Lucio is a Microsoft Word add-in that helps lawyers draft, review, and research legal documents inside Word. This article covers system requirements, installation, and a tour of the sidebar.
System Requirements
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.
Installing the Add-in
Open Microsoft Word.
Go to the Home tab on the ribbon, click Add-ins, and select More Add-ins. You can also reach this from Insert > Get Add-ins.
Search for Lucio and click Add. Accept the permissions prompt.
Open the Lucio panel from the Home tab.
Click Log In and complete sign-in via your browser.
If your organisation restricts add-ins, your IT administrator may need to deploy Lucio centrally via the Microsoft 365 Admin Center.
The Lucio Sidebar
Top toolbar: new chat, chat history, delete, profile.
Bottom toolbar: Assistant, Playbook, Proofread, Tasks. Plus file upload, prompt library, voice input, and the chat bar.
Assistant, Playbook, Proofread, and Tasks are separate sections of the add-in. Each one is accessed from the bottom toolbar.
Profile Settings
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.
What to Try First
Open any document you are working on. Type a question into the chat bar in Assistant mode. The Assistant supports both ask and edit. You can ask questions about the document or request edits directly. For example:
"Summarise the indemnity clause in this agreement."
"Rewrite clause 4.2 to be more favourable to the seller."
From there, explore Playbook to run rule-based reviews, Proofread to catch document-level issues, and Tasks to run structured workflows like filling in templates.