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ContractIQ is an AI-assisted review that reads an elevator service contract from the property owner’s perspective. It locates each clause in the attached PDF, rates it against Lift AI’s consultant rubric, and drafts a report you can edit and share with the client. The ContractIQ tab sits alongside Overview, Coverage, Rates, KPIs, and Attachments in the contract detail panel.
ContractIQ is in beta. Scores and findings are still being refined and may change. We’d love your feedback — send it to us through the Support button in the sidebar. In the app, the ContractIQ tab is marked Beta and the same note appears above each report.
Consultants run, edit, and publish ContractIQ reports. Client users see a report only after it’s published.

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What ContractIQ scores

A run scores 18 core provisions — term, termination, price escalation, scope, liability, and so on — and flags additional noteworthy clauses it discovers in the document. Each finding gets:
  • A rating: Favorable, Neutral, Unfavorable, or Not applicable.
  • A short summary written for the report.
  • A recommended action for clauses that are below market or unfavorable.
  • The contract text it relied on, so you can verify every finding against the source.
A Findings summary card tallies the findings by rating, and an Overall assessment gives the owner a plain-language verdict on the agreement.

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Run a report

1

Attach the contract PDF

ContractIQ reads the contract document, so the contract needs a PDF on its Attachments tab. Until one is attached, the run button is disabled with the note Attach the contract PDF first.
2

Open the ContractIQ tab and run

On the contract, open the ContractIQ tab and select Run ContractIQ. A run usually finishes in a few minutes — you can leave the tab open or come back later, since the report is saved when it finishes.
3

Wait for scoring

While the run is in progress, the tab shows its status and keeps refreshing on its own. If a run fails, an error explains why and a Retry button reruns it.
When scoring finishes, the report opens for your review.

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Review and edit the findings

A finished report opens in the editor, where you can adjust anything before clients see it.
  • Change a rating — each finding has a rating you can override. The summary counts update as you go.
  • Edit the summary and recommended action — both are prepopulated by the agent; edit them to override. The summary and the recommended action are what appear in the client-facing report.
  • Check the evidence — expand Show AI original & evidence on a finding to see the agent’s original rating, full rationale, recommended action, and the quoted contract language it cited, along with a confidence percentage.
  • Edit the Overall assessment — write the owner-facing verdict at the top of the report. Clearing the text reverts to the AI-generated version.
  • Drop a finding — remove a finding from the report with the trash icon (Drop from report); use Undo to bring it back. Dropped findings don’t appear in the summary or the published report.
  • Add a custom finding — select Add custom finding to add your own, with a title, a rating, and a rationale. Custom findings are attributed to you.
Each finding is badged by source — Core provision, AI-discovered, or Custom — so you can tell what the agent scored from what you added. When the agent’s rating conflicts with prior consultant precedent, a Rubric / precedent conflict note flags the finding for closer review.

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Preview and publish

A footer at the bottom of the editor shows the running rating counts and two actions:
  • Preview report opens the current draft as a report in a new browser tab, so you can read exactly what the client will see before committing. Save it as a PDF from your browser’s print dialog if you want a copy.
  • Publish report finalizes the report and makes it visible to the client. There’s no separate approve step — publishing is the single finalize action.
After publishing, the tab shows when it was published and a View report button. Only published reports are used to inform future runs on other contracts.

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Reopen a published report

To change a published report, select Reopen for edits. The report returns to the editing state so you can make changes and publish again; the republished report notes that it was re-published after edits.

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What clients see

Client users never see runs in progress or work-in-progress drafts. On the ContractIQ tab they see a View report button once a report is published, or a note that no report has been published yet. Opening the report shows the same findings, summary, and overall assessment, read-only.