Can we add our own questions as columns?

Yes. Add columns beyond the fourteen presets, or save your firm's own playbook for reuse.

What happens if a cell fails to answer?

It is marked for a retry in the attention tone, not treated as a wrong answer; retry that cell alone rather than the whole grid.

Can we export the grid with its citations?

Yes, the finished grid exports with every cell's citation intact.

Which plans include the grid?

Every plan, Free included. Paid plans add the monthly credits to run it across a data room. See the pricing page for the full comparison.

Read a whole data room without missing a clause.

Documents down the side, your questions across the top. Every cell answers from the document itself, with the passage it came from and a link straight into the document.

Document review

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Document Review · Hartwell matter · contract screen0/12 filled

Document	Parties and effective dateTEXT	Term and renewalTEXT	Limitation of liabilityTEXT	Governing lawTEXT
nda-hartwell-meridian.txt
saas-agreement-northgate.txt
board-minutes-hartwell.txt

A review grid on the Hartwell matter: eleven questions across fifty-five cited cells.

Every cell shows its working

Click any answer and the source panel opens: the cited quote, a chip that says verified against source, and a control to open the document at that point. A cell with nothing to say reads 'not addressed' rather than filling the box with something plausible.

Read how verification works

A review grid: documents down the side, questions across the top, and a cited answer in every cell. — A review grid: documents down the side, questions across the top, a cited answer in every cell.

Start from a playbook, not a blank grid

NDA and Confidentiality Review, Commercial Contract and MSA Review, M&A Due Diligence, Lease Abstraction, Employment Agreement Review. Add your own columns, or save your firm's own playbook once and reuse it.

See the agents

The New review dialogue: name the review, choose a matter so every document becomes a row, and start from one of five playbooks, NDA, MSA, M&A due diligence, lease abstraction or employment agreement, each with its column count. — The five playbooks: NDA, MSA, M&A due diligence, lease abstraction and employment agreement, each with its column count.

Scope, retry, export

Choose the scope before you start: which documents, which columns. If individual cells fail, retry those cells rather than the whole review, and export the finished grid with its citations intact.

Read the governance page

The Document Review list: two reviews, each with the documents in scope and its status. — The Document Review list: two completed reviews, one with eleven columns and fifty-five answers.

From matter to signed memo.

Four steps, and the fourth one is yours: nothing leaves the workspace until a supervising lawyer has read the verdicts.

01
Choose the playbook
NDA, MSA, due diligence, lease abstraction or employment, or start from a blank grid.
02
Add the documents
Upload the agreements you need read: a data room, a lease portfolio, or a stack of NDAs.
03
Run the grid
Every cell answers from its own document, with the passage it came from.
04
Retry and export
Retry only the cells that failed, then export the grid with its citations.

A paralegal at a desk lamp late at night surrounded by boxes of documents.

What it does not do.

The Document Review grid is included on every plan, Free included; what changes between plans is credits, seats and storage.
A cell that cannot answer says so rather than guessing; 'not addressed' is a correct answer, not an error.
It reviews the documents you upload; it does not read a document library it has not been given.

Related.

Common questions.

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Run a playbook over five of your own agreements.

Book a 20-minute walkthrough and we will run the NDA or MSA playbook on documents you choose.

Book a 20-minute walkthrough Start free