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Using Juro's AI Review in Word

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated yesterday

Contents πŸš€



Introduction πŸ‘‹


In today's fast-developing market, Legal teams need faster, smart and more scaleable ways to review contracts.


Enter Juro's AI Review: a dynamic tool that can automatically review your documents against a playbook and generate redlines.


Accessing AI Review πŸšͺ


To access AI Review, click AI Review in your homepage sidebar:
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From here, you'll see two sections:

  • The Playbook hub: where you can upload and manage your playbooks

  • Review in Word: where you can run Juro's AI Review from the Word app on your desktop

These sections are explained in more detail below πŸ‘‡


The Playbook hub πŸ›–


An AI Review playbook tells Juro's AI how to review contracts. It should include context, default positions and limits so that the redlines generated follow your company's rules.

Juro offers example NDA and SaaS Subscription Agreement playbooks that you can adapt to your company's requirements, or replace entirely. All playbooks can be managed from within the Playbook hub.

For more guidance on building an AI playbook, check out our dedicated article here.


Uploading playbooks ⬆️


πŸ’‘ NOTE: Only Org and Workspace Admins can upload playbooks.

To upload a playbook:

1. Open the Playbook Hub and click + Add playbook (top-right-hand corner).

2. Enter your playbook's name in the PLAYBOOK TYPE field. Then, drag and drop your DOCX file into the upload portal and click Upload.

3. The Agent will analyse your playbook guardrails and use it as a reference point when reviewing contracts. You can upload a new version of a playbook at any time by clicking Edit and following the guidance from Step 2.


Reviewing your contract in Word πŸ“ƒ


πŸ’‘ NOTE: You must install Juro's Word plug-in to use this feature.


To run AI Review in Word:

1. Open your DOCX file, open the Juro plug-in and sign in.
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2. Upload the document into Juro (full steps for this flow are here), or if it already exists in Juro, upload a new version (full steps for this flow are here).
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3. Open the AI Review tab and click Run AI review.
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4. Juro will now review and return your document with suggested redlines where it identifies areas that do not comply with playbook guidance.


Understanding the Agent's results πŸ’­


Once the review is complete, the Agent will generate one of two responses:

If the contract terms comply with your playbook, you'll receive:

  • A verified copy of your contract.

  • A message confirming compliance.

If changes are needed, you'll receive:

  • a redlined version of the contract showing suggested deletions and additions.

  • Explanations for each suggested change.


Working post-review πŸ”…


After reviewing this redlined version, you can:

  • Download the reviewed document.

  • Start another review.

  • Send the redlined contract to a counterparty or internal stakeholders for review.


Summary πŸŒ…


A few final notes when using our AI review feature

  • Only DOCX and PDF documents are accepted for now

  • Workspace Admins can see reviews for the whole workspace.

  • Workspace Users see only their own reviews.

πŸ’β€β™€οΈ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.

Alternatively, you can email your query to support@juro.com πŸš€

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