📢 Docsum Expands: AI Chat + Contract Review in Word

For years, contract management software has promised to simplify the process of working with agreements. However, the reality for most teams remains the same: contracts reside in silos, insights are buried, and review workflows are fragmented across various tools.

At Docsum, we started by fixing the foundation. Our repository has become the system of record for executed agreements—where every contract is searchable, structured, and connected through entities and relationships. That foundation matters. It means your contracts aren’t just stored; they’re organized, contextualized, and ready to power smarter decisions.

But we’ve always believed the repository is just the starting point. The real opportunity lies in transforming contracts from static records into living intelligence, something you can interact with, learn from, and act upon in real-time.

That’s why today’s release is a significant milestone: the Docsum platform now expands with two powerful new capabilities: AI Chat and the AI Word Add-in.

💬 AI Chat: Your Contracts, Now Conversational

Contracts have answers, but until now they’ve been locked inside PDFs. With AI Chat, you can finally talk to your agreements:

• Ask direct questions. “When does our MSA with Acme expire?” “Which amendments changed our payment terms?” “Show me all liability caps over $1M.”

• Discover hidden patterns. Compare clauses across counterparties, analyze payment terms by vendor, or surface all agreements tied to a single entity.

• Get answers with confidence. Every response comes with clause-level citations so you know where the answer came from.

Unlike other legal AI tools, AI Chat goes beyond simple Q&A. It learns from how your team works, suggests relevant queries when you’re not sure what to ask, and uses Docsum’s unique repository intelligence—relationships, entities, and views—to provide richer, more contextual answers.

And this is just the start. Upcoming phases will add:

• Report generation. Turn conversations into structured outputs, charts, and dashboards.

• Agentic workflows. Automate multi-step tasks like building Views, redlining drafts, or creating negotiation memos.

• Integrations. Access AI Chat from Slack, Teams, or even by forwarding an email request.

AI Chat lowers the barrier for every user—legal, finance, sales, or ops—to unlock insights from contracts without being a “power user.”

📝 AI Word Add-in: Review and Negotiate Where You Work

For most teams, Word is still where negotiation happens. But until now, getting AI-powered review meant breaking flow: exporting, uploading, or re-typing changes.

The Docsum Word Add-in fixes that by embedding AI review directly into Word:

• Instant Redlines. Click Analyze and see suggested edits appear as native Word tracked changes.

• Risk Flags. Highlight issues based on your playbooks, precedent, or industry standards.

• Counterparty Reconciliation. Detect and evaluate tracked changes from the other side—decide whether to accept, reject, or revise with AI guidance.

• Playbook Power. Import past contracts to auto-generate playbooks in minutes, then apply them on the fly.

The result: faster reviews, cleaner negotiations, and fewer errors.

And just like AI Chat, this capability will keep expanding. Our roadmap includes:

• Custom Playbook Management in Word. Create, edit, and refine rules without leaving the document.

• Unified Review Pane. See Docsum’s suggestions and counterparty edits in a single interface.

• Cross-Document Precedent. Bring in redlines and language from similar past agreements automatically.

Whether you’re legal counsel balancing risk, a deal desk racing to close, or sales ops needing quick, compliant edits, Docsum in Word eliminates the friction that slows contracts down.

Interested in trying it out? Click here to install it

🚀 Why This Matters

With these releases, Docsum evolves from a repository into a full contract intelligence platform.

• Centralize. Store every contract in one place, fully indexed.

• Understand. Surface connections, relationships, and obligations.

• Act. Chat with your contracts, redline them in Word, and reconcile edits seamlessly.

It’s a platform built for how modern teams actually work—cross-functional, fast-moving, and reliant on contracts to drive revenue, manage risk, and keep operations aligned.

And it’s only the beginning. Over the coming quarters, we’ll expand AI Chat into multi-document analysis, playbook-driven reporting, and workflow automation. We’ll develop the Word Add-in into the most powerful negotiation assistant available. And we’ll keep doubling down on the mission that started it all: making contracts leverageable assets, not static files.