Custom AI

SingleDraft provides several ways to tailor the AI assistant to your workflow and your firm’s requirements.

Shortcuts (saved prompts)

Shortcuts are reusable prompts that you save and trigger with a short name. They are useful for tasks you repeat frequently, such as checking for penalty clauses or summarising key terms.

Creating a shortcut

1. In the AI chat, type / to open the shortcuts menu.

2. Scroll to the bottom and click Add new shortcut.

3. Enter a name (lowercase letters only, up to 20 characters). For example: penalty.

4. Enter the full prompt text. For example:

   Is there a penalty clause in this contract?
   Please also include any other clauses that are
   relevant to penalties or are functionally
   equivalent. At the end, please sum up the
   conditions for a penalty in a table.
   Cite sources.

5. Optionally, enable Attach file to automatically include the current document as context when the shortcut is used.

6. Click Save.

Using a shortcut

Type / in the chat input. The shortcuts menu appears. As you continue typing (e.g. /pen), the list filters to show matching shortcuts. You can:

• Click a shortcut to paste its prompt into the input field, where you can edit it before sending.
• Use keyboard arrows and Enter to select a shortcut, which sends the prompt immediately.

Prompt builder

If you are not sure how to write a prompt, SingleDraft includes a prompt builder that guides you through defining the goal, context, and output format.

Personal and team shortcuts

Shortcuts are scoped to two levels:

• Personal — visible only to you.
• Team — shared with all users in your organisation. Only users with the Data Manager role can create or edit team shortcuts.

Model selection

SingleDraft supports multiple AI models. You can switch models at any time from the model dropdown in the chat window.

Simple mode

In simple mode, you choose from four presets:

Preset	Description
Auto	SingleDraft selects the best model for the task.
Thinking	Uses a reasoning-optimised model for complex analysis.
Fast	Uses a faster model for quick tasks.
Translate	Switches to DeepL for translation (requires a DeepL API key).

Advanced mode

In advanced mode, you select a specific model by name. Available models depend on which AI providers your Team Admin has configured. Supported providers include Azure OpenAI (GPT and o-series), AWS Bedrock (Anthropic Claude), and Google Vertex AI (Gemini).

Region selection

Your Team Admin may configure multiple deployment regions (e.g. Europe, Switzerland, Global). You can select your preferred region from the model dropdown. This controls where your data is processed.

See External Services for provider setup details.

Custom style

You can set a general tone or context that applies to all AI responses. This is useful when your firm has specific drafting guidelines or when you want the AI to respond in a particular language or register.

Setting a custom style

1. In the chat window, click the style dropdown (labelled Choose style).
2. Select an existing style or click Add new style.
3. Enter a name (3 to 18 characters) and the style text (at least 8 letters and 2 words).
4. Click Save.

Example style text:

Respond in formal British English. Use active voice.
Keep sentences concise. Cite clause numbers when
referring to the document.

The style applies to all messages in the current session. You can switch styles at any time.

Context sources

The AI assistant draws on several context sources to produce more relevant answers.

Current document

The AI has access to the content of the document that is open in Word. To explicitly add the full document to the conversation context, click the Add current file button in the chat input area.

Selected text

Select a passage in the document, then send a message. The AI uses the selected text as primary context.

Contract parties

You can specify which party you represent. This helps the AI tailor its suggestions (e.g. flagging clauses that are unfavorable to your side).

1. Click the parties button in the chat.
2. Select or type the parties you represent.
3. Optionally, add additional context about the document.

Some flows (General Review, Negotiate, Client Overview) prompt you to set the represented party before running.

Internal knowledge base

When answering your prompts, the AI can search your firm’s internal document library (Snippets) to find relevant clauses and use them as additional context.

This is enabled by default. To disable it for a specific conversation, click Ignore internal database in the chat.

See Use Your Internal Knowledge for details on connecting and searching your internal documents.

File attachments

You can attach external files to the conversation for the AI to analyse.

Supported formats

• DOCX (Word documents)
• PDF

How to attach a file

1. Click the file attachment button in the chat input area.
2. Select a file from your computer.
3. The file content is added to the AI context for the current conversation.

Maximum file size: 4 MB. You can attach up to 5 files per conversation.

Translation file support

When using the Translate mode, you can attach a broader range of file types for translation: DOCX, PDF, DOC, HTM/HTML, PPTX, TXT, XLIFF/XLF, XLSX, and SRT.

Pre-built flows

In addition to free-form chat, SingleDraft offers pre-built flows for common tasks. Flows are accessible from the Review and Summary tabs in the AI chat.

Review flows

Flow	Description
General Review	Reviews the document for quality and consistency.
Negotiate	Identifies key negotiation points.
Fix Typos	Finds and fixes typos as bulk edits.
Ambiguities	Flags clauses open to multiple interpretations.
Table Translation	Translates bilingual tables.
Anonymization	Replaces personal data with placeholders.

Summary flows

Flow	Description
Client Overview	Summarises key points for a client.
Deal Conditions	Extracts and organises key deal terms.
Termination Conditions	Summarises how and when the agreement can end.
Extract Dates	Lists all dates in the document.
Extract Monetary Values	Lists all monetary amounts.
Tracked Changes Analysis	Analyses tracked changes in the document.

Each flow produces results as bulk edits or structured text. You review and accept each suggestion individually.