In LCM, you can upload supporting documents (master agreements, order forms, vendor addenda) directly to individual contracts. This keeps your contractual data and the documents that prove it together, in one place, audit-ready.
The same uploaded documents are the input for NEO Insights, which produces full risk assessments, market benchmarks, and negotiation playbooks from your contracts.
Where to upload
- Go to the Contracts tab.
- Click into a specific contract.
- Scroll to the document upload section at the bottom.
How to upload
- Click Upload Document.
- Drag and drop your file into the designated area, or click Browse to select it.
- Click Upload to attach it to the contract.
PDF is currently the only supported format. OCR for scanned PDFs is on the roadmap; for now, PDFs need to contain selectable text for downstream analysis to work.
What happens next
The document is attached to the contract and visible to anyone with access to the contract record and becomes available for AI analysis. You can then select one or more documents under a contract and request NEO Insights analysis. See the NEO Insights documentation for the full workflow and what the analysis covers.
What NEO Insights analyzes
A summary of what NEO can do with uploaded contracts (full detail is in the dedicated NEO Insights article):
- Identify and rank contractual risks (audit rights, liability caps, termination, IP)
- Benchmark terms against market standards
- Flag GDPR, export, and anti-bribery compliance gaps
- Extract key dates, financial commitments, and SLA terms
- Produce a negotiation playbook with prioritised actions
If you upload multiple documents (master agreement plus addenda plus order forms), NEO can analyse them collectively. This is recommended; it gives a more complete picture than any single document on its own.