2. Features

AI Assistant

The AI Assistant is your intelligent legal co-pilot that answers questions, analyzes documents, and helps draft legal content using advanced AI technology. What is the AI Assistant? The AI Assistant uses Retrieval-Augmented Generation (RAG) technology to provide accurate, context-aware answers by searching your document library, the web, or using general legal knowledge. It's like having a junior associate who has read all your documents and can instantly recall relevant information. Key Capabilities Three Operating Modes The AI Assistant can operate in three different modes, depending on your needs: 1. Standard Chat Mode When to use: General legal questions, explanations of concepts, brainstorming How it works: Uses general AI knowledge without searching your documents Example questions: - "What is the difference between an NDA and a confidentiality agreement?" - "Explain the statute of limitations for contract disputes" - "What should I consider when drafting a termination clause?" Limitations: Cannot access your specific documents or company-specific information 2. Document Search Mode (RAG) When to use: Questions about your uploaded documents, company-specific information How it works: 1. Searches your indexed documents for relevant content 2. Finds the most relevant sections using semantic search 3. Generates an answer based on that content 4. Cites sources so you can verify Example questions: - "What are the payment terms in the Acme contract?" - "Summarise all the non-compete clauses in our employment agreements" - "Which contracts have termination for convenience clauses?" Requirements: Documents must be uploaded and indexed first [SCREENSHOT: Document Search toggle enabled showing "Search Documents (15)"] 3. Web Search Mode When to use: Research on current events, recent legal developments, external information How it works: - Searches the internet for relevant information - Synthesises results from multiple sources - Provides links to original sources Example questions: - "What are recent changes to GDPR regulations?" - "Find recent court cases about non-solicitation agreements" - "What are best practices for data breach notification?" Note: Always verify legal research with official sources [SCREENSHOT: Web Search toggle enabled with globe icon] Using the AI Assistant Accessing the Assistant 1. Click "Assistant" in the left sidebar 2. Or navigate to /assistant 3. The chat interface appears with two tabs: - Chat - Main conversation interface - History - Previous conversations [SCREENSHOT: Assistant page with tabs visible] Asking Questions Basic Question Flow 1. Type your question in the text box at the bottom 2. Select your mode using the toggle switches: - "Search Documents" for RAG mode - "Web Search" for internet research - Both off for standard chat 1. Press Enter or click "Send" 2. Wait for response (typically 2-15 seconds) 3. Review the answer and cited sources [SCREENSHOT: Question being typed with toggles visible] Writing Effective Questions Do: - ✅ Be specific: "What is the liability cap in the Acme MSA?" vs "Tell me about liability" - ✅ Provide context: "In our standard NDA template, what is the confidentiality period?" - ✅ Ask one thing at a time: Break complex queries into separate questions - ✅ Use document names: "What payment terms are in the Smith contract?" Don't: - ❌ Be vague: "Tell me about contracts" - ❌ Ask multiple questions at once: "What are the terms, payment, and liability in this contract?" - ❌ Expect perfection: Always verify critical information Advanced Question Techniques Comparative questions: - "Compare the liability clauses in our top 3 vendor contracts" - "What's different between our NDA v1 and v2?" Analytical questions: - "Identify all indemnification clauses in my uploaded contracts" - "Which agreements have the most favorable payment terms?" Summarisation requests: - "Summarise the key obligations in the Acme agreement" - "Give me a 3-sentence overview of this employment contract" Understanding Responses Response Components When the AI responds, you'll see: 1. Source indicator - Badge showing which mode was used (Documents, Web, or Standard) 2. Answer text - The AI-generated response 3. Sources section - Documents or web pages used (if applicable) 4. Relevance scores - How well each source matched your question (for document search) [SCREENSHOT: Complete response with all components labeled] Reading Sources Document Sources Each cited document shows: - Document name - Clickable link to the full document - Relevance score - Match percentage (e.g., "95% match") - Excerpt - The specific text used to generate the answer - Document icon - Indicates it's from your vault What the relevance score means: - 90-100% - Highly relevant, strong match - 75-89% - Relevant, good match - 60-74% - Somewhat relevant - Below 60% - Weak match, verify carefully [SCREENSHOT: Document source card with relevance score] Web Sources Each web source shows: - Page title - From the website - URL - Click to visit the source - Snippet - Preview of the relevant content - Globe icon - Indicates web source [SCREENSHOT: Web source card] Verifying Information Always verify important information: 1. Click the source - Read the full context 2. Check multiple sources - Don't rely on one document 3. Use professional judgment - AI is a tool, not a lawyer 4. Consult colleagues - For critical decisions 5. Review contracts directly - Never rely solely on summaries for binding decisions Conversation History Viewing Past Conversations 1. Click the "History" tab at the top 2. Browse previous conversations (up to 50 most recent) 3. Each shows: - Conversation title (auto-generated from first question) - Message count - Last activity date/time [SCREENSHOT: History tab with conversation list] Loading a Conversation 1. Click on any conversation in the history 2. It loads into the Chat tab 3. Continue where you left off 4. All context is preserved Managing History - Continue conversation - Click to load and add more messages - New conversation - Click the "New Chat" icon (document icon) - Automatic titles - Generated from your first question - Sessions persist - Available across browser sessions Document Drafting The AI Assistant can help draft legal documents from scratch or templates. Accessing Draft Features 1. Open the Assistant 2. Click the "Draft" tab 3. Choose between: - Templates - Pre-built document types - Custom Draft - Describe what you need [SCREENSHOT: Draft tab showing template cards] Using Templates Available templates: - NDA (Non-Disclosure Agreement) - Standard confidentiality agreement - MSA (Master Service Agreement) - Framework for ongoing services - Employment Agreement - Employee contracts - DPA (Data Processing Agreement) - GDPR-compliant data processing To use a template: 1. Click on the template card 2. Wait 10-30 seconds for generation 3. Review the generated document 4. Copy to clipboard or Save to Vault 5. Edit and customize as needed What's included: - All standard sections and clauses - Placeholder text for customization (e.g., "[COMPANY NAME]") - Professional formatting - Based on your organization's playbooks (if available) [SCREENSHOT: Generated template with placeholders highlighted] Creating Custom Drafts For documents not covered by templates: 1. Click the "Custom Draft" section 2. Describe what you need in detail: Example: "Create a vendor services agreement for IT support services. Include standard liability limitations, 30-day payment terms, and termination for convenience with 30 days notice." 