may also request new Sifters specifically with our Sifter Ideas form.

Our AI is trained to identify standard clauses using specific playbooks to flag deviations from company policies or regulatory requirements. It helps ensure that contracts consistently include the correct language and comply with internal and legal standards.

AI-powered contract review automatically analyzes agreements to identify risks, missing clauses, and deviations from standard negotiation positions. LegalSifter ReviewPro applies playbook-driven redlines directly in Microsoft Word so healthcare teams can complete first-pass reviews in minutes rather than hours.

Unlike other CLM providers, we go beyond software. We act as an extension of your team, offering hands-on support, expert guidance, and continuous optimization.

LegalSifter ReviewPro™ playbooks determine the core context and intent that power contract review and redlines in Microsoft Word.

The playbook you select determines:

• The agreement type being reviewed
• The business relationship it governs
• The typical risk allocation for that contract
• The positions and fallback language that should apply

ReviewPro’s redlines are powered by the intent captured in the playbook you select.

Our Sifters, or contract-specific algorithms, flag missing or risky terms included in the playbook with 95%+ accuracy. Generative AI then applies precise redlines based on your playbook, automatically adjusting language to match your negotiation positions.

Turnaround times vary by contract type and volume, but we offer expedited options for urgent needs.

AI in legal tech is used to automate repetitive tasks such as document review, legal research, and contract analysis. It can identify patterns, extract key terms, suggest clauses, and even highlight risks in legal documents, helping legal teams work faster and with greater accuracy.

AI can review a contract in minutes, whereas manual review can take hours or even days depending on complexity. This reduces turnaround time and increases team productivity significantly.

Timelines vary based on complexity, but our structured onboarding and industry expertise ensure an efficient implementation with minimal disruption.

Most clients are fully onboarded to LegalSifter Control in 90 days or less.

LegalSifter uses industry-standard security practices to ensure your data is protected. For detailed information, please contact our team.

LegalSifter has partnered with BBB and Amazon Web Services to ensure both cloud security and privacy. You can learn more as follows: 1) Please see the following pages, for more information. Cloud Security Privacy Statement California Consumer Privacy Act Notice for California Residents Amazon Web Services Cloud Security 2) Please submit your organization’s cybersecurity and privacy questionnaire to [email protected] or your LegalSifter Growth contact. We will complete it and return it to you.

Yes, reputable  contract review software providers implement strong data encryption, secure cloud infrastructure, and compliance with standards like GDPR and SOC 2 to protect sensitive legal data.

Yes. LegalSifter encrypts data at rest and in transit. Data that is encrypted at rest includes the underlying storage for database instances and its automated backups. Data at rest, which includes Read Replicas, and snapshots, as well as S3 storage buckets, and application server storage, are encrypted using the industry-standard AES-256 encryption algorithm, with keys managed by AWS Key Management Service. For data in transit, LegalSifter utilizes TLS 1.2. Communications between back-end infrastructure travel exclusively within a network where connections are whitelisted as needed.

Yes. LegalSifter has clients and partners headquartered in 17 countries around the world. Many of our clients have operations on multiple continents.

Yes. Contract Logix is hosted on Microsoft Azure and supports enterprise-grade security and compliance standards including SOC 2, HIPAA, and FISMA.

Absolutely. Cloud deployment, a low-seat “Basic” tier, and usage-based “Sift Credits” mean even a solo GC can start reviewing contracts in minutes without IT overhead, then scale up to Team and Enterprise plans as volume grows.

Yes, ReviewPro can be considered agentic AI in that it independently produces a redline based on your company’s playbook, without requiring additional input or back-and-forth during the review process.

That said, it’s a highly structured and supervised agent. It doesn’t roam freely, improvise, or apply general AI reasoning. Instead, it behaves exactly how you’d expect a well-trained second-year associate to act: follow the playbook, don’t deviate, and stay within the lines.

