Contract Summary

Step-by-step guide for Real Estate users using Contract Summary.

Live Requires Standard plan or higher · Agent role

Industry: Real Estate — this app appears only on tenants provisioned for that vertical.

Summarize contracts and highlight risks.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

Contract text (required) — textarea field in the workspace
Focus (optional) — multiselect field in the workspace
Detail level (optional) — radio field in the workspace

Primary action button: Generate summary

Workspace overview

Example workspace for Contract Summary with labeled fields — Mock workspace for **Contract Summary** — rich controls (dates, selects, sliders), guided steps, and field labels match the live app UI (May 2026).

Before you start

Log in as a user on your company tenant (admins set up BYOK separately).
Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
Verify your plan includes Standard apps — disabled apps show the plan required to unlock them.

Step-by-step

Open the app — In the workspace sidebar, select Contract Summary under Industry apps.
Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
Use file history — Under File history, select a saved file and click Load file to populate your text field.
Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
Complete additional inputs — In Workspace, fill Focus, Detail level before you run.
Enter Contract text — In Workspace, add content to Contract text (paste text or load from upload).
Run the app — Click Generate summary. Review the Result section and download if needed.
Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Contract text

PURCHASE AGREEMENT — Buyer: Lee Family Trust. Seller: Oak Street Holdings. Closing date: 8/30/2026. Earnest money: per addendum. Inspection contingency: 10 days.

Paste policy, contract, or report text — or use Upload document / Load file to fill this field.

Focus

coverage limits, exclusions, renewal date, and action items

Tell the AI what sections or risks to emphasize in the summary.

Detail level

Standard

Brief for quick scan; Detailed for file notes.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

Summarize for a client email in plain language (no legalese).
List only deadlines, dollar amounts, and party names found in the text.
Highlight exclusions and risks you should double-check.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (summary)

Overview: 2–3 sentences on document type and parties
Key terms: Coverage limits, dates, amounts you provided
Risks / gaps: Exclusions or missing data called out explicitly
Next steps: What a human should verify before client use

Tips

Keep prompts specific: include dates, names, and constraints for better drafts.
Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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