Note: You must explicitly request and/or accept to have these features enabled—AI Agreement Summaries, AI Redline Summaries, AI Assist, and AI-Assisted Redlining. Your customer success manager must enable these features for your organization before you can use them.
For a full video walkthrough of our AI-assisted contract review check out our Academy content here.
Overview of AI-Powered Contract Review Features
The AI-Powered Contract Review feature suite in the LinkSquares Finalize add-in for Microsoft Word consists of four features: AI Agreement Summaries, AI Redline Summaries, AI Assist, and AI-Assisted Redlining. The AI-Powered Contract Review features speed up the process of reviewing redlined agreements.
When a new version of an agreement is uploaded to Finalize, LinkSquares' generative AI analyzes the content and provides a summary of both the agreement itself and the changes made since the previous version in Finalize. Quickly access important agreement information and changes effortlessly via contextual links accompanying each summarized key point or change. Engage with our AI assistant to gain insights into the agreement or craft entirely new clauses. Create rules based on your preferred positions and language, enabling the AI to streamline the agreement review process and expedite redlining.
Process to use Finalize Add-in for Microsoft Word
In order to use the Word add-in, you must already be a Finalize user. Additionally, your Customer Success Manager must enable this feature for your organization.
Install the LinkSquares Finalize add-in for Microsoft Word. To learn more about installing the Word add-in, reference our LinkSquares Academy deep dive on Installing the Microsoft Word Add-In for Finalize.
Login to the LinkSquares Finalize add-in for Microsoft Word. To learn more about logging in to the Word add-in, reference our article on LinkSquares Finalize for Microsoft Word: Logging In.
To learn more about using the Word add-in, reference our LinkSquares Academy deep dive on How to Use the Word Add-In.
Browsing and Opening an Agreement in Word Add-In
After logging in, click Browse Agreements to view your Finalize agreements.
Open an agreement from the Finalize directly in the Word add-in.
AI Agreement Summaries & AI Redline Summaries
Note: LinkSquares only generates AI agreement and redline summaries for .DOCX documents. LinkSquares only generates AI agreement and redline summaries for new agreement versions uploaded to Finalize after the AI Agreement Summaries feature has been enabled for your organization.
Overview and Key Points |
After opening an agreement, click the Review → Abstract tab.
The summary consists of a paragraph overview of the agreement and critical pieces of agreement information, broken down as summarized key points.
Key Edits |
After opening an agreement, click the Review → Changes tab.
The summary compares the Finalize agreement version open in Word with the previously uploaded Finalize agreement version, broken down into summarized key edits.
Evidential Citations |
Expand a summary key point or key edit and click the pen icon to highlight the relevant text in the agreement.
AI Assist
Note: AI Assist only responds to questions and commands that are legal in nature.
Prompt Assistant |
After opening an agreement, click the Assist tab.
Chat with the assistant using the Message assistant text box. Continue the conversation in the chat to refine the responses that the assistant provides.
Assistant Use Cases |
AI Assist is capable of, but not limited to, carrying out the following use cases on an opened document through a chat interface:
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Ask questions about the document (document question-answer).
- “When does this agreement expire?”
- “Are there any conflicting provisions in the language I should know about? Do you see any sections that are overly ambiguous?”
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Provide suggested edits across the entire document (guided generation).
- “Change the governing law in this agreement to Delaware.”
- “Change the language of my Confidentiality Clause to keep software under this agreement.”
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Generate entirely new content using language that aligns how the document is written (content generation).
- “Generate me an Indemnification Clause.”
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Suggest edits to a selected range of text within the document (selected-text edits).
- “Change the language of this section to be more concise.”
Evidential Citations |
When possible, the assistant will offer evidential citations to the agreement to show where it sourced its responses to questions.
Click the pen icon or in-line circled number to highlight the relevant text in the source agreement.
Toolbar |
Optionally select a range of text in the agreement and click the Assist icon in the bottom toolbar to tell the assistant to act on the selected text when responding or generating content.
Selected Text |
After selecting the text, provide a prompt in the message text box. The assistant will use the selected text as context for its responses.
New and Historical Conversations |
Click the 3-bar icon on the left to browse the history of recent AI Assist conversations.
Click + New conversation button to start a new conversation.
Click the timestamped section button to load a previous conversation. Continue previous conversations by entering a prompt in the message text box.
Click the 3-dot icon on a timestamped section to delete a particular conversion history.
Click the X icon on the right to close the history section.
AI-Assisted Redlining: Drafting Rules
Review | Create New Rule |
After opening an agreement, click the Review → Rules tab.
Drafting rules are linked to a particular Finalize Template type, so only rules created for the Template type of the agreement open will be surfaced.
If there are no rules created for the Finalize Template type of the agreement open, click Create Drafting Rule to create a new rule.
After clicking Create Drafting Rule, the create drafting rule form will appear.
Fill out the fields on the drafting rule creation form.