This deliberate design ensures consistency, transparency, and alignment with your standards—delivering the speed of agentic AI without compromising legal judgment or oversight.

Yes. Microsoft Word can open and convert PDF files. Simply open the PDF in Word and save it as a .docx file. Once converted, the document can be sifted in ReviewPro.

ReviewPro uses a combination of artificial intelligence techniques to deliver precise, reliable results:

Sifters. Sifters are contract-specific algorithms that use Machine Learning (ML) and Natural Language Processing (NLP) to identify and flag critical issues or missing terms in your contracts. Each Sifter is trained on thousands of real-world contracts, released to clients when it achieves 95+% accuracy, and continuously improved with expert feedback.

Generative AI. Generative AI automatically applies precise redlines that align exactly with your company’s established positions. We tightly control and constrain the AI, so that it operates like an attorney under strict supervision. We measure AI quality using thoroughness, accuracy, and edit fluency—consistently achieving a 95%+ accuracy rating. Together, these advanced AI technologies ensure ReviewPro delivers consistent, attorney-quality results, faster and more reliably than any other solution available.

AI-powered contract review offers faster analysis, improved accuracy, and reduced human error. It enables legal teams to identify missing clauses, spot inconsistencies, and ensure compliance with standard terms‚ saving time and lowering risk.

To use the ReviewPro Word Add-in, you’ll need an up-to-date version of Microsoft 365 (formerly Office 365) or Microsoft Word.

Essentials playbooks do not evaluate individualized business provisions such as price, scope of work, or negotiated commercial metrics.

Clients typically ask for four types of data from their documents:

• Standard Fields (“Name, rank, and serial number”) Almost every client wants key details like party names, contract dates, renewal terms, and whether the contract is fully executed.
• Legal Terms Many want to understand legal clauses such as force majeure (including epidemics), supplier indemnity, assignment rights, and liability limits.
• Business-Specific Details Clients often look for information unique to their business—like product versions, pricing, or delivery obligations tied to specific offerings.
• Exploding Fields Some contracts include large, complex tables that vary in size. These “exploding fields” can range from 4 data points to 400, making them unpredictable to extract.

In those cases, our team will separate the documents so that each file contains only one legal agreement. Once that’s done, we can extract the data.

We complement your existing team, handling tasks like workflow design, user management, and reporting so they can focus on higher-value strategic work instead of system maintenance.

A contract playbook is a structured collection of preferred positions, fallback language, and guidance for reviewing and negotiating a specific type of agreement.

A Field refers to any contract metadata, such as an address, a renewal date,  termination of convenience (yes/silent), contract title, counterparty name, etc.

LegalSifter Essentials contract playbooks are designed for speed and consistency. They focus on the provisions most likely to impact the deal, rather than covering every standard clause found in a fully customized playbook.

Unless otherwise noted, Essentials playbooks are available from either party’s perspective.

A Sifter is a piece of software trained to read text and look for a specific concept. It reads novel language, learns from experience, and improves over time. Our Sifters use machine learning (ML) and natural language processing (NLP), types of AI, along with a number of other advanced search techniques.

AI-powered contract review uses artificial intelligence like machine learning and natural language processing to analyze contracts, extract key terms, identify risks, and suggest edits‚ streamlining a process that traditionally takes hours into minutes.

Combined Intelligence means pairing artificial intelligence with human expertise. At LegalSifter, we believe an algorithm plus a person is stronger than either alone. That’s why all our products are built on a “human-in-the-loop” approach—designed to combine the speed of AI with the judgment of people. We know neither AI nor humans are perfect, so we build systems that leverage the strengths of both. That’s Combined Intelligence.

COaaS is a full-service contract management solution where LegalSifter provides the people, processes, and expertise needed to keep your CLM running smoothly so your team doesn’t have to manage it alone.

LegalSifter maintains an extensive library of over 80 standard contract playbooks built directly into ReviewPro.

