Run AI Redlining on a Supplier Contract
Upload a supplier contract, run the AI against your playbook, review flagged issues, and download the redlined document.
Written by Antonio Goncalves · Updated April 2026
ProcurementLegal
Overview
This flow uploads a supplier contract to Workspaces, runs AI against your playbook to identify issues, reviews flagged redlines, accepts or rejects changes, and downloads the final redlined document.
Before You Start
Make sure you have a playbook set up. See Creating Playbooks with Chat before running a review.
Step 1: Go to Workspaces
Click Workspaces in the left sidebar. You can also navigate directly to app.vallor.ai/workspace/redline.
Step 2: Create a new workspace
Click + New Workspace in the top-right corner.
Step 3: Upload the contract
Make sure you're on the Upload tab (the default). Drag and drop a DOCX or PDF, or click to browse. DOCX gives the best redline output. PDFs are automatically converted.
Step 4: Configure the project
Give the project a descriptive name (e.g. Acme MSA Review Q1 2026). For the Company field, search for an existing company or create a new one if it doesn't exist yet. Set the Owner and optionally a Deadline.
You'll also see a toggle to start AI review. Leave it on to have Vallor begin analysis immediately after upload. If you turn it off, the workspace opens but the analysis is skipped — you'll see an "Analysis skipped" message and can trigger it manually later.
Toggle on — analysis runs on upload
Toggle off — document saved, analysis skipped
Step 5: Wait for AI analysis
Vallor parses the contract, matches clauses against your playbook rules, and generates suggested redlines. The Issues List populates on the right when complete.
Step 6: Understand the layout
The workspace is split into two panels:
Left panel: the contract document. Clicking an issue auto-scrolls to the relevant clause.
Right panel: Issues List, Compliance score, Review Progress.
Top bar: Clauses, Chat, Actions.
Step 7: Read the Issues List
Each card shows: issue title, risk level (High / Medium / Low), compliance status (Compliant / Non-Compliant / Playbook Gap), category, and assigned reviewer. Use the filter row to narrow by Risk, Reviewer, Status, Category, or Compliance.
Step 8: Review an individual issue
Click the expand arrow on any card. The detail view shows:
Issue: what was flagged and why.
Business Impact: the risk if left unchanged.
Recommendation: the suggested fix.
Proposed Change: red = removed text, green = added text.
The document auto-scrolls to the relevant clause when you open a card.
Step 9: Act on each issue
For each flagged issue:
Click Include to accept the redline and stage it.
Click Exclude to reject it.
Click Edit with AI (or Adjust with AI) to refine the proposed language. Type an instruction in the AI refinement field below the proposed change — for example, ‘Make this more concise’ or ‘Use more neutral language’ — and the AI will revise the language. Click Save when done.
Click Add a comment to add notes visible in the exported DOCX.
Use the Up/Down arrows to navigate between issues.
Step 10: Apply all accepted changes
Click Apply Changes (N) to write all accepted redlines to the document as tracked changes.
Step 11: Download the output
Click Actions in the top-right:
Download Report: PDF summary of all flagged issues and risk levels.
Download Document: redlined DOCX with tracked changes, ready to send to the supplier.
Tips & Workarounds
Tip: DOCX gives the best output. PDFs work but are auto-converted — some formatting may shift.
Note: No DocuSign send button yet. Download the DOCX and send via DocuSign manually.
Note: The Deadline field is informational only — no automated alerts fire.
Coming soon: Internal comments (team-only, not visible to suppliers) are on the roadmap — target mid-April 2026.
Coming soon: You can tag reviewers by division and use @mentions on redline cards. Full vendor comment tracking is in progress.
What to do next