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How to Review Contracts with the Word Plugin

This guide provides a quick overview of the playbook review workflow in Pactly Assist. For comprehensive documentation, see Running a Playbook Review.

Quick Start

Section titled “Quick Start”

Step 1: Launch Pactly Assist

Section titled “Step 1: Launch Pactly Assist”

Open your contract in Microsoft Word and click Pactly Assist in the ribbon.

Step 2: Configure the Review

Section titled “Step 2: Configure the Review”

  1. Enter a Contract Name to identify this review

  2. Select the Category (contract type)

  3. Choose the appropriate Playbook

  4. Click Start Review

The AI analyzes your contract against each position in the playbook. This typically takes 1-3 minutes.

Step 3: Review Position Results

Section titled “Step 3: Review Position Results”

The results show each playbook position with a compliance status:

Status

Meaning

✓ Green

Compliant - meets your standards

✗ Red

Non-compliant - action needed

? Yellow

Uncertain - human review needed

— Gray

Not applicable - clause not found

Click a position to see:

  • Your organization’s guidance

  • The relevant contract clauses

  • AI analysis and reasoning

  • Suggested fallback language

Step 4: Navigate and Take Action

Section titled “Step 4: Navigate and Take Action”

Keyboard navigation: Use arrow keys to move between positions. The document automatically scrolls to the relevant clause.

For non-compliant positions:

  1. Review the AI’s analysis

  2. Click Generate Fallback to create suggested replacement text

  3. Review the generated fallback (it adapts to the contract’s terminology)

  4. Click Insert to add it with track changes

Step 5: Record Your Decisions

Section titled “Step 5: Record Your Decisions”

For each position:

  • Update the compliance status if you disagree with the AI

  • Add a justification explaining your decision

  • Your justifications create an audit trail for the review

Step 6: Use AI Chat for Help

Section titled “Step 6: Use AI Chat for Help”

Click the Chat icon on any position to ask questions:

  • “Why was this marked non-compliant?”

  • “What changes would make this acceptable?”

  • “Explain the risk of accepting this clause”

The AI understands the position context and your organization’s guidance.

Tips

Section titled “Tips”

  • Start with non-compliant items - Filter to focus on issues first

  • Review fallbacks before inserting - AI adapts terminology but always verify

  • Document decisions - Add justification when overriding AI assessments

  • Use multiple rounds - Re-review after receiving counterparty revisions

Next Steps

Section titled “Next Steps”

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