In depth

Summarise Changes provides an intelligent overview of all modifications made to a document or between two document versions. It captures tracked changes, comments, or unmarked differences and organises them into a clear, customisable report. This helps you review, communicate, and understand changes faster and more accurately.

Two modes to choose from

Summarise track changes and comments of one document

In this mode of the feature, ClauseBuddy will create an overview of all track changes and comments in the active document, a document you upload, or text you select.

Compare two texts and summarise their changes

In this mode, ClauseBuddy will create an overview of all differences between two documents or texts.

This is ideal when track changes have not been used.


Selecting content

In both modes, you first need to specify which content you want to generate a smart summary for.

You can choose from four options:

  • Current document: the Word document you currently have open.

  • Selection: only the text you selected in your active Word document.

  • Text: text that you type manually or copy and paste (Only possible in the two-documents mode!)

  • Other document: an external file that you upload.

Important notes:

  • In single-document mode, you can only upload Word documents—not PDFs. PDFs do not contain Track Changes or comments, so they cannot be summarised in this mode.

  • In two-document/text mode, you must provide two sources of content (e.g., two uploaded documents or a combination of selection + document).


Additional settings

In addition to selecting the content, there are a number of other settings that can be adjusted:

Language

Here you have the option to choose the language of the summary that is generated.

Answer length

Here you can choose how concise or detailed the smart summary should be.

You can select one of the following options:

  • Short – a brief, high-level overview

  • Medium – a balanced summary with moderate detail

  • Long – a more comprehensive and in-depth explanation

Grouping

Here you can choose how similar changes are grouped in the summary.

This means that with maximum grouping, all changes that are similar will be grouped together. With minimum grouping, each change will be in a separate group.

  • Minimal grouping – each change is listed separately, with no merging.

  • Medium grouping – similar changes are grouped into small, logical clusters.

  • Maximal grouping – all similar changes are combined into broad, high-level groups.

Additional instructions

Before generating a summary, you can provide optional instructions to guide the AI in how it should analyse and present the changes. These instructions allow you to tailor the summary to your workflow, audience, or preferences. For example, you can specify the desired tone, highlight certain types of changes, or filter out details you find irrelevant.

Examples of useful instructions:

  • “Focus on changes that affect obligations or risk.”

  • “Ignore cosmetic edits such as punctuation or spacing.”

  • “Use a formal, neutral tone throughout the summary.”

Summarise

After selecting our content and (optionally) adjusting the settings, we can summarise our changes!


Results

Here we have an example of a summary of the differences between two documents:

Structure of the results

The results will always be split in three columns:

  • Topic - which part of the document are we talking about

  • Explanation - what exactly is different compared to the other/previous version of the document

  • Type of change - what kind of change are we dealing with

Topic (left column)

This can be anything, of course. A reference to which part or clause was modified or where a difference was detected by the feature.

You will see that the topic references are displayed in different colours to indicate the significance of each change or difference:

  • Red – crucial

  • Orange – very important

  • Yellow – important

  • Light green – less important

  • Dark green – unimportant

You also have the option to filter on importance:

Explanation (middle column)

This is perhaps the most important part of the overview.

Here, the feature will explain what change or difference there is for the topic in the column to the left of it.

Depending on the selected setting (see above), this explanation can be very concise or detailed.

Each time, there will also be a reference to the exact location where the feature has detected a change or difference.

Type of change (right column)

This indicates the type of change or difference detected in the document. Here is a list of examples of change types that may occur:

  • Reference correction – a cross-reference has been adjusted.

  • Terminology – changes to the terminology used in the document.

  • Business change – a substantive change affecting terms or conditions, such as payment terms or notice periods.

  • Formality change – modifications to the tone, style, or level of formality in the text.

  • Typo – a typographical error has been corrected.

  • Capitalisation – a word or phrase has been rewritten with adjusted capitalization.

  • Punctuation – corrections or adjustments to punctuation marks, such as commas, periods, or quotation marks.

  • Cleanup – minor textual improvements not covered by other categories, such as removing duplicate words or redundant spaces.

  • Comment – a comment has been added, modified, or referenced.

  • Deletion – content has been removed from the document.

  • Governing law / Jurisdiction – changes related to the governing law or jurisdiction clauses.

  • Legal precision – edits improving legal clarity, correctness, or specificity.

  • Termination – changes to termination clauses, notice periods, or related provisions.

  • Financial terms – modifications to payment, pricing, or other financial conditions.

This list includes only some examples; others may also occur.

You also have the option to filter on the change type:

Exporting

After generating the overview (and applying any filters), you can also export this overview to a separate Word file:

That may look as follows:

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