Doc Review Assist
First-pass review of contracts, due diligence packages, and discovery documents with clause-level citation provenance.
Outcomes
- Senior-attorney review time on routine document packages reduced 30–50%
- Risk-flag consistency improves across deals (uniform taxonomy)
- Junior-attorney role evolves from summarization to verification
- Audit trail clause-level provenance for every AI claim
How this surface works in production
Doc review is the AI surface where the cost of being wrong is bounded but persistent. An AI summary that misstates a contract clause is not catastrophic — the junior attorney reviewing the document will catch it — but if the summary is consistently off by 10–15% in subtle ways, the firm spends junior-attorney time correcting AI outputs rather than reading documents directly. That negative-leverage outcome is what kills most law-firm AI deployments in 2026.
Our doc-review-assist surface is designed to avoid that failure mode through three deliberate choices. First, every AI summary carries clause-level citation hover-cards: hover any sentence in the summary and the source clause is highlighted in the source document with paragraph-and-line precision. Second, the surface is positioned as a senior-attorney time compressor, not a junior-attorney replacement — the junior still reads the document; the senior reads the AI summary plus the junior's notes. Third, we ship with a per-document-type eval framework (M&A asset purchase agreements, real estate purchase agreements, employment agreements, supply contracts, etc.) and never claim performance on document types we have not specifically tuned for.
The Casetrack retrospective documents what we learned about citation UX the hard way — clause-level granularity is the difference between attorneys trusting the AI summary and attorneys reading the AI summary as 'making things up.' That granularity is non-negotiable in our deployments.
What this surface does
Per-document-type tuning
Eval framework calibrated separately for each document type the firm reviews regularly (M&A APAs, real estate PSAs, employment agreements, supply contracts, etc.).
Clause-level citation provenance
Every AI summary sentence has a hover-card linking to the source clause at paragraph-and-line precision in the source document.
Risk-flag taxonomy
Configurable risk taxonomy — IP indemnity, change-of-control, MAC clauses, governing law, etc. — applied uniformly across documents in a deal package.
Senior-attorney summary surface
One-page summary view designed for senior-attorney 5-minute scan; junior attorney still reads underlying documents.
Eval-discipline metric reporting
Per-document-type accuracy reporting and an attorney-graded regression set; refresh cadence tunable per practice group.
Architecture, in plain English
Foundation model: Claude for long-context document reasoning (200K+ tokens routine), with structured-output paths handled by GPT. Retrieval: hybrid sparse+dense over the document corpus with chunk-level provenance metadata preserved through every step. Agent orchestration: deterministic per-document-type pipelines (no open-ended agent loops on legal documents). Observability: per-document-type eval scoring with attorney-graded ground truth, refreshed monthly. Citation UX: clause-level highlighting via paragraph-line index, validated end-to-end on every output.
Doc Review — frequently asked
Other agent templates
The four templates that generalize across mid-market law firms.
Intake Triage Agent
Inbound queries routed to the right practice group with conflicts pre-flagged in under 30 seconds.
Conflict Check Resolution
AI-assisted conflict resolution with normalized entities, time-decay weighting, and a paper trail attorneys can defend.
Billing Reconciliation
AI-drafted billing entries with mandatory human-in-the-loop checkpoint, eval-disciplined for the surface where errors meet client trust.
Ready to deploy doc review?
Start with the AI Readiness Audit — 2 weeks, $15K, founder-led. We will scope this surface (and any others) against your firm specifically.