Getting Started
Access the Agent by opening the Agent tab in your Chamelio Negotiate panel and typing your requests in natural language.
Popular Use Cases
Understanding Documents
Ask the Agent to help you quickly understand and analyze legal documents:- Contract summarization
- Risk identification
- Obligation extraction
- Clause location and analysis
- Deadline and date identification
- Party responsibility mapping
Drafting and Editing
Get help creating and refining legal language:- New clause creation
- Language alternatives
- Tone adjustments
- Formatting improvements
- Style consistency
- Favorable term suggestions
Advanced Agent Capabilities
Upload Attachments
Enhance context by uploading files directly in the Word Add-in
Review External Sources
Analyze content from URLs or PDFs for additional context
Review and Redline
Get edit suggestions based on playbooks or specific instructions
Persistent Chats
Save chat history for each file and user
Document Comparison
Quickly compare multiple documents side-by-side
Draft Amendments
Generate DOCX amendments from PDFs or URLs
Create New Documents
Start new documents directly within the Word Add-in
Format as Tables
Present complex information in clear table format
How to Use the Agent
1
Open Agent Tab
Click on the Agent tab in your Chamelio Negotiate panel
2
Type Your Request
Enter your question or task in plain English
3
Review Response
The Agent will analyze your document and provide detailed answers
4
Refine as Needed
Ask follow-up questions or request modifications
Advanced Features
File Context Enhancement
External Source Integration
The Agent can:- Analyze URLs for relevant legal information
- Review PDFs for comparison or reference
- Cross-reference multiple documents
- Extract insights from external sources
Document Creation Workflow
Amendment Generation
Amendment Generation
- Provide the Agent with a PDF or URL containing changes
- Request a DOCX amendment document
- The Agent generates a properly formatted amendment
- Review and customize as needed
New Document Creation
New Document Creation
- Describe the type of document you need
- Provide key terms and requirements
- The Agent creates a draft within Word
- Iterate and refine with additional requests
Best Practices
Effective Communication
Good Examples:- “Draft a limitation of liability clause for a SaaS agreement that caps damages at 12 months of fees”
- “Compare the termination provisions in sections 8.1 and 8.2 with our standard playbook”
- “Identify any unusual indemnification requirements in this vendor agreement”
- “Fix this clause”
- “Make it better”
- “What do you think?”
Leveraging Chat History
The Agent maintains persistent chat history for each document, allowing you to:
- Reference previous conversations
- Build on earlier analysis
- Maintain context across sessions
- Track decision rationale
Integration with Other Features
The Agent works seamlessly with other Chamelio features:Playbooks
Agent can reference and apply your organization’s playbooks
Document Review
Use Agent insights to enhance your document review process
Proofreading
Agent can help identify issues before final proofreading
Related Topics
Chamelio Negotiate Overview
Learn about other Chamelio Negotiate features