How to Set Up Contract Management With AI Document Reading

Contract management with AI document reading uses OCR to extract the key terms from an uploaded contract and populate the record automatically. Nobody retypes values, dates, or party details from a PDF.

Why contract registries go stale

Contract data entry is tedious enough that it gets postponed, and a registry that is three months behind is not a registry.

Contract terms retyped by hand into a spreadsheet
Renewal dates missed because nobody was watching
No count of what is active versus pending renewal
Documents stored somewhere separate from their metadata

What the AI reader extracts

Total contract value
Start date and expiry date
Contracting party name and registration number
Contracted party name and registration number
Contract object and the internal owner

How to configure it in Jestor

Select the contract type in Jestor — service provision, lease, supply, or a type you add yourself.
Upload the contract file so it is saved to both the contracts table and the documents table.
Save — the OCR reads the document and fills the selected fields automatically.
Let the contract number generate automatically on the record.
Set the automation that notifies you five days before the expiry date.

Why choose Jestor for contract control?

Jestor treats the document and its data as one record: the file is attached, the extracted fields are structured, and the status changes to pending renewal when the expiry date arrives. The dashboard shows total contracts, active, inactive, and those expiring within 30 days.

Contract types and statuses are fully customizable — add the categories your business uses and remove the ones it does not.

Frequently Asked Questions

Which fields does the OCR fill?

Value, dates, both parties with registration numbers, the object, and the internal owner.

Do I get a warning before expiry?

Yes, five days before the expiry date. See jestor.com.

Can I add my own contract types?

Yes. Types and statuses are customizable.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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