Lucio Word Add-in: Complete Guide

Lucio for Word is a Microsoft Word add-in that helps lawyers draft, review, and research legal documents inside Word. A sidebar in Word that helps you ask questions, run playbooks, proofread, research, manage templates, and run repeatable tasks.

This guide covers installation, system requirements, every feature, and answers to common questions.

MacOS: macOS 14 (Sonoma) or later, Word 16.76 or later

Windows: Windows 10 or later, Word 2308 or later

You also need an active Lucio account and an internet connection. The add-in does not work offline.

If your organisation restricts add-ins, your IT administrator may need to deploy Lucio centrally via the Microsoft 365 Admin Center.

The sidebar has two main areas.

Top toolbar: new chat, chat history, delete, help center, profile.

Bottom toolbar: Assistant, Playbook, Proofread, Tasks, plus the chat bar contains file upload, prompt library, vault, and voice input.

Assistant, Playbook, Proofread, and Tasks are separate sections of the add-in. Each one is accessed from the bottom toolbar.

Click the profile button at the top of the sidebar to access:

Language: choose your interface language. Lucio supports English (US), English (UK), English (India), and Japanese.

Model picker: select the AI model you want to use.

Personalisation: describe your preferences for how Lucio should make edits and write comments. Lucio adheres to this style across the add-in. Save your preferences to apply them to every chat going forward.

The Assistant is the default chat interface in the sidebar. Use it to ask questions about the open document, request edits, summarise sections, extract obligations, or redraft clauses.

Type any question in the chat bar. The Assistant reads the open document and responds in context. Every response includes numbered citations linked to the exact clause or paragraph the answer is drawn from. Click any citation to jump to that location in the document.

You can also select text in the document and ask a question specific to that selection.

Ask the Assistant to redraft a clause, tighten language, update defined terms, or make targeted edits. The Assistant returns the suggestion in the chat with two buttons.

'Show' highlights where the change will be applied.

'Apply' inserts the change.

When applying, you can choose:

Attach reference documents to give the Assistant additional context. For example, a term sheet, a precedent contract, or a regulatory filing.

Click the attachment button in the chat bar to add files. You can attach from:

Supported file types: .docx, .doc, and .pdf. Attachments stay scoped to the current chat.

If you are not sure how to phrase a query, press Tab in the chat bar to enhance your prompt. Lucio takes your short prompt and expands it into a structured one. Review the expanded version, edit if needed, or revert to the original.

Access the prompt library from the chat panel. It has three tabs.

Featured: prebuilt prompts curated by Lucio.

My Prompts: prompts you have created.

Starred: prompts you have bookmarked.

To create a prompt, click New Prompt, give it a title, write the prompt, optionally enhance it, and save.

Draft generates a full document from a prompt.

How to Use

When you ask a question that needs external information, Lucio runs research automatically.

How It Works

What You Get

Every research response includes three parts.

Thinking dropdown: a collapsible section showing the steps the Assistant took. Jurisdiction identified, sub-topics broken down, sources selected, searches run. Streams open while research is in progress and collapses once the answer is ready.

Synthesised answer: a structured response written across all sources read.

Sources: a list of clickable links below the answer.

After research completes, ask the Assistant to draft the findings into your document. You can:

The research stays in the chat, so you can keep asking follow-up questions or request edits based on the findings.

Playbooks let your firm encode standard contract positions, fallback positions, and risk thresholds. Run a playbook against any document to get a clause-by-clause deviation report.

The Playbook analyses the entire agreement against the rules defined in it. Results return as a breakdown across four categories:

Click Suggest All Edits. The Assistant generates updates for every flagged clause. Apply the changes using the same four options as in the Assistant:

You can upload an existing playbook or build a custom one by filling in the required fields. For each rule, define the starting position (preferred language) and the fallback position (acceptable alternative).

Proofread runs structured legal-specific checks across the open document. Open Proofread from the bottom toolbar, select the checks you want to run (or Select All), and click Run.

Defined Terms: checks that defined terms are used consistently. Flags terms that are capitalised but never formally defined, terms that are defined but never used, and definition lists that are not in alphabetical order.

Clause References: identifies typed cross-references that will break if clauses are renumbered. Flags references pointing to clauses that no longer exist, and checks that descriptive text around a reference matches the actual heading of the target clause.

Placeholder Check: scans the document for unfilled placeholders like [], [Date], [●], blank lines, and similar markers. Returns a list of every instance with surrounding context.