1. Toggle "Include Playbooks" if you want to use your organization's standard language 2. Click "Generate Draft" 3. Wait 15-45 seconds for generation Tips for better results: - Be specific about key terms and requirements - Mention any regulatory requirements - Reference similar agreements if applicable - Include party types (vendor, customer, employee, etc.) Working with Generated Drafts Once generated: 1. Review carefully - AI drafts are starting points, not final products 2. Copy to clipboard - Use "Copy" button for easy pasting 3. Save to Vault - Creates a new document in your vault 4. Edit manually - Customize all placeholders and terms 5. Have legal review - Never use AI drafts without review [SCREENSHOT: Generated draft with Copy and Save buttons] Advanced Features Playbook Integration When "Include Playbooks" is enabled: - AI uses your organisation's standard clauses - Maintains consistency with approved language - Incorporates guardrail-compliant terms - References your clause library Best for: - Organizations with established playbooks - Maintaining standard positions - Ensuring compliance with internal policies Conversation Context The AI maintains context within a conversation: Example flow: 1. You: "What are the payment terms in the Acme contract?" 2. AI: "Net 30 days from invoice date..." 3. You: "What about late fees?" ← AI understands you mean in the same contract 4. AI: "The contract specifies 1.5% per month for late payments..." Context window: Last 10-15 messages typically retained Multi-Document Analysis Ask questions spanning multiple documents: - "Compare liability caps across all our vendor agreements" - "Which employment contracts include non-compete clauses?" - "Find all contracts expiring in the next 90 days" The AI will search all indexed documents and synthesize results. Best Practices For Legal Professionals 1. Build your document library first - Upload key contracts and templates 2. Use document search for specifics - Much more accurate than general knowledge 3. Verify all citations - Click through to source documents 4. Use for first drafts, not final - Save hours on initial drafting 5. Train business users - Show them how to get answers without bothering you For Business Users 1. Start with simple questions - Build confidence gradually 2. Use approved playbooks - Stay within guardrails 3. Know when to escalate - If guardrails flag it, get legal review 4. Ask clarifying questions - Don't assume, ask follow-ups 5. Save useful conversations - Reference them later Question Formulation Tips Instead of: "Tell me about this contract" Try: "Summarise the key commercial terms in the Acme MSA" Instead of: "Is this okay?" Try: "Does this termination clause comply with our standard playbook?" Instead of: "Draft a contract" Try: "Draft a software licensing agreement with annual renewal, liability cap at fees paid, and 90-day termination notice" Limitations and Considerations What the AI Can Do - ✅ Answer questions based on uploaded documents - ✅ Search the web for legal research - ✅ Generate first drafts from templates - ✅ Summarise and analyse contracts - ✅ Compare terms across documents - ✅ Explain legal concepts What the AI Cannot Do - ❌ Provide legal advice (you need a lawyer for that) - ❌ Guarantee 100% accuracy (always verify) - ❌ Access documents you haven't uploaded - ❌ Read your mind (be specific in questions) - ❌ Replace professional judgment - ❌ Modify documents directly (use Chrome Extension for that) Data Privacy - Your data stays private - Documents are not shared with other organizations - Not used for training - Your documents don't train the underlying AI models - Encrypted in transit and at rest - Industry-standard security - Access controlled by permissions - Only users with access can query your documents Accuracy Considerations - AI can hallucinate - May generate plausible but incorrect information - Always cite sources - Use document search mode for verifiable answers - Cross-reference important terms - Check multiple sources - Have legal review for critical decisions - AI is a tool, not a lawyer - Update your document library - Outdated documents lead to outdated answers Troubleshooting AI not finding relevant documents Possible causes: - Documents not indexed yet (check status in Vault) - "Search Documents" toggle not enabled - Question too vague or general - Documents don't contain the information Solutions: - Wait for indexing to complete (10-60 seconds per document) - Enable "Search Documents" toggle - Rephrase question more specifically - Upload more relevant documents Slow response times Normal wait times: - Standard chat: 2-5 seconds - Document search: 3-10 seconds - Web search: 5-15 seconds - Document drafting: 15-45 seconds If slower: - Check internet connection - Try during off-peak hours - Close other browser tabs - Reduce question complexity Inaccurate or confusing answers Try: - Rephrase your question more specifically - Break complex questions into simpler ones - Use document names explicitly - Check which sources were cited - Switch modes (try document search if standard chat isn't working) Can't access drafting features Check: - You need Legal or Admin functional role for full drafting - Business users limited to templates only - Try refreshing the page - Check browser console for errors Keyboard Shortcuts - Enter - Send message - Shift + Enter - New line without sending - Esc - Clear current input - Ctrl/Cmd + / - Focus search box Related Articles: - Document Vault → - Upload and organize documents - Playbooks → - Build clause libraries for better AI results - Quick start guide → - Get started quickly - Troubleshooting → - Common issues

Document Vault

The Document Vault is your centralized, AI-powered repository for all legal documents. Upload, organize, search, and manage documents with semantic search capabilities that understand meaning, not just keywords. What is the Document Vault? Think of the Vault as a smart filing cabinet that not only stores your documents but understands their content. Using advanced AI technology, it can find documents based on concepts and meaning, making search 10x more powerful than traditional keyword search. Key Features Intelligent Storage - Unlimited document types - PDF, Word, Excel, images, Google Docs - Automatic text extraction - Even from images using OCR - Instant indexing - Documents become searchable in seconds - Cloud storage - Access from anywhere - Version tracking - Know when documents were added/modified Semantic Search - Concept-based finding - Search by meaning, not exact words - AI-powered relevance - Results ranked by actual relevance - Natural language queries - Ask questions like talking to a person - Cross-document search - Find information across all documents at once organisation Tools - Tagging system - Add custom tags for categorization - Metadata - Track additional information about documents - Filtering - By date, type, source, status - Bulk operations - Manage multiple documents at once Integration - Google Drive sync - Automatic import from Google Drive - Manual upload - Drag and drop or browse to upload - Browser-based - No desktop software required Accessing the Vault 1. Click "Vault" in the left sidebar 2. Or navigate to /vault 3. The Vault opens with document list view [SCREENSHOT: Vault with document list] Uploading Documents Manual Upload Single Document 1. Click the "Upload" button (top-right) 2. Click "Browse" or drag-and-drop a file 3. Select your document 4. Wait for upload and processing 5. Document appears in the list [SCREENSHOT: Upload button and drag-drop area] Multiple Documents 1. Click "Upload" 2. Hold Ctrl (Windows) or Cmd (Mac) while selecting files 3. Or drag-and-drop multiple files at once 4. All files upload and process in parallel 5. Track progress for each file Maximum: 10 files at once Google Drive Import For automatic synchronization from Google