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MS Word Add-in

Learn how to use the Legistify MS Word Add-in to review contracts, run AI playbooks, manage clauses, and extract obligations directly within Microsoft Word.

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Written by Mansi Rana

Overview

The Legistify MS Word Add-in brings AI-powered contract intelligence directly into your Microsoft Word desktop application. Once installed, it appears as a sidebar panel inside Word, giving you access to Legistify's AI features without leaving your document. The Add-in has been fully revamped with a new Skills Home experience, redesigned tools, and improved navigation across all features.

Skills Home

The Add-in opens to a new Skills Home screen featuring a "What's on your mind?" prompt area and quick-access skill shortcuts: Playbook, Obligations, Clauses, Summary, Library, and Approval. A fixed Ask input sits at the bottom of the panel for immediate use.

Sending a prompt from the home screen automatically opens Ask Legistify AI with your prompt carried over, so you never have to retype.

Suggested Questions

When you click into the home composer, the welcome section is hidden and a set of Suggested Questions appears. These are pre-built prompts based on common contract review tasks. Selecting a suggested question or submitting your own prompt opens Ask Legistify AI with that prompt pre-loaded and ready to run.

Ask Legistify AI

The Ask Legistify AI experience has been fully redesigned with a new prompt composer including an input field, send button, attachment menu, and AI model picker.

Key updates include:

  • File upload support through the plus menu — uploaded files are displayed as badges with options to view or remove them

  • A simplified header with a Back button replacing the old Close button

  • Support for loading and viewing previous conversations

  • Responses now stream live with an improved loader and enhanced markdown rendering

Clause Approval

The Clause Approval section has been redesigned to clearly display clause number, approval levels, and status for each item in the list. The New Approval and Start Approval actions have been updated for improved visibility.

Additional improvements include:

  • A simplified create and edit approval form with improved inputs, a Reminder dropdown, and a Generate Summary option

  • A redesigned approval details page with a clause information card and a clearer approval workflow showing reviewer names and avatars

  • Updated header with a Back button and UI aligned with the new plugin design

Clause Library

The Clause Library has been updated with the new Back button style in the header. Long clause names are now truncated with an ellipsis, with the full name available on hover. The layout has improved spacing and scrolling, and search and filter state is preserved when refreshing or navigating back.

Summarise

Existing summaries are now reused instead of being regenerated automatically, saving time and AI credits. The model ID submission has been simplified to use the default AI service model. Result title and heading presentation has also been improved.

Identify Key Clauses

The result title and heading display has been refined for clarity. The header and Back button have been updated to match the new plugin experience across all sections.

Obligations

Result title and heading presentation has been improved for consistency. The header and Back button have been updated to align with the rest of the plugin.

Run AI Playbook

The AI Playbook section has been redesigned throughout. Key updates include:

  • Redesigned list header with Back navigation, an "AI Playbook" title, and a + New action

  • Improved guide list layout and Run button placement

  • Redesigned guide details page with rule cards, rule numbering, and delete actions

  • Updated Save Guide and Add Rule footer layout

  • Improved progress loader while playbooks are running

  • Refined results page styling

  • Insert suggestions are now applied as tracked redline changes at the cited location in the document

  • Auto Redline — automatically applies all insertable "Not Met" suggestions sequentially, without requiring manual review of each one

Conclusion

The revamped MS Word Add-in brings a significantly improved experience for contract review directly within Microsoft Word. With the new Skills Home, redesigned tools, streaming AI responses, and Auto Redline in the Playbook, legal teams can work faster and more accurately without leaving their document.

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