Punctuation: checks that clauses and list items end with the right punctuation. Validates semicolons and periods across nested list levels. Flags double or conflicting punctuation sequences.

Numbering: flags manually typed list numbers that are not using Word's list structure. Identifies nesting or indentation that does not match the underlying list level. Catches gaps and duplicates in sequence (1, 2, 2, 4) and mixed numbering formats at the same level.

Vault is a template repository inside the add-in. Store, organise, search, and reuse legal templates without leaving Word.

Vault has three containers.

Personal: templates and folders you own. Private by default.

Shared: templates and folders other users have shared with you. Read-only.

Firm's Templates: templates published by your firm admin. Visible to everyone in your organisation.

Click Use on any template card. Vault opens the template in a new Word document. The add-in does not open automatically in the new document. Open Lucio from the Home tab to continue working in it. Your original document is not affected.

Folders

Create folders to organise templates. Only top-level folders can be shared. Folders nested inside other folders inherit access from the parent.

Sharing

You can share any top-level template or folder from your Personal container with colleagues in the same organisation.

Shared users can open, download, use, and star the items you share. They cannot edit, delete, or reshare.

Starring

Click the star icon on any template or folder to pin it to the top of your list. Star state is personal to you and does not affect how others see the same items.

Searching

Use the search bar at the top of Vault to search by template name or description within the container you currently have open.

Tasks is a dedicated section in the bottom toolbar alongside Assistant, Playbook, and Proofread. It houses structured agentic workflows that run on the document open in front of you.

Each Task is a discrete, repeatable operation with a defined input and output. Unlike the open-ended chat in Assistant, Tasks are built for specific, repeatable jobs.

Current Tasks: Fill in Template, Anonymise. More are coming.

Takes a template or a document with placeholders and fills them automatically using one or more supporting documents.

How to use:

What happens:

The agent reads the open document and identifies all placeholder formats: double curly braces ({{FIELD}}), square brackets ([FIELD]), angle brackets (<FIELD>), underscores, all-caps blanks, and contextual gaps common in legal templates. It fills each placeholder using information from your supporting documents.

If a placeholder cannot be filled because the information is not in your supporting documents, it is left unfilled and listed at the end of the output.

Scans the document for sensitive or deal-specific information, lets you select which categories to anonymise, and replaces every instance across the document with bracketed placeholders.

How to use:

Common uses:

Is Lucio compatible with my version of Word?

Yes, on Windows (Word 2308 or later) and Mac (Word 16.76 or later).

How do I log in?

Click Log In inside the add-in. You will be redirected to your browser. Sign in using your Lucio credentials.

Can I install the add-in without administrator rights?

Yes, in most cases. If your organisation restricts add-ins, contact your IT administrator.

What file types are supported?

You can work directly with .docx and .doc files in Word. You can attach .docx, .doc, and .pdf files as reference documents. Attachments can come from your desktop, OneDrive Personal, OneDrive for Business, SharePoint, or NetDocuments.

Does Lucio have access to all my Word documents?

No. Lucio only has access to the document currently open.

Can I use Lucio across multiple documents in a single chat?

No. Each chat is tied to a single open document. You can upload additional files as reference material.

Can Lucio read comments in my document?

Yes. Comments are included as context. Lucio does not directly reply to comments but can suggest responses and guide you to relevant sections.

Can Lucio read tracked changes?

Yes. Tracked changes are included in the context Lucio uses to generate responses.

Will Lucio's edits appear under my name?

Yes. All edits and outputs appear as if authored by you.

What is the maximum document size supported?

Lucio handles documents up to approximately 600 pages (including attachments) for optimal performance. Larger files may work depending on system performance.

How is chat history stored?

Chat history is stored persistently. The add-in displays only conversations associated with the currently open document.

Can Lucio process images in a document?

No. Lucio does not process or interpret images embedded in Word files.

Can Lucio work with headers and footers?

Not currently. The add-in does not read or modify headers or footers.

Does the add-in work offline?

No. An active internet connection is required.

How do I start a new conversation?

Click the new chat icon at the top of the sidebar.

How do I delete a conversation?

Use the delete icon at the top of the sidebar.

How do I access older conversations?

Use the chat history icon to view past conversations associated with the document.

How does switching models affect responses?

Different models vary in tone, depth, and reasoning. Switching models can change the quality, style, and level of detail in responses.