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Last Updated: 2025-10-03
Example: Train an IP Ownership Clause Model

Example: Train an IP Ownership Clause Model

This example shows how to tag the clauses, train the model, and use search to distinguish between the two versions.
Your legal team is standardizing how to track Intellectual Property (IP) Ownership clauses across contracts. Over time, your team has used 2 versions of the clause:
  • V1: Long-form listing inventions, patents, copyrights, and trademarks.
  • V2: Short-form using “IP.”
Instead of training 2 models, you train 1 IP Ownership model with samples of both. Then, use the Search feature to distinguish versions. Example Search for “pre-existing inventions, patents, copyrights, trademarks” to find V1; clauses without this phrase are V2.
This saves time, avoids duplicate models, and ensures accurate reporting on both clause versions.
  • You have permissions to create and train custom clause algorithms.
  • Upload documents that contain different versions of the IP Ownership clause into Contract Management and Document Intelligence.
  1. Click
    Documents
    .
  2. Select the document that contains the V1 IP Ownership clause.
  3. On the
    Contents
     tab, find and highlight the full clause text.
  4. Select:
    1. Tag a Clause
       for PDF documents.
    2. Edit
      Tag
       a Clause for Word documents.
  5. In the
    Clause
     field, create the IP Ownership clause tag.
  6. From the
    Apply Sample To
     prompt, select
    This and other documents
    .
  7. Click
    Save
    .
  8. Repeat steps 2–8 for documents that contain V2 of the IP Ownership clause.
  9. In the
    Clause
     field, select the IP Ownership clause tag.
    Contract Management and Document Intelligence tags both versions under the same clause name.
  10. From the
    Apply Sample To
     prompt, select
    This and other documents
    .
  11. Click
    Save
    .
We train the IP Ownership clause model to recognize both versions of the clause across your contracts. In search, all variations are tagged as IP Ownership. You can then run a phrase search to distinguish between V1 and V2 for reporting or analysis.