Screenshots: Pleadings & editor

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Pleadings & editor

Pleadings and contracts in the editor: Word-like writing, comparing versions, accepting or rejecting changes, and the review cockpit for the final check before sending.

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.

Schreiben und Vorlagen

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Write Documents: Guided Draft, Existing Document or Blank
The start screen of the editor asks how you would like to begin: with a guided draft, with an existing document or with a blank page. Below are the recently edited documents with the associated case, on the right the tool panel for AI actions on selected text. You choose a starting point, and the editor opens accordingly; if you type “/ki”, the AI writes directly at the cursor. This way you do not start a pleading or contract from zero but build on a template, a Word file or earlier work. What the AI suggests remains a draft that you review.
To the feature: Canvas & Redline →To the feature: Pleadings & contracts →
Complaint in the Editor: Text Editing with AI Tools
The editor shows a draft complaint like a Word document: menu bar, formatting bar and ruler at the top, word count and zoom at the bottom. After you select a passage, the tool panel on the right offers actions such as Revise, Shorten, More formal, More precise, Check risks or Add citations, plus a field for your own instruction. Changes are tracked in the text, insertions in green and deletions struck through in red. The note “PII masking switched on” shows that masking of personal data is active for the AI.
To the feature: Canvas & Redline →To the feature: Pleadings & contracts →
Templates: firm playbook, agents and document templates in one place
Under the line “Everything that sets your work or takes it off your hands”, the Templates page combines three tabs: firm playbook, agents and document templates; the Document templates tab is shown. It states that you choose and manage firm templates under “From template” when creating a document. Two buttons lead directly to “Write documents” or to the selection of firm templates, and a collapsible “Guides” section explains the process. This way you do not have to search for where templates and firm guidelines are kept.
To the feature: Assistant workshop →
AI Menu in the Editor: Guided Draft, Document Chat, Review, Quick Command
The AI menu of the editor leads to the functions with which the AI works on the open document: Guided draft, Document chat, Review and the quick command right at the cursor. “Continue in assistant” hands the document over to the assistant. On the right, the “AI in document” tool panel offers actions for selected text such as Revise, Shorten, Expand or a different tone. The AI makes suggestions, and nothing enters the document without your click.
To the feature: Canvas & Redline →
Insert Menu: Table of Contents, Table, Footnote, Cross-Reference and More
The Insert menu of the editor brings tools for long pleadings and contracts: table of contents, table, page break, special characters, footnote, heading numbering, checklist, bookmark and cross-reference. With “Update references” you bring cross-references up to date when the text has changed. The functions are designed to be Word-compatible, so the document can also be edited further in Word.
To the feature: Canvas & Redline →To the feature: Word editing →
Draft a Pleading: Choose Type, Reference Document and Scope Before Starting
Before the pleading agent starts, the dialog asks for the type of pleading and then which document of the case it refers to; opposing pleadings come first in the selection. Under “Form of the draft” you set the scope and can expand tone, addressee and outline wishes. The agent proposes an outline, drafts the sections and files the result as a versioned, editable Word document in the case. It asks before entering a deadline, and the draft remains a suggestion that you review and revise.
To the feature: Pleadings & contracts →To the feature: Proactive agents →
Pleading Agent: Model Choice, Second Opinion Only on Request, Cost Preview
In the lower part of the dialog you choose the model: the standard model is preselected, and its weighting in the AI quota is shown. Optionally you obtain a second opinion from the strongest model; it is triggered only if you tick the box and the outline detects a truly disputed legal point. Below, “Your quota” shows how a run is counted, and the AI cost preview states the estimated usage and the remaining quota. The run begins only with “Start”; a started run counts even if you stop it.
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Prüfen und Fassungen

