Intelligent agreement management with Zoho Sign's AI features

Zoho Sign's AI features
Dear readers,

A grave offense has occurred… one that has left productivity in ruins.

The scene: David, a finance executive at Zylker Corporation, finds himself hopelessly entangled in trying to understand an important contract. He knows his numbers, but legal clauses? They might as well be Greek and Latin. With a growing to-do list quietly tugging at his sleeve, David needs a way out of this contract-astrophe, and FAST.

The suspects: Oh, they are a cunning lot. Ambiguities lurking in the margins, missing clauses playing a sly game of hide-and-seek, risks and deadlines buried so deep that they're nearly impossible to spot, and legal language that could make anyone's head spin.

The rescue: Not every detective wears a trench coat or carries a magnifying glass. This time, help comes in the form of Zoho Sign's integration with OpenAI's ChatGPT, a sharp-eyed AI assistant that helps you spot gaps, flag risks, and keep the paperwork moving. With it on the case, David can make the right calls, sip his coffee in peace and heave a sigh of relief.

Now, let's break down the features that make this integration a real lifesaver.

1. Identify obligations before they catch you off guard

Who's got the patience to look for every must, shall, and hereby agrees in an agreement? This feature acts like your built-in checklist maker, scanning the document and spotlighting every clause that just can't be ignored—deadlines, payment terms, confidentiality rules, because it's way better to know your "have-tos" now than to meet them later as surprise "oh-nos."


2. Catch the clauses you didn't know you missed 

Ever read a contract and get that "hmm something's missing" feeling? Maybe a clause slipped through, or the wording could be sharper. Mistakes happen, it's only human. That's where the AI assistant steps in, spotting common NDA clauses (and other essentials) that might be missing, so you don't have to stress over it.

All you have to do is drop a comment in the document, "please add clause XYZ", and the sender gets notified instantly. They can review, respond, and update the document as needed. It's like having a smart second pair of eyes whispering "Hey, don't forget this!” while you focus on getting things signed.


3. Dodge trouble before it strikes by identifying potential risks

Contracts can be tricky to understand. One ambiguous clause or confusing sentence and suddenly you're looking at a potential legal or financial risk. This feature works as your risk radar—it helps you scan the document for anything that could cause trouble, from ambiguities to compliance issues.

If something doesn't feel right, simply pause or even decline signing. Comments you leave automatically notify the sender, so potential issues are flagged and addressed as soon as possible. It's your safety net keeping you covered, and in control.


4. Extract Metadata: Get the who, what, and when instantly

You just received a long contract and need to quickly figure out who's involved, the key dates, the terms, and the jurisdiction. Instead of squinting through pages of fine print, all the important details are neatly organized, giving you an instant snapshot of the document. It makes reviewing, referencing, and acting on the contract much quicker and far less stressful.


5. Ask AI: Your crystal ball for document queries

You're halfway through a meeting when someone asks, "Where does this contract talk about data privacy?" Instead of frantically skimming pages like you're cramming for a surprise test, just ask AI. Type your question and get a clear, instant answer drawn straight from the document, so you can focus on the facts that matter.


6. Milestones on track, stress off track

When deadlines pile up and contract obligations seem to be sneaking up from every angle, even the most organized minds can get overwhelmed. That's where the Milestone Summary swoops in, pulling out all the key milestones, deadlines, and action items so you know exactly what needs attention and when. Say goodbye to sticky notes, scattered reminders, or frantic last-minute checks, this feature gives you a clear roadmap that keeps you on top of every important date.


7. Baffled by legal jargon? Get the gist in layman's terms

Legal contracts can feel like trying to read foreign novels with long sentences, confusing terms, and crucial clauses hiding where you least expect them. Our AI assistant cuts through the clutter to help you digest dense contracts with clear, bite-sized summaries that get straight to the point.

It can handle huge documents, up to 12,000 characters, and boils them down into a quick, easy-to-read summary highlighting all the critical clauses and must-know details before you hit "sign."

Zoho Sign's AI assistant doesn't just work, it helps you handle agreements more intelligently, simplifies decision-making, and takes the stress out of the process. Give it a try and see how quick and easy signing on the dotted line can be.

Note: The tool works only with the content of your document. No data is pulled from other sources, and none of it is ever used for training or shared with third parties. That way, your sensitive information stays private, giving you confidence that your agreements are handled securely at every step.

Disclaimer: The information provided by the AI assistant is for general informational purposes only and shall not be construed as legal, regulatory, or any other form of professional advice. Zoho Sign disclaims any liability for any error in the information provided herein. We recommend that you consult your legal counsel for any questions that you may have in this regard.

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