Drive: 1. Set up Google Drive integration first 2. Go to Settings > Integrations > Google Drive 3. Click "Sync Documents" 4. Select folders or sync all 5. Documents import automatically Benefits of Google Drive sync: - Automatic updates when files change - Preserve Google Docs formatting - Sync entire folder structures - Two-way linking (edit in Drive, searchable in Alingo) Supported File Types Documents - PDF (.pdf) - Most common, best for final versions - Microsoft Word (.doc, .docx) - Editable documents - Text files (.txt, .md, .rtf) - Plain text documents - Rich Text (.rtf) - Formatted text Spreadsheets - Microsoft Excel (.xls, .xlsx) - Spreadsheets and data - CSV (.csv) - Comma-separated values Images (with OCR) - JPEG (.jpg, .jpeg) - Photos and scans - PNG (.png) - Screenshots and graphics - TIFF (.tiff, .tif) - High-quality scans - GIF (.gif) - Simple graphics OCR (Optical Character Recognition): Alingo automatically extracts text from images, making scanned contracts searchable! Google Workspace (via integration) - Google Docs - Word processing documents - Google Sheets - Spreadsheets - Google Slides - Presentations File Size Limits - Maximum: 100 MB per file - Recommended: Under 50 MB for faster processing - Average: Most contracts are 1-10 MB Document Processing Processing States Each uploaded document goes through these stages: 1. Uploading - File is being transferred to cloud storage - Progress bar shows percentage complete - Typically takes 5-30 seconds depending on file size 2. Processing - Text is being extracted from the document - OCR is applied to images if needed - Document is being analysed for structure - Status shows as "Processing" - Time: 10-30 seconds for most documents [SCREENSHOT: Document with "Processing" status badge] 3. Indexed - Document is fully searchable - AI embeddings have been created - Ready for semantic search - Status shows as "Indexed" with green checkmark - Time: Usually 10-60 seconds total from upload [SCREENSHOT: Document with "Indexed" status badge] 4. Failed (if errors occur) - Red error indicator - Hover to see error message - Common causes: Unsupported format, corrupted file, file too large - Solution: Try re-uploading or converting to PDF What "Indexed" Means When a document is indexed: - ✅ Searchable via semantic search - ✅ Available to AI Assistant for questions - ✅ Appears in search results - ✅ Can be used in playbook analysis - ✅ Fully processed and ready to use Searching Documents Using the Search Bar The search bar at the top of the Vault uses semantic search: 1. Type your search query 2. Results appear instantly 3. Most relevant documents show first 4. Search understands meaning, not just keywords [SCREENSHOT: Search bar with query and results] Semantic Search Examples Traditional keyword search: - Query: "termination clause" - Finds: Documents containing exact words "termination" and "clause" Semantic search (Alingo): - Query: "how to end contract early" - Finds: Documents about termination, cancellation, early exit, etc. - Understands you mean termination clauses - Returns relevant results even if exact words differ Search Tips Good search queries: - "liability limitations in vendor contracts" - "data processing agreements with EU companies" - "non-compete clauses in employment contracts" - "payment terms net 30 days" Why they work: - Specific and descriptive - Natural language - Include context - Focus on concepts, not exact wording Less effective queries: - "contract" (too broad) - "document about xyz" (be more direct) - Single words (add context) Advanced Search (Coming Soon) Future versions will include: - Filter by date range - Filter by document type - Filter by tags - Boolean operators (AND, OR, NOT) - Saved searches Viewing Documents Document List View The default view shows all documents in a list: Columns displayed: - Name - Document filename - Type - File format and source (Drive, Upload) - Last Modified - When last updated - Size - File size - Source - Upload or Google Drive - Status - Indexed, Processing, or Failed [SCREENSHOT: List view with all columns] Grid View Alternative view showing documents as cards: 1. Click the grid icon (top-right) 2. Documents display as cards with previews 3. Shows name, type, date, and status 4. Click any card to open [SCREENSHOT: Grid view with document cards] Document Detail Panel Click any document to see details: Information shown: - Full document name - File type and format - Last modified date - File size - Processing status - Tags (if any) - Description (if added) - Google Drive link (if from Drive) Actions available: - View document (opens in new tab) - analyse with AI - Add to playbook - Delete document [SCREENSHOT: Document detail panel] Organizing Documents Adding Tags Tags help categorize and find documents: 1. Select a document 2. In the detail panel, click "Add Tag" 3. Type tag name (e.g., "vendor contracts", "Q1 2024") 4. Press Enter 5. Tag appears on the document Tag best practices: - Use consistent naming (all lowercase or Title Case) - Create a tagging system (by client, type, date, project) - Don't over-tag (3-5 tags per document is usually enough) - Use multi-word tags for specificity ("data-processing-agreement") Adding Descriptions Provide context for each document: 1. Select a document 2. Click in the "Description" field 3. Type a brief description 4. Click "Save" Good descriptions: - "Master Service Agreement with Acme Corp, signed 2024-01-15" - "Standard NDA template v2.0 - updated for GDPR" - "Employment contract template for senior developers" Using Metadata Metadata is automatically captured: - Upload date - When document was added - Last modified - Last change to the file - File size - Storage space used - File type - Format and extension - Source - Manual upload or Google Drive - Google Drive ID - Link to original (if applicable) Managing Documents Deleting Documents Single document: 1. Select the document 2. Click the trash icon or "Delete" button 3. Confirm deletion 4. Document is permanently removed Bulk deletion: 1. Select multiple documents (checkboxes) 2. Click "Delete Selected" 3. Confirm deletion 4. All selected documents removed Warning: Deletion is permanent and cannot be undone. The document is removed from: - Your Vault - AI search results - Any playbooks it's associated with - (If from Google Drive, original file in Drive is NOT deleted) Refreshing the Vault To reload document list: 1. Click the "Refresh" button (top-right) 2. Or press F5 to refresh browser 3. Latest status updates appear Useful when: - Documents stuck in "Processing" - Waiting for Google Drive sync - After bulk operations - Checking if new documents appeared Document Actions Available actions per document: View Document - Opens document in new tab - PDF: Browser PDF viewer - Google Docs: Opens in Google Docs - Other formats: Downloads to your computer analyse with AI - Sends document to AI Assistant - Ask questions about this specific document - Extract clauses for playbooks - summarise contents Add to Playbook - Associate document with a playbook - Use for clause extraction - Reference as source material - Helpful for playbook maintenance Google Drive Integration How It Works When connected: 1. Select folders to sync in Settings 2. Alingo monitors those folders 3. New files auto-import to Vault 4. Changes in Drive update in Vault 5. Two-way linking maintained Benefits - No manual upload - Automatic synchronization - Stay current - Updates reflect automatically - Preserve formatting - Google Docs formatting maintained - Team collaboration - Share Drive folders, auto-sync to Alingo - Centralized storage - Files stay in Drive, searchable in Alingo Syncing Process 1. Go to Settings > Integrations > Google Drive 2. Click "Sync Documents" 3. Choose sync option: - All documents - Sync entire Drive - Specific folder - Select from folder list 1. Click "Sync" 2. Background process begins 3. Documents appear in Vault as they're processed Sync time: Varies by number and size of documents - 10 documents: ~1-2 minutes - 100 documents: ~10-20 minutes - 1000+ documents: May take hours, runs in background [SCREENSHOT: Google Drive sync dialog with folder selection] Managing Synced Documents Identifying synced documents: - Blue cloud icon next to document name - "Source: Google Drive" in details - "Google Drive" badge in list view Opening in Google Drive: 1. Click document 2. Click the "Open in Google Drive" link 3. Document opens in Google Docs Synced document considerations: - Deleting from Vault doesn't delete from Drive - Deleting from Drive doesn't auto-delete from Vault (manual cleanup needed) - Changes in Drive may take 5-10 minutes to reflect in Vault Best Practices For Legal Teams 1. Upload your entire contract library - The more documents, the better the AI works 2. Use consistent file naming - "ClientName_AgreementType_Date.pdf" 3. Tag systematically - Create a tagging taxonomy 4. Add descriptions - Future you will thank present you 5. Sync Google Drive folders - Automate document management 6. Regular cleanup - Remove outdated documents quarterly For Business Users 1. Upload only business-relevant documents - Contracts you're working on 2. Tag with project or client name - Easy retrieval 3. Check processing status - Wait for "Indexed" before searching 4. Use semantic search - Describe what you're looking for 5. Don't delete shared documents - Check with Legal first File organisation Tips Naming convention example: ClientName_DocumentType_Date_Version.pdf Examples: Acme_MSA_2024-01-15_v1.pdf Acme_NDA_2024-03-20_Final.pdf Smith_Employment_2024-02-01.pdf Tagging strategy: - Client tags: client-acme, client-smith - Type tags: nda, msa, employment, dpa - Status tags: active, expired, template - Department tags: sales, procurement, hr Troubleshooting Document stuck in "Processing" Try: 1. Wait 2-3 minutes (large documents take longer) 2. Refresh the page (F5) 3. Check file format is supported 4. Verify file isn't corrupted (try opening it elsewhere) 5. Re-upload if still stuck after 5 minutes Prevent: - Convert complex Word docs to PDF first - Ensure images are clear and readable - Keep files under 50 MB when possible Search not returning expected results Check: - Document status is "Indexed" (not "Processing") - Search query is specific enough - Document actually contains the information - Try rephrasing the query Improve results: - Upload more related documents (AI works better with more context) - Use natural language descriptions - Include synonyms in your query - Check document content manually to verify Can't upload documents Possible causes: - File too large (> 100 MB limit) - Unsupported file type - Browser issues - Network connection problems Solutions: - Compress large PDFs before uploading - Convert to supported format (PDF recommended) - Try different browser - Check internet connection - Disable browser extensions temporarily Google Drive sync not working Verify: - Integration is connected (Settings > Integrations) - You have permissions on the Drive folder - Pop-ups are allowed for OAuth - Try disconnecting and reconnecting Common issues: - OAuth token expired - Reconnect integration - Folder permissions changed - Verify access in Drive - Sync in progress - Check status in Settings Documents disappearing from Vault Possible reasons: - Another user deleted them - Filter applied hiding them - Check audit logs (Settings > Audit) for deletion events - Contact support if unexplained Performance Tips Faster Uploads - Optimize PDFs - Use PDF compression tools - Batch similar documents - Upload in groups of 10 - Upload during off-peak - Faster processing - Use wired connection - More stable than WiFi Faster Search - Wait for indexing - Don't search until "Indexed" - Be specific - Narrow queries get faster results - Use tags - Filter before searching - Limit scope - Search within a category when possible Better Storage Management - Archive old documents - Download and remove from Vault - Remove duplicates - One copy is enough - Clean up test uploads - Remove test files regularly - Export important documents - Keep local backups Related Articles: - AI Assistant → - Ask questions about your documents - Google Drive integration → - Set up automatic sync - Playbooks → - Use documents to build clause libraries - First document upload tutorial →

Guardrails

Guardrails define your organisation's non-negotiable terms and escalation triggers, empowering business teams with safe self-service while protecting the company from unacceptable risk. What are Guardrails? Guardrails are business rules that automatically flag, require approval for, or block certain contract terms based on your organisation's risk tolerance. They tell business users: "You can handle this yourself" or "You need legal review for this." Example Guardrails: - "Any contract over $100,000 requires CFO approval" - "Non-compete periods exceeding 12 months must be reviewed by legal" - "Unlimited liability is never acceptable - block automatically" - "Data processing in non-EU countries requires privacy team review" Why Use Guardrails? Enable Self-Service - Business teams can handle standard contracts independently - Clear boundaries reduce legal bottlenecks - Faster deal cycles without compromising legal safety Protect the Company - Catch high-risk terms automatically - Ensure compliance with company policy - Prevent costly mistakes Improve Efficiency - Legal focuses on complex issues, not routine questions - Automated flagging saves review time - Consistent application of risk criteria Guardrail Components 1. Name Clear, descriptive identifier Examples: - "High-value contracts - CFO approval required" - "Extended non-compete period" - "Unlimited liability prohibition" 2. Trigger Description What causes this guardrail to activate Examples: - "Contract value exceeds $100,000" - "Non-compete period longer than 12 months" - "Contract includes unlimited liability language" - "Data processing outside EU/US" 3. Business Area Which department or function this applies to Available types: - Financial - Payment terms, pricing, contract value - Procurement - Vendor agreements, purchasing - Privacy - Data protection, GDPR compliance - Legal - Legal terms and conditions - Commercial - Sales, customer agreements 4. Action What happens when triggered Three action types: Block (Red/Stop) - Prevents action from proceeding - User cannot continue without resolution - Requires legal involvement to override Example: "Unlimited liability is never acceptable - contract cannot proceed" Special Approval (Orange/Caution) - Requires specific approver (legal, CFO, etc.) - User can request approval - Clear escalation path Example: "Contracts over $100K need CFO sign-off" Flag for Review (Yellow/Warning) - Alerts user to potential issue - Suggests legal review - User can proceed with acknowledgment Example: "This non-standard payment term should be reviewed by legal" 5. Enabled Status Whether guardrail is active - Enabled - Actively monitoring - Disabled - Temporarily inactive (for testing or exceptions) Accessing Guardrails 1. Click "Guardrails" in the left sidebar 2. Or navigate to /guardrails 3. View all guardrails in your organisation Permissions required: Legal or Admin functional role to create/edit [SCREENSHOT: Guardrails list page] Creating a Guardrail Step 1: Basic Information 1. Click "Add Guardrail" (top-right) 2. Enter guardrail details: - Name - Clear, descriptive - Trigger - Detailed description of what