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Multi-document agent workflows in Word

Lexifina now makes it seamless to navigate between multiple documents from the add-in pane.

Agents can now work between multiple documents in a single session.

Document sets

Open related documents as a working set and keep their relationships visible while drafting.

Cycle through multiple documents whilst using the same persistent chat session.

Cross-document review

Agents can compare defined terms, obligations, and references across the documents in a matter.

Review output now points back to the document and clause that produced the finding.

  • Improved document switching for multi-file review sessions.
  • Clearer status labels while changes are being cycled.
  • More consistent handling of supporting PDFs alongside Word files.
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Version control and session capture

Drafting sessions now preserve more of the reasoning, context, and change history behind legal work.

Full session capture preserves a complete audit trace, separating exactly what was touched by a human or agent, and what reasoning and tools were used by the agent.

Change traceability

Lexifina records more of the document state around drafting decisions so teams can reconstruct how an output changed.

Reviewers can move from a final suggestion back to the session context that produced it.

Firm memory

Captured sessions create a stronger foundation for reusable drafting patterns and matter-specific knowledge.

  • More stable identifiers for generated drafting suggestions.
  • Clearer separation between source text and agent output.
  • Improved audit trail wording in review views.
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