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Download Drafting Assistant 

Download instructions for single and multiple desktop users

Drafting Assistant Links

The Nuget package cache directory has changed from the user-specific %USERPROFILE%\.nuget folder to the ProgramData folder in order to spare space, and prevent the need to download the packages from Thomson Reuters’ cloud by each user if the same version packages are already available in the installer cache or downloaded by another user. Also, the location of the nuget cache folder could be configured during installation by an additional parameter if ProgramData does not work well.

The following installation parameters are supported, only one can be set at a time:

Parameter Specifies
INTEGRATION_SAML_GROUPID Group ID for SAML SSO. Example: INTEGRATION_SAML_GROUPID=XXXXX
*cannot be used with an RM/OL parameter
NUGET_GLOBAL_PACKAGES_FOLDER
How to execute : msiexec.exe /i [path_to_the_file]\TRDT_setup.msi NUGET_GLOBAL_PACKAGES_FOLDER="C:\Thomson Reuters\TRIAD\packages"		 Where Nuget packages will be stored

  • July 10, 2023 - 6.621.1087 (6.621.1087)

    • Enhancement - Local Cite Finding improvement to identify Lexis citations and the corresponding Westlaw citation within cite recognition tools. (Drafting Assistant subscription is required for Lexis cite identification in WestCheck.)
    • Fixed - Incorporated fix to ensure Drafting Assistant panel uses WebView2 rather than Internet Explorer.
    • Removal - Draft Insights removed to increase stability and maintain compatibility with WebView2 and customer environments.
    • Improvement - Better handling of multiple documents opened in separate Microsoft Word instances.
    • Fixed - Various Deal Proof fixes.

    September 1, 2022 - 6.621.1050 (6.621.1050)

    • Update - Draft Insights limited to Microsoft Word 2019 and higher to provide optimal performance

    June 15, 2022 - 6.621.1030 (6.621.1030)

    • Enhancement – Draft Insights underlines cases with critical KeyCite history when Drafting Assistant pane is closed
    • Upgrade - Prerequisite browser to Microsoft Edge 
    • Upgrade - Prerequisite software to Microsoft .NET Framework 4.8
    • Update - Deal Proof - Identify Defined Terms Outside of the Definition Section is now checked by default when creating a new profile or using the default profile.

    November 17, 2021 – 5.571.1015 (5.571.2038)

    • Enhancement – Deal Proof Settings can be saved to multiple Profiles.
    • Enhancement – Deal Proof Profiles can be shared with other account members.
    • Upgrade – Flags & Links compatibility when using Local Cite Finding on a document with a Table of Authorities created by Best Authority.

    October 1, 2021 – 5.571.1015 (5.571.1022)

    • Enhancement – Deal Proof's Non-Conforming Phrase algorithm was updated to provide more refined results.
    • Fixed – Search KM now works with West km servers that have Forms authentication.

    July 26, 2021 – 5.571.1015 (5.571.1018)

    • Fixed – Deal Proof was not highlighting certain flags/references properly.

    July 16, 2021 – 5.571.1015 (5.571.1017)

    • Fixed – Deal Proof Analyze button was missing if upgrade was performed from 4.X version of Drafting Assistant to version 5.571.1015.

    July 12, 2021 – 5.571.1015 (5.571.1015)

    • Enhancement – Deal Proof Custom Terms lets you specify terms to flag.
    • Upgrade – Prerequisite SQL Compact Server 4.0

    May 27, 2021 – 5.541.1023 (5.541.1024)

    • Fixed – A certain content control (Doc ID) was causing error with TOA detection.

    April 29, 2021 – 5.541.1023 (5.541.1023)

    • Enhancement – New automatic updating option provides increased frequency of improvements and bug fixes without manual installation.
    • Enhancement – TOA Builder can link the pages in TOA entries to those entries in the body of the document for ease of navigation.
    • Enhancement – Deal Proof can Ignore Schedules, Exhibits, Appendices, Attachments and Annexes, which is checked by default in Deal Proof Settings for more targeted analysis.
    • Enhancement – Deal Proof can Identify Defined Terms Outside of Definition Section, which is unchecked by default in Deal Proof Settings for more targeted analysis.
    • Enhancement – Deal Proof pulls together key parties, dates, monetary values and governing law in new Key Terms section of report.
    • Enhancement – Deal Proof References adds Monetary Values and a new Numeration flag for currency text/symbol mismatch.
    • Enhancement – Deal Proof cross reference dropdown can link correct references for auto-numbered documents.
    • Enhancement – Condensed footer allows more vertical working space in side panel.
    • Fixed – Certain modifier keys (including "alt" key commands) didn't work when Drafting Assistant was open.
    • Fixed – Some antivirus programs raised an alert upon add-in shutdown and blocked temp file cleanup process. Now this logic is performed within a Word process that antivirus programs should be aware of.
    • Fixed – Search West km did not work with certain km server configurations that used NTLM authentication.
    • Fixed – Certain files deployed in the roaming user profile folder could prevent Drafting Assistant from running normally if this folder was on a remote file share. Now Drafting Assistant uses a local folder.
    • Fixed – Deal Proof did not work properly if Windows locale setting used a comma as a decimal separator.

