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Use CoCounsel Drafting for contract review

Follow these steps to use a playbook to compare to your document.

Open the contract you need to review in Word, then select the arrow button in the CoCounsel Drafting pane to open the menu.

Make sure you have selected Transactional
as the practice area. If you need to change the practice area:

Select the Change
link in the Practice area
section.

Select Transactional
from the dropdown, then select Save
.

Select the Compare to playbooks
option in the Review your work
section.

Select a playbook:

Filter between custom playbooks or Practical Law pre-built playbooks.

Enter a keyword or phrase in the search field to find a specific playbook.

Select Compare
in the services agreement description.

note

CoCounsel reviews your document and identifies key legal clauses that align with your playbook.

Select the Playbook
tab to view a table of contents listing each clause. Clauses are flagged to indicate whether they are missing, have issues, or are acceptable.

Select the Issues
tab to review a list of identified issues categorized into high risk issues
, major issues
, and minor issues
.

Select a clause to review its details. You can switch between the Redlines
and Guidance
tabs.

For high risk issues
, you can insert a missing clause using the Redlines
tab.

To do so, place your cursor at the location you want and select Insert at cursor
.

Alternatively, select the copy icon to copy the text to your clipboard.

For major issues, select the Scroll to text
to locate the issue within your document.

Select Accept
to insert the AI assisted redline clause. The redlined language appears in the clause section.

Use Microsoft Word's Track Changes feature to accept or reject changes.

For minor issues, review the summary and choose whether to accept the redlined clause version.

Select a clause to review, CoCounsel will scroll to the location of the clause in the document.

If an issue is present, you'll see a summary of the issue and suggested redlines, which you can accept and insert into your document.

In the Negotiation guidance
section, the preferred clause example can be inserted at cursor.

You may also view scenarios and additional guidance for escalations.

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Use CoCounsel Drafting for contract review

This article applies to: