Creating Smart Filters

Smart Filters let you extract any data point from your contracts using AI. Just describe what you need in plain English, and DealView will automatically extract that information from every contract you upload.

What are Smart Filters?

Unlike standard filters that work with pre-defined fields, Smart Filters use AI to extract custom data points that matter to your business. For example:

• Real Estate: "Price per Square Foot", "Lease Term", "CAM Charges"
• Agency/SOW: "Project Budget", "Number of Deliverables", "Milestone Dates"
• Healthcare: "Breach Notification Period", "PHI Handling Requirements"
• Finance: "Interest Rate", "Collateral Requirements", "Payment Schedule"

Creating Your First Smart Filter

Step 1: Open Filter Settings

Navigate to Settings → Workspace → Filters and click Create Smart Filter.

Step 2: Name Your Filter

Give your filter a descriptive name that your team will recognize, like "Price per Square Foot" or "Project Budget".

Step 3: Write Your Extraction Prompt

Describe what you want to extract in plain English. Be specific about:

• What to look for
• Where it might appear
• What format to return

Good Extraction Prompts

Step 4: Choose the Filter Type

Select how users will interact with this filter:

Step 5: Preview and Test

Before saving, test your filter on 5 sample contracts. Check that:

• Values are being extracted correctly
• Confidence scores are above 70%
• "Not Found" results make sense (the value genuinely doesn't exist)

Step 6: Save and Backfill

Click Save & Backfill to:

1. Save your filter definition
2. Extract values from all existing contracts
3. Make the filter available in your sidebar

Industry Templates

DealView includes pre-configured Smart Filters for common industries:

• Healthcare: HIPAA compliance, BAA terms, breach notification
• Financial Services: Regulatory compliance, audit rights, data retention
• Real Estate: Lease terms, renewal options, property details
• Professional Services: Scope of work, deliverables, payment terms
• Manufacturing: Supply terms, quality standards, warranty periods
• Technology: IP ownership, SLA terms, data handling
• Education: FERPA compliance, student data, funding terms
• General Business: Standard contract terms across industries

Apply a template from Settings → Workspace → Filters to instantly enable relevant Smart Filters for your industry.

Best Practices

Writing Effective Prompts

1. Be specific: "What is the monthly base rent amount?" vs "What's the rent?"
2. Include context: "In this software license agreement, what is the annual license fee?"
3. Specify format: "What is the contract term in months?" vs "What's the term?"

Managing Smart Filters

• Pin important filters to show them first in the sidebar
• Rename filters to match your team's terminology
• Disable unused filters to reduce clutter
• Review confidence scores periodically to improve prompts

Troubleshooting

Low Confidence Scores

If extractions have low confidence (<70%):

• Make your prompt more specific
• Add context about where the value typically appears
• Check if the value exists in your contracts at all

Inconsistent Results

If different contracts return inconsistent formats:

• Specify the exact format you expect ("Answer with a number only")
• Use the Preview feature to test on diverse contracts
• Consider using Yes/No type for presence checks

Values Not Found

"Not Found" means the AI couldn't locate the requested information. This is expected when:

• The clause doesn't exist in that contract type
• The information is in an image or poorly scanned section
• The value is expressed differently than your prompt expects