📢 The web, your templates, and your whole workflow, right inside Docsum.

This release expands what Docsum can reach and where you can use it. AI chat can now research the live web, you can standardize your documents with custom templates, and the Word Add-in now shares the full experience of the web app. We've also closed out a round of security findings to keep your contracts locked down.

🌐 Web Research: Ground Answers in the Live Web

Real-time research, with proper citations, right in chat.

Your contracts don't exist in a vacuum, and sometimes the answer depends on current law or external context. AI chat now includes a live web research tool you can toggle on per session, returning answers grounded in real-time legal and general web sources, with proper citation formatting and authority tiering so you know how much weight to give each source.

📄 Document Templates: Standardize Your Documents

Create, manage, and reuse your own document templates.

From a new Templates configuration page, you can create and manage custom document templates: name, description, document type, and a .docx upload. The AI assistant can also retrieve your templates on demand, so the right starting point is always within reach.

🪟 The Word Add-in, Reimagined

Everything you love about the web app, now inside Microsoft Word.

The Word Add-in has leveled up significantly and now matches the full Docsum web experience, so you can stay in your document and still get the complete toolkit.

Unified Authentication

Sign in with the same email/password, SSO, and social login as the web app, plus team selection.

Files & Web Research in Word

Bring documents into the conversation and research the live web without ever leaving your editor.

Deep-Linked Citations

Repository-backed answers render proper citations that link straight to the source document, matching the web AI Chat experience.

Also in this release:

• Playbook discovery in chat. Ask "What rules are in my NDA playbook?" in web chat or the Word Add-in and have Docsum list and inspect your playbooks.

• Group by entities. The document table now supports grouping by entity (Customer, Vendor, and more) with document sub-groups shown inline, making large repositories easier to navigate.

• Redlining in AI Legal Intake. A new Document Review agent can review and redline contracts end-to-end, with cleaner, friendlier summaries.

🚀 Why This Matters

Great contract work means having the right context and tools without breaking your flow. With live web research, your own reusable templates, and a Word Add-in that finally does everything the web app does, Docsum meets you wherever the work happens. This is the most capable, most connected version of Docsum yet.