What Agent Chat Can Do
Structured document reviews
Agent Chat runs full reviews of transactional and litigation documents against your playbook, company profile, and attached references. It reads the document, identifies issues, assigns risk levels, and generates redlines and comments clause by clause. The agent learns from your edits in real time. When you modify a suggestion before applying it, the agent adjusts its approach for subsequent clauses. This means the review gets more aligned with your preferences as it progresses. Structured reviews work for a range of tasks:- Issue spotting: Flag risks, gaps, and deviations from your standards
- Proofreading: Catch errors, inconsistencies, and undefined terms
- Writing improvements: Tighten language, improve clarity, and standardize tone
Drafting and redlining
Ask the agent to draft new language, revise existing clauses, or generate redlines across the document. It can insert both internal and external comments alongside changes to explain the reasoning.- Draft standalone clauses, fallback positions, or entire sections
- Revise language to favor your position as vendor or customer
- Generate redlines with explanatory comments for the counterparty or your internal team
Document generation
Generate complex full documents with formatting, including filings, merger documents, board resolutions, and more. The agent handles structure, headings, numbering, and formatting so the output is ready to use, not just raw text.Additional capabilities
- Web search: Research case law, statutes, regulatory updates, and market standards directly from the chat
- Formatting cleanup: Fix inconsistent numbering, styles, and layout issues
- Translation: Translate contracts or clauses into other languages
- Filevine integration: Search thousands of discovery and deal room documents in your Filevine repository and pull relevant precedent and facts into your drafting workflow
How It Works
Open Agent Chat from the sidebar in the Word add-in. Type a message describing what you need, and the agent begins working.- Approval workflow — the agent never modifies your document without permission. An approval drawer shows the original text, proposed change, and explanation. You can approve, edit, or reject each suggestion
- Learning from edits — when you edit a suggestion before applying it, the agent adjusts its approach for subsequent changes
- Clarifying questions — if the agent needs more information (e.g., which party you represent or what jurisdiction applies), it pauses and asks you directly
Configuring Your Session
Before or during a conversation, you can adjust settings that shape how the agent works:| Setting | What it does |
|---|---|
| Playbook | Loads your playbook rules as context for the review |
| Company profile | Includes your organization’s standard positions and preferences |
| Review scope | Controls what the agent reviews: the entire document, only tracked changes, or specific clauses |
| Web search | Enables the agent to search for case law, statutes, and market standards |
| Reference documents | Attach additional files for the agent to reference during the conversation |
| Selected text | Highlight text in Word before prompting to focus the agent on a specific passage |
| Filevine documents | Connect to your Filevine repository to pull in precedent and reference materials |
Tracking Activity
An activity log shows every action the agent has taken during your conversation. Each entry includes:- The tool the agent used (e.g., “Editing document,” “Adding comment”)
- Whether the action was applied, pending, or skipped
Sample Prompts
| Task | Prompt |
|---|---|
| Full review | ”Review this vendor agreement as the customer and redline the high-risk provisions” |
| Focused review | ”Only review the indemnification and limitation of liability sections” |
| Playbook review | ”Review this contract against our SaaS playbook and apply redlines for any deviations” |
| Redline review | ”Review the tracked changes in this document and flag any that weaken our position” |
| Draft a document | ”Draft a motion to compel with proper formatting and case citations” |
| Research and draft | ”Research market standards for IP assignment clauses, then draft one for this agreement” |
| Proofread | ”Proofread this agreement and fix any typos, inconsistencies, or undefined terms” |
| Formatting | ”Clean up the numbering and heading styles throughout this document” |
| Iterative refinement | ”That liability cap is too aggressive, revise it to be more balanced” |
Tips
- Start broad, then narrow: Ask the agent to review the full document first, then drill into specific issues in follow-up messages
- Specify your role: “As the vendor” or “as the customer” helps the agent tailor its suggestions
- Use your playbook: Enable your playbook in the session settings so the agent applies your standard positions automatically
- Review before approving: Read the proposed change and explanation in the approval drawer before accepting
- Let it learn: Edit suggestions before approving them so the agent picks up your preferences for the rest of the review
- Chain requests: Build on previous answers within the same conversation for deeper, more contextual analysis
- Attach reference documents: Upload templates, prior redlines, or policies for the agent to reference during the conversation