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Outlook Add-in

Microsoft Outlook

Sonar Legal for Outlook brings AI-powered email drafting and response tools directly into Microsoft Outlook. Draft professional responses, polish grammar, translate emails, and apply track changes—all without leaving your inbox.

Installation​

There are three ways to install Sonar Legal for Outlook:

Option 1: Microsoft AppSource​

Get Sonar Legal for Outlook from Microsoft AppSource by signing in with your Microsoft tenant, or click this link:

Add Sonar Legal for Outlook

If you cannot download via the link, you may try another option below.

Option 2: Install from Outlook​

  1. In Outlook, navigate to the Home tab and look for the add-ins option. Depending on your Outlook version, this may be labeled as "Get Apps," "Get Add-ins," "All Apps," or "More Apps."
Outlook Add-ins buttons
Outlook Apps buttons
Tip

If your label is All Apps/More Apps/Get Apps: A dropdown menu will appear. Click the + Add Apps button to navigate to the Microsoft AppSource.

  1. You will be redirected to the Microsoft AppSource. Search for "Sonar Legal." Once you find it, click on the search result, then click "Add" to install.
Outlook search Sonar Legal

Option 3: Deploy for your organization​

Use this option if an IT administrator will install Sonar Legal for Outlook for users or groups.

  1. Sign in to the Microsoft 365 Add-ins page with an administrator account.

    If the direct link does not open, go to Settings > Integrated apps > Add-ins.

    Deploy Add-In on the Microsoft 365 Add-ins page

  2. Select Deploy Add-In, then select Choose from the Store.

    Choose from the Store

  3. Select Outlook from the left side panel, search for sonar, then click Add next to Sonar Legal for Outlook.

    Add Sonar Legal for Outlook

  4. Accept the terms and assign the add-in to users or groups authorized to use Sonar Legal. Start with a small pilot group, confirm that the add-in works, then expand the assignment to the remaining authorized users.

  5. Set the deployment method to Fixed, then select Deploy.

Users may need to restart Outlook. Microsoft advises that centrally deployed add-ins can take 24–72 hours to appear.

Important

Deploying the Outlook add-in does not automatically authorize all features. To use mailbox search and tasks, complete Microsoft 365 setup with one of your pilot users. For background email drafts, complete Clerk Setup.

Getting Started​

  1. After installation, Sonar Legal for Outlook will appear in your Home panel. If your icon is labeled "Get Apps", "All Apps", or "More Apps", click the icon and you will see Sonar Legal for Outlook appear in the dropdown options. If you do not see Sonar Legal for Outlook, refresh the page.

  2. Launch Sonar Legal for Outlook. On the login page, choose one of the following options:

    • Continue with Microsoft (Recommended): Sign in with your Microsoft work or school account.
    • Continue with email: Enter your email address to receive a one-time verification code. Use the same primary work email as your Outlook mailbox. You may be asked to verify that Microsoft 365 account before using mailbox features.
Sonar Legal Sign In

  1. Complete the sign-in steps in the pop-up window. If your browser asks for permission to open the window, select Allow. For email sign-in, enter the 6-digit verification code sent to your email address.

  2. You are now logged in. Pin Sonar Legal for Outlook to your Outlook toolbar by clicking on the pin icon.

Sonar Legal Pin
  1. You're all set! Sonar Legal for Outlook is now ready to use.
Tip

We strongly recommend pinning Sonar Legal for Outlook to avoid the addin closing when switching between email replies.

Features​

Chat​

A unified chat interface like Partner. Give Sonar Legal any task connected to your email.

Actions​

Choose a focused action for the email:

  • Draft – Draft a new email.
  • Redraft – Rewrite selected text with your instructions.
  • Translate – Translate selected text into another language.
  • Polish – Improve grammar and clarity of selected text.
  • Track Changes – Show your recipient what you've changed.
  • Accept Changes – Accept Sonar Legal track changes in this draft.

Templates​

Generate your own email templates to have Sonar Legal draft in your preferred tone, or start with one from Sonar Legal.

Supported Versions​

  • Outlook Online: All versions supported
  • Outlook Desktop (Microsoft 365): All versions supported
  • Outlook for Mac: All versions supported
Warning

Unsupported Versions: Volume-licensed versions of Office 2019 and Office 2016 are not compatible with Sonar Legal for Outlook due to lack of WebView2 support.