Document Review Guide

Comprehensive AI-powered document analysis and template comparison.

Table of Contents

Overview

The Review tab provides two powerful analysis features:

FeatureDescription
Run ReviewComprehensive AI legal analysis
Compare Against TemplateCompare to gold-standard templates

What Reviews Analyze

  • Drafting Quality - Grammar, consistency, typos
  • Legal Issues - Missing provisions, weak language
  • Business Risks - Unfavorable terms, liability exposure
  • Compliance - Industry and sports-specific requirements
  • Numerical Accuracy - Written vs. numeric consistency

Running a Review

Step 1: Open Your Document

Ensure your contract or legal document is open in Word.

Step 2: Select Document Type

Choose the appropriate type from the dropdown:

TypeUse For
Sponsorship AgreementSponsor deals, naming rights, promotional agreements
Vendor AgreementService providers, suppliers, contractors
Event AgreementEvent hosting, venue rentals, productions
Hotel AgreementTeam travel, group rates, accommodations
License AgreementIP licensing, merchandise, content rights
Non-disclosure AgreementConfidentiality, trade secrets
Independent ContractorConsultant agreements, freelancers
OtherDocuments not fitting above categories

Step 3: Run the Review

Click "Run Review" to start the analysis.

Processing Time

Document SizeTypical Time
Short (< 10 pages)30-45 seconds
Medium (10-30 pages)45-90 seconds
Long (30+ pages)90-120 seconds

Progress Indicators

During review, you'll see status messages indicating the AI is analyzing your document.

Understanding Results

Issue Display

Each issue includes:

ComponentDescription
TitleBrief issue summary
SeverityHigh / Medium / Low rating
DescriptionDetailed explanation
RecommendationSuggested resolution
Section CitationLink to document location

Severity Ratings

🔴 High Severity

Characteristics:

  • Significant legal or business risk
  • Could result in material liability
  • Requires immediate attention

Examples:

  • Missing limitation of liability
  • One-sided indemnification
  • Unlimited penalty provisions
  • Missing insurance requirements

🟡 Medium Severity

Characteristics:

  • Moderate concern
  • Could create problems under certain circumstances
  • Should be addressed before signing

Examples:

  • Ambiguous termination rights
  • Weak confidentiality provisions
  • Non-standard payment terms
  • Missing notice requirements

🟢 Low Severity

Characteristics:

  • Minor improvement opportunity
  • Drafting quality issue
  • Nice to fix but not critical

Examples:

  • Inconsistent defined terms
  • Minor grammatical errors
  • Formatting inconsistencies
  • Redundant language

Overall Recommendations

At the end of the issue list, you'll find general recommendations for improving the document as a whole.

Template Comparison

Compare your document against organizational gold-standard templates.

Prerequisites

  1. A template must be uploaded for the document type
  2. Select the correct document type in the dropdown
  3. Your document should be the same general type

Running a Comparison

  1. Select the document type
  2. Verify a template is available (shown in the interface)
  3. Click "Compare Against Template"

Comparison Results

The comparison identifies:

Finding TypeDescription
Missing ProvisionsTemplate has, document lacks
Weaker LanguageLess protective than template
Different ApproachVaries from standard language
Stronger LanguageMore protective than needed

Example Findings

Missing Provision:

Title: Missing Audit Rights
Severity: Medium
Description: The template includes comprehensive audit rights, 
but the working document has no audit provisions.
Recommendation: Add audit rights language from your template.

Weaker Language:

Title: Weaker Liability Cap
Severity: High
Description: Template limits liability to 12 months of fees; 
working document has no liability cap.
Recommendation: Add liability limitation matching your template.

Managing Templates

Upload and manage gold-standard templates for comparison.

Uploading a Template

  1. Select the document type in the dropdown
  2. Click "Upload Template" in the Example Document section
  3. Select a .docx file from your computer
  4. Wait for processing (AI extracts clauses automatically)

Template Requirements

RequirementDetails
FormatMicrosoft Word (.docx) only
SizeMaximum 10MB
QualityShould be your "gold standard"
CoverageComplete agreement preferred

One Template Per Type

Each document type has one template slot. Uploading a new template replaces the existing one.

Replacing a Template

  1. Select the document type
  2. Upload a new file
  3. Previous template is automatically replaced

Deleting a Template

  1. Select the document type
  2. Click the delete/remove option
  3. Confirm deletion

Working with Issues

Each issue has a "Go to Issue" button that:

  1. Scrolls Word to the relevant section
  2. Highlights/selects the problematic text
  3. Makes it easy to see context

Fixing Issues in Edit Mode

For each issue, you can click "Open in Edit Mode" to:

  1. Switch to the Chat tab
  2. Navigate to the issue location
  3. Pre-populate the edit instruction
  4. Make AI-assisted corrections

Workflow for Multiple Issues

Recommended approach:

  1. Review all issues first - Get the full picture
  2. Prioritize by severity - Fix High issues first
  3. Group similar issues - Address related problems together
  4. Use Edit Mode - Let AI help with revisions
  5. Re-run review - Verify issues are resolved

Issue Statuses

When working through issues:

StatusMeaning
OpenNot yet addressed
SolvedFixed via Edit Mode

Solved issues are marked and collapsed to focus on remaining work.

Best Practices

Before Running Review

  • ✅ Save your document
  • ✅ Select correct document type
  • ✅ Ensure document is complete (not a fragment)
  • ✅ Upload relevant template for comparison

Interpreting Results

  • ✅ Read all High severity issues carefully
  • ✅ Consider business context for Medium issues
  • ✅ Low severity issues are optional but improve quality
  • ✅ Some flagged items may be intentional—use judgment

After Review

  • ✅ Address High severity issues before signing
  • ✅ Document reasons if you decline to fix an issue
  • ✅ Re-run review after significant changes
  • ✅ Use Edit Mode for AI-assisted fixes

Template Management

  • ✅ Use your best, most current templates
  • ✅ Update templates periodically
  • ✅ Ensure templates are complete agreements
  • ✅ Remove outdated templates

← Back to Documentation Home | User Guide