    March 19, 2020 – 5.461.1090

    • Enhancement – Implemented .msi version of installer.
    • Enhancement – Implemented script for silent uninstall of previous builds of Drafting Assistant.
    • Enhancement – Organization and grouping of all features in the left-hand panel, including those previously in the Word ribbon, to better match user workflow.
    • Enhancement – Deal Proof – View Cross References using a new split screen view without navigating away from the current Reference.
    • Enhancement – Deal Proof – Select a reference from a new dropdown to update an incorrect cross-reference.

    January 24, 2020 – 5.461.1084

    • Enhancement – Organization and grouping of all features in the left-hand panel, including those previously in the Word ribbon, to better match user workflow.
    • Enhancement – Deal Proof – View Cross References using a new split screen view without navigating away from the current Reference.
    • Enhancement – Deal Proof – Select a reference from a new dropdown to update an incorrect cross-reference.

    June 13, 2019 – 4.441.1053

    • Improved Performance – Deal Proof analysis no longer requires use of bookmarks which results in more efficient processing time.
    • Enhancement – Added support for Microsoft Word 2019.
    • Enhancement – Added support for WordPerfect X9.
    • Bug Fix – Word instability caused by add-in conflicts has been resolved.
    • Bug Fix – Ensure TOA removal does not affect adjacent material.

    November 28, 2018 – 4.423.1010

    • Enhancement – New high risk icons will direct users to the Deal Proof flags that need your immediate attention when proofreading time is limited.
    • Enhancement – Extract dates found in the document and quickly identify items are invalid, incorrect or need to be updated.
    • Enhancement – Identify where internal cross-references are invalid, have not been bookmarked and section title references that do not match the section number provided.
    • Enhancement – Verify that all key parties are represented in the Signature Block portion of the document.

    September 20, 2018 – 4.401.1095

    • Enhancement – Flags & Links now includes integration with the Westlaw Edge Overruling Risk icon. Edge customers with Drafting Assistant will need to update their software in order to see the Overruling Risk icon in their document when inserting KeyCite flags. For more information about Westlaw Edge and the Overruling Risk icon, click here.
    • Bug Fix – Corrected error regarding first entry of Table of Authorities appearing in a different font size after inserting hyperlinks.
    • Bug Fix – When accessing Deal Proof, Internet connectivity detection is now performed through Windows' Network Location Awareness service.
    • Enhancement – Improved logging to assist with troubleshooting issues.
    • Enhancement – Improved method of opening completed Contract Express templates using Build Document.

    May 30, 2018 – 4.401.1052

    • Enhancement – TOA Builder – New TOA editing and building tools provide more flexibility to all users. Make changes to the citation display without making changes to the underlying document text.
    • Enhancement – TOA Builder – Retain edits made to the TOA entries if the table needs to be updated to capture new citations.
    • Enhancement – Contract Express Authors can now use Deal Proof to analyze templates for potential errors.
    • Enhancement – Deal Proof – change to authentication requirements. OnePass required to begin session.
    • Enhancement – Added support for additional SAML authentication methods.

    November 15, 2017 – 4.364.1066

    • Enhancement – Updated Deal Proof user interface.
    • Enhancement – Deal Proof analysis setting to remove common stop words from defined term issue flagging.
    • Enhancement – Added support for SAML authentication and single sign-on.
    • Bug Fix – Resolved conflict with third party add-in, LegalBar.
    • Bug Fix – Small caps formatting removed when hyperlinks are inserted in Word 2016.

    June 14, 2017 – 4.360.1061

    • Enhancement – Convert both text and image-based PDF documents for use with Drafting Assistant features.
    • Enhancement – Deal Proof Real-Time Results Processing – Results in the left pane will be updated in real-time as issues are resolved or added in the document.
    • Enhancement – Deal Proof option to analyze all flag types within tables.
    • New Integration – For current Contract Express subscribers, Drafting Assistant now includes integration with Contract Express Templates.
    • Improved Coverage – Updates to Local Cite Finder for additional citation recognition and subsequent history identification.
    • Bug Fix – Required TOA categories will be set when TOA Builder feature is used instead of when launching Word.
    • Bug Fix – Improved processing of documents with plain text content controls.
    • Improved Performance – Deal Proof provides faster document conversion with Word 2013 and 2016.

