SimpleAI Trial Companion

Welcome to the future of contract review.

You have the SimpleAI Word Add-In installed, but to truly unlock the value, you need to see it in action. We’ve designed this walkthrough to take you from “Curious” to “Power User” in under 45 minutes. 

This guide contains specific exercises designed to test the limits of SimpleAI: from answering complex legal questions to automating your entire contract review process.

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How to use this guide

Look for these icons to help you navigate your trial experience:

🎬 Watch & Learn: Click to watch a step-by-step video tutorial or walkthrough of this section.

💡 Pro-tips: Quick shortcuts, hacks, and best practices to help you work faster.

📖 Go Deeper: Links to masterclasses, blog posts, and further reading for advanced learning.

🎖️ “Unique to Simple Docs”: Highlighting powerful features exclusive to our tool that you won't find elsewhere.

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Before you start

Completing this guide will take around 45 minutes. You can complete it all in one sitting or come back and work through it at your own pace.
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Prerequisites:

  • Install the SimpleAI Microsoft Word Add-in. (🎬 You can find a short instructional video here)
  • 📖 Open and download the “Trial Sample Packet”

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Setup & launch

  1. Open the file titled “Sample Contract” provided in your Trial Sample Packet. 
  2. Open the SimpleDocs Add-in panel in Microsoft Word (found on the Home ribbon) (🎬 How to deploy your Simple AI Add-In)
  3. Log in with your credentials.
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Go to Part 1: Mastering the AI Assistant

FAQs

How to Contact Customer Support
If you need assistance, you can contact customer support by visiting the 'Help' section on our website. You can submit a ticket or use the live chat feature for immediate help. Our support team is available 24/7 to assist you.
How to Reset Your Password
To reset your password, go to the login page and click on 'Forgot Password?'. Enter your registered email address, and you will receive a link to create a new password. Make sure to check your spam folder if you do not see the email in your inbox.
How to Update Your Profile Information
To update your profile information, log in to your account and navigate to the 'Profile' section. Here, you can edit your name, email address, and other personal details. Remember to save your changes before exiting the page.