activates it - Business Area - Select from dropdown - Action - Block, Special Approval, or Flag 1. Click "Create" [SCREENSHOT: Create guardrail dialog] Example: Financial Guardrail Name: High-Value Contract Approval Trigger: Any contract with total value exceeding $100,000 Business Area: Financial Action: Special Approval Status: Enabled Example: Privacy Guardrail Name: Non-EU Data Processing Trigger: Contract involves processing personal data outside EU/US Business Area: Privacy Action: Flag for Review Status: Enabled Example: Legal Guardrail Name: Unlimited Liability Block Trigger: Contract language includes unlimited liability or no liability cap Business Area: Legal Action: Block Status: Enabled Managing Guardrails Editing Guardrails 1. Click on guardrail in the list 2. Click "Edit" button 3. Modify any field 4. Click "Save Changes" What you can change: - Name and description - Trigger criteria - Business area - Action type - Enabled status Enabling/Disabling Guardrails To disable temporarily: 1. Click the toggle switch next to guardrail 2. Guardrail becomes inactive 3. No longer triggers or alerts users Use cases for disabling: - Testing new workflows - Special project exceptions - Temporary policy changes - Gradual rollout of new rules Deleting Guardrails 1. Click on guardrail 2. Click "Delete" button 3. Confirm deletion 4. Guardrail is permanently removed Warning: Deletion is permanent. Consider disabling instead if you might need it again. How Business Users Experience Guardrails During Contract Work When a business user works with a contract that triggers a guardrail: Block Action: 1. System detects triggering condition 2. Red alert appears 3. "This action cannot proceed - requires legal review" 4. User cannot continue 5. Must contact legal to resolve [SCREENSHOT: Block alert example] Special Approval Action: 1. System detects triggering condition 2. Orange alert appears 3. "Approval required from [specific person/team]" 4. User can request approval directly 5. Approver notified 6. User waits for approval to continue [SCREENSHOT: Approval request dialog] Flag for Review Action: 1. System detects triggering condition 2. Yellow warning appears 3. "Recommended: Have legal review this" 4. User can acknowledge and continue 5. Or user can request review 6. Audit trail logs user's choice [SCREENSHOT: Flag warning with options] Requesting Approvals 1. Guardrail triggers "Special Approval" action 2. User clicks "Request Approval" 3. Form appears: - Who needs to approve - Why approval is needed - Contract details - User's message/justification 1. Click "Send Request" 2. Approver notified via email and in-app 3. User receives notification when approved/denied Guardrail Strategies By Department Sales Team: Guardrail 1: Discount > 30% → CFO Approval Guardrail 2: Payment terms beyond Net 60 → Legal Flag Guardrail 3: Custom T&Cs requested → Legal Review Guardrail 4: Deal > $250K → VP Sales + CFO Approval Procurement Team: Guardrail 1: Contract > $50K → Procurement Manager Approval Guardrail 2: Multi-year commitment → CFO Approval Guardrail 3: New vendor (not in system) → Compliance Review Guardrail 4: Unlimited liability → Block HR Team: Guardrail 1: Non-compete > 6 months → Legal Review Guardrail 2: Executive level → CEO Approval Guardrail 3: Equity compensation → CFO + Legal Approval Guardrail 4: Remote work abroad → Tax Team Review By Risk Level Low Risk - Flag Only: - Standard contracts with slight variations - Known vendors/customers - Low financial exposure - Non-sensitive information Medium Risk - Approval Required: - Higher financial value - New counterparties - Modified standard terms - Cross-border elements High Risk - Block: - Unacceptable legal terms - Regulatory violations - Excessive liability exposure - Conflicts of interest Integration with Playbooks Guardrails and Playbooks work together: Playbooks define what's acceptable: - Standard clause language - Approved alternatives - Not acceptable terms Guardrails enforce the boundaries: - Alert when deviating from playbook - Block non-playbook "not acceptable" terms - Require approval for alternative language Example Integration: Playbook says: - Standard: Liability capped at fees paid - Fallback 1: Liability capped at 2x fees - Fallback 2: Liability capped at $100K - Not acceptable: Unlimited liability, cap > 5x fees Guardrails enforce: - Guardrail 1: If unlimited liability → Block - Guardrail 2: If cap > 5x fees → Block - Guardrail 3: If cap between 2-5x fees → Flag for review Best Practices Creating Effective Guardrails Do: - ✅ Be specific - "Contracts over $100K" not "big contracts" - ✅ Use measurable criteria - Objective triggers, not subjective - ✅ Test before enabling - Create disabled, test, then enable - ✅ Document rationale - Why this guardrail exists - ✅ Start conservatively - Easier to loosen than tighten - ✅ Get input from business - They know their pain points - ✅ Review regularly - Guardrails evolve with business needs Don't: - ❌ Over-guardrail - Too many blocks frustrate users - ❌ Use vague triggers - "Unusual terms" - what does that mean? - ❌ Set and forget - Review quarterly - ❌ Block everything - Enable appropriate self-service - ❌ Ignore feedback - Business users will tell you what's not working Balancing Control and Efficiency Too restrictive: - Everything requires approval - Business bypasses legal entirely - Deals move to shadow IT/processes - Legal becomes bottleneck Too permissive: - Risky contracts slip through - Inconsistent terms - Potential liability exposure - Compliance issues Just right: - 70-80% of routine contracts self-service - 20-30% require legal review - Clear criteria for escalation - Business understands boundaries Rollout Strategy Phase 1: Pilot (Week 1-2) - Create 3-5 core guardrails - Enable for one department only - Gather feedback - Refine triggers and actions Phase 2: Expand (Week 3-4) - Add department-specific guardrails - Enable for all departments - Monitor trigger rates - Adjust thresholds Phase 3: Optimize (Month 2+) - Review analytics - Identify bottlenecks - Remove unnecessary guardrails - Add missing coverage Monitoring and Analytics Guardrail Activity Track how guardrails are performing: Metrics to monitor: - Trigger rate - How often each guardrail activates - False positives - Triggers that shouldn't have happened - Override rate - How often legal overrides blocks - Approval turnaround - Time from request to approval - Business feedback - User satisfaction with guardrails Access analytics: 1. Go to Settings > Audit Logs 2. Filter by "guardrail" actions 3. Export for analysis Optimization High trigger rate (>50% of contracts): - Threshold might be too low - Consider raising the bar - Or change from Block to Flag Low trigger rate (<5% of contracts): - Guardrail might be redundant - Or threshold too high - Review if still needed High override rate (>30%): - Guardrail too strict for business reality - Adjust criteria - Or change action type Common Guardrails Financial Guardrails 1. Contract Value Tiers - <$10K: No approval needed - $10K-$50K: Manager approval - $50K-$250K: Director + Legal review - >$250K: CFO + Legal approval 2. Payment Terms - Net 30: Standard, no review - Net 45-60: Finance team flag - >Net 60: Finance + Legal approval 3. Pricing/Discounts - <20% discount: Sales manager - 20-30% discount: VP Sales - >30% discount: CFO approval Legal Guardrails 1. Liability - Capped at fees paid: Approved - Capped at 2-3x fees: Legal review - Capped >3x fees: Block - Unlimited: Always block 2. Indemnification - Mutual, limited: Approved - One-sided: Legal review - Uncapped: Block 3. Term Length - 1 year auto-renew: Standard - 2-3 years: Legal review - >3 years: CFO + Legal Privacy/Security Guardrails 1. Data Processing - EU/US processing: Approved - Other countries: Privacy team review - No data protection: Block 2. Security Requirements - Standard SOC2: Approved - Custom security: InfoSec review - Lower than SOC2: Block 3. Data Retention - <2 years: Standard - 2-5 years: Legal review - >5 years: Privacy + Legal approval Troubleshooting Guardrail not triggering Check: - Guardrail is enabled (toggle on) - Trigger criteria matches the situation - User has correct permissions - Refresh the page Too many false positives Solutions: - Refine trigger criteria to be more specific - Adjust threshold values - Change from Block to Flag - Gather user feedback on what's not working Users bypassing guardrails Investigate: - Are guardrails too restrictive? - Is approval process too slow? - Do users understand the purpose? - Is there a gap in guardrail coverage? Address: - Streamline approval workflows - Educate users on risk - Make compliance easier than bypass - Adjust guardrails based on feedback Can't create guardrail Verify: - You have Legal or Admin role - All required fields completed - Business area selected - Action type chosen Related Articles: - Playbooks → - Define acceptable terms - Configure guardrails tutorial → - Best practices for business teams → - User roles and permissions →

Playbooks

Playbooks are your organisation's standardised clause libraries - collections of pre-approved legal language that ensure consistency, reduce risk, and enable self-service contracting. What is a Playbook? A Playbook is a structured collection of legal clauses with standard positions, alternative language, and fallback options. Think of it as a menu of pre-approved legal language that can be mixed and matched to create contracts quickly while maintaining your organisation's standards. Example: An "NDA Playbook" might include: - Standard confidentiality clause (preferred language) - Fallback option 1 (less restrictive, for vendors) - Fallback option 2 (more restrictive, for sensitive data) - Not acceptable terms (what never to agree to) - Guidance (when to use each option) Why Use Playbooks? For Legal Teams - ✅ Consistency - Same language used across all contracts - ✅ Efficiency - No need to draft from scratch every time - ✅ Scalability - Enable business self-service safely - ✅ Knowledge capture - Preserve institutional knowledge - ✅ Quality control - Pre-approved by legal reduces risk For Business Teams - ✅ Self-service - Handle standard contracts without legal bottleneck - ✅ Clear guidance - Know what's acceptable and what's not - ✅ Faster deals - Reduce legal review time from days to hours - ✅ Confidence - Trust you're using approved language - ✅ Escalation clarity - Know when you need legal review Accessing Playbooks 1. Click "Playbooks" in the left sidebar 2. Or navigate to /playbooks 3. View all playbooks in your organisation [SCREENSHOT: Playbooks page with playbook cards] Playbook Components Clauses The core building blocks of a playbook. Each clause contains: 1. Title - Clear, descriptive name Example: "Limitation of Liability - Cap at Fees Paid" 2. Standard Text - Your preferred language Example: "IN NO EVENT SHALL EITHER PARTY'S AGGREGATE LIABILITY EXCEED THE TOTAL FEES PAID IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM." 3. Fallback Texts - Alternative versions (numbered) Fallback 1: Cap at 2x fees paid Fallback 2: Cap at $100,000 Fallback 3: Cap at $50,000 4. Not Acceptable Terms - What to never agree to Examples: - "Unlimited liability" - "Liability exceeding 5x fees paid" - "No liability cap" 5. Tags - Categorization Examples: liability, financial, vendor-contracts 6. Guidance - When and how to use Example: "Use standard text for enterprise customers. Use Fallback 1 for mid-market. Never agree to unlimited liability without CFO approval." Clause Alternatives Additional versions beyond fallbacks: - Different legal approaches to same goal - Jurisdiction-specific variations - Industry-specific requirements - Risk-level adaptations Documents Sample contracts associated with the playbook: - Best-in-class executed agreements - Templates built from the playbook - Reference materials - Historical versions Creating a Playbook Step 1: Basic Information 1. Click "Create Playbook" (top-right) 2. Enter playbook details: - Name - Clear, descriptive (e.g., "Vendor Services Agreement") - Description - Purpose and scope - Optional: Tags for organisation 1. Click "Create" [SCREENSHOT: Create playbook dialog] Step 2: Add Clauses Two ways to add clauses: Option A: Manual Creation 1. Click "Add Clause" 2. Fill in clause details: - Title - Standard text - Fallback texts (optional) - Not acceptable terms (optional) - Tags - Guidance 1. Click "Save Clause" [SCREENSHOT: Add clause form] Option B: AI-Powered Extraction Use document analysis to extract clauses automatically: 1. Click "analyse Documents" 2. Select documents to analyse (uploaded to Vault) 3. Click "Start Analysis" 4. Wait for AI to extract clauses (30-120 seconds) 5. Review suggested clauses 6. Accept, reject, or edit each one 7. Accepted clauses are added to playbook See Tutorial: analyse Documents for Clauses for detailed guide. [SCREENSHOT: Document analysis interface] Step 3: Organize and Refine 1. Reorder clauses - Drag and drop to logical sequence 2. Group by tags - Use consistent tagging 3. Add alternatives - Provide options for different scenarios 4. Document guidance - Help users know when to use each clause 5. Attach reference docs - Link to best examples Step 4: Publish 1. Toggle "Published" to make available 2. Unpublished playbooks are drafts (only you can see) 3. Published playbooks are visible to your organisation 4. Business users can only use published playbooks Using the Marketplace The Marketplace provides ready-to-use playbook templates created by legal experts. Browsing Templates 1. From Playbooks page, click "Browse Marketplace" 2. Browse available templates: - Featured templates - By category (NDA, Employment, Services, etc.) - By industry - By complexity 1. Click on a template to preview [SCREENSHOT: Marketplace with template cards] Template Information Each template shows: - Name and description - Author - Who created it - Use count - How many organisations use it - Clauses included - Number and categories - Featured badge - Recommended templates - Preview - Sample clauses Adding a Template 1. Click on a template to open details 2. Review included clauses 3. Click "Add to My Playbooks" 4. Template is copied to your organisation 5. You can now view and use it (but not edit directly) Important: Marketplace templates are read-only. To customize, you must fork them. Forking a Template To create an editable copy: 1. Find the template in your Playbooks list 2. Click the fork icon (branching icon) 3. Enter new playbook name 4. Optionally modify description 5. Click "Create Fork" 6. You now have an editable copy 7. Customize clauses as needed [SCREENSHOT: Fork playbook dialog] When to fork: - You want to customize clauses - Add your company-specific terms - Remove clauses you don't need - Adapt for your industry/jurisdiction Managing Playbooks Editing Playbooks What you can edit: Own playbooks: - All components (name, description, clauses, etc.) - Full control Forked playbooks: - All components - Maintains link to original template Marketplace templates (not forked): - Cannot edit directly - Must fork first to modify Editing Process 1. Click on playbook to open details 2. Click "Edit" button (if editable) 3. Make changes: - Edit playbook name/description - Add/remove/edit clauses - Reorder clauses - Update tags 1. Changes save automatically Deleting Playbooks 1. Open playbook details 2. Click "Delete" button 3. Confirm deletion 4. Playbook and all clauses are removed Warning: Cannot be undone. Associated documents remain in Vault but lose playbook association. Sharing Playbooks Within your organisation: - Published playbooks automatically visible to all members - Unpublished playbooks are private drafts Outside your organisation: - Coming soon: Share playbooks with other organisations - For now: Export and manually share Working with Clauses Clause Order Clauses appear in the order you create them. Reorder for logical flow: Typical contract structure: 1. Definitions 2. Scope of services/work 3. Payment terms 4. Term and termination 5. Confidentiality 6. IP and ownership 7. Warranties and disclaimers 8. Limitation of liability 9. Indemnification 10. General provisions Clause Categories Use tags to categorise: Common categories: - Financial: payment, pricing, fees, invoicing - Liability: limitation, indemnification, insurance - IP: ownership, licenses, work-for-hire - Termination: notice periods, termination rights - Confidentiality: NDA terms, data protection - General: force majeure, governing law, notices Clause Versioning Track changes over time: - Date added - Automatically tracked - Last modified - Updates with each edit - Version notes - Add in description field - Historical docs - Keep old versions in associated documents Best Practices For Legal Teams Building playbooks: 1. Start with your best contracts - Upload top 10 executed agreements 2. Extract common clauses - Use AI to identify patterns 3. Standardise language - Create one preferred version 4. Add fallbacks strategically - 2-3 fallbacks per clause is enough 5. Document the "why" - Add guidance for each clause 6. Get team input - Review with other lawyers 7. Test with business users - Ensure it's usable Organising playbooks: - By contract type: NDA Playbook, MSA Playbook, etc. - By counterparty type: Vendor Playbook, Customer Playbook - By department: Sales Playbook, Procurement Playbook, HR Playbook Maintaining playbooks: - Review quarterly for relevance - Update when legal landscape changes - Remove outdated clauses - Gather feedback from users - Track which clauses are most used For Business Users Using playbooks: 1. Choose the right playbook - Match to contract type 2. Start with standard text - Use preferred language first 3. Escalate at red flags - Check "not acceptable" terms 4. Use guidance notes - Understand when to use each option 5. Ask legal when unsure - Better safe than sorry Self-service boundaries: - ✅ Use standard text as-is - ✅ Choose from provided fallbacks - ✅ Follow guidance notes - ⚠️ Combining clauses from different playbooks - check with legal - ⚠️ Modifying clause text - requires legal review - ❌ Accepting "not acceptable" terms - always escalate Advanced Features Playbook Prompts (Admin only) Customize how AI generates content from playbooks: 1. Go to Playbook Settings 2. Edit "Clause Generation Prompt" 3. Modify how AI interprets your clauses 4. Test with sample generation 5. Save changes Use cases: - Add company-specific context - Emphasise certain legal positions - Adjust for industry terminology - Improve AI understanding Playbook Analytics Track playbook usage: - Which clauses are most used - Which fallbacks are selected most often - How often playbooks are accessed - User feedback and ratings [ASSUMPTION: Analytics feature available or planned] Clause Suggestions AI can suggest improvements: - Missing clauses (comparing to industry standards) - Alternative language (from analysed documents) - Inconsistencies (conflicting guidance) - Updates (based on legal changes) Collaboration Multi-User Editing Concurrent editing: - Multiple users can view playbook simultaneously - Editing locks single clause at a time - Last save wins on conflicts (manual merge needed) Best practices: - Communicate before major edits - Work on different clauses simultaneously - Use draft mode for experimental changes Comments and Feedback On clauses: - Add internal notes - Request review from colleagues - Track change rationale On playbooks: - Overall feedback - Suggestions for improvement - Usage questions [ASSUMPTION: Commenting feature exists or is planned] Integration with Other Features With AI Assistant Playbooks enhance AI responses: - AI uses playbook language in drafted documents - Suggests playbook clauses when relevant - Flags deviations from playbook standards Enable: Turn on "Include Playbooks" when drafting With Guardrails Guardrails enforce playbook usage: - Require playbook clauses for certain contract types - Flag when non-playbook language is used - Trigger escalation if "not acceptable" terms appear See Guardrails feature guide With Chrome Extension Analyse contracts against your playbooks directly in Google Docs: - Select a playbook to analyse the document against - Get AI suggestions that align with your playbook standards - See deviations from your standard clauses highlighted - Apply policy-aligned changes with explanations The Chrome Extension uses your playbook clauses, fallback positions, and "not acceptable" terms to generate relevant suggestions for each contract you review. See Chrome Extension guide Troubleshooting Can't create playbook Check: - You need Legal or Admin functional role - organisation limit reached (contact support) - Browser permissions Document analysis not working Verify: - Documents are uploaded and indexed - At least one document selected - Documents contain legal clauses (not invoices, etc.) - Wait for processing to complete Clauses not appearing Possible causes: - Playbook not published - Filter applied - Clauses saved as draft - Refresh page to reload Can't edit marketplace template This is expected: Marketplace templates are read-only Solution: Fork the template to create editable copy Related Articles: - Create a playbook tutorial → - analyse documents tutorial → - Fork marketplace template → - Guardrails → - Enforce playbook usage - AI Assistant → - Use playbooks in drafting

Chrome Extension for Google Doc

The Alingo Chrome Extension brings AI-powered contract analysis directly into Google Docs. Select a playbook, run analysis, and get policy-aligned suggestions with explanations—all without leaving your document. What is the Chrome Extension? The Chrome Extension is your AI legal co-pilot inside Google Docs. It analyses contracts against your organisation's playbooks and guardrails, then provides suggestions that align with your legal policies. Key capabilities: - AI-powered contract analysis against your playbooks - Policy-aligned redline suggestions - Risk highlighting with priority levels - Plain-English explanations for each suggestion - Apply changes with or without track changes Why Use the Chrome Extension? Speed - Analyse entire contracts in seconds - Get suggestions instantly based on your playbooks - Apply multiple changes with one click Consistency - AI applies your legal standards consistently - Every suggestion aligns with your playbooks - Guardrails enforced automatically Control - Review every suggestion before applying - See explanations for why changes are recommended - Accept, modify, or dismiss suggestions individually - You handle 100% of the decisions Installing the Extension Step 1: Install from Chrome Web Store 1. Open Google Chrome browser 2. Visit Chrome Web Store 3. Search for "Alingo" 4. Click "Add to Chrome" 5. Click "Add Extension" in the popup 6. Extension icon appears in browser toolbar Step 2: Grant Permissions The extension requires these permissions: - Read and modify Google Docs - To analyse content and apply changes - Access to Google account - To verify your identity - Communication with Alingo servers - To process AI analysis Click "Allow" when prompted. Step 3: Sign In 1. Open any Google Doc 2. Look for the "ALINGO" badge on the right side