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Thomson Reuters Document Intelligence

Document Intelligence is a contract repository and analysis platform built around pretrained extraction models. The models identify thousands of provisions across a suite of domain specific models, from dates, obligations and payment details in commercial contracts to curtailment rights, production guarantees and take and pay clauses in wind and solar agreements. They return results as structured fields that HighQ's help pages call Thoughts, the extracted provisions and sub provisions.

The same models drive retrieval by meaning, intent and context across thousands of documents, automatic labeling of document types on bulk upload, and the AI generated table of extracted contents in the Word add in. Around the models sit features that work without them. These include relational libraries in place of folders, shared bookmarks of saved results, notifications and calendar reminders, dashboards, playbooks with preferred and fallback language, and a low code and no code workflow builder. Thomson Reuters markets no generative drafting, chat or summarization feature for Document Intelligence.

Document Intelligence extracts provisions from the customer's own contracts, so its output points to text in documents the customer holds rather than to legal authority. Thomson Reuters publishes no precision, recall or error figure for its extraction models and describes no test set. The product page promises truly accurate results based on the context and intent of the text. The April 2023 launch release quotes Thomson Reuters' chief product officer for legal technology saying automated review improves accuracy, with no measurement behind either claim.

The 50 percent figure Thomson Reuters cites measures faster retrieval and review against manual methods, not accuracy, and the features page says contextual retrieval ensures nothing important is overlooked. Editor users can edit and confirm extracted provisions under section 5.2.2 of the Legal Product Specific Terms, and fields shown in HighQ are limited to those defined in the Document Intelligence application. The Thomson Reuters General Terms of September 2026 call AI output probabilistic and say it may at times be incomplete, inaccurate, out of date or biased.

Extraction runs on documents a user uploads or a HighQ site sends, and results flow into the library, dashboards, notifications and, for HighQ customers, AI Hub and iSheets. The Legal Product Specific Terms split users into Editor users, who upload and delete documents, create and modify tags and attributes, and edit and confirm provisions, and Viewer users, who have read only access. Section 3.3 of the General Terms of September 2026 says output must be reviewed by a licensed professional or someone with the right credentials before reliance, use or distribution.

It makes the customer solely responsible for verifying the accuracy and legality of output. Thomson Reuters' AI Usage Policy of January 2026 bars using AI output for automated decision making, or as a substantial factor in decisions with legal or similarly significant effects, without that review. Playbooks in the Word add in carry escalation contacts for clauses outside approved positions. Thomson Reuters publishes no setting that holds extracted provisions for confirmation before they feed alerts or dashboards, and no point at which the system hands a document back to a person.

Tim Custer, a senior vice president at Apache, is quoted on the product page saying work that would have taken a team days, weeks or months now takes minutes and hours, with no figure and no date. A 2022 customer infographic carries anonymous quotes reporting a project cut from two years to two months and a consent to assign clause found in two minutes after a month of manual review. Others report work of 20 to 25 days done in a few days and a $4 million find.

The corporate legal page quotes an unnamed M&A general counsel on saving hundreds of hours of manual review. Thomson Reuters says customers have cut information retrieval and review time by more than 50 percent against manual methods, a figure first published in the April 2023 launch release. It also says the models received more than 15,000 hours of training and maintenance in the second half of 2022. No figure is tied to a named customer or comes with a method, and the newest dated customer material is from 2023.

Section 5.4 of Thomson Reuters' Legal Product Specific Terms, version 1.0 of July 2026, lets Thomson Reuters use, store, copy, share, transfer and process customer data to provide Document Intelligence. Given the machine learning nature of the service, it may also use customer data to train, update, modify and adapt its products. The resulting Machine Learning Adaptions belong solely to Thomson Reuters, and the customer grants a royalty free, irrevocable and perpetual license to its data to secure those rights.

Deidentified data Thomson Reuters collects or generates is its sole property, and the customer may have no access to it. The General Terms bar training of generative models and large language models on customer data, and the Legal AI Product Specific Terms bar training of generative or foundational models. Both rank below the Legal Product Specific Terms, and both address generative models, while Document Intelligence runs extraction models.

