Creating and Editing Documents

Import documents, create new drafts, format text, and use AI-assisted editing tools.

Getting a document into the editor

Import a Word file

1. Open a Matter and navigate to the Drafting Assistant.

2. Click Import and select a .docx file from your computer.

3. The editor loads the document with formatting, tables, and styles intact.

Only .docx files are supported for import. If you have a .doc file, save it as .docx in Microsoft Word first.

Create a new document

1. Open a Matter and navigate to the Drafting Assistant.

2. Click New Document.

3. Start typing in the blank editor. The document is automatically linked to the current Matter.

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Formatting toolbar

The toolbar along the top of the editor provides standard word-processing controls:

• Font family and size -- choose from common legal fonts.

• Bold, italic, underline, strikethrough -- apply inline styles.

• Headings and paragraph styles -- structure your document with heading levels.

• Lists -- numbered and bulleted lists with nesting support.

• Tables -- insert and resize tables, merge cells, adjust borders.

• Ruler -- set left/right margins and first-line indents visually.

• Zoom -- adjust the editor zoom level for comfortable reading.

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Edit Mode vs. Redline Mode

The editor has two manual editing modes, selectable from the toolbar:

Edit Mode

• Changes are applied directly to the document.

• No markup is shown -- the document reads cleanly.

• Best for early drafting when you do not need a change trail.

Redline Mode

• Every insertion and deletion you make is tracked.

• Insertions appear highlighted; deletions appear in strikethrough.

• Best for collaborative review rounds where reviewers need to see what changed.

Switching from Redline Mode to Edit Mode does not remove existing tracked changes. Resolve or accept outstanding changes before switching if you want a clean document.

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AI Workspace panel

The AI Workspace panel sits to the right of the editor and offers two tabs:

Chat tab

Ask the AI questions about your document or the Matter. The AI has full context of the document content and the Matter it belongs to, so you can ask things like:

• "Summarize the indemnification clause."

• "Does this contract contain a non-compete?"

Responses appear in the chat thread. No changes are made to the document from this tab.

Work tab

Give the AI an instruction and it will edit the document directly. All changes appear as tracked changes (the AI always-redline workflow). Examples:

• "Rewrite Section 3 in plain English."

• "Add a force majeure clause after Section 7."

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Inline AI

1. Select a passage of text in the editor.

2. A floating AI toolbar appears above the selection.

3. Choose a quick action or type a custom instruction.

The AI processes the selected text and inserts its changes as tracked changes in place.

Pre-built quick actions

Action	What it does
Fix grammar	Corrects spelling, punctuation, and grammatical errors.
Make concise	Shortens the passage while preserving meaning.
Professional tone	Rewrites in a formal, professional register.

Custom AI instructions

Select text, then type a freeform instruction in the inline prompt -- for example:

• "Rephrase to remove passive voice."

• "Add a reference to 28 U.S.C. 1332."

• "Translate to Spanish."

The AI applies your instruction to the selected text and shows the result as tracked changes.

Because the AI inherits Matter context, its suggestions account for the parties, jurisdiction, and facts of your case -- not just the text on screen.