Before you run a risk review in the LawY Contracts Word Add-in, you can upload the documents behind the deal: Heads of Agreement, term sheets, disclosure statements, file notes and correspondence before you run a risk review. LawY treats them as context, the same it treats your own instructions, and flags where the draft departs from them. Every risk drawn from an uploaded document cites that document, so you can check it against the source.
Slot | What to add | File types | How LawY uses it |
Precedent | Your own precedent or template for this type of contract | Word (.docx) only | For each risk it finds, shows how your precedent handles the same issue |
Relevant documents | The documents behind the deal: Heads of Agreement, term sheet, disclosure statement, file notes, correspondence | PDF, Word, text or image | Treats them as context, like your own instructions, and flags where the draft departs from them; cites the document in each risk it raises |
1. Open the add-in. In Word, go to the Add-ins tab and click LawY Document Options.
2. Choose your review. Select Review and redline.
3. Choose who you act for. When the “Tell us more about this contract” panel opens, select the party you represent. LawY assesses every risk from that party’s point of view, so this choice shapes the whole review.
4. Check the jurisdiction. LawY detects the jurisdiction automatically. Confirm it’s correct, or change it if not.
5. Add a precedent (optional). Click Documents, then add your precedent. Word (.docx) files only. For more on how precedents work, see using precedents in LawY Contracts
6. Add relevant documents (optional). Click Relevant documents and add any documents behind the deal, such as Heads of Agreement, Heads of Terms, term sheets, file notes or correspondence.
7. Add instructions (optional). Type any focus points under “Instructions for the review”, for example: “Check the rent review matches the Heads of Terms.”
8. Run the review. Click done.
What you’ll see
In the risk analysis, each risk based on an uploaded document cites the document it relied on. If you’ve also added a precedent, the same risk shows how your precedent handles the issue. Check each cited point against the source before anything goes to the client.
Supported files and limits
Relevant documents: PDF, Word, text or image.
