AI assistant
The AI assistant runs inside the SingleDraft sidebar in Microsoft Word. It reads the open document, connects to your firm’s internal knowledge base, and can edit the document directly. Every response includes numbered source references that link back to the relevant paragraph in the document or to the internal data source.
Chat interface
Section titled “Chat interface”The chat interface uses a threaded conversation model. Each conversation is a separate thread. You can:
- Start a new thread at any time.
- Open the thread history to search and return to previous conversations.
- Edit a previously sent message to regenerate the response.
Type a question or instruction in the input field and press Enter. The AI responds in the same thread, maintaining context from earlier messages.
Document selections as context
Section titled “Document selections as context”Select text in the document and paste it (Ctrl+V / Cmd+V) into the chat input. The selection appears as an attachment chip above the text field. You can add multiple selections. Each selection is sent to the AI as additional context alongside your message.
File attachments
Section titled “File attachments”Click the file attachment button next to the input field to attach PDF or DOCX files. These files are sent as additional context with your message. You can attach up to 5 files, each up to 4 MB.
Source references
Section titled “Source references”AI responses include numbered source references (e.g., Source 1, Source 2). Hover over a reference to see a preview of the source text. Click a reference to navigate to that location in the document. Sources can come from the current document, selected text, attached external documents, or the internal knowledge base.
Bulk edits
Section titled “Bulk edits”When the AI suggests changes to the document, it presents them as bulk edits. Each edit shows:
- A diff view with the original and proposed text highlighted (tracked changes style, original, or new text views).
- The page number where the change applies.
- Accept and Decline buttons.
- A link to navigate to the location in the document.
After accepting an edit, the AI applies the change directly in the document. You can revert accepted edits. If multiple edits are proposed, you review and accept or decline each one individually.
The AI creates a checkpoint of the document before applying edits. You can restore the document to this checkpoint at any time.
When a bulk edit includes comments (e.g., an explanation for the user or a suggested comment to the counterparty), these appear below the edit. You can modify the comment text before inserting it into the document.
Flows are pre-built workflows that analyse the entire document and return structured results as bulk edits or summaries. Select a flow from the Review or Summary tabs above the chat input.
Review flows
Section titled “Review flows”| Flow | Description |
|---|---|
| General Review | Reviews the document for quality and consistency. Requires selecting the party you represent. |
| Negotiate | Identifies key points for negotiation from your client’s perspective. Requires selecting the representing party. |
| Fix Typos | Detects and corrects typographical errors. |
| Ambiguities | Identifies ambiguous language in the document. |
| Table Translation | Translates bilingual tables. Requires selecting a target language. |
| Anonymization | Replaces personal and sensitive data with placeholders. You can select which entity types to anonymize (names, addresses, dates, etc.) and choose between AI-based or rule-based detection. |
Summary flows
Section titled “Summary flows”| Flow | Description |
|---|---|
| Client Overview | Prepares a summary of key points for the client. Requires selecting the representing party. |
| Deal Conditions | Extracts and organises the key conditions of the agreement. |
| Termination Conditions | Extracts how and when the agreement can end. |
| Extract Dates | Lists all dates mentioned in the document. |
| Extract Monetary Values | Lists all monetary amounts in the document. |
| Tracked Changes Analysis | Analyses tracked changes in the document. |
Bilingual table translation
Section titled “Bilingual table translation”This flow translates bilingual tables in the document. The open document must contain one or more tables with the following structure: the left column contains source text, and the right column (initially empty) receives the translation. An optional numbering column on the far left and an optional empty separator column between source and target are also supported.
All matching tables in the document are processed. The translations appear as bulk edits that you can accept or decline individually.
Shortcuts
Section titled “Shortcuts”Shortcuts are saved prompts that you trigger by typing
/ in the chat input. As you type, a filtered list
of matching shortcuts appears. You can:
- Use arrow keys to navigate the list.