Header: Template type, date last modified, user who modified
Rule name: Enter name of the drafting rule
Agreement template: Link the drafting rule to one of your Template types in Finalize
Write a rule: Enter your drafting rule
AI language suggestions: Check for AI to suggest edits to agreement language based on rule. Leave unchecked for a simple agreement language flagging rule
Preferred language (optional): Enter any relevant language to rule
Internal notes (optional): Enter any other relevant information to rule
Review | View and Run Rules |
After creating drafting rules for a particular Template type, view them in the Review → Rules tab.
Drafting rules are linked to a particular Finalize Template type, so only rules created for the Template type of the agreement open will be surfaced.
To run drafting rules against the agreement open, click the Run button.
After the Run button is clicked, the drafting rules will appear in the “Running…” state.
After the Run button is clicked, the rules cannot be run again until they are finished running from the initial click.
Drafting rules will finish running asynchronously. As drafting rules finish running, it will be reflected in the header of the Review → Rules tab.
The header of the Review → Rules tab displays how many rules successfully ran. After the initial run is finished, Run can be clicked to run the rules against the agreement again.
Once a drafting rule is finished running, the status will change from “Running…” to NEEDS REVIEW or OK.
NEEDS REVIEW: AI found language in the document that conflicts with rule
OK: AI did not find language in the document that conflicts with rule
Review | Create and Manage Rules |
Click the 3-dot icon to open the “New rule” and “Manage rules” menu.
New rule: Opens the new rule creation form
Manage rules: Opens the set of drafting rules for the Template type of the agreement open
Click the gear icon to edit a drafting rule.
Review | Expand Rule |
Click the carrot icon to expand a drafting rule and sections within a drafting rule.
Document language: Language in the agreement the AI deems relevant to the rule
Suggested edits: AI-proposed edits to agreement language based on the rule
Preferred language: Language entered when rule was created
Internal Note: Other relevant information entered when rule was created
Review | Apply Suggested Edits |
Open the Suggested edits dropdown for a particular drafting rule to view the AI language suggestions based on that drafting rule and apply the edit, one of three ways.
✓ (Apply edits): AI will automatically apply the suggested edits in the agreement. Track changes being on/off in Word will be taken into account
⇥ (Insert edits at cursor): Suggested edits will be pasted in the agreement where the cursor is. Track changes being on/off in Word will be taken into account
ロ (Copy): Suggested edit will be copied to clipboard
Unable to Apply Edits Automatically:
- If the highlight is incomplete or spans across different structural elements (like paragraphs, tables, or text boxes), the functionality is not expected to work
- When trying to apply edits on top of already applied edits, this functionality is not expected to work
- If the document contains special formatting elements (like fields, macros, content controls), mixed formatting (different languages, hidden characters), or non-printing characters (like soft hyphens, zero-width spaces, or format marks), this functionality is not expected to work
Global | Access Rules |
Click the 3-bar icon on the top left of the add-in to open the global navigation menu.
Click Drafting Rules on the global navigation menu to access drafting rules.
Global | Sorted by Template Type |
Click on a Finalize Template type to access its associated Drafting Rules.
Enter the name of the Template type into the Search bar to filter down list.
Click the X icon at the top right to close the section entirely.
Global | Sorted By Rule |
Click on a Drafting Rule to view, edit, or delete it.
Click the arrow at the top to left to return to the Finalize Template types menu.
Click the X icon at the top right to close the section entirely.
Global | Manage Rules |
Click the arrow at the top left to return to the Drafting Rules menu.
Click the X icon at the top right to close the section entirely.
Click the Save button to save a new drafting rule, or update an existing drafting rule.
Click the Delete button to delete a drafting rule.
Click the Cancel button to close the section entirely.
Header: Template type, date last modified, user who modified
Rule name: Enter name of the drafting rule
Agreement template: Link the drafting rule to one of your Template types in Finalize
Write a rule: Enter your drafting rule
AI language suggestions: Check for AI to suggest edits to document language based on rule. Leave unchecked for a simple document language flagging rule
Preferred language (optional): Enter any relevant language to rule
Internal notes (optional): Enter any other relevant information to rule
Import & Export Drafting Rules |
Download a standard CSV template that can be used to import drafting rules. (Link to standard CSV template at the bottom of the article)
Import drafting rules using the standard CSV template.
Export drafting rules in the standard CSV template format.
Notes on functionality:
- Loading state and importing: When importing drafting rules, the rules will load together and appear all at once when they are fully imported
- Duplicates: The feature does not account for duplicate rules. If a user imports a CSV with some rules that already exist for a given Template, those rules will appear twice
- Error handling: If there is an error when importing a CSV, the entire CSV will fail (no rules get uploaded) with an explicit error message detailing what rows in the CSV (what rules) failed
- Due to Microsoft-imposed API restrictions, we are unable to provide the export functionality for Drafting Rules on the Desktop version of Word
- Running AI Assist multiple times on the same document may yield different responses because of the probabilistic nature of AI Assist's content generation capabilities.