eBrevia Update: New Look and Features

You asked, we delivered.

eBrevia is happy to introduce its newest update, with a more intuitive and robust contract review platform powered by the same AI technology you already trust. We streamlined the contract review process and loaded the new design with features that enhance your experience, provide deep insights and save you time.     

 

Understand Review Requirements Before Opening a Single Contract

Language and Contract Type Detection

eBrevia now identifies and labels either the type of contracts uploaded to your projects or the non-English language in which they are written. 

Screen_Shot_2018-01-03_at_10.57.31_AM__Language_Type_List_.png

If you are working with team members to review contracts, this feature allows you to properly assign contracts before opening them (more on improvements to assigning contracts below). We expanded our filtering options to include language and contract type so you can quickly identify contracts requiring review by specialists.

Screen_Shot_2018-01-03_at_11.03.53_AM__Language_Type_Filter_.png

Supported Contract Types

The following contract types are automatically identified by eBrevia:

eBrevia’s AI has been trained to identify contract types on English contracts. If you would like to keep track of contract types for foreign language contracts, we recommend creating and applying manual tags to the relevant contracts.

Supported Languages

eBrevia recognizes 196 languages, including Spanish, French, German, Italian, Russian, Chinese (simplified and traditional), Japanese, Korean, Thai, Hebrew and Arabic. If a contract contains text in multiple languages, eBrevia will identify the first language in the contract.  

To activate language identification for a given project, you must select the languages you would like the system to analyze before you upload contracts to the project. The system will only identify the languages you select at the outset. We recommend limiting your selection to the languages you expect to be present in the project. This allows us to continue to deliver quick upload speeds and reliable OCR results. If you upload a foreign language contract and the underlying language was not selected, the system will indicate that the contract is a poor quality scan.

eBrevia's pre-trained provisions have been trained to identify key text from contracts drafted in English. If you have foreign contracts in your projects, you have a few options for the review process. If the contracts are in Spanish, Portuguese, French or Chinese (simplified and traditional), you can leverage eBrevia's Bespoke training tools to teach the system to identify key provisions in each language. Alternatively, you can highlight the text in the source document and add it with a single click to the document notes. This feature will also work with contracts in Russian. For all other languages, you can manually add notes. 

Impact on Current Projects

Language and contract type detection will apply to all newly uploaded contracts. It will not automatically apply to contracts that were uploaded before this release. If you are interested in gaining language and contract type insights for these contracts, please contact us at support@ebrevia.com.

 

Workflow: Managing Projects and Reviewing Contracts Just Got Easier

Assign Contracts; Work Smarter

eBrevia now allows team members managing a review project to assign documents and track the progress of individual team members. Documents can be assigned from the List View or the Analysis View.

To assign contracts from the List View:

  1. Select the contracts you would like to assign from the list view and select Assign from the toolbar.Screen_Shot_2018-01-03_at_9.14.33_AM.png
  2. A popup will appear. Select the team member responsible for reviewing the selected documents. Screen_Shot_2018-01-03_at_9.16.06_AM.png

The documents will automatically be assigned to that individual.

Screen_Shot_2018-01-03_at_11.07.25_AM__Assigned_List_.png

To assign a contract from the Analysis View:

  1. Select the edit tool next to "Assignee" in the contract Summary.Screen_Shot_2018-01-03_at_9.36.29_AM.png
  2. A popup will appear. Select the team member responsible for reviewing the contract. [NEED SCREENSHOT ONCE WORKING]

Our new assignment feature is more than a tag. Each team member has a quick link to the contracts they are responsible for reviewing. Selecting My Files will take you to the contracts you are assigned to review, allowing you to start and focus on your part of the project immediately.

Screen_Shot_2018-01-03_at_9.44.39_AM.png

Our Dashboard now provides meaningful insights on individual progress. Previously, the Dashboard tracked progress based on the last user that worked in a contract (“assigning” the contract to that user). We wanted to provide greater vision into each user’s progress, which the Dashboard now tracks based on user assignments. This will allow you to view how many assigned contracts each team member has completed and how many still require review by individual team members. 

Find Critical Contracts Fast

eBrevia now allows you to pinpoint contracts in rich data sets quickly with new options to filter by assignee, language and contract type. We eliminated the filtering pop-up to provide a simplified filtering experience. You can find the filter categories by selecting the filter icon in the top toolbar. Select the appropriate filter(s) for real-time results.

