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This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

Use CoCounsel for Microsoft Word for contract review

Use a playbook to compare and review contracts in Microsoft Word with CoCounsel. Identify clause issues, review AI-assisted suggestions, and insert revisions directly into your document.
Follow these steps to use a playbook to compare to your document. You may also use the new transactional drafting agent to compare and review contracts.
  1. Open the contract you need to review in Word, then select the
    CoCounsel
     add-in to open the menu.
  2. Make sure you have selected
    Transactional
     as the practice area.
  3. Select the
    Compare to playbooks
     option.
  4. 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.
  5. Select
    Compare
     in the services agreement description.
    note
    CoCounsel reviews your document and identifies key legal clauses that align with your playbook.
  6. 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.
  7. Select the
    Issues
     tab to review a list of identified issues categorized into
    high risk issues
    ,
    major issues
    , and
    minor issues
    .
  8. Select a clause to review its details. You can switch between the
    Redlines
     and
    Guidance
     tabs.
  9. For
    high risk issues
    , you can insert a missing clause using the
    Redlines
     tab.
    1. To do so, place your cursor at the location you want and select
      Insert at cursor
      .
    2. Alternatively, select the copy icon to copy the text to your clipboard.
  10. For major issues, select the
    Scroll to text
     to locate the issue within your document.
    1. Select
      Accept
       to insert the AI-assisted clause revision. The suggested language appears in the clause section.
    2. Use Microsoft Word's Track Changes feature to accept or reject changes.
  11. For minor issues, review the summary and choose whether to accept the redlined clause version.
    1. Select a clause to review, CoCounsel will scroll to the location of the clause in the document.
    2. If an issue is present, a summary and suggested revisions will appear, which you can accept and insert into your document.
    3. In the
      Negotiation guidance
       section, the preferred clause example can be inserted at cursor.
    4. You may also view scenarios and additional guidance for escalations.

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