Are you using SingleDraft, the Word add-in powered by artificial intelligence for legal document drafting? If so, this guide will show you how to connect it with SingleCase.
How does it work?
Word documents stored in SingleCase are shared with SingleDraft. It then uses AI tools to suggest relevant snippets from those shared documents while you work on new documents.
What does it mean for you:
If you share your legal templates, SingleDraft will use them to suggest relevant excerpts directly in Word — eliminating complicated copying from templates and significantly increasing the use of high-quality parts from sample documents.
If you don’t have templates, share reference documents instead — such as well-prepared contracts, filings, and other documents. This saves you a lot of work you would otherwise spend creating templates.
Different team members can share relevant documents according to their permissions. This encourages sharing know-how across the firm and among various teams.
What you need to do to enable the connection
If you haven’t already done so, connect your SingleCase with your Microsoft accounts following this guide.
Install SingleDraft and set up login with the same Microsoft account you use for SingleCase.
Connect SingleCase and SingleDraft according to a separate guide — you will need the permission of your Microsoft account’s global administrator (typically your IT team).
How to share documents with the SingleDraft add-in
Select any Word document (.docx) and right-click on it. A context menu will appear, from which you can choose Share with SingleDraft. You can also select multiple documents at once and share them together.
Tip: If you have templates or reference documents in the old .doc format, convert them to .docx in Word first and then upload to SingleCase.
Next, a synchronization will occur between SingleCase and SharePoint, through which your documents are shared with SingleDraft. A success message confirms synchronization, and a small SingleDraft icon will appear on the left side of the file name, indicating that the file is shared.
Shared documents can still be edited — all changes will be visible in SingleCase and also reflected in SingleDraft.
Sharing documents from private files
You can also share documents from private files. To ensure you’re aware that specific files you share will be visible to all colleagues with access to excerpts in SingleDraft, you must confirm the following message.
Canceling sharing with SingleDraft
If you believe a particular document is no longer needed, you can easily stop sharing it. Open the context menu with a right-click, select Stop sharing with SingleDraft, and sharing will be revoked.
Note: It may take several hours for changes to take effect in SingleDraft.
Any shared document moved to the trash in SingleCase will be automatically removed from sharing. If you decide to restore it, it will be shared again automatically. No further action is necessary.
How to verify which documents are shared
Every document shared with SingleDraft will have a label in SingleCase named “SingleCase model document.”
To check which documents are actively shared and used by the SingleDraft plugin for suggestions you can:
Click on Advanced Search in the blue toolbar of SingleCase
Select the SingleDraft Model document label in the Labels section
Check Search in inactive cases to find documents from completed cases as well
Frequently Asked Questions – Troubleshooting
I’m trying to share a file with SingleDraft but don’t see the option when right-clicking
There are two possible reasons:
The integration with SingleDraft is not enabled.
You are trying to share unsupported files such as DOC (instead of DOCX), or Excel. These are not supported for sharing with SingleDraft.
I shared the document but can’t open it for editing in SingleDraft
Ensure your SingleCase account is connected to Microsoft. If not, connect it now and try editing again.
I edited a shared document but changes are not yet visible in SingleDraft
Please note that processing files on the SingleDraft side can take some time (usually several hours). Check again the next day. If updates are still not visible after this period, contact support.