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Features
The task pane has four tabs. The Assistant is the default landing tab and the most flexible entry point; the others are structured, single-purpose workflows. Everything operates on the document you already have open in Word.
A grounded chat and redline surface over the open contract, with two modes in one composer.
Answers questions about the open document, grounded in the document itself and, optionally, the US legal corpus and your matter's files.
- Every answer carries checkable sources: a numbered list where citation
[N]maps to source N, with links out where the backend provides them. - Inline citations are hoverable and clickable (hover shows the source; click scrolls to it).
- Multi-turn memory: follow-ups are understood in the context of the conversation.
- Add context menu: choose what the answer draws on (US case law and statutes, your matter's documents, and web search as an off-by-default opt-in).
- Attach files as extra context, with opt-in OCR for scanned PDFs.
- A prompt library, an AI Improve for your prompt, and a focus control to answer about the whole document or just your selection.
- Copy (formatted paste into Word, clean text elsewhere) and Insert into document (as a tracked change) on every answer.
- Device-local history of past chats.
Turns a plain-English instruction into grounded redlines across the whole document.
- Each edit quotes verbatim current language, so it anchors to real text and applies as a tracked change you accept or reject.
- The set is agentic: a dynamic overview explains what it understood and did, each card carries a rationale and a fallback position, and a closing summary says what to check.
- It is conversational: a follow-up refines the current set ("make those stronger", "drop #2", "also cap liability") instead of starting over, and your accept/reject decisions carry across refinements.
- Edits are gated against your document-type playbook for approval level (manager / partner / GC) and deal-breaker flags, and against an anti-hallucination grounding check.
Act on highlighted text: rewrite, explain, plain-English, risk assessment, and compliance check. The Assistant can also route a chat message into a document action (redline, navigate to a clause, add a comment, accept all changes, make a clean copy), always behind an explicit confirm.
Turns the open contract into a structured set of grounded redlines.
- Contract type and your side are auto-detected (and adjustable), then the review runs against your playbook.
- Redlines show severity, an inline diff (with a Redline / Final toggle), the why, and a fallback if rejected.
- A server-computed sign-off gate (manager / partner / GC) and deal-breaker flags tell you what needs approval before sending.
- Apply changes as native tracked changes, or export a corrected
.docxwith tracked changes and comments baked in. - Per-clause "draft a stronger fix" runs an agentic diagnose, draft, validate, critique loop.
Sub-tabs:
- Redlines, the structured issue list.
- Changes, triage the counterparty's tracked changes and comments, with per-author bulk accept/reject.
- Compare, two versions, with a hidden-revision detector.
- Citations, verify every case citation against the US case-law corpus.
- Playbooks, the standard positions the review runs against.
Generate a first-draft agreement from a plain-English brief and insert it as formatted content, template-constrained to reduce hallucination. Reuse saved templates and drafts.
Finalize and QA utilities: clean copy (accept all changes and remove comments), defined-term consistency, cross-reference check, a send-ready check, redaction, and document formatting.
Highlight issues, push rationales as native comments, bookmark clauses for durable navigation, tag key fields as content controls, and jump around via a clause outline.
Save a review or draft to a matter, save as a template, add to the vendor registry, push a clause to a playbook, and save an answer as a note.
See also: Getting Started and Architecture.