- Press Enter to send the selected shortcut directly.
- Click a shortcut to paste its prompt text into the input field for further editing.
- Press Tab to fill the input with the selected shortcut’s prompt.
Shortcuts are organised into two groups: personal shortcuts (visible only to you) and company shortcuts (shared across your organisation). Data Managers can create and edit company shortcuts. Any user can create personal shortcuts.
Each shortcut has a name and a prompt. Optionally, a shortcut can include an instruction to attach a file.
Translation mode
Section titled “Translation mode”Select the Translate model preset from the model selector to enter translation mode. In this mode:
- Type or paste text directly into the input field to translate it.
- Attach a file for document-level translation. Supported file types include DOCX, PDF, DOC, HTML, PPTX, TXT, XLIFF, XLSX, and SRT.
- Use the current open document as the source file for translation.
- Select the target language from a dropdown.
Auto-translate
Section titled “Auto-translate”Enable auto-translate to translate text automatically as you select it in the document. Each time you highlight text in the document, the AI translates it into the selected target language without requiring you to paste or type anything.
Document translation
Section titled “Document translation”When a DeepL API key is configured (at the user or company level), you can translate entire documents. Attach a file or use the current document, select the target language, and send. The maximum file size is 4 MB.
Document context
Section titled “Document context”The AI reads the full text of the open document and sends it as context with every message. This means:
- You do not need to copy and paste document content into the chat.
- The AI can reference specific paragraphs and return source locations.
- Bulk edits target the correct paragraphs because the AI knows the exact document structure.
When you add text selections as attachments, these are sent as a separate “selected text” context in addition to the full document.
Internal data integration
Section titled “Internal data integration”If your organisation has uploaded documents to the SingleDraft knowledge base, the AI can search and reference them. When the AI uses internal data to answer a question, it indicates this in the source references (labelled “Internal Knowledge Base”).
The AI can also perform a snippet search, which finds relevant clauses from your firm’s internal document library. When snippets are found, you can view the full results in the Similar Clauses section of the plugin.
Web search
Section titled “Web search”The AI can search the web when answering questions. When it does, search results appear as clickable links below the response. Hover over a result to see a content preview. Click to open the source page in a new browser tab.
Model selection
Section titled “Model selection”Click the model label in the bottom-left corner of the input area to open the model selector. There are two modes:
Simple mode offers four presets:
- Auto — the system selects the best model.
- Thinking — a model optimised for complex reasoning tasks.
- Fast — a model optimised for speed.
- Translate — switches to translation mode.
Advanced mode lists all available models by name (e.g., specific OpenAI, Anthropic, or Google models). You can switch between simple and advanced mode from within the selector.
Region selection
Section titled “Region selection”If your organisation has configured multiple hosting regions (e.g., Europe, Switzerland, Global), you can select the region from the model selector dropdown. This controls where AI requests are processed.
Contract parties
Section titled “Contract parties”Before running certain flows (General Review, Negotiate, Client Overview), you can specify which party you represent. Click the party icon in the navigation bar to open the contract parties dialog.
The plugin automatically extracts party names and roles from the document. You can select from these or add a custom context description (up to 500 characters). This information helps the AI tailor its review from your client’s perspective.
Response style
Section titled “Response style”Click the style selector in the settings to choose or create a custom response style. A style is a short instruction (at least 8 letters and 2 words) that controls the tone and format of AI responses. You can name and save multiple styles.
Styles are scoped to user or company level. This setting persists across sessions.
Chat history
Section titled “Chat history”Click the history icon in the navigation bar to open the thread list. Threads show the conversation title, message count, and creation date. You can:
- Search across thread titles and message content.
- Rename a thread.
- Delete a thread.
Threads older than a configured number of days are automatically removed.
Agentic capabilities
Section titled “Agentic capabilities”The AI can ask clarifying questions during a conversation. When this happens, a set of options appears in the chat. Select an option or type a custom response to continue the conversation.