Paralegals and trainees
The bundle reads itself. You check the quotes.
The Document Review grid does the first pass, and you keep the part that needs a person: checking the quote and spotting the thing that does not fit.
| Document | Governing law | Term | Return of information |
|---|---|---|---|
| NDA: Counterparty A | Verified "This Agreement is governed by English law." | Verified | Needs a check |
| NDA: Counterparty B | Verified | Verified | Needs a check |
| NDA: Counterparty C | Verified | Verified | Needs a check |
A review grid: documents down the side, questions across the top, the quoted source behind each cell.
The day this changes
Before
Your job contains an enormous amount of reading nobody thanks anyone for. Fifty leases into a spreadsheet. Two hundred documents screened for a change-of-control clause.
A chronology built out of a lever-arch file at eight in the evening because the hearing is on Thursday.
The responsibility does not change: you are still the person who has to be right.
After
The Document Review grid does the first pass, putting the datapoints across the top and the documents down the side, with the quoted source behind every cell.
Instead of reading fifty documents to extract twelve datapoints, you read a grid of twelve datapoints and check the cells that look wrong.
You spend your time on the eleven cells that do not fit rather than the five hundred and eighty-nine that do.
Grounded on the matter
Open the matter and load the bundle, and the grid reads the documents that are actually in the file. Every cell quotes the clause behind it, so you are checking the source, not trusting a summary. The conflict check runs on open and the Client Intake Agent can take the first details, so the routine set-up is done for you and the reading you keep is the reading that needs judgement.
See how matters workClient
Calder & Finch LLP
Reference
CF-2026-0184
Practice area
Employment
Jurisdiction
England and Wales
Responsible partner
R. Okafor
Status
Open
Conflict check on open: clear across 214 matters searched.
Clear- Matter opened: conflict check run automatically.
- Documents added: employment contract, board minutes.
- Contract Agent run completed: 6 action items, 14 authorities.
The matter you work inside, with the conflict check on open.
A deliverable, not a chat
The Document Review grid is the deliverable: documents down the side, questions across the top, and a seeded playbook so you do not write a prompt. Pick the M&A or lease playbook and the columns are set. The quoted source sits behind every cell, so your job becomes checking the quote and flagging the outlier to a fee-earner early, not typing datapoints into a spreadsheet by hand.
See the review grid| Document | Governing law | Term | Return of information |
|---|---|---|---|
| NDA: Counterparty A | Verified "This Agreement is governed by English law." | Verified | Needs a check |
| NDA: Counterparty B | Verified | Verified | Needs a check |
| NDA: Counterparty C | Verified | Verified | Needs a check |
A seeded playbook grid with the quoted source behind each cell.
Verified, then shareable
Where a cell turns on a point of law, the authority is fetched from the approved sources and marked with a verdict, so a flag you raise is grounded. When you hand the grid to a fee-earner, you share it through the matter with every view logged, and the record shows what you passed on and when. The checking you do is captured, not lost in an email.
See how verification works| Authority | Where | Source | Verdict |
|---|---|---|---|
| Employment Rights Act 1996, s.1 | Statutory particulars | legislation.gov.uk | Verified |
| Working Time Regulations 1998, regs 13 and 13A | Clause 4 | legislation.gov.uk | Verified |
| Tillman v Egon Zehnder Ltd [2019] UKSC 32 | Clause 9(c) | supremecourt.uk | Verified |
| Herbert Morris Ltd v Saxelby [1916] AC 688 | Clause 9(a) | N/A | Not found |
| ICO: monitoring workers guidance | Clause 11 | ico.org.uk | Needs a check |
| Equality Act 2010, s.39 | Clause 12 | legislation.gov.uk | Needs a check |
The authorities behind a run, each with its verdict.
A grid over fifty documents costs about 2,340 credits, about £23.40, on the matter. The figure is observed, not a saving claim.
See pricingObjections
We do not have time to learn another tool.
It is a browser page. Open a matter, pick a seeded playbook, read the grid. There is nothing to install and no prompt to write.
See the review gridWe already have Copilot.
A general assistant answers from the open web and will cite a case that does not exist. This works from a closed list of primary law and marks each authority verified, needs a check, or not found.
See how verification worksOur documents are confidential.
Files sit in Microsoft Azure UK, encrypted in transit and at rest, scoped to the matter, and never used to train a model. The security statement sets out the detail.
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