Essentials Playbooks cover the most frequent types of commercial contracts and focus on the provisions most likely to impact the deal, enabling fast, consistent, agreement-specific review from day one.

Legal tech refers to the use of technology and software to provide legal services or support the legal industry. This includes tools for contract review, case management, document automation, and legal research. The goal is to improve efficiency, reduce costs, and make legal processes more accessible.

Contract review typically involves examining documents for accuracy, risks, and compliance with policies. Contract analysis goes deeper, using data to extract trends, benchmark clauses, and evaluate contract performance over time.

The Healthcare Content Package includes industry-specific templates and negotiation playbooks designed for common healthcare agreements such as Business Associate Agreements, Physician Employment Agreements, Personal Services Agreements, and vendor contracts.

Legal tech tools can reduce review times, lower external legal costs, and improve contract compliance. For in-house teams, this means faster turnaround, better risk management, and cost savings‚ often delivering a strong return on investment (ROI). For Example: If a company performs first pass reviews and redlines on 1,000 contracts per year, and each takes 2 hours, that’s 2,000 hours or one FTE per year, which equates to a fully-loaded cost of $150-200K per year. If LegalSifter ReviewPro cuts that by 90% or 1,600 hours, that’s a huge financial win, to say nothing of the efficiency, consistency, and quality gains and opportunity to deploy people against higher value work.

Look for AI accuracy, ease of use, clause training options, integration with existing tools like Word, and support for your most common contract types. Vendor security, scalability, and customer support are also critical.  Learn more about what to look for in an AI redlining solution.

ReviewPro uses industry-standard security practices to ensure your data is protected. For detailed information, please contact our team.

AI can review a wide range of contracts, including NDAs, MSAs, vendor agreements, employment contracts, and more. Tools like  LegalSifter ReviewPro offer playbooks for over 30 diverse contract types to provide reliable insights across industries.

Our standard library includes structured playbooks for many of the most common contract types, including NDAs, MSAs, SaaS agreements, and more.

The platform’s library includes 2,200 + pre-built Sifters that recognize clauses across NDAs, MSAs, SaaS and vendor agreements, employment, real-estate, government FAR/DFARS, HIPAA, and more. We are continually adding playbooks for commonly reviewed contracts.

Our system can extract data from PDFs, Word documents, and most image files. It currently does not support data extraction from Excel files, PowerPoint presentations, or email messages.

LegalSifter supports a wide range of healthcare agreements, including:

• Physician employment and provider agreements
• Business Associate Agreements (BAAs)
• Vendor and supplier agreements
• Equipment leases and services agreements
• Clinical trial and research agreements

Healthcare-specific playbooks and templates help ensure contracts reflect regulatory and operational requirements.

LegalSifter ReviewPro™ playbooks power contract review and redlines in Microsoft Word.

LegalSifter Control integrates with DocuSign and Adobe Sign.

Organizations that care about clean, accurate contract data to run efficiently, manage risk, and make better decisions.

Our out-of-the-box guidance is written by experienced attorneys who specialize in specific contract types. It’s all overseen by Ken Adams, LegalSifter’s Chief Content Officer and author of A Manual of Style for Contract Drafting. Examples of expert contributors include:

• Healthcare guidance: Written by Dan Mulholland of Horty Springer, a top health law firm.
• Software guidance: Created with help from David Tollen, author of The Tech Contracts Handbook.
• Transportation guidance: Developed by Transaction Expeditors, part of Frost Brown Todd, a leader in truckload transportation law.

Choosing the right playbook is the single biggest factor in getting accurate, deal-appropriate redlines.

Without the correct playbook, analysis may be misaligned with the contract’s structure or risk profile, resulting in:

• Redlines that do not match the deal structure
• Missing key terms
• Over-negotiation of standard provisions
• Under-flagging of critical risks

The correct playbook ensures ReviewPro evaluates the contract in the proper agreement-specific context.