Integration Guide
Pull Salesforce Contracts for AI-Linked Review
Use our read-only connection to analyze contracts from opportunities and accounts directly within the Jarel workspace, without manual exports or tool-switching.
Jarel integrates directly with Salesforce, the customer relationship management system. This integration allows legal teams to pull relevant contract and matter data into Jarel for analysis. These documents can be reviewed with findings linked directly to Salesforce opportunities or accounts. Your team can analyze contracts without switching tools.
Configure a Read-Only Connection
The integration is a one-way, read-only sync from Salesforce to Jarel, configured through your workspace settings. It allows you to pull contract documents and associated matter details linked to opportunities or accounts without altering your Salesforce data.
Analyze Contracts from Salesforce Opportunities
Jarel analyzes sales contracts pulled directly from Salesforce opportunities. The analysis identifies key clauses, risks, and obligations. These source-linked findings are available in Jarel for your team to review and act upon.