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Changes and Comments: Accept or Reject Individually
In the “Review” tab, the list of all tracked changes is on the right, each with type (insertion or deletion), author and affected text; a second tab collects the comments. You accept or reject each change with one click, or decide for all at once with “Accept all” or “Reject all”. In the document on the left, the same passages are underlined in green or struck through in red. This way you go through a colleague’s revision piece by piece and keep the decision on every passage.
To the feature: Canvas & Redline →To the feature: Word editing →
Review Cockpit: See Scope and Costs First, Then Start the Review
The “Review cockpit” tab opens on the right in the editor; for the document shown, no review has been started yet. With “Prepare review” you first see the scope and cost range, and it is calculated only after your click on “Start review”. The findings of a review then appear with suggestions at the affected passage in the document. This way it stays clear in advance what a review costs, and the AI reviews only when you want it. A tick box at the bottom determines whether accepting a suggestion is done as a tracked change.
To the feature: Canvas & Redline →
Version History: Every Version with Date, Editor and Label
A “Version history” dialog overlays the editor and explains that every version is created with “Save”. Listed is the version with number, the “current” marker, label, date and editor; with “Name version” you give it a name of its own. Earlier versions can be viewed, named and restored. This keeps it traceable who saved which state and when. In the sample case there is only one version here.
To the feature: Canvas & Redline →
Compare Versions: Redline with Additions and Deletions
The “Compare versions” dialog sets an older and a newer version side by side, here version 1 and the current state in the editor. Additions are underlined in green and deletions struck through in red; unchanged paragraphs can be hidden, a counter states the number of changes, and with the arrows you jump from change to change. Via “Export” the comparison can be output as a file. The comparison is a pure view and does not change the document, so you can follow revisions without any risk to the text.
To the feature: Canvas & Redline →To the feature: Word editing →
Document Chat in the Editor: Questions and Change Requests on the Pleading
In the “Chat” tab you discuss the open document with the AI: you describe what should be changed, for example phrasing the third paragraph more objectively. The assistant makes suggestions, and nothing enters the text without your click. Changes in the document are marked in color as insertion or deletion. Only your messages count toward the AI quota, the estimate is shown next to “Send”, and a note reminds you to check AI output before use.
To the feature: Canvas & Redline →
File Menu in the Editor: Export, Word, Version History, Compare Versions
The File menu bundles what you do with a document apart from writing: Save, Export, Open in Word, Share, Clean + redline to client, Print, Version history, Compare versions and Page setup. With “Show in case” you jump back to the case. At the top, a label shows which Word version of the document is open. Comparing versions helps to check changes before sharing.
To the feature: Canvas & Redline →To the feature: Word editing →
Finalize a Pleading: Check Version, Yellow Passages and Placeholders
The “Finalize pleading” dialog leads from the finished draft to a package ready for filing. In the first step you see the current version of the pleading as well as the number of yellow-marked passages and placeholders that must be resolved before filing. An optional field takes what is new or was supplied later; on request the AI writes a new version of the same document from it, and the previous versions are kept. Nothing is transmitted, and the filing remains your decision.
To the feature: Pleadings & contracts →To the feature: Court cases & exhibits →

Verfahren und Anlagen

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Proceedings: Instance, Pleadings and Course of a Case
The “Proceedings” tab of the case shows the instance with court and file number at the top, below it the pleadings: statement of claim, the opposing side’s statement of defense and reply, each with date and status, for the claim for example “Filed”. Below, the proceedings timeline combines pleadings, events, deadlines, package states and instances in one list, without AI costs. Pleadings detected during screening appear only as a suggestion and enter the register only when you adopt them. The deadline register continues to manage deadlines, and the notes on the next pleading give no date.
To the feature: Case timeline & offers of evidence →To the feature: Court cases & exhibits →
Exhibits in Proceedings: Numbering per Pleading and Client List
In the Documents area, the “Exhibits” tab lists at the top the pleadings of the proceedings with their number of exhibits, the status such as “Filed” and notes such as “Without document: 1”. Below are the exhibits of the selected pleading with number, version, assignment and the label from the client list; you change the order with the arrows. “Match client list” compares your client’s list with the exhibits, as an AI suggestion that is adopted only after your click. The notes are guidance, not a block.
To the feature: Pleadings & contracts →To the feature: Court cases & exhibits →
Exhibits and Reference Check: Missing Exhibits and File Names at a Glance
In the second step the dialog checks the references in the pleading against the exhibit register. It reports, for example, when the text names an exhibit that is missing from the register or when there is no file yet for an exhibit; a placeholder page is then created in the package. It also suggests aligning the file names in the case with the exhibit numbers, and you choose which files are renamed. The current version is checked, also after changes in Word or in the editor.
To the feature: Pleadings & contracts →To the feature: Court cases & exhibits →
Create the Package: Frozen Exhibit State, Stamp, PDF and Country Conventions
In the last step the package is created from a frozen exhibit state: number, file and version of each exhibit are frozen in it. You choose whether the exhibits are stamped, Word, images and emails are converted to PDF, the pleading is additionally enclosed as a PDF and the package is filed in the case. An expandable section names the conventions of the legal system, here Germany. With “Create package” you generate the files; the portal transmits nothing, and you handle the filing via your usual route.
To the feature: Pleadings & contracts →To the feature: Court cases & exhibits →
Exhibit Matrix: Which Exhibit Is Used in Which Pleading
The exhibit matrix compares the exhibits of the case with the pleadings: rows are the documents, columns for example complaint, statement of defense and reply, and the cells hold the respective exhibit number. A notes column marks irregularities, such as placeholders without a file, a switch shows only the irregularities, and the matrix can be exported as CSV. This way you keep track across several pleadings of which exhibit is used where. According to the note, the matrix is an overview and not a review.
To the feature: Pleadings & contracts →To the feature: Court cases & exhibits →

Mobil unterwegs

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Mobile: Read and Easily Edit a Draft Complaint
On the smartphone, the editor shows the draft complaint for reading: at the top title and case, below the status “Not yet saved” with the “Save” button, and at the bottom word count, dictation function and document language. A note explains that you can read the document and make simple changes; a larger screen is intended for tables and layout. With “Easy edit” you change the text directly. This way a draft can be reviewed on the go, and small corrections are quickly added.
To the feature: Canvas & Redline →