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Opening the add-in

See How to Download Pincites for installation instructions.
  1. Open your Word document
  2. Click the Pincites icon in the ribbon (or go to Add-ins and select Pincites)
  3. Drag the icon onto the ribbon to pin it for quick access
The Pincites sidebar opens on the right side of your document.

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Initial setup

When you first open the add-in for a document, Pincites identifies key information:
  • Profile: The company context used for review (e.g., “The GOG Foundation, Inc.”)
  • Playbook: The set of checks and rules applied to the document (e.g., “CTA Playbook”)
You can confirm or change these at the bottom of the sidebar before proceeding. The sidebar has two tabs:
  • Playbook: Run a playbook review and see pass/fail results for each check
  • Composer: Chat with AI, ask questions, and draft content

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Using the Playbook tab

The Playbook tab runs your playbook against the document and shows results for each check.

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Review interface

  • Progress bar: Shows how many issues you’ve reviewed (e.g., “1 of 35 issues reviewed”)
  • Save redlines: Apply all accepted changes to the document
  • Search: Find specific checks by name
  • Sort: Reorder checks by name or status
  • Filter tabs: All, Failed (red), or Passed (green)

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Reviewing issues

  1. Click any check to see details
  2. Review the flagged language and suggested redline
  3. Accept or reject the suggestion
  4. Move to the next issue
Focus on Failed checks first to address items that need attention.

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Using Composer

The Composer tab lets you chat with Pincites about your document.

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Chat interface

  • Ask a question: Type your question or request and press Enter
  • Prompts: Access saved or pre-built prompts
  • Browse prompts: See the full prompt library

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What you can do

Ask questions about any clause or term in the document. Draft new language, redlines, or fallback positions. Summarize sections or the full agreement. Get risk analysis on specific provisions.

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Example prompts

  • “Summarize the indemnification obligations”
  • “Draft a mutual termination for convenience clause”
  • “What are the data protection requirements?”
  • “Suggest fallback language for the limitation of liability”
  • “Identify any unusual or non-standard terms”

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Switching profiles and playbooks

Click the settings icon at the bottom of the sidebar to change:
  • Profile: The company context Pincites uses for review
  • Playbook: The set of checks applied to the document
The active profile and playbook are shown at the bottom of the sidebar.

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Tips

  • Pin the Pincites icon to your ribbon for quick access
  • Use the Playbook tab for structured reviews against your standards
  • Use Composer for ad-hoc questions and drafting
  • Filter to Failed checks to focus on what needs work
  • Save redlines periodically as you review

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Interacting with your document

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Document analysis

  • Ask questions about any part of your document
  • Identify and extract specific clauses, terms, or information
  • Get risk analysis and issue spotting
  • Review comment summaries and stakeholder feedback

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Document editing

  • Generate redlines for the entire document or specific sections
  • Get suggestions for clearer, more precise language
  • Draft new sections based on your requirements
  • Apply suggested changes with a single click
  • Compare different versions of clauses

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Comment generation

Pincites can generate comments to insert into your document. Use comments to explain redlines, flag risks, or provide context for counterparties.