Lucio

A full reference guide covering installation, system requirements, and every feature in the Lucio Word add-in.

Lucio Word Add-in: Complete Guide

How to install the Lucio Word add-in, system requirements, and a tour of the sidebar.

Getting Started with the Lucio Word Add-in

How to ask questions, request edits, attach files, and manage prompts in the Assistant.

Using the Assistant in Lucio for Word

How to generate a first draft from a prompt, a template, or supporting documents.

Drafting a Document

How research works in the add-in, including surface search, Dive Deeper, and inserting findings into your document.

Running Research

How to upload, run, and apply a playbook against a contract.

Running and Creating Playbooks

How to run legal-specific checks across a document

Proofreading a Document

How to store, organise, share, and reuse legal templates inside the add-in.

Using Vault

An overview of structured agentic workflows in the add-in

Tasks

How to automatically fill a template with placeholders using supporting documents.

Filling in a Template (Tasks)

How to replace sensitive or deal-specific information in a document with placeholders.

Anonymising a Document (Tasks)

Frequently Asked Questions

This article covers common issues, housekeeping rules, and things to try if the add-in is not behaving as expected.

Troubleshooting and Tips

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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