Summary
This article introduces the new Catina AI Assistant, how it can improve your experience in Catina, how to access the Assistant, and information around data, privacy, and what’s next!
What is the AI Assistant?
AI Assistant is an in-app AI-powered chat experience that helps you quickly understand AIA contracts, find answers, and move work forward directly within your documents. AI Assistant is available directly in Catina. There is no setup required. Once enabled, you can simply start asking questions in the chat interface.
You can ask plain-language questions about AIA contract templates and your own AIA documents and receive plain language answers that are context-aware. To do so, AI Assistant draws on Catina’s library of templates, Help and Learn articles, and document guides to deliver answers in real time.
How AI Assistant Improves your Catina Experience
The AI Assistant is designed to address real challenges professionals in the industry face every day:
- Understand contract provisions without the legalese: AI Assistant helps you easily understand contract provisions and your changes without the legal jargon, so you have insights to inform what actions you should take next in negotiations, operationally, or otherwise.
- Start projects faster with the right contracts: AI Assistant helps you choose the best prime agreements at the project start to reduce delays and keep projects moving forward.
- Align contracts across the project lifecycle: Consult the AI Assistant to determine the right document for each step, reducing misalignment and downstream risk.
- Save time with conversational search: Ask questions naturally and get immediate answers directly in-app. No more manual searching or guesswork.
- Find critical information in seconds: Quickly locate key clauses and contract details across complex contracts, saving hours of time.
- Understand contract obligations: Check in on upcoming deadlines and notice requirements in your contracts.
Example Questions to Get Inspired
Not sure where to get started? Here are some examples you can use with AI Assistant:
📄 Pick the right contract from the start
Not sure which agreement fits your project? AI Assistant walks you through the differences between relevant templates and recommends the right one.
→ Try asking: "I'm working on a Design-Build project. Is A141 or A145 best?
💡 Understand what your contract means behind the legalese
No more parsing dense legal language on your own. Ask AI Assistant to explain a clause in a business context so you're ready for negotiations.
→ Try asking: "What does this indemnification clause mean?”
📅 Stay ahead of your obligations
Deadlines, details, and requirements get buried in contracts. Ask AI Assistant about upcoming obligations within a document so nothing slips through the cracks?
→ Try asking: "What is my notice requirement for this agreement?"
🔗 Get answers grounded in your documents
AI Assistant understands where you are in Catina. Ask a question inside a document and AI Assistant will link directly to the specific language and provisions behind its response, so you can review it yourself and stay in control.
→ Try asking: "Where in this contract does it address change orders?"
Contextual Answers, Right Where You Are
The AI Assistant understands where you are in Catina and tailors its responses accordingly.
- Working in a document? Ask a question and the AI Assistant will focus on that document .
- Browsing outside a document? The AI Assistant shifts into guidance mode, helping you search, explore AIA documents, and find the right starting point.
What Won’t AI Assistant Do
- AI Assistant does not provide legal advice.
- AI Assistant does not perform risk review or legal analysis.
- AI Assistant does not edit documents, rewrite content, or generate custom clauses.
- AI Assistant will not answer questions on external files, integrations, or non-document data.
- AI Assistant may generate variable or incorrect responses; outputs are non-deterministic, and standard AI disclaimers apply.
- AI Assistant requires human judgment; users should validate outputs, especially critical decisions.
When the AI Assistant Doesn't Have an Answer
The AI Assistant is designed to be upfront about what it knows and what it doesn't. When a question falls outside what it can reliably answer, it will say so clearly rather than guess. You'll always know when to seek additional guidance.
How to Access AI Assistant
The AI Assistant is available exclusively to Unlimited Subscription users on an opt-in basis. It is compatible with both Catina’s current V1 and the New Editor, coming soon. Interested in AI Assistant? Your admin can opt in for early access to our AI Assistant to see how fast your team can move from question to decision.
Data and Privacy
Prior to enabling AI Assistant, your team’s Billing Admin will be prompted to accept an addendum to our Terms of Use that includes new terms reflecting AI product usage.
Customer chats will be saved within the user’s account, consistent with Catina’s enterprise-hosted model and other saved platform data. Customer data will NOT be used to train third-party AI models. For more important information about AI usage and guardrails, please review our ACD AI-Enabled Services Terms.
The AI Assistant respects user-level permissions and uses the authentication layer to access and return only information the user is authorized to view.