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Tools is one menu for everything you attach to a chat — files from your computer, files Libra already holds, Assistants, Workflows, connected sources. It is also the fastest way to start a Playbook, a Review or a Discovery: arm it, say what you want, send.
Libra mascot determined
Whatever you create auto-attaches as @-context for your next message, so “now draft a partner email on high-risk Topics” just knows.

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The Tools menu

+ Tools sits under the message box, to the left of Research. Click it and the menu drops down. The eight entries fall into three jobs: bring something in (the first two), hand the chat to something that already knows how to work (the next two), or start a new piece of work (the rest). Tools menu open below the chat input, showing Upload files from computer, Select files, Assistants, Workflows, Create playbook, Start analysis and Draft document
Opens your file browser and attaches what you pick to this message.
Opens a browser over everything Libra already holds — your projects, your databases, your connected sources. See Select files.
Hands the conversation to a custom Assistant: your “M&A specialist”, your “house style writer”. See Assistants.
Runs a multi-step procedure — onboarding, NDA drafting, and the rest. See Workflows.
Builds a Playbook out of this conversation.
Opens a submenu: Review (Check document based on a playbook) and Discovery (Extract data from multiple document). Either one arms a badge in the composer row.
Arms a Word Document badge, so what you ask for next comes back as a .docx file rather than a chat answer. See Word documents from chat.
Arming a creation mode shrinks Tools and Research to icons, shows a badge naming what you are about to create, and changes the placeholder — a Review reads Tell Libra what to review and what to look for…. Click the badge again to cancel. For running a Review against an existing Playbook, see Reviews from chat.
Not every entry is there for every team. What the menu offers depends on your plan, on what your administrator has switched on, and on which sources you have connected.

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Select files: reaching what Libra already holds

Reach for Select files when the document is already in Libra rather than on your laptop — it opens a full browser instead of your computer’s file dialog. The left rail groups everything by where it lives; the list beside it is one row per file. The Select files browser with Recents, Project files, Databases and Integrations in the left rail and a per-file list with Title, Source, Author and Access columns Rows are per file; the list sorts by Last updated, filters by File type, and the footer offers Attach entire project and Attach. Bringing in a database is not the same as attaching its files. It adds one search source that Libra queries while it answers, so a database of thousands of documents costs exactly one source, the same as a small one. You can have at most ten search sources on at once. Turn on an eleventh and Libra says “You can search at most 10 sources at once” and leaves it off. Documents and folders you attach directly are not search sources and don’t count. If the answer’s activity list says Some databases could not be fully searched, Libra didn’t get through everything you selected — treat the answer as possibly incomplete.

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What you need first

Creating a Playbook, a Review or a Discovery takes a little more than a prompt.

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Two ways to start

With those in place, you can arm the mode yourself from + Tools or just write the prompt and let Libra choose. Both land in the same flow.
Click + Tools, then Start analysis and pick Review or Discovery — or Create playbook for a Playbook. The armed badge appears in the composer row; type your prompt and send.
Type a prompt that implies a Review or a Discovery — “compare these contracts on confidentiality terms”, “check this against our standard NDA terms” — with documents attached. Libra decides which tool to call, and a Review still goes through the Playbook chooser.

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Creating a Playbook from chat

A Playbook is a saved Review framework: the Topics you negotiate, the Positions you would accept for each, and the Rules that test them. A fresh chat with the Playbook badge armed in the composer row, the placeholder asking you to describe the Playbook and attach example documents
1

Pick Tools → Create playbook

A Playbook badge appears in the composer row, and the placeholder changes to ask for the Playbook you want and any documents to work from.
2

Say what it should check, and attach anything to work from

Name the contract type and the side you act for — “a Playbook for reviewing standard German employment contracts from the employer’s side, covering working time, remuneration, probation and termination”.Attach your firm’s checklist or positions document and Libra derives the Topics, Positions and Rules from it.
3

Refine it in the same conversation

Libra answers with a Playbook created card listing the Topics. Keep going in chat to add, rename or delete Topics; the card returns as Playbook updated with the change applied.Chat conversation ending in a Playbook created card for Mutual NDA Review with 5 Topics, Open preview and Open Playbook buttons, and the Playbook attached to the composer
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Use it

The Playbook is saved and attached to your next message, so you can run a Review against it straight away. It also appears on the Review page under My Playbooks and in the Templates library.