The General Terms treat customer data as confidential information during the term and for five years after it ends. Privilege, work product and separation between clients or matters go unaddressed.

Section 14.3 of the Thomson Reuters General Terms, version 6.0 of September 2026, says Thomson Reuters provides its services for informational purposes and not as legal, financial, tax, accounting, compliance or other professional advice. Section 3.3 requires output to be reviewed by a licensed professional, or someone with the right credentials, before reliance, use or distribution. The AI Usage Policy of January 2026 bars using AI output to assist in giving legal advice unless such a professional reviews it first, and bars presenting output as solely human generated.

Document Intelligence's marketing invites law firms and in house teams to advise with confidence. It also sells to buyers outside the legal function, including corporate asset management teams, contract managers and renewable energy developers, owner operators and investors, with no separate disclosure for them. Nothing in Document Intelligence material addresses competence or supervision duties, and jurisdiction limits are unstated.

Thomson Reuters publishes data and AI ethics principles, including commitments to strive to keep human involvement in its AI products and to treat people fairly. Its Data and AI Governance and Security Program whitepaper of March 2025 places governance with a Responsible AI and Data Trust team. It requires AI models used for a business purpose to be registered in a central Responsible AI and Product Compliance Hub. It also runs data impact assessments and model risk assessments, with ethics controls covering human oversight, fairness and automated decisions.

Section 3.2 of the General Terms commits Thomson Reuters to policies on bias, accuracy, explainability, transparency and human oversight in developing its AI. Practical Law attorney editors build, train and maintain the Document Intelligence models. Thomson Reuters' ISO/IEC 42001 certificate, valid from August 2026 to March 2028, covers Westlaw, CoCounsel Essentials, CoCounsel Tax, Audit and Accounting, CLEAR Investigate and Practical Law, and does not cover Document Intelligence. No testing result, bias finding or named owner is published for these models.

Thomson Reuters' Data Security Addendum, version 2.0 of November 2023, commits to notify the customer of a security breach without undue delay and within 72 hours of discovery, followed by a root cause analysis. Customer data is encrypted at AES 256 in transit and at rest, and user credentials are never stored in clear text. The Data Processing Addendum, version 3 effective February 2025, deletes customer personal data on request, except where law or Thomson Reuters' retention policies require it to be kept.

Data kept on those grounds is isolated from further active processing. It points to subprocessor lists on Thomson Reuters' web pages, where product lists exist for Casetext, CoCounsel Core and Practical Law and none for Document Intelligence. The enterprise wide list of January 2022 names 20 providers, among them Amazon Web Services, Microsoft, Pendo and Salesforce. Editor users can delete documents, and customer data may pass to Thomson Reuters' service providers and to partners the customer enables. No retention period for documents or extracted provisions is published.

The Thomson Reuters General Terms, version 6.0 of September 2026, cap each party's yearly liability at the amount payable for the affected service in the 12 months before the first event giving rise to the claim. In the first year the cap is 12 times the average monthly charge. Breaches of confidentiality, data protection or information security obligations carry a cap of twice that amount. Lost profits, revenue, goodwill and indirect, consequential and punitive damages are excluded.

Section 3.2 says Thomson Reuters is not liable for the accuracy, legality or reliability of any output, or for decisions taken on it. Thomson Reuters defends the customer against third party intellectual property claims about the services, excluding combinations with customer data and unauthorized changes. It warrants that the services conform in all material respects to the documentation, with repair, modification or replacement as the remedy and termination if that fails. No indemnity or warranty covers extracted provisions, and no insurance is stated.

Document Intelligence connects to HighQ through the HighQ AI Hub, set out step by step in HighQ's help pages. A HighQ system administrator enters a client ID, secret token and application URL generated under API clients in Document Intelligence, over the API at api.thoughttrace.com. Files sent from HighQ come back as Thoughts, the extracted provisions and sub provisions, and Facts, the metadata users assert, in AI Hub and iSheets.

