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
I’ve got a PDF. Convert it to .docx.
- 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:
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, bullet points only.
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Send it back as a PDF
Export the updated agreement as a PDF 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 →
- 7
Extract the principle behind the change
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.
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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 explain the changes made. Keep the comments as short as possible please.
- 12
Review against your playbook
Review the attached NDA against my playbook and outline where the attached NDA aligns with my playbook and where it does not, and also provide a risk assessment where the attached is non-compliant. Provide the output in an easy to read, visual way.
- 13
Remediate by risk level — on your terms
Redline the agreement to remediate any high risks, and ask me if I’d like to make changes before you add any in for any medium or moderate level risks.
- 14
Draft from a structured interview
Drafting works the same way: make AI Assistant interview you first so the output reflects your business, not a generic template.
Draft a Privacy Policy, but before you do, ask me questions one by one about my business.
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 and add an AI column that classifies every result for you. For example: “Is this customer or supplier friendly? Respond only with ‘Customer’ or ‘Supplier’.” Or: “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.
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.
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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.
- Master Services Agreement (.docx)
The inbound agreement for Part 1 — no AI-training provision.
- Playbook (.docx)
The playbook used for the review and risk assessment.
- NDA for Review (.docx)
The NDA reviewed against the playbook in Part 2.
Take the prompts with you
The PDF guide includes every prompt above, with annotated screenshots walking through each workflow step by step.