Getting Started
This is the shortest complete path through Document Review: pick documents, decide what to check, run it, work the findings, export. Every control named here is on screen in the order it appears.
Open Document Review
Click Document Review in the left sidebar.
The home screen opens on the question What would you like to review today?. Under it sit three things you will use in order: a step trail reading Pick documents, Choose how to start, a step named for the mode you are in, and Review and run; the file band, which is where the page asks for documents; and the mode panel below it.
Watch demo and View guide sit beside the subtitle if you want the tour first.
Pick your documents
In the file band, click Choose files to open the Files panel on its Files tab, or Upload to open it on the Upload tab. The band never opens a picker of its own.
Tick the documents you want. As soon as one is selected the band changes: it counts your selection, and each file appears as a chip with a remove control. Add more and Clear all replace the two empty-state buttons.
You can select up to 50 files in one review. Within five files of that cap the band starts showing a running count, and past it, it tells you how many to remove.
Judicio has to finish reading a document before it can review it. A file that is not ready carries a status pill on its own chip: Preparing, or Preparing with a percentage, and Failed or Needs attention if the file could not be processed. A notice under the band names the problem, for example "Preparing 1 document. Reviews can start once processing finishes, usually under a minute."
While any selected file is in that state the composer and every Start review button are disabled. Hovering a disabled start button explains why: "Select documents that have finished processing to start a review."
Describe the checks you want
The mode panel offers three ways to configure the run: Ask Judicio, Smart Suggestions and Templates. This walkthrough takes Ask Judicio, which is where the panel opens.
Type what you want checked into the composer. Its placeholder reads "Describe the review checks you want". If you would rather start from a worked example, the sample prompts above the composer fill it for you.
Two chips sit on the composer rail:
- Deep Mode turns on the more thorough analysis. It costs more credits, and it stays on through the confirm modal.
- Settings expands a band holding Response language for this run. The jurisdiction shown beside it is a read-only echo of the workspace switcher.
Click Generate review checks. The button reads Generating while Judicio works.
Review the checks it wrote
Judicio replaces the composer with your query and the checks it produced. Change query returns you to the composer with the text intact.
Each row is one check: a title, a description, and a chip reading MUST, SHOULD or NICE TO HAVE. Expand a row to read its acceptable, fallback and unacceptable positions. Hovering a row reveals an edit and a delete control, and Add a review check at the bottom of the list opens the same form empty.
The bar above the list tells you how many of the checks are ticked, and carries two actions:
- Regenerate asks for a fresh set of checks.
- Save as template keeps the ticked checks for reuse. See Review templates.
When the list is right, click Start review.
Confirm the estimate
The Review before starting modal is the last stop before credits are spent. It shows, in order:
- Selected documents, each with its page count. Where a section filter narrows a file, the row reads how many of its pages will be billed.
- Your request, the words you typed, when the run came from Ask Judicio.
- Selected template (or Suggested template), its name, and how many review checks are selected. Expand any check to read its three clause positions.
- Estimated time, with the reminder that the run continues in the background.
- The credit estimate and your remaining balance.
- Limit to sections (optional), when your documents have an outline. Leave it on Whole document or pick named headings to review only those.
- The Deep Mode toggle, still changeable here. Switching it re-prices the run.
Click Start review. If a file has no outline, or none of your chosen headings appear in it, the modal says so and asks you to tick Review this file in full before it will let you start.
Watch it run
Judicio switches to the jobs view and lands you on In progress. One row appears per document, with its name, its number of review checks, the date it started, and a live progress cell naming the current stage.
Every row carries a stop control. Opening a row expands it into a detail strip with the same progress, the estimated time remaining, and a Stop review button.
You do not have to wait here. The callout under the table says it plainly: the review runs in the background and you will be notified when it is ready.
The other tabs are Failed and Completed, plus Shared where collaboration is on. Failed carries a Retry all failed button with a count, and a retry control on every file inside a row.
Work the findings
Click the completed row to open its results screen.
The document fills the middle of the screen with a tab strip above it: Original, Issues, Redline and Clean copy. The findings rail sits on the right, split into Pending, Needs verification, Flagged and Resolved.
Click a finding to open it. The rail becomes that finding's detail view: the clause it was raised against, View in document to jump to it, and a four-way action grid asking How would you like to address this? with AI Fix, Edit, Accept and Flag.
Understanding findings reads the screen badge by badge. Resolving findings covers the actions.
Export the result
Click Export in the session header. It becomes available once at least one finding is reviewed.
The export screen leads with one Recommended for you format, chosen from what you actually did during the review, and a sentence saying why. The other three sit below under Other formats, grouped into Word documents and PDF documents. Pick one, edit the file name if you like, then click Download file.
Below the formats, Summary of changes lists every finding and how it lands in the export, and Review memo will write a memo over the review with a coverage appendix.
Exporting results covers all four formats.
