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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.

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Schreiben und Vorlagen

Images: 7
  • 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.

    Page of this image →To the feature: Canvas & Redline →To the feature: Pleadings & contracts →Watch the video →

  • 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.

    Page of this image →To the feature: Canvas & Redline →To the feature: Pleadings & contracts →Watch the video →

  • 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.

    Page of this image →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.

    Page of this image →To the feature: Canvas & Redline →Watch the video →

  • 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.

    Page of this image →To the feature: Canvas & Redline →To the feature: Word editing →Watch the video →

  • 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.

    Page of this image →To the feature: Pleadings & contracts →To the feature: Proactive agents →Watch the video →

  • 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.

    Page of this image →To the feature: Pleadings & contracts →Watch the video →

Prüfen und Fassungen

Images: 7
  • 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.

    Page of this image →To the feature: Canvas & Redline →To the feature: Word editing →Watch the video →

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice. The screenshots show the English interface; sample data and documents are partly in German. Smart Legal Pro itself is fully available in German, English, French, Italian, Spanish, Dutch and Polish.

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