From Your To-Do List to a Legal Document Ready to Send, Without Leaving Lizzy: Creating and Editing Word Files in Lizzy

Create a legal document, adapt an existing draft or update several documents in one conversation. Lizzy turns instructions and source materials into Word files you can open and continue editing. Less copying and manual updating, and more time for legal review.

Create a Document Without Starting from a Blank Page

Much of the information you need for your next document is already available: in background materials, client correspondence or your firm's template. The challenge is bringing it together into a workable draft.

With Lizzy, those materials can be your starting point. Upload the relevant documents, describe what you need and explicitly request a Word file. You can also start with a request alone, provided you supply the necessary details and instructions.

The result is more than text in a chat. It is a Word file you can open, review and continue editing. The clearer you are about what the document should include, who it is for and what needs to be preserved, the better the draft can fit your task.

Edit an Existing Document and Stay in Control of Changes

Not every task calls for a new document. Sometimes you need to update details, revise a provision or incorporate comments into an existing draft without changing the rest of the content.

Upload your Word document and request the edits you need. Specify what to change, what to leave untouched and which aspects of the structure and formatting to preserve.

Then review the proposed changes and choose which to apply. You can download the updated document with tracked changes, examine the edits in context and continue working in Word.

Work on Multiple Documents in One Conversation

A transaction or legal matter often involves several related documents. A change to a party's name, a date or a commercial term may need to be reflected in more than one file.

Instead of managing a separate conversation for each document, upload several documents to the same conversation and request changes in a single instruction. Distinguish between updates that apply to all documents and edits intended for a specific file.

This keeps the work in one place. Once the updates are complete, check that the changes were applied to the right documents and that no inconsistencies were introduced.

Create Multiple Documents from One Template

When you already have an established firm template, there is no need to recreate it for every engagement. Upload the Word document you use as a template, provide the relevant details and explain what to update and what to preserve.

You can request one document or several separate documents based on the same template. For example, provide different details for each document while asking Lizzy to retain the shared structure, wording and formatting.

To make the output requirements clear, specify which details belong in each document and explicitly request separate Word files. If information is missing, instruct Lizzy to flag it for completion rather than make assumptions.

Review Before Sending

Creating the file is not the end of the process. Before sharing it, check party names, amounts and dates against the source materials. Confirm that no information is missing and that the wording reflects your instructions, the agreed terms and applicable legal requirements.

Check the formatting and document version too. Do you need a clean copy or a marked-up version? Are there any internal comments or information that should not reach the recipient?

Lizzy helps reduce the manual work between a request and a document. Legal judgment, the choice of edits and final approval remain in your hands.