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Agent Review is the AI-powered review workflow in LOIS for Word. The agent reasons through your entire contract, flags non-standard terms, and generates redlines, comments, and explanations without needing a pre-built rule for every scenario. You don’t need to build a playbook for every contract type. Start with Agent Reviews, and over time you’ll figure out which issues actually need the structure of a playbook.

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Agent reviews and playbooks

Agent Reviews and playbooks aren’t competing features. They solve different problems, and the best workflow usually involves both. Agent Reviews provide a base layer of reasoning: the AI reads the full contract, identifies issues, and generates redlines and comments on its own — with just a prompt, a playbook as context, or nothing at all. This covers the bulk of the work, including the long tail of issues that don’t need pre-built rules. Playbooks give you additional structure and guard rails, for the 5–20 issues your team cares about deeply. Reach for one when an issue needs strict compliance — a specific fallback hierarchy, escalation path, or approval gate. Agent Reviews won’t always follow a fallback hierarchy the same way twice. The AI reasons independently and may pick a different path because it found something better. That’s a feature for most workflows, but use a playbook when you need strict consistency. The recommended approach: use Agent Reviews as the primary workflow, then layer in lightweight playbooks for the must-have issues that need structured rules.

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How it works

When you run an Agent Review, LOIS for Word works through your document clause by clause:
  1. Reads the document: The agent scans the full document structure, including tables, footnotes, and tracked changes
  2. Analyzes each clause: Every clause is evaluated using the agent’s reasoning, your profile, and any playbook or context you’ve provided
  3. Produces suggestions: For each flagged clause, the agent generates redlines, comments, or both
  4. Assigns risk scores: Each clause gets a risk rating (low, medium, or high) so you know where to focus
You can watch the review happen in real time. The sidebar shows a progress bar and streams the agent’s reasoning as it works through each clause.

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Running agent review

  1. Open your contract in Word, and open the LOIS for Word add-in.
    LOIS for Word add-in open alongside a contract in Word
  2. In the LOIS for Word add-in, select Review and then Agent to open agent review.
    Selecting Agent from the Review menu in LOIS for Word
  3. Optionally, add context before running the review:
    • Custom context: Add free-text instructions (up to 2,500 characters) for anything specific the agent should know
    • Quick context tags: Select pre-built tags like “high-value deal” or “light-touch review” to adjust the agent’s approach
    • Select scope: Decide whether to review the entire document, only redlined sections, or specific clauses
    • Playbook: Attach a playbook as context for the agent to reason against
  4. Select Run at the bottom of the add-in.
    Run button at the bottom of the agent review panel
Results appear in the add-in as each clause completes.

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Interacting with the agent

During a review, the agent may pause and ask for your input:
  • Questions: If the agent needs more information to complete a clause review, a banner appears and the questions drawer opens — it may ask you to choose between approaches, confirm a position, or add deal context. Answer, and the agent picks up where it left off.
  • Document changes: Before modifying the document directly, the agent shows a diff preview and asks for your approval. Approve, reject, or edit each change — nothing is modified without your sign-off.

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Reviewing results

Each clause review includes a risk score, suggested redline, comment explaining the reasoning, and citations to the playbook rules or precedent that informed the suggestion.
Clause review card showing risk score, redline, and comment
You can accept, skip, edit, or rerun any suggestion. Use the toolbar to search, filter by status, or sort by risk score. If a suggestion doesn’t look right, skip or edit it rather than applying — Agent Review makes no changes to your document until you apply a result, so nothing is inserted without your say. When you apply results, use the Apply split-button to choose what gets inserted:
  • Redlines only: inserts just the redlines, and suppresses any comments — including comments embedded in a redline suggestion
  • Comment only: inserts just the comments

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Run a review again

Select Run again to re-run a completed review with the same configuration, against a fresh snapshot of your document and your current selection. A failed run leaves your prior results untouched — they’re only replaced once the new run succeeds.

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Tips

  • Start with Agent Reviews, not playbooks. You don’t need a pre-built rule for every issue. The agent reasons through the contract and catches things you haven’t written rules for.
  • Add context before reviewing. A sentence or two about the deal type, your role, or key concerns helps the agent focus on what matters.
  • Upload existing guidelines as context. If you have a Word doc playbook or negotiation guidelines, upload them as context rather than converting them into structured rules.
  • Review high-risk clauses first. Sort by risk score to prioritize the items that need the most attention.
  • Rerun individual clauses. If you’ve updated context or made changes to the document, rerun a specific clause instead of the entire review.
  • Pair with Composer. After running Agent Review, switch to Composer to ask follow-up questions about specific flagged clauses or draft alternative language.