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Spreadsheet opened inside Agentic Legal Workflows, showing sheet tabs and resizable columns

Spreadsheets are now a first-class input and output in Agentic Legal Workflows. Upload Excel or CSV files (cap tables, financial schedules, compliance matrices, pricing sheets) and Genie opens them in a native spreadsheet viewer with tab navigation and resizable columns.

Behind the scenes, the agent reads every sheet, cell, and formula, not just the visible values, so the analysis reflects what the document actually means and not just what it looks like.

Import spreadsheets as playbooks

Drop in a playbook spreadsheet and the agent will review your documents against it or apply amendments in line with it. Your firm's review standards live alongside the review itself, in a format your legal team is already comfortable editing.

Generate playbooks from your own documents

Point the agent at a set of existing contracts and it will synthesise a structured playbook you can re-use across future reviews. Turn the patterns already present in your signed contracts into the reference for everything you review next.

Export review output as a spreadsheet

Turn the result of any review into a sharable spreadsheet, with one row per finding and columns for severity, clause reference, recommendation, and source. Drop it straight into your existing review triage and tracking workflow without reformatting.

Every cell, every formula

The agent reads the full structure of the spreadsheet, not just the rendered text. Formulas, sheet relationships, and hidden columns are all in scope, so analysis is grounded in how the numbers are actually built, not only how they display.

Genie running as a Microsoft Word add-in inside an open document

Genie now runs as a Microsoft Word add-in, so you can stay in the document you're already editing. Open the add-in, run a risk Review against your playbook, or Ask a question about a specific clause. Answers come back with clickable links that scroll you straight to the paragraph they're talking about.

Available from Microsoft AppSource. Your Microsoft 365 admin can enable it for your whole team in a single step.

Agentic Legal Workflows: chat-driven legal work in Genie

Agentic Legal Workflows are a new way to get legal work done in Genie. Open a workflow, describe what you need (review this NDA, draft a revenue share agreement, compare two versions, tighten a clause), and a team of AI specialists plans the work, runs it, and hands you back an editable document.

How it works. Workflows run as a coordinated pipeline. Your request is broken down into concrete steps, each step is carried out by an agent specialised for that kind of legal work, and the result is assembled into a clean, user-facing summary. Every step hands off a verified piece of work to the next, so nothing gets lost between the ask and the delivered draft.

Agentic Legal Workflows are available as a preview for all paid accounts today, and will roll out to every customer as part of the Genie 3.0 general availability release.

Chat that understands your documents

The right-hand panel is the agent's workspace. Upload any reference document and the agent can read, redline, and edit in context. Agents understand the difference between the document you're working on and the references you've provided, and keep edits scoped to the one you mean.

Review, drafting, comparison, and more in one place

Workflows support review against a playbook, drafting from scratch, clause-level edits, comparison across versions, and obligation extraction. Every workflow finishes with a clean summary and clickable citations back to the source. No "all tasks completed" clutter and no wall of agent chatter to scroll past.

Purpose-built for legal quality

Under the hood, Agentic Legal Workflows are powered by Eidetic Intelligence, Genie's patent-pending architecture that keeps every claim traceable to a source document, every figure verifiable, and every cross-reference consistent across an unlimited document set.

New editor for Agentic Legal Workflows

Agentic Legal Workflows now ship with a dedicated editor built for back-and-forth with the agent. Documents render with the formatting and numbering they had in Word, and the agent can update them in place as you chat.

The editor opens read-only by default so documents stay exactly as the agent produced them. Switch to editing whenever you want to make manual tweaks.

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