Review and redline an inbound MSA
A service provider has sent over an MSA — but there are no provisions against using your data to train AI models. Here is how to go from the PDF in your inbox to a redlined agreement and a cover email, all inside AI Assistant. Open AI Assistant →
- 1
Convert the PDF to an editable document
No prompt needed: upload the PDF and use “Download as .DOCX” from the document’s menu — in Documents or right on the chat attachment. (download MSA Original.pdf)
- 2
Find the missing clause
Ask for exactly the protection you need. Every clause AI Assistant suggests is grounded in Law Insider’s contract and clause library, so you can see how it is actually drafted in the market.
Find me a clause that prohibits the use of my data to train AI models.
- 3
Adjust complexity and balance
One click switches the suggested clause from legalese to plain language — and the Balance control re-cuts it to favor either party, so you can sanity-check what it actually does before you rely on it.
- 4
Update the agreement
Attach the MSA you were sent, then ask: (download MSA Original - no AI Data Training.docx)
Update the attached agreement to include the provision on no training with my data above.
- 5
Draft the cover email
Draft an email to the counterparty explaining the changes I’ve made. Exercise brevity, use bullet points as needed.
- 6
Send it back as a PDF
No prompt here either: use “Convert to .PDF” on the updated document and send it back to the counterparty — the whole loop without leaving your browser.
Standardize the check with Projects
You will see this issue again. Projects let you turn a one-off fix into a standing instruction that reviews every future agreement the same way. Open Projects in AI Assistant →
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Extract the principle behind the change
In the chat where you amended the MSA in Part 1, ask:
Extract the principle that underpins this change so I can create an instruction for a project that allows me to review future MSAs and amend them where this provision (or provisions) is not present.
- 8
Save it as a project instruction
Copy the principle, go to Projects → New Project, name it (for example “AI Data Training Check”) and paste it into the custom instructions. You will see “Instructions saved successfully”.
- 9
Run any new MSA through the check
Upload the next MSA that lands on your desk and ask:
Assess and amend this attachment as per the instructions in this project.
- 10
Preview the redlines, then open in Word
Preview shows previous changes alongside new ones — and you can open the document in Word to keep working where you already work.
- 11
Add explanatory comments to the redlines
AI Assistant distinguishes between previous redlines and new ones, so reviewers are never guessing which change is which.
Add comments to the redlines to persuade the other side to accept the changes made by explaining the rationale in a friendly and collegial manner. Keep the comments as short as possible please and focused on the counterparty as the audience rather than just explaining the change.
- 12
Create a playbook from your NDA
Attach your own NDA and ask: (download My Mutual NDA.docx)
Create a playbook that reflects the principles that underpin this NDA.
- 13
Turn the playbook into a standing review instruction
Save the playbook to the project’s files, then have AI Assistant write the project instruction for you:
Help me draft an instruction for this project to deliver on the following outcome: review the uploaded NDA against the playbook in the files of this folder, produce a table that outlines the differences between my playbook and the uploaded NDA with a relevant risk score (high / medium / low) and then redlines the attached NDA to reflect my preferred positions along with comments included in the document that are conducive to persuading the other side to accept my changes and explain the rationale. I would like a question to appear before the redlining happens to ask me whether I would like all the discrepancies remedied, just high risk areas or other.
- 14
Review any NDA against your playbook
From here, every NDA review is one upload and one line — the table, risk scores, redlines and persuasive comments all come from the instruction. (download Unilateral_NDA_Divergent.docx)
Review this NDA in accordance with the instructions in this project.
Drafting, search and market intelligence
All of this sits on top of the world’s largest verifiable contract and clause library — which is why AI Assistant doesn’t need to train on your data, or anyone else’s. The same library powers search, benchmarking and market intelligence. Open Search →
- 15
Draft a clause you can verify
“See Source” shows the similar clauses from real contracts that ground the drafted language, so you can verify rather than trust.
Draft a market standard but customer favorable IP clause for an MSA with California as applicable law.
- 16
Classify search results with AI columns
In search, filter by industry — or skip the guesswork: hit “Add AI Column” and let it classify every result for you.
Is this customer or supplier friendly? Respond only with “Customer” or “Supplier”.
Using the industry name only, tell me which industry these clauses are derived from.
Try it in Search → - 17
Benchmark any clause against the market
A hidden gem: enable search mode in a new chat (under Tools) and test any clause against the entire Law Insider database — then ask for the comparison as a table, issue by issue. (download Clause.docx)
Analyze this clause against what’s market standard.
Top tip: On any clause page on lawinsider.com, “Draft with AI” now defaults to this market-standard check. Browse clause pages →
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Market intelligence while you review
The same market intelligence powers SimpleAI during review: benchmark an entire agreement against the Law Insider database — and generate replacement language with the confidence that it is benchmarked too — right next to your document. Law Insider customers have unlimited access to SimpleAI included as part of their package.
Download the Law Insider Word Add In (powered by SimpleAI) → - 19
Go deeper when it matters
Tip: enable “Advanced reasoning” from the model picker when you want deeper analysis on complex documents.
- 20
Make it yours
Swap in your own documents, your own playbook and your own jurisdictions. The prompts here are starting points — the workflow is the win.
Try the first one now →
Demo documents
The documents used in the live session, so you can run every workflow with the same material.
- The AI Assistant Masterclass Guide (.pdf)
Printable PDF guide which includes every prompt above, with annotated screenshots walking through each workflow step by step.
- Masterclass recording (YouTube)
The full recording of the live masterclass with Electra Japonas.
- MSA Original (.pdf)
The inbound agreement for Part 1, as the PDF you receive.
- MSA Original — no AI Data Training (.docx)
The Word version of the MSA — no AI data training provision yet.
- My Mutual NDA (.docx)
The NDA the playbook is created from in Part 2.
- Unilateral NDA — Divergent (.docx)
The divergent NDA reviewed against the playbook in Part 2.
- Clause (.docx)
The clause benchmarked against the market in Part 3.
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