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Contract search

Spend less time hunting for agreements and answers

Zefort brings contracts and related documents together in one secure system, helping your team easily find and use information across agreements.

Contract search
The challenge

Finding the contract is only part of finding the answer

Contracts are often scattered across teams, folders, and systems. Even when they’re stored together, comparing terms can still mean reading agreements one by one. Every new question adds another round of manual work.

Contracts are scattered across teams

Different teams keep agreements in their own folders and systems. Finding a contract starts with figuring out where to look and who to ask.

You know the question, not the filename

You need to know which contracts contain a particular clause or term. Finding one document doesn’t answer a question that spans many contracts.

Contract knowledge depends on people

Knowing which terms matter often rests with a few colleagues. When they leave or change roles, others have to piece that knowledge together.

How Zefort helps

Get to the details that answer your question

Search contract text, investigate questions with Zefort Agent, or use Playbooks to check agreements against your organization’s requirements. Review the findings against the original wording before you act.
01 / Search

Search contract text and narrow the results

Start with a keyword, phrase, or supplier name you remember. Zefort searches inside the documents themselves, including scanned PDFs processed with OCR, so you don’t need to know the filename first.

Use contract metadata to narrow the results by counterparty, status, or contract type. If your team needs the same view regularly, save the search for next time.

Contract search
02 / Investigate

Ask a question across several agreements

Zefort Agent searches across contracts, metadata, and related information you have permission to access. Ask it to investigate a question, review agreements, and prepare findings and recommendations.

It can also propose updates to contract details, tasks, and reminders. Your team reviews and approves changes before they are applied.

Zefort Agent
03 / Assess

Apply the same review standards across contracts

Zefort Playbooks uses configurable rules to assess agreements against your organization’s policies and requirements. Define criteria for terms such as payment periods or governing law and apply the same checks across your contracts.

View the results together to see which agreements meet your criteria, which deviate, and where the outcome is unclear. This helps your team focus on exceptions and questions that need closer review.

Zefort Playbooks
04 / Verify

Check the wording behind the findings

Review findings from search, Zefort Agent, or Playbooks against the source agreement. Zefort’s document search highlights matching text so you can locate relevant wording and read it in context.

Contract search
Customer story

How Banijay Finland finds its contracts

Banijay Finland’s finance and legal teams previously had to ask colleagues where contracts were kept. When the company chose a new contract management system, being able to find agreements using keywords and AI-assisted metadata was an important part of the decision.

Read Banijay's story
Banijay Finland
TRUSTED BY

Turn contract questions into informed decisions

See how Zefort helps you investigate terms across agreements, compare them against your requirements, and verify findings in the original contract text.

Toleen Zefort
FAQs

Frequently asked questions

Yes. Zefort uses optical character recognition (OCR) to make text in uploaded scanned PDFs and images searchable. Clear, legible scans help produce better results; text that OCR cannot recognize may not appear in searches.

Contract search works on documents added to Zefort. You can upload files and folders, send contracts and attachments by email, or bring them in through an API integration. Files remaining only in your existing folders are outside that search scope.

Search helps you find specific wording and narrow results using contract details. You can then use those filter criteria to set up search automations that notify your team or update contract data when agreements match. Zefort Agent investigates questions across contracts and prepares findings and proposed actions for your review. Playbooks applies configurable rules to assess agreements against your organization’s policies and requirements.

No. Access to contracts is governed by permissions. Zefort Agent also respects those access rights: if a user cannot access a contract in Zefort, the agent cannot use it to answer their questions.

AI Chat answers questions about selected documents within an individual contract, including attachments, and can provide quotations from the source text. Zefort Agent works across contracts, binders, and metadata in your workspace. It can prepare recommendations and propose changes for you to review before applying them.