    November 22, 2016 – 4.340.1029

    • Enhancement – Installation has been streamlined and enhanced for distribution through a deployment server or Group Policy. Now all installation components are Windows Installer files and the number of components has been reduced from four to three.
    • Enhancement – Notification and download prompt within Deal Proof for reports that exceed maximum size to email.
    • Fixed – Deal Proof analysis error on documents with unaccepted tracked changes.

    July 27, 2016 – v3.324.1019

    • New – The language selection prompt is now integrated in to the Wix based installer.
    • Enhancement – Deal Proof analysis now includes Defined Terms analysis in Referenced Documents.
    • Fixed – Ability to delete individual Deal Proof comments in Word.
    • Fixed – Deal Proof analysis error encountered when attaching referenced documents in Word 2016.
    • Fixed – Defined terms with multiple words being treated as individual defined terms in Deal Proof.
    • Fixed – Deal Proof not identifying all terms in initial caps as defined/undefined.
    • Fixed – Last citation changed to italics after inserting Flags and/or Links.
    • Fixed – Track Changes in Word causing Cite Formatting failures.
    • Fixed – Extra space inserted before second line of TOA entries.
    • Fixed – WordPerfect – cite identification misses last character of citation.

    June 9th, 2016 – v3.314.1023

    • Fixed – Software installer no longer causes Microsoft Visual C++ Runtime errors.
    • Fixed – Locate Precedent temporary analysis files are now written to the user's Windows defined temporary folder.
    • Fixed – The activity spinner that appears while processing a document has been restored.

    May 18th, 2016 – v3.314.1019

    • Enhancement – Improved performance for all features with documents that have heavy formatting (redlining, track changes enabled, proposed revisions, comment balloons in margins, etc.).
    • Enhancement – TOA mark-up is more predictable and static. No longer dynamic based on the types of citations found in the document.
    • Fixed – KM 5.x integration when the KM server is configured to use KM Authentication.
    • Fixed – Error attempting to remove West Links in document removed before generating the TOA.
    • Fixed – West Solutions Framework installation issue on Windows 10 with Office 2007.
    • Fixed – Install issues for West Solutions Framework component with 64-bit machines.
    • Fixed – Portions of document text reverting to italics after running Flags & Links.
    • Fixed – Unsupported Browser message appearing in Drafting Assistant tools panel.

    April 8th, 2016 – v3.295.1064

    • New Feature – Locate Precedent feature analyzes a user's agreement and allows them to select a clause and generate a result containing similar clauses in relevant documents drawn from EDGAR filings. The Locate Precedent feature is only compatible with Microsoft Word.
    • Enhancement – Drafting Assistant is signed and time stamped using a SHA-2 certificate.
    • Enhancement – Improved performance for WordPerfect users that use Reveal Codes.

    *Starting with release 5.541.1023 (5.541.1023), Drafting Assistant installation consists of two parts:

    1. Installation framework installed into the %ProgramFiles(x86)%\Thomson Reuters\TRIAD folder and providing core services for add-in startup and hosting product binaries
    2. Product binaries installed into the%LocalAppData%\TRIAD folder and containing business logic

    The version numbering scheme includes a number for the installation framework, followed by the version number for the product binaries in parentheses. The product binaries contain business logic that can be updated more often than the installation framework. Product binaries are hosted by the installation framework that precedes the product binaries version. Therefore, the product binaries version number will be the same or newer than that framework version number. Product binaries can also be updated automatically without reinstalling Drafting Assistant.

  • Drafting Assistant server releases do not make changes to your local machine. They are automatically available without a new installation except where noted. 

    September 2022

    • Enhancement – A red striped flag, indicating a case is no longer good for at least one point of law, is available for WestCheck and Flags & Links. (Westlaw Precision subscription required)

    December 2021

    • Enhancement – Identify Lexis citations and the corresponding Westlaw citation within cite recognition tools. (Drafting Assistant subscription is required for Lexis cite identification in WestCheck)

    August 2021

    • Enhancement – Cite Formatting Virgin Islands Ruleset: New rules option to expand jurisdiction coverage.

