Getting Started with Document Review
This guide walks you through running your first document review from start to finish — exactly what to click, what to select, and what happens at each step. The whole flow is shown in the looping demo below; the steps beneath it break it down.
- A Judicio account with an active subscription or free trial
- At least one document in your File Library (PDF, DOCX, or a scan)
- Enough credits for the pages you'll process — your balance is shown in the top bar. See Credits Explained.
Open Document Review
Click Document Review in the left sidebar. You land on the Document Review home: a prompt that reads "What would you like to review today?", the three ways to start (Ask Judicio, Smart Suggestions, Templates), and the composer at the bottom.
Until you select documents, the composer is disabled and the Generate review checks button is greyed out.
Select your documents
Open the Files panel (the Files button in the top bar) and tick the documents you want to review — one file, or multiple files at once. Each selected file appears as a chip ("4 files selected"), and you can remove one with its ✕.
As soon as at least one file is selected, the composer becomes active.
Document Review runs the same checks across every selected file and tracks which finding came from which document — so select all the files for the matter, then compare them side by side.
Describe the review checks you want
On the Ask Judicio tab, type what you want Judicio to look for in plain language — for example:
Flag liability, indemnity and termination risks against our MSA playbook.
You can also dictate it with the microphone button. When you're ready, click Generate review checks (the arrow button).
Prefer not to type? Switch tabs:
- Smart Suggestions — Judicio recommends relevant review checks based on your selected files; click one to use it.
- Templates — browse pre-built review checks (plus your saved and shared ones) and pick one.
Review the suggested checks
Judicio reads your request and proposes a set of review checks — for example Liability cap, Indemnification scope, Termination rights. Each is shown with a short description, a priority (Must / Should / Nice to have), and a checkbox.
- Toggle the checks you do or don't want.
- Edit or add a check to fine-tune what it looks for and its acceptable, fallback, and unacceptable positions.
- Toggle Deep Mode on for a thorough pass, or leave it off for fast screening.
When the list looks right, click Generate review.
Confirm the estimate
Before any credits are spent, Judicio shows a confirmation with the files and pages, the number of checks, the estimated time, and the credit cost — alongside your remaining balance. You can switch between Concise and Deep here to compare costs. Review it and click Start review to begin — or go back to adjust your selection.
Judicio runs every check
The view switches to Jobs, where a live progress bar shows the analysis running — "Analysing your contracts… reading 4 documents, running 6 checks."
You can navigate away while it runs; Judicio notifies you when it's done and the run keeps its place in your history.
Review your cited findings
When the analysis finishes you land on the findings. Each finding shows:
- the title and a risk badge — High, Medium, or Low,
- a confidence chip and, for structured checks, a typed value (e.g. a Yes/No pill),
- a one-line explanation, and
- the category, the page number, and the section it falls under — click through to open the source with the passage highlighted.
Filter by Pending, Flagged, Resolved, or All, and narrow by risk level. See Understanding Findings.
Judicio's analysis is accurate, but ambiguous wording or poor scans can occasionally need a correction. Every finding is cited, so a click confirms it.
Resolve and export
Work through each finding — accept an AI fix, write your own edit, accept the clause as-is, or flag it for a colleague. See Resolving Findings.
When you're done, click Export and pick a format — Tracked changes (Word), Redline PDF, Clean copy (Word), or an Issues report (PDF) — with Include citations on so every finding stays verifiable. See Exporting Results.
Next steps
- Review Modes — understand when to use Smart, Template, or Custom.
- Understanding Findings — interpret risk levels and compliance tiers.
- Resolving Findings — learn the resolution actions in detail.
- Review Templates — save and reuse your review configurations.