How to streamline your contract analysis with Robin AI

Reports Learning Path

1. ‍Getting Started
   ‍Run your first Report  |  Run a report on your stored contracts‍
2. Review & Verify
   ‍Verify insights using citations  |  Understanding N/A Responses‍
3. Customize & Refine
   Customize report templates  |  Prompt writing tips  |  Leverage answer types and answer previews

Introduction

Contract review is often a fragmented, time-consuming process—especially when teams rely on multiple tools to find, analyze, and act on key contract terms. Robin AI Reports transforms this experience, enabling a seamless, end-to-end workflow within a single platform. Here’s how it works.

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Step 1: Locate the Right Contracts

Before analysis begins, you need quick access to the right contracts. With Robin AI, you can retrieve and select contracts directly within the platform—whether you’re reviewing vendor agreements, NDAs, or M&A contracts. No need to manually sift through files—everything is structured and accessible.

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How to Locate Contracts:

• Access the Robin AI platform and navigate to your document library.
• Use a text-based search to find contracts by company name or keywords. Alternatively, leverage label search such as for Contract Type and Group to filter to a specific set of documents.
• Select the relevant contracts for your review.

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Example: You need to assess risk across a batch of vendor agreements. Instead of searching across multiple locations, simply find the contracts inside Robin AI and select them for review.

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Step 2: Run a Tailored Report

Once you have your contracts, Robin AI Reports helps you analyze them at scale. Choose from our range of pre-built templates—or customize a report based on your needs. Each report is structured to extract the most relevant insights, allowing legal teams to focus on strategic decision-making rather than manual document review.

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How to Run a Report:

• Click Start Report and select the contracts you want to analyze.
• Name your report and choose from a template or create one from scratch.
• Customize the report by adding questions, selecting answer formats (e.g., multiple-choice risk ratings or summary responses), and defining criteria for each response.
• Set sharing and permissions, select the report format (Word/Excel), and choose whether to include citations.
• Click Run Report to generate insights in minutes.

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Example: Running a Vendor Risk Assessment report helps identify key terms like termination rights, confidentiality obligations, and indemnities across all selected contracts.

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Step 3: Review and Verify AI-Powered Insights

Robin AI Reports provides clear, structured results within the platform, allowing you to review key insights efficiently.

We believe AI is most powerful when paired with human expertise—which is why every answer includes clickable citations that link directly to the source within your contract. This ensures complete transparency, allowing legal teams to verify AI-generated outputs and gain confidence in their findings.

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How to Review and Verify Insights:

• Open the completed report within the Robin AI platform.
• Review the structured answers presented in your chosen format.
• Click on citations to see exactly where Robin AI found the information.
• Cross-check AI-generated insights with the original contract text.

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Example: If the report flags a high-risk indemnity clause, you can instantly click through to the exact section of the contract for verification.

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Step 4: Take Action Within the Platform

Contract review isn’t just about identifying risks—it’s about acting on them. Robin AI enables seamless next steps, helping teams move from review to resolution in one workflow.

With the Legal AI Assistant, you can:

• Summarize key clauses (e.g., generate a high-level email overview of warranties in a contract)
• Draft communications (e.g., a termination notice based on report findings)
• Refine contract language for negotiation

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How to Take Action:

• Open the original contract directly from the report.
• Use Legal AI Assistant to ask follow-up questions, such as summarizing a specific clause.
• Generate automated documents like a termination notice or a contract revision.
• Copy, export, or send the generated output for further collaboration.

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Example: If a contract requires immediate action, such as notifying a vendor of a termination clause, Robin AI can help generate a termination notice instantly—saving hours of manual drafting.

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Unlocking a Complete Contract Review Workflow

Robin AI Reports isn’t just about extracting insights—it’s about enabling legal teams to operate more efficiently, accurately, and collaboratively. By centralizing contract storage, AI-driven analysis, and document actions within a single platform, Robin AI empowers teams to:

• Reduce manual review time
• Increase visibility across contract portfolios
• Improve accuracy with AI + human verification
• Take action without switching between tools