    June 2021

    • Enhancement – Cite Formatting Auto Accept: When multiple citation suggestions are available for a particular instance, citations that match any suggestion will be automatically marked as "Accepted."
    • Enhancement – Cite Formatting Show Changes Icon in Toolbar: Show format or content differences between suggested citation and citation found within user's document.
    • Enhancement – Improved Cite Recognition: Short form reference identification for non-cases.

    September 2020

    • Enhancement – Mark a feature as a favorite to set as start page.

    June 2020 [Available on versions 5.461.1084 and higher]

    • Enhancement – Collapse headings to condense features list within Litigation, Transactional, and Tools & Resources sections.

    January 2020 [Available on versions 5.461.1084 and higher]

    • Enhancement – WestCheck QuoteRight for Instances: Short Form Instances, Unverified Citations, and Citations for which no Services were requested will appear in the WestCheck Report in the order they appear in the document. QuoteRight results will be associated with their correlating long form or short form instance. (Drafting Assistant subscription required)
    • Upgrade – Improvements to Authority Compiler and feature now available on drafting.westlaw.com.
    • Page limit increased to 3,000 pages.
    • New profile option to include case headnotes.
    • Compiled PDF will retain bookmarks created in Word for easier navigation in PDF.
    • New out-of-plan options for easy inclusion or removal.
    • Users that require validated Client-IDs can now run feature without error when Client ID is not enabled in Drafting Assistant System Preferences.

    September 2019

    • Enhancement – QuickCheck integration in drafting.westlaw.com. (Westlaw Edge subscription required)
    • Enhancement – WestCheck Folder Integration: Upload WestCheck reports directly to a Westlaw folder. (Drafting Assistant subscription required)

    July 2019

    • Enhancement – QuickCheck integration in side panel. (Westlaw Edge subscription required).
    • Enhancement – Cite Formatting report with suggested edits.
    • Upgrade – WestCheck performance improvements. (Available for all WestCheck users).

    May 2019

    • Enhancement – Locate Precedent: Add Filer Type filter. 

    November 2018

    • Enhancement – Flags & Links: Title Mismatch “M”.

    August 2018

    • Enhancement – Westlaw Edge Implied Overruling Risk Icon in WestCheck.
    • Enhancement – WestCheck Limit Negative Citing References by Date. (Drafting Assistant subscription required)

    May 2018

    • Enhancement – Locate Authority will now insert pincites.
    • Upgrade – TOA Builder and Cite Formatting: Improved identification of subsequent case history

    March 2018

    • Enhancement – WestCheck  QuoteRight for Statutes. (Available for all WestCheck users)

  • Supported Operating Systems

    • Windows 10, 32-bit or 64-bit
    • Windows 11

    Note that "Home" editions of Windows are not supported.

    Windows User Account

    To install and update software, you must have administrator privileges on the computer.

    Supported Word Processors

    • Microsoft Word for Office 365*
    • Microsoft Word 2019, 32-bit or 64-bit
    • Microsoft Word 2016, 32-bit or 64-bit
    • Microsoft Word for Mac or iPad 2016**

    *Drafting Assistant for Word Online

    To install Drafting Assistant for Word Online, open a document in Word Online, click Insert, click Add-ins, click Store, search for Drafting Assistant and click Add.

    **Drafting Assistant for Mac and iPad

    To install Drafting Assistant for Mac and iPad which includes the Flags & Links and WestCheck features, verify you meet the system requirements below and click here.

    Supported word processors are Word for Mac or iPad 2016. Drafting Assistant will not be displayed as an add-in option in prior versions of Word for Mac or iPad. OSX 10.10 or higher is required to install Microsoft Office 2016 on a Mac.

    Browser

    Microsoft Edge
    Please Note:     Drafting Assistant 5.571.2038 and prior builds rely, primarily, on Internet Explorer 11 Runtime.  Microsoft ended support for the Internet Explorer 11 desktop application on certain operating systems on June 15, 2022. This action will not impact the security of the Drafting Assistant application in 5.571.2038 and previous builds, as Microsoft will continue to provide security updates for the Internet Explorer 11 Runtime.  Please refer to this article for details. The Drafting Assistant Quick Check integration does rely on Internet Explorer 11 and will not function after end of support in 5.571.2038 and prior builds.

    Hardware

    • Personal computer with 1 GHz dual-core or faster processor
    • At least 1 GB of RAM
    • At least 2 GB of available space on the hard disk

    Prerequisite Software (Installed Automatically If Needed)

    Additional Software

    • For Build Document access to Contract Express templates, Contract Express version 7.1 or later is required for full functionality.
    • To search West km content in Drafting Assistant:
    • West km 4.8.0.99 or later is required. West km 4.8.1.x is not supported by Drafting Assistant