Add-Filters-_New_.gif

You can easily delete a single filter or all filters. To delete a single filter, select the “x” next to the filter name in the search box.

Screen_Shot_2018-01-03_at_11.10.07_AM__Individual_Filter_Delete_.png

To delete all filters, select the “x” next to the filter icon.

Screen_Shot_2018-01-03_at_11.11.19_AM__Filter_Mutli_Delete_.png

The way we filter has not changed. When you add two or more filters from a single category, you are broadening the results. When you add a filter from a new category, you are narrowing the results. For Example: You have a project with three Spanish contracts and four French contracts. You have finished reviewing all of the Spanish contracts and one French contract. If you add a filter to identify Spanish contracts, you will see a list of three contracts. If you then add a French filter, you will see a larger list of seven contracts (all Spanish and all French contracts). If you then add a Complete status filter, you will see a smaller list of four contracts (the three completed Spanish contracts and the single completed French contract).

Review Contracts without Guesswork

Based on user input, eBrevia’s engineers have been adding new features throughout the year. In fact, we added so many features that we needed to rethink the design of the Analysis View to maintain an intuitive workflow. In our humble opinion, reviewing contracts has never been easier. 

When you open up a contract, you will find document viewing and searching tools on the left-hand side. A summary of insights and extracted provisions are on the right-hand side, as well as the tools that help you review and finalize the extracted text.

Screen_Shot_2018-01-03_at_1.31.00_PM__analysis_view_annotated_new_.png

If you would like to search the text of the contract, we recommend using the search tool in the upper left-hand corner of the contract. This will search the full text of the contract. Screen_Shot_2017-12-29_at_6.34.52_PM.png 
If you would like to search extracted text, you can do so using Control+or Command+F

The toolbar above the Summary and extracted provisions contains the following tools:

Index: Use the index to view the number of provisions found in the contract and jump to extracted text by clicking on the provision name. A provision listed in bold in the index means that there is extracted text related to that provision.

Screen_Shot_2017-12-22_at_7.53.06_PM__Index_.png

Export: Export your work to Word or Excel.

Undo/Redo: Undo or redo additions, edits or deletions.

Save: Save your work. eBrevia automatically saves changes periodically. When your work has been saved, “File Saved” will display instead of “Save”.

Status: Update the status of your work.

Screen_Shot_2017-12-22_at_7.55.43_PM__Status_.png

Previous/Next Arrows: Jump to the previous or next document.

The Summary tab provides important contract information, including the language of the contract (if it is not an English contract), the contract type, tags applied by users, the assignee responsible for the contract, when the contract was last modified and the provision set. The Summary tab can be expanded and altered at any time during the review process so you can easily add tags or modify contract details.

Screen_Shot_2017-12-30_at_7.10.53_PM__Summary_.png

We collapse extracted provision text in the Analysis View by default so you can quickly scroll through extracted text. You can mass expand or collapse extracted text by toggling between “Expand Provisions” and “Collapse Provisions” beneath the Summary tab.

Expand_Collapse-Provisions-_New_.gif

You an also expand or collapse individual provisions by selecting the arrow at the end of the extracted text. 

Screen_Shot_2017-12-30_at_7.14.44_PM.png

We added breadcrumb navigation at the document level so you can navigate back to the folder containing the document or a parent folder.

Screen_Shot_2018-01-03_at_1.46.20_PM.png

If you arrive at a document from a filtered list, All Files or My Files, you have the option of returning to that list.

Screen_Shot_2018-01-03_at_1.47.16_PM.png 

Small Edits. Big Impact.

Add Files and Folders from the List View

We know organization is important when you are reviewing contracts. With this in mind, we moved the “Add Folder” and “Add Files” tools to the top of the folder navigation pane in the list view. 

Screen_Shot_2018-01-03_at_1.49.27_PM__Add_Folder_Files_.png

Updated Tags

Our tagging feature has a fresh new look, including new tag colors. Create, edit and assign tags from one location. To create a tag, select a document from the List View and click on the tag icon. Next select a tag color, name the new tag in the blank field and press enter or return. To apply the tag to the selected document, check the box next to the tag. 

Screen_Shot_2018-01-03_at_1.54.18_PM__Tag_List_View_.png

Tags can also be applied from the Analysis View. To add a tag or edit an existing tag in the Analysis View, select the edit tool next to “Tags” in the document Summary and follow the steps above.

Screen_Shot_2017-12-30_at_7.16.20_PM.png