Using Document Crunch's Chat Feature

Last updated: February 5, 2026

Background

The Chat feature provides AI-powered contract analysis, helping you quickly find and understand specific contract provisions.

Using Contract Chat

Accessing Chat within a Crunch

Find the Chat feature by:

  1. Locating the Chat button in the top right corner

  2. Clicking "Chat" to begin

Accessing Chat within Project Assist

Find the Chat feature by:

  1. Locating the Project Assist feature within the left panel

  2. Select a project or document(s) to start a chat

    Note: You can only select one project at a time. However, you may include multiple documents from that same project in a single chat.

  3. Once the project or file(s) have been selected, click Apply

  4. Start chatting to begin

Understanding Chat Responses

Chat responses provide:

  • Direct links to referenced contract pages

  • Copy-paste functionality for notes in Document Crunch

Creating Effective Prompts

Use Action-Based Requests:

  • "Find and summarize the payment terms"

  • "Define the substantial completion requirements"

  • "Explain the change order process"

  • "Create a numbered list of contractor responsibilities"

Avoid Single-Word Queries:

  • Instead of "weather" → Ask "What are the weather delay provisions?"

  • Instead of "retainage" → Ask "What is the retainage percentage and release schedule?"

Build Comprehensive Queries:

  • Combine related questions in one prompt

  • Example: "What insurance requirements exist and when must certificates be provided?"

  • Example: "What are the notice requirements for delays and how must they be documented?"