Use Word Copilot to Refine Suitability Documents

What This Does

Microsoft Word's Copilot AI can rewrite, extend, and improve your suitability narratives and client letters — turning rough drafts into polished, professional documents without manual rewriting. It's especially useful for cleaning up quickly written compliance narratives before submission.

Before You Start

• You have Microsoft Word installed (Microsoft 365 subscription)
• Microsoft 365 Copilot is enabled on your account
• You have a draft document open (even just rough notes or a partially completed template)

Steps

1. Open your document in Word

Open the suitability narrative, replacement analysis draft, or client letter you want to improve. Even a rough draft with incomplete sentences is fine — Copilot works best when there's something to refine.

What you should see: Your document open in Word's standard editing view.

2. Select the text you want to improve

Highlight the section you want Copilot to rewrite or improve. You can select a single paragraph or the entire document body.

3. Open Copilot

Click the Copilot button in the Home tab ribbon — it's a sparkle/star icon. Or, right-click on selected text and choose Copilot from the context menu.

What you should see: A Copilot panel appears on the right side of the screen with a prompt box.

4. Tell Copilot what you need

In the prompt box, type your instruction. For suitability documents, try:

• "Make this more professional and concise while keeping all the facts"
• "Rewrite this to sound less like a form and more like a genuine explanation"
• "Add a sentence explaining why the surrender period aligns with the client's timeline"

Click Send.

What you should see: Copilot offers a rewritten version in the panel. Review it, then click Replace to insert it into your document, or Copy to paste it yourself.

Troubleshooting: If Copilot rewrites something incorrectly (removes a key fact), click Undo and try again with a more specific instruction.

5. Check the final document

Read through the full document once more. Look for any facts that Copilot may have softened or changed. Your job is to verify accuracy — Copilot's job is the writing quality.

Real Example

Scenario: You wrote a quick suitability narrative at the end of a busy day. It's complete but reads like a form — flat, technical, and a bit mechanical.

What you do: Select the full narrative, open Copilot, and type: "Rewrite this suitability narrative to sound like it was genuinely written by an advisor who understands this specific client's situation. Keep all the factual details. Make it professional but not stiff."

What you get: A narrative that reads like it was thoughtfully written — same facts, better presentation, more defensible to a reviewer.

Tips

• Copilot is best at improving tone and readability — you're responsible for facts and compliance accuracy
• Use "Make this shorter" when narratives run long; Copilot will trim without losing substance
• Save your best Copilot-refined documents as templates for future similar cases

Tool interfaces change — if a button has moved, look for similar AI/magic/smart options in the same menu area.