AI-Assisted Review in Docusign CLM | Recap & Recording

In this recent Community event, members of Docusign’s product and legal teams explored how Docusign's AI-Assisted Review is transforming contract workflows by accelerating contract cycles, ensuring compliance, and reducing risk. 

Available as an add-in for Microsoft Word and Docusign CLM, this tool helps organizations review agreements against contract playbooks, answer contract-related questions, and generate new language. It’ll help your team automate repeat processes and ensure consistency in negotiations.

The event covered strategies for using AI-Assisted Review, including:

• Have a well-prepared playbook: Ensure a structured approach to contract review before implementation.

• Set realistic expectations: Implementation takes time; align stakeholders on what to expect.

• Ensure technical team support: IT and legal ops teams play a crucial role in a smooth rollout.

• Gain leadership buy-in: Executive support is essential for driving adoption and change management.

Next steps:

• Watch the full recording below

• Continue the conversation by asking your follow-up questions in the AI-Assisted Review thread.

Additional resources:

• Check out these support articles:

  • Docusign CLM AI-Assisted Review Add-In for Microsoft Word

  • Best Practices for Playbook Rule Writing in the Docusign CLM AI-Assisted Review Add-In for Microsoft Word

• Take this Docusign University self-paced course:

  • Docusign CLM: Configure and Use Docusign AI-Assisted Review

• Stay connected in the Docusign Community

  • Join the IAM Center of Excellence group and the Legal Industry group

Note: AI-Assisted Review requires specific configuration and permissions. Contact your Docusign representative or IT team for setup details.