Contract title
Find the contract title or document type.
Contract summary extraction template
Turn agreements into a structured first-pass review table.
What this template is for
Legal and operations teams often need a quick overview of several agreements before detailed review. This template creates a working summary, not legal advice.
How to use the template
Upload contract PDFs, DOCX drafts, schedules, or amendment text, choose the Contract summary template, and review one row per primary contract by default. Related attachments can stay with it.
The demo uses sample data. You will see how primary sources become rows by default, how related attachments can stay with them, how a template prepares columns, and how to review the result before export.
Legal, compliance, HR
Columns prepared by the template
The Contract summaries template prepares columns such as Contract title, Parties, Effective date, Term, Payment terms. You can adjust the fields or add custom questions.
Contract titlePartiesEffective dateTermPayment termsKey obligationsTermination rightsGoverning law
Customization
Start from the template, then adjust it
After sign-in, copy the template to your own templates, rename columns, adjust instructions, and add custom questions. Test it on a few typical sources before using it repeatedly.
Prompts
Example column instructions
Each output column has its own instruction. The examples below are shortened, but they come from the actual built-in template.
Parties
Extract the contracting parties.
Effective date
Find the effective date and normalize it to YYYY-MM-DD when safe.
Inputs
Typical input sources
The template works well for adding several similar documents or text sources in a batch. Each primary source becomes one table row by default, and related attachments can stay with it.
- service-agreement.pdf
- equipment-lease.pdf
- contract-amendment.pdf
Output sample
What the processed table can look like
The sample values are synthetic. Always check important values against the original source.
| Source | Contract title | Parties | Effective date | Term | Payment terms |
|---|---|---|---|---|---|
| service-agreement.pdf | service package | stated in source | 2026-06-14 | stated in source | stated in source |
| equipment-lease.pdf | equipment supply | value to verify | 2026-06-21 | value to verify | value to verify |
| contract-amendment.pdf | review overview | fill after review | 2026-07-02 | fill after review | fill after review |
Use case
Related use case
FAQ
Template FAQ
What is the Contract summaries template for?
It is a starting setup for processing similar documents or text sources into a table. Rowvia prepares one row per primary source by default, keeps related attachments with it when useful, and creates columns based on this template.
Can I add custom columns?
Yes. The template is only a starting point. You can edit, remove, or add columns with your own questions for the fields you need.
Which data does the template usually extract?
Typical fields include Contract title, Parties, Effective date, Term. Important values should be checked against the original source before use.
Does the template replace expert review?
No. The output is a working table for review and export. Accounting, legal, insurance, public-sector, or technical decisions still require checking important values in the original document.
Use this template
Open the app, run the demo, or review the workflow this template supports.