Getting Started

Create your account

1. Visit contractrabbit.com and click Sign Up
2. Enter your email and create a password, or sign in with Google or Microsoft
3. You'll land on your Dashboard — your home base for everything in ContractRabbit

Signing in with Google or Microsoft authenticates your user account. Workspace access is separate: you need an invite, an approved access request, a verified-domain policy, or an enterprise-provisioned membership to access a team workspace. For Microsoft work accounts, ContractRabbit can use the Microsoft sign-in path without requiring full Enterprise Entra ID directory sync.

Enterprise customers can use Microsoft Entra ID with SAML SSO and SCIM provisioning. See Identity and onboarding.

Upload your first document

1. Navigate to Documents in the left sidebar
2. Drag and drop a PDF or Word document onto the upload area, or click to browse
3. ContractRabbit will automatically process the document — extracting text, identifying clauses, and pulling out key attributes like parties, dates, and monetary values

Processing typically takes a few seconds. Once complete, you'll see the document in your document list with its extracted metadata.

Review the document

Click on any document to open the Review tab, where you can:

• Read through the clause-structured document
• View extracted attributes and metadata
• Compare versions if you upload revisions

Ask the Agent a question

Open Workspace from the left sidebar, or open the standalone Agent, and try a question like:

• "Summarize the key terms of this agreement"
• "What is the termination clause?"
• "Review this document for issues"

The Agent has full context of your selected document and can reference your entire corpus for comparative analysis.

Use the Workspace

The Workspace is the fastest way to work with documents and the Agent together:

1. Open Workspace in the left sidebar
2. Select a file from the Explorer
3. Review it in the Viewer while asking questions in the Agent panel
4. Keep reports, comparisons, and document tabs open as you work

Organize into a Matter

1. Go to Matters in the sidebar under Work
2. Click Create Matter and give it a name
3. Add documents to the matter from the matter detail page or when uploading documents

Next steps

• Dashboard — Customize your home screen with widgets
• Workspace — Work with Explorer, Viewer, and Agent side by side
• Agent — Learn about all AI capabilities
• Documents — Deep dive into document management
• Knowledge Graph — Query structured contract data, define fields, and build reports
• Work Board — Track documents through lifecycle stages
• API Reference — Programmatic access via API keys