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AI Assist

When a question comes up mid-negotiation, you usually go looking: scroll the timeline to find when a clause changed, open three other contracts to check how you handled the same term last time, then switch to Word to mark up the latest draft. The context is all in Pactly, but answering one question means hopping between views.

Assist is Pactly’s in-app AI. It sits beside the work you already have open, reads the contract and its history, and answers in plain language. Ask it what changed in the last round, have it search every contract for a clause, or ask it to mark up the open document. It does the digging so you don’t have to leave the page.

Pactly’s AI comes in two distinct forms that share a name space but not a job. In-app Assist works inside Pactly and can propose changes you review. The MCP server is a separate developer integration that gives your own external AI client read-only access to your data. The split below shows which is which.

Two forms of Pactly AI
In-app Can propose changes
Assist Pactly’s built-in AI chat, in the web app and Word plugin
ForStandard signed-in users Use itOpen the panel
  • Answer questions about a contract and its timeline
  • Search across your whole portfolio
  • Propose tracked edits you accept or reject
  • Prepare review comments, insert library clauses
  • Run a playbook review, position by position
Integration Read-only
MCP server Connects your own AI clients (Claude, Cursor) to Pactly
ForDevelopers Use itAPI key or OAuth
  • Search contracts by status, party, date, keyword
  • Read contract text and details
  • Find parties you work with
  • Browse playbooks and the clause library
  • Cannot create, change, or delete anything

What Assist can do

Section titled “What Assist can do”

Assist is the same assistant in two places, and where you open it decides what it can help with. In the web app, open it from the AI Assist button on a contract, the timeline, or the repository to ask about a contract, search your portfolio, and draft messages. In the Word plugin, it focuses on the open document and can propose tracked edits, add comments, and insert clauses. The cards below note which surface each job belongs to.

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Ask anything about the open contract: what it says, what changed in the last round, who owns the next step, when it expires. Assist reads the document and its timeline and answers in plain language, with links back to what it used.

Ask Assist to find contracts across your whole portfolio: every NDA with a given party, agreements expiring this quarter, or wherever a particular clause appears. It returns the matches with links, so cross-contract questions take one prompt instead of many searches.

In the Word plugin, ask Assist to revise the draft and it proposes the changes as tracked edits. Nothing is applied silently. You see each proposed change and accept or reject it yourself, exactly as you would a colleague's redline.

In Word, Assist can prepare review comments on the draft and pull clauses from your company's clause library to insert where you ask. Clauses come from your own approved language, not invented text.

Point Assist at a playbook and it reviews the contract position by position, flagging where the draft meets or misses your standards, the same review you can run from the Word plugin, driven by a prompt.

You can also attach a file to a question (PDF, Word, text, or email message, up to 10 MB each) when you want Assist to consider a document that is not the one already open.

How Assist fits the rest of Pactly

Section titled “How Assist fits the rest of Pactly”

Assist does not replace the repository, playbooks, or the clause library. It reaches into them, so its answers are grounded in your data, not the open web.

What’s in this section

Section titled “What’s in this section”
Using AI Assist Open the panel, ask about a contract, attach a file, and review the edits and comments Assist proposes. Using Assist in Word (AI chat) Drive Assist inside the Word plugin: ask about the draft, insert clauses, and accept its tracked edits. Running a playbook review Have Assist review the open document against a playbook, position by position. AI Integrations (MCP & API) The developer integration: connect an external AI client to your Pactly data over read-only tools.

Assist is not the developer integration

Section titled “Assist is not the developer integration”

Pactly also offers an AI Integrations (MCP & API) option for developers. That is a different thing: it lets your own external AI client (such as Claude or Cursor) read your Pactly data through a set of read-only tools. It cannot change anything, and it is configured with an API key or OAuth rather than used from a chat panel.

If you are a developer wanting to connect an outside AI tool to Pactly, start with AI Integrations (MCP & API) instead. If you want AI help inside Pactly while you work, you are in the right place. That is Assist.

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