Docs Word Plugin Setup

Microsoft Word Plugin — Setup Guide

Overview

The Louis Word Add-in is an Office Add-in (built on the Microsoft Office Add-ins platform) that runs inside Microsoft Word on Windows, macOS, and Word Online. It connects to your Louis account and surfaces four AI capabilities directly in the document ribbon without requiring copy-paste to an external browser tab.

Key features

Prerequisites

• Microsoft Word 2016 or later (Windows or macOS), or Word Online (Microsoft 365).
• An active Louis account on any paid plan.
• Internet connectivity (the Add-in communicates with Louis's API; it does not work offline).
• For organization-wide deployment: Microsoft 365 admin access (to deploy via centralized Add-in management).

Installation — Individual user

Method A: Microsoft AppSource

1. In Word, go to Insert → Add-ins → Get Add-ins.
2. Search for "Louis Legal AI".
3. Click Add.
4. The Louis panel will appear in the right-hand task pane.
5. Click Sign in and authenticate with your Louis credentials (or use SSO if your organization has it configured).

Method B: Direct manifest install (IT-managed)

1. Download the Add-in manifest XML from your Louis admin panel (Settings → Integrations → Word Add-in → Download Manifest).
2. In Word, go to Insert → Add-ins → My Add-ins → Upload My Add-in.
3. Browse to the downloaded manifest XML.
4. The Louis panel will load.

Installation — Organization-wide deployment (IT/Admin)

For enterprise deployments where all users should have the Add-in pre-installed:

1. In the Microsoft 365 Admin Center, go to Settings → Integrated apps.
2. Click Upload custom apps.
3. Upload the manifest XML (download from Louis admin panel).
4. Assign to the relevant users, groups, or the entire organization.
5. Users will see the Louis Add-in automatically in Word within 24 hours (Microsoft's deployment propagation window).
6. For SSO organizations, users will authenticate via their existing IdP without a separate login prompt.

Using the Add-in

Clause insert

1. Place cursor where you want the clause.
2. In the Louis panel, go to Clauses tab.
3. Filter by jurisdiction and clause type (e.g., "Force Majeure — UAE Federal").
4. Click Insert to drop the clause at cursor, or Preview to review it first.
5. The inserted clause is editable like any Word text.

Redline

1. Select the text to review, or leave nothing selected to review the whole document.
2. In the Louis panel, click Redline.
3. Choose review profile (e.g., "NDA Review — Buyer's Perspective").
4. Louis returns suggested changes as Word tracked changes (Accept/Reject in the standard Word interface).

Risk scan

1. Open the document to scan.
2. In the Louis panel, click Risk Scan.
3. Select jurisdiction and document type.
4. Results appear as color-coded Word comments:
   • Red comment: high-risk clause.
   • Yellow comment: medium risk / negotiating point.
   • Blue comment: informational / standard clause confirmed.
5. Each comment includes a brief explanation and a suggested alternative.

Citation insert

1. Place cursor at the citation location.
2. In the Louis panel, Citations tab → search for the statute, regulation, or case.
3. Select the citation format (Bluebook, OSCOLA, or a jurisdiction-specific style).
4. Click Insert.

Troubleshooting

Data and privacy

• The Add-in sends only the text you explicitly submit (selection or document) to the Louis API.
• Text is transmitted over TLS 1.3.
• The full security and tenant-isolation guarantees of the Louis platform apply — see [[docs-security-overview]].
• Word document metadata (filename, author) is not sent unless explicitly included in the submission.

Related skills

• [[docs-security-overview]]
• [[docs-sso-saml-setup]]
• [[docs-team-roles-permissions]]