Contracts & Data

To upload a contract, navigate to the Contracts page from the sidebar and click Upload Contract. Select a PDF file from your device — Lirea accepts any standard PDF regardless of layout, formatting, or which tool generated it (DocuSign, PandaDoc, Adobe, custom templates, etc.).

There is no strict file size limit, but contracts over 20 MB may take longer to process. For best results, ensure the PDF contains selectable text rather than scanned images. Scanned documents may still work but with reduced extraction accuracy.

You can upload multiple contracts in sequence. Each contract is processed independently and appears on your Contracts list once extraction is complete.

If you have connected DocuSign to your project, signed contracts arrive in Lirea automatically. When all parties complete signing and the envelope status changes to "completed," DocuSign sends the finalized PDF to Lirea via webhook — no manual download or upload required.

Auto-received contracts appear in your project's contract list alongside manually uploaded files. They go through the same AI extraction and review process, so you can verify extracted data before syncing to QuickBooks.

Each project can have its own DocuSign connection, allowing you to route contracts from different DocuSign accounts or workflows to the appropriate project. To connect DocuSign, go to your project settings and follow the authorization flow.

When you upload a contract, Lirea uses AI to read the document and extract relevant customer and invoice data fields — company name, contact details, addresses, payment terms, line items, and more.

Unlike simple keyword matching, Lirea interprets contract language contextually. This means it handles diverse contract structures, varying terminology, and non-standard layouts with high accuracy.

After extraction, you're taken to a review page where you can verify every field before syncing to QuickBooks. Nothing is pushed to QuickBooks until you explicitly approve it.

Lirea is designed to reduce the field errors that are common with manual data entry. However, no automated system is 100% accurate on every document.

The review step exists for this reason — always verify the extracted fields before approving a sync. If a field is incorrect, you can edit it directly on the review page before sending it to QuickBooks.

Accuracy tends to be highest on well-structured, text-based PDFs with clear labels. Handwritten documents, low-resolution scans, and heavily designed layouts may produce less reliable results.

Your uploaded contract files and extracted data are stored securely with strict separation between accounts. Each organization's data is isolated — no other user or organization can access your contracts.

All data is encrypted both in transit (TLS) and at rest. Contract files are stored in secure cloud storage, and extracted field data is stored in a managed database with encryption enabled.

Lirea does not share, sell, or use your contract data for any purpose other than providing the service to you. Your data is yours.

While your account is active, your uploaded contracts and extracted data are retained indefinitely. You can access, review, or re-sync any previously uploaded contract at any time.

If you cancel your subscription, your data is retained for 90 days after cancellation. During this period you can still log in and export your records.

After the 90-day retention period, all uploaded contracts, extracted data, and account information are permanently deleted from our systems. This deletion is irreversible.

When you cancel your Lirea subscription, your QuickBooks connection is not immediately affected — records already synced to QuickBooks remain in your QuickBooks account and are not modified or deleted.

Your Lirea account enters a 90-day wind-down period. During this time, you retain read-only access to your uploaded contracts and extracted data so you can export anything you need.

After 90 days, your account and all associated data are permanently deleted. QuickBooks OAuth tokens are revoked immediately upon disconnection — either when you manually disconnect or when the account is deleted.

If you decide to return after cancellation, you'll need to create a new account and re-upload your contracts. Previously deleted data cannot be recovered.

You can delete individual contracts from your Contracts list at any time. Deleting a contract removes the uploaded file and extracted data from Lirea.

Deleting a contract in Lirea does not affect any customer records or invoices that were already synced to QuickBooks. Those records remain in QuickBooks independently.