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Contract Review

Review contracts directly in Word with automatic evaluation based on defined rules.

Updated View as Markdown

You can run a contract review directly in the open Word document. The add-in uses a check group available in your current project and shows results with reasoning and references to relevant text.

Starting a review

Open the Praktik Word add-in. At the bottom of the panel, select Actions, then choose Review.

Selecting a check group

The panel lists the check groups available in the current project. You can search them and filter between all, system, and user groups.

  • System groups are provided by Praktik.
  • User groups are created by users and available in your organization and project context.

Open a group and read its name, description, and individual checks before starting. Select Run to continue to contract-party selection.

Create, clone, or edit groups in the Praktik web application. The Word add-in is for selecting and running the available rules.

Selecting a party

Before starting, select the party you represent in the contract. Results can differ by perspective, so choose the party from whose position Praktik should assess the terms.

Processing

While the review runs, you can see its progress, checks currently being processed, and completed items. You can cancel the review. After all checks are evaluated, the system may still be generating suggested edits.

A pending or running state means processing is not complete. A run error indicates a processing problem, not a conclusion that the contract does or does not meet a condition.

Review results

Expand a specific check to read its reasoning, matching condition, and document references. A result can show that:

  • the starting position was met,
  • a fallback was met - an acceptable alternative that may need attention,
  • an unacceptable condition was found, or
  • no configured positive condition was met.

An unacceptable condition takes precedence over an earlier starting-position or fallback match. Select a reference for Praktik to highlight the related text in Word, then verify it in the full contract context.

Suggested edits

For some findings, Praktik may generate a suggested edit. A suggestion can replace text, insert a new paragraph, or delete an existing paragraph. Before applying it, review its title, reason, original and proposed text, and insertion location.

Apply suggestions individually or, when more than one is available, use Apply all. Inspect the result directly in the document after applying it.

Applying a suggestion from the review panel does not turn on Track Changes by itself. If you need an applied suggestion to appear as a Word revision, turn on Track Changes in Word before applying it. This differs from edits the assistant makes through chat, for which the add-in turns on Track Changes automatically.

How the rules work

A check can contain a starting position, ordered fallbacks, and unacceptable conditions, but it needs only one of those criteria. When an unacceptable condition is found, it takes precedence in the result. For the complete flow, including unacceptable-conditions-only checks, see Contract Review.

Managing groups and result scope

In the web application, groups appear on the All, My, Organization, and Praktik tabs. A group you create or clone is owned by you and, when you work in an organization, associated with the active organization; Praktik provides system groups.

Groups are reusable, but individual runs and results are tied to the selected project and the user who started them. Sharing a group therefore does not automatically share every individual result across the organization.

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