To ensure Chamelio Core analyzes and classifies your documents accurately from day one, we need a few details about your organization and contracts.
1. Entity Names 🏢
This list tells Chamelio which names to recognize as part of your organization or as a party to your agreements.
What to provide: A comprehensive list of all legal names for your company, its affiliates, subsidiaries, and any entities that appear as signatories or contracting parties in your agreements.
2. Document Types for Classification 📂
Chamelio uses Document Types to categorize your contracts. We extract a standard set of types by default, but you should review this list and confirm which categories are most important to your internal classification system.
Default Types Extracted:
Vendor Agreement
Master Services Agreement (MSA)
Data Processing Agreement (DPA)
Business Associate Agreement (BAA)
Non-Disclosure Agreement (NDA)
Trial/Evaluation
Order Form
Statement of Work (SOW)
Partnership Agreement
Vendor Order Form
Other
Action:
Review the list above.
Confirm which of these types you want Chamelio to actively classify.
Specify if you use any additional categories that should be added to this list (e.g., SaaS Agreement, Distribution Agreement).
3. Common Exhibits and Attachments 📎
This helps Chamelio correctly associate ancillary documents with their primary contracts.
What to provide: A list of the standard names you use for attachments, schedules, appendices, or exhibits that are frequently appended to your main contract types.
4. Templates for Training 📑
Providing samples of your own agreements is the fastest way to fine-tune Chamelio's analysis to your unique drafting style and contract structure.
What to provide: the collection of the templates you frequently use for the relevant document types you plan to upload to Chamelio Core.