The Pactly Word Plugin

When a counterparty sends you their paper, the review happens in Word: you read every clause, check it against your organization’s standards, and decide what to push back on. Different reviewers catch different things, the standards live in people’s heads, and the quality of a review depends on who picks it up.

The Pactly Word plugin brings that review into Word itself, where contracts actually get negotiated. You run a playbook review, the AI checks the document clause by clause against your organization’s positions, and you act on each finding without leaving the document.

The plugin handles the review and negotiate stage of the contract lifecycle, between receiving a third-party document and sending your redlines back. It has three parts:

• Playbook review is the core. You pick a playbook (your organization’s stance on key terms), and the AI reads the whole document and reports each position as Compliant, Not compliant, or Not applicable, with guidance and pre-approved fallback language you can insert with track changes.
• Assist is the in-plugin AI chat. Ask questions about the open document, request edits in plain language, or have it adapt clause wording, all grounded in the contract text.
• The clause library holds your organization’s pre-approved clauses. Search by keyword or tag, preview, and insert one at your cursor.

Playbooks and the clause library are built and maintained in the Pactly web app. The plugin is where they get used during a live review.

A counterparty’s document moves through the plugin in a repeatable loop:

1. Open the counterparty’s document in Word and start a playbook review.
2. The AI analyzes the document against your chosen playbook. This typically takes a few minutes.
3. Work through the flagged positions: insert a pre-approved fallback clause, override a position with a justification, or generate a fix.
4. Send the marked-up document back to the counterparty.
5. When they return a new version, record it as a round and review again. The plugin tracks what changed between rounds.
6. Once both sides agree, finalize the contract. The full history lives on the contract record in the web app.

This section also covers Adapt & Insert vs Insert as-is, linking a document to a contract when auto-detect misses, and manual installation for organizations without AppSource access.

You sign in to the plugin once per session with your Pactly credentials or SSO. For how sign-in works and how to recover access, see Signing in to Pactly.

• Running a Playbook Review
• Why the Plugin Shows the Wrong Contract
• What is a Playbook?
• Review a Third-party Contract