The customer must hold both products, each Document Intelligence workspace connects to one HighQ instance, HighQ's IP addresses must be allowed by Document Intelligence support, and HighQ fields are limited to those defined in Document Intelligence. A Microsoft Word add in compares drafts against a standard template, applies playbooks and alerts on redlines and comments. A low code and no code workflow builder, embedded from Workato under Thomson Reuters' third party terms, offers prebuilt connectors to common systems that are not named. No connection to iManage, NetDocuments, SharePoint or Salesforce is described.

Document Intelligence is delivered as software as a service from app.thoughttrace.com, the ThoughtTrace domain it kept after the 2022 acquisition. HighQ's help pages give app.thoughttrace.com/myworkspace as an example application address, one per Document Intelligence workspace, and api.thoughttrace.com as the API address. Thomson Reuters publishes no hosting provider, region, tenancy model or residency option for Document Intelligence.

Its Data Processing Addendum covers international transfers of personal data across Thomson Reuters services under applicable data protection law, with separate terms for European personal data. Files a HighQ customer sends for processing leave HighQ for the Document Intelligence application, whatever region the HighQ instance runs in. No on premises or private cloud option is described, and where extraction runs, as distinct from where documents are stored, is unstated.

Thomson Reuters' trust center publishes security profiles for CoCounsel, HighQ, Practical Law and other legal products, and none for Document Intelligence. Its ISO/IEC 27001 certificate, CERT 001130 issued by MSECB and valid to October 2028, lists products in scope by site, including HighQ, CoCounsel and Contract Express, and does not list Document Intelligence or ThoughtTrace. The ISO/IEC 42001 certificate, CERT 002034, valid to March 2028, also leaves it out, and no SOC 2 report is stated for the product.

Section 3.2 of the Data Security Addendum lets a customer review an executive summary of any independent assessment or certification Thomson Reuters makes available for a service, and section 3.1 allows one security questionnaire a year. Section 2.9 says Thomson Reuters or a third party it appoints may periodically run penetration tests, with a summary of the results available on written request. Systems are monitored for threats and vulnerabilities on an ongoing basis.

Document Intelligence runs on Thomson Reuters' own extraction models, described as a suite of domain specific models pretrained by Practical Law attorney editors and maintained by Thomson Reuters with no upkeep from the customer. Thomson Reuters says the editors spent more than 15,000 hours building and training them in six months, and that it continues to grow and scale its model training. No third party model provider, large language model or model version is named for Document Intelligence.

Thomson Reuters' generative AI third party terms page lists Amazon Web Services, Anthropic, Google, Microsoft and OpenAI across its portfolio without tying any of them to this product. Where the models run is unstated. Section 5.4 of the Legal Product Specific Terms lets Thomson Reuters update, modify and adapt the models with customer data, and nothing commits it to tell customers when a model changes.

Thomson Reuters publishes no price for Document Intelligence. Buying runs through a free demo request, a contact form and a sales phone line, and a representative replies within one business day. The Legal Product Specific Terms say the scope and parameters of users are set in the ordering document and define two user types, Editor users and Viewer users, which sets the shape of the subscription without a figure. No tiers, modules or add on prices are named.

The HighQ integration requires a Document Intelligence subscription alongside HighQ, and the Workato connectors run under Workato's embedded terms. SoftwareOne's software marketplace lists Document Intelligence with Thomson Reuters as vendor and no price. No implementation or training fee is stated, although Thomson Reuters runs product training and support for Document Intelligence customers.

Document Intelligence names three buyer groups, law firms, in house counsel and legal operations, and corporates from energy to finance, including asset management teams and contract managers. Thomson Reuters runs a dedicated page for corporate legal departments and one for renewable energy. The renewable energy page lists power purchase agreements, interconnection agreements, operations and maintenance contracts, and site leases and option agreements.

It counts more than 450 out of the box provisions for wind and solar agreements, from curtailment rights to forecasting requirements. M&A due diligence is the lead law firm use, the subject of the April 2023 launch release, alongside commercial contract review and drafting in Word. The demo forms take law firms by size, corporate legal departments, financial institutions, other businesses and government. Languages, jurisdictions and contract types outside commercial and energy agreements are not stated.