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Creating a Review from chat

Arm Review when you have the documents in hand and a Playbook to test them against — six leases checked on notice periods, say. On the way, Libra stops once to ask which Playbook to apply.
1

Pick Tools → Start analysis → Review (or just describe what you want)

Chat composer with the Review badge armed, Tools and Research shrunk to icons, and the placeholder reading ‘Tell Libra what to review and what to look for…’A Review badge appears in the composer row.
2

Attach the documents and write the prompt

Drop in the contracts and say what to check — “review these against our standard NDA terms”, or “check confidentiality, term, and termination clauses”.
3

Choose the Playbook Libra should apply

Chat Reviews always run against a Playbook, so Libra stops and asks you to pick one. Hover a row for Preview, which opens that Playbook read-only, and Select, which commits.Attach exactly one Playbook yourself and Libra skips this step. Reviews from chat covers the chooser in full — how it ranks Playbooks, and how it waits.The inline Playbook chooser in the conversation: Select which Playbook Libra should apply to Review the document, a search box, Playbook rows with Preview and Select, Browse all Playbooks and Create a new Playbook
4

Watch the Review fill in, Topic by Topic

Review created card in chat with Open preview and Open Review, 5 Topics and 1 document, the first Topics already carrying their risk tagsA Review created card appears with the Review title and its Topic and document counts. Each Topic streams in as a numbered row with a risk tag, showing PENDING until it resolves. Start reading straight away; clicking a row jumps to that Topic.
5

Open Review for the full screen

Full-screen Review view with numbered Topics, reasoning, Positions and risk badgesOpen preview shows the finished Review read-only, in the chat. Open Review opens the full screen: every Topic with its reasoning and citations, Positions with Met counts and a Verify checkbox, and buttons to add, edit, re-run or delete Topics and to Export.Editing a Topic asks whether to Update playbook & review or change Only this review, so an improvement you make while reading can flow back into the Playbook for next time.
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Auto-attached for follow-ups

The Review is attached to your next message, so “now draft a redline email summarising the high-risk Topics” knows about it.
Reviews started from chat are scoped to the chat’s project and filed in that project’s Reviews folder in Project files.

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Creating a Discovery from chat

The flow is shorter, because a Discovery needs no Playbook: Libra designs the columns from your prompt.
1

Pick Tools → Start analysis → Discovery (or just describe what you want)

Chat composer with the Discovery badge armed and multiple documents attachedA Discovery badge appears in the composer row.
2

Attach the documents and describe the columns

“Extract employee name, job title, and home office location for each contract”. Libra builds a Discovery with those columns and runs it across every document on the message.
3

Send

Discovery preview card in chat with extracted rows and cell-level citationsLibra runs the extraction and shows a Discovery created card. One row per document; columns appear as they are extracted.
4

Open Discovery to refine

Full-screen Discovery view with columns and extracted rowsOpen Discovery opens the full view. Add or remove columns; the Discovery re-runs immediately for any new one.

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Word documents from chat

Draft document turns the answer into a real Word file, and every team has it — no admin grant needed. Arm it from + Tools, describe what you want, and the .docx arrives on a card in the conversation. The inline Word-document card in a chat answer: the file name, the ’Styled with your template’ note, the Preview button and the ⋯ menu On a narrow panel the two secondary actions drop their labels and keep them as tooltips, so the card stays on one row. The draft takes the recent conversation into account, so you can say “turn what we just discussed into a memo” instead of restating it. Afterwards Libra remembers what it drafted: “make the termination clause stricter” works on the document it just wrote. A document drafted from research spells its sources out in full — the title, the provision or case, and the link. The short reference markers you see beside an answer on screen mean nothing once a file leaves Libra, so they never reach the .docx.

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Your template stays your template

A document built from your own Word template keeps its logo, theme fonts and letterhead. Libra writes the body into the template itself instead of rebuilding the look on a blank page. The card reads Styled with your template when it did; click that to open Settings → Templates. Ask for a plain document and you get one — the template is a default, not a rule.

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Redlining and reading a .docx

Attach a .docx and ask for a redline: the tracked changes now land on signature blocks, form rows and text boxes, not just ordinary paragraphs. Long agreements are read in full, not from a shortened copy. Attach more than Libra can read at once and it searches the files, then opens the ones the task needs. When a sweep changes some occurrences of a phrase but not all of them, Libra says so instead of reporting a clean run. Libra can also read what reviewers left in the file. Ask it to summarise the comments or the tracked changes in an attached .docx, and the steps strip above the answer shows Reading Word comments or Reading tracked changes.

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Keeping what you built

A Review or Discovery you ran once is worth turning into a template if you will run it again on next quarter’s leases. What that takes depends on which one you made. The header of a completed Discovery with Author, Updated and the Save as Template button

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Tips for getting good results

“Review this NDA” leaves Libra guessing which Playbook fits. “Review for confidentiality scope, term length, and remedies for breach, flagging deviations from a standard buyer-friendly NDA” narrows the chooser’s ranking and gives a focused Review.
Preview opens a Playbook read-only in place. Two Playbooks with similar names are much easier to tell apart from their Topics than from their titles.
More than one works, but the chat fills up with cards. Start a follow-up chat for the next one.
Once a Review or Discovery exists, attaching it as @-context gives precise, citation-backed answers. See Reviews from chat and Discovery from chat.

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Next steps

Reviews from chat

Use a finished Review as context for follow-up questions.

Discovery from chat

Cite Discovery columns, rows, or cells directly in chat.

Research mode

Ground the next answer in your legal databases.

Databases

Reusable sets of documents you can search from any chat.