Introduction to DraftPilot

DraftPilot helps you review, analyse and work with contracts in Microsoft Word and in the browser. The right place to start depends on the task you need to complete.

Watch the overview

The Summarize tool shown in the standalone tools chapter at 00:55 has been retired. Use AI Chat for document summaries instead.

Choose the right workflow

Review a contract against your organisation’s positions

Use a playbook review when your organisation has agreed positions, fallback language or escalation rules for the contract type.

DraftPilot compares the contract with the selected playbook. You can inspect each issue, edit the proposed wording and decide whether to apply it as tracked changes.

Review a contract without a playbook

Use Quick Review when you need an initial review but do not have a suitable playbook. Tell DraftPilot which party you represent and add any context that should guide the review.

Ask questions or produce a specific output

Use AI Chat to summarise documents, ask questions about them, compare agreements, produce a table, research a legal issue or request targeted drafting.

Make the request specific. Identify your role, the documents DraftPilot should use and the output you want.

You can also use a prompt from the Prompt Library, create a reusable prompt for yourself or your team, or attach a playbook when you want the chat to use its guidance alongside extra instructions.

Complete a direct document task

Use the document tools to redraft selected wording, generate clauses or contracts, prepare pushback, convert a PDF to Word, compare versions, create a clean copy, redact information or translate a contract. If a dedicated tool exists, you do not need to create a chat prompt for the same task.

Review a large contract set

Use Mass Document Review in the browser when you need to extract information from up to 200 contracts. Results appear in a table, and each answer links to the relevant part of the source contract.

Word or browser

Use the Word add-in when the task centres on the document open in Word or when you want to apply tracked changes. Use the browser for browser-only tools and work involving a larger set of files.

The tools you can see depend on your role, permissions, workspace and organisation’s configuration.

Keep control of the result

DraftPilot proposes analysis and wording. You decide which suggested changes to apply.