of the page 3. Click the badge to open the sidebar 4. Click "Sign In" 5. Enter your Alingo credentials 6. You're ready to analyse contracts! The Sidebar Interface When you click the Alingo badge, a sidebar opens with four tabs: Assistant Tab Chat with the AI about your document: - Ask questions about specific clauses - Get explanations of legal terms - Request analysis of particular sections Suggestions Tab This is where the magic happens: - Select a playbook to analyse against - Run analysis to get AI suggestions - Review and apply changes Playbooks Tab View your organisation's playbooks: - See all available playbooks - Click to edit playbooks in the main platform Settings Tab Configure the extension: - Model preferences - Debug tools (for troubleshooting) Analysing a Contract Step 1: Select a Playbook 1. Open a contract in Google Docs 2. Click the Alingo badge to open the sidebar 3. Go to the Suggestions tab 4. Use the playbook dropdown to select: - Auto-detect Playbook - AI chooses the best match - Or select a specific playbook (NDA, MSA, etc.) Step 2: Run Analysis 1. Click the Play button (▶️) next to the playbook selector 2. Wait while AI analyses the document (10-60 seconds depending on length) 3. A loading indicator shows progress What happens during analysis: - AI reads the entire document - Compares clauses against your playbook standards - Checks against your guardrails - Identifies deviations and risks - Generates suggestions with explanations Step 3: Review Suggestions After analysis, you'll see a list of suggestions. Each suggestion shows: Priority Badge - 🔴 Critical - Requires immediate attention - 🟠 High - Important issue to address - 🟡 Medium - Should be reviewed - 🟢 Low - Minor improvement Suggestion Card - Title - What clause or section is affected - Diff View - See original text vs. proposed change - Explanation - Why this change is recommended - Playbook Reference - Which playbook clause applies Actions - Apply - Insert the suggestion into the document - Dismiss - Remove from the list without applying Step 4: Apply Changes For each suggestion you want to apply: 1. Review the diff view to understand the change 2. Read the explanation to understand why 3. Click "Apply" to insert the change With Track Changes (Suggestion Mode): - Changes appear as Google Docs suggestions - Counterparty can see what was changed - Accept/reject changes later Without Track Changes: - Changes are applied directly - No visible track changes - Use for internal review Bulk Actions To apply multiple suggestions at once: 1. Select suggestions using checkboxes 2. The bulk action bar appears 3. Click "Apply Selected" to apply all at once 4. Or "Cancel" to clear selection Understanding Suggestions Priority Levels | Priority | Meaning | Action | |----------|---------|--------| | Critical | Violates "not acceptable" terms in your playbook | Must address before signing | | High | Significant deviation from standard position | Should address | | Medium | Moderate deviation, may be acceptable | Review and decide | | Low | Minor improvement opportunity | Optional | The Diff View Each suggestion shows what will change: - Red/Strikethrough - Text being removed - Green - Text being added - Context - Surrounding text for reference Explanations Every suggestion includes an explanation: - Why the AI flagged this clause - What playbook standard it deviates from - What risk or issue it presents - Why the suggested change is better Sync Status Suggestions track if the document has changed: - ✓ Synced - Document matches when suggestion was created - ✏️ Editing - You're making changes toward the suggestion - ⚠️ Changed - Document text has changed since analysis - 🗑️ Deleted - The clause no longer exists in document If status shows "Changed" or "Deleted", re-run analysis for fresh suggestions. Using the AI Assistant The Assistant tab lets you chat with AI about your document: Ask Questions - "What does this indemnification clause mean?" - "Is there a liability cap in this contract?" - "Summarise the termination provisions" Get Guidance - "What should I negotiate on this clause?" - "How does this compare to our standard terms?" - "What risks should I be aware of?" Chat History - Previous conversations are saved - Click "History" to view past chats - Click "+" to start a new conversation Best Practices Before Analysing - ✅ Ensure you have edit permissions on the document - ✅ Choose the right playbook for the contract type - ✅ Save a version before applying bulk changes - ✅ Enable suggestion mode if counterparty needs to see changes During Review - ✅ Read explanations - Understand why each change is recommended - ✅ Check priorities - Address Critical and High first - ✅ Verify diff views - Ensure the change is what you expect - ✅ Use your judgment - AI suggests, you decide After Applying - ✅ Review all changes - Read through the modified document - ✅ Accept/reject suggestions - If using track changes mode - ✅ Note major edits - Document significant changes for your records - ✅ Keep version history - Use Google Docs versions feature Troubleshooting Sidebar not appearing Check: - You're using Google Chrome (not Firefox, Safari, Edge) - Extension is installed and enabled - You're on a Google Docs document (not Sheets/Slides) - Try refreshing the page Can't sign in Try: - Clear browser cache and cookies - Disable other extensions temporarily - Try in incognito mode - Verify your Alingo credentials work on the main platform Analysis taking too long Normal times: - Short contracts (1-5 pages): 10-20 seconds - Medium contracts (5-20 pages): 20-45 seconds - Long contracts (20+ pages): 45-90 seconds If slower: - Check your internet connection - Large documents may take longer - Try during off-peak hours Suggestions not appearing Check: - Analysis completed successfully (no error message) - Selected playbook has clauses defined - Document contains legal content (not blank or non-contract) Apply not working Verify: - You have edit permissions on the document - The clause still exists in the document - Document isn't locked by another user Permissions and Security What the Extension Can Access - Google Docs content - To read and analyse - Your Alingo account - To verify permissions and access playbooks - Document metadata - Title, to identify the contract What the Extension Cannot Access - ❌ Other Google services (Gmail, Drive files not open) - ❌ Your Google password - ❌ Documents you don't have permission to view - ❌ Other browser tabs or windows Data Privacy - Processing is ephemeral - Document content is analysed and not permanently stored - Suggestions are saved - So you can return to your analysis - Audit trail - Actions are logged for compliance - Encryption - All communication is encrypted Known Limitations What Works - ✅ Google Docs (documents) - ✅ Documents you have edit access to - ✅ Shared documents (if you're an editor) - ✅ Documents in any Google Drive (personal or work) What Doesn't Work - ❌ Google Sheets or Slides - ❌ Microsoft Word (use Google Docs instead) - ❌ View-only documents (no edit permission) - ❌ Protected sections/ranges in documents Browser Support - ✅ Google Chrome (v90+) - Fully supported - ⚠️ Microsoft Edge - May work (Chromium-based) but not officially supported - ❌ Firefox - Not supported - ❌ Safari - Not supported Updates Automatic Updates - Extension auto-updates from Chrome Web Store - No action required from you - Updates typically happen overnight - Check version: Right-click extension icon > "Manage extension" Related Articles: - Chrome Extension Setup → - Installation guide - Playbooks → - Create clause libraries for analysis - Guardrails → - Set up compliance rules - AI Assistant → - Learn about AI chat features - Troubleshooting →