Configuring a Review
A review is only as good as the checks it runs. This page covers where those checks come from, what one is made of, and the two run settings that apply whichever route you take.
Everything here lives on the Document Review home, below the file band, in the mode panel. All three modes are always mounted: switching between them never loses what you have already done in another.
The three modes
| Mode | Caption on the tab | What it produces |
|---|---|---|
| Ask Judicio | Describe the review checks you want | A set of checks written from your prompt, editable before you run them |
| Smart Suggestions | The number of documents ready to review, or "Needs documents" | Up to three cards of checks derived from the documents you selected |
| Templates | Browse review templates | A saved set of checks, run exactly as saved |
The step trail above the file band names the step you are on for the mode you are in: Generate review checks under Ask Judicio, Review suggested checks under Smart Suggestions, and Pick a template under Templates.
Ask Judicio
The default. You describe the review in plain language and Judicio writes the checks.
| Control | Where | What it does |
|---|---|---|
| Sample prompts | Above the composer | Fill the composer with a worked example |
| Composer | Centre of the panel | Takes your description. Placeholder: "Describe the review checks you want" |
| Deep Mode | Composer rail, left | Turns on the more thorough analysis for this run |
| Settings | Composer rail, right | Expands a band holding Response language, and echoes the workspace jurisdiction read-only |
| Generate review checks | Composer rail, right | Sends the prompt. Reads Generating while it works |
Once the checks come back, the composer is replaced by your query plus the generated list.
The generated checks
Each check carries its severity as a badge. The bar above the list is where you ask for a different set, or keep this one.
| Control | Where | What it does |
|---|---|---|
| Change query | On the query recap card | Returns to the composer with your text intact |
| Row tick box | On each check | Includes or excludes that check from the run |
| Edit and delete icons | On each check, on hover | Open the check form, or drop the check |
| Expand chevron | On each check | Shows the check's three clause positions |
| Regenerate | Bar above the list | Re-sends the same query for a fresh set of checks |
| Save as template | Bar above the list | Saves the ticked checks. Disabled when nothing is ticked |
| Add a review check | End of the list | Opens the check form empty |
| Deep Mode | Footer, left | The same per-run toggle, shared with the composer and the confirm modal |
| Start review | Footer, right | Opens the confirm modal |
Smart Suggestions
Judicio reads the documents you selected and proposes review sets built from them. The section is titled Start from a suggestion, and it holds at most three cards: one recommendation plus up to two alternative angles. Each card carries the chip Suggested from your documents and a count of its checks.
Click a card and it opens into a panel under the grid, headed Template recommended by AI.
| Control | Where | What it does |
|---|---|---|
| Regenerate all | Section header | Refreshes every suggestion card at once |
| Create template and Manage templates | Section header, as icon buttons | Open the Templates page for Document Review |
| Back | Top of the open panel | Closes the panel and returns to the grid |
| Regenerate | Open panel, right of the card name | Refreshes the suggestions. Any edits you made this visit are dropped |
| Save as template | Open panel, right of the card name | Saves the ticked checks as a reusable template |
| Row tick box, edit, delete | On each check in the panel | Adjust the set this run will use |
| Add review check | End of the panel list | Adds a check of your own to this card |
| Deep Mode | Panel footer, left | The per-run thoroughness toggle |
| Start review | Panel footer, right | Opens the confirm modal for this card |
Edits you make here are local to this visit. Changing the file selection, or hitting Regenerate, clears them, because the checks were derived from those documents in the first place.
Templates
The section is titled Start from a template and lists everything saved, filtered by three pills: My templates, Judicio templates and Shared with me. Judicio templates lead, because they are the only category guaranteed to hold something on a new account.
Opening a template card reveals a panel headed Saved template. Its checks are read-only there: a template runs every check it contains, which is what the panel says.
| Control | Where | What it does |
|---|---|---|
| Category pills | Above the card grid | Filter to one origin |
| Edit template | Open panel, right of the name | Opens this template on the Templates page |
| Deep Mode | Panel footer, left | The per-run thoroughness toggle |
| Start review | Panel footer, right | Opens the confirm modal, running every check in the template |
To change what a template contains, edit it on the Templates page. See Review templates.
The anatomy of a check
Every check, however it was created, has the same shape. The form that edits one is titled Add new review check or Edit review check.
| Field | What it is | Notes |
|---|---|---|
| Review check title | The name of the check | Required. Add and Save stay disabled while it is empty |
| Description | What the check should look for | Supports dictation |
| Severity | Must, Should or Nice to have | Shown on the check row as MUST, SHOULD or NICE TO HAVE |
| Clauses | Your position on the clause itself, in three boxes | Badged Acceptable, captioned Ideal clause language; Fallback, captioned Tolerable, negotiate; and Unacceptable, captioned Flag immediately |
The footer holds Cancel and, depending on how the form was opened, Add or Save changes.
The three clause positions are what turn a check from a question into a standard. Judicio compares the document's wording against all three, so a clause that lands on your fallback reads differently from one that lands on your unacceptable position.
Run settings
Two settings apply to every run, whichever mode configured it.
Deep Mode
Deep Mode is a toggle, not a menu. Off, the review runs in the concise mode; on, it runs the more thorough analysis. Its tooltip states the trade directly: more thorough, best for complex or lengthy legal documents, and it uses more credits.
The toggle appears in three places for one reason: it is a single per-run setting, and it is read at the moment you confirm, not the moment you opened the panel. Change it in the confirm modal and the quoted cost and time change with it.
On the Starter plan the chip is visible but disabled, with an Upgrade link beside it.
The processing gate
Judicio cannot review a document it has not finished reading. A selected file that is not ready carries a status pill on its chip in the file band.
| Pill | Meaning |
|---|---|
| Preparing | The file is still being processed. A percentage is shown once one is known |
| Failed | The file could not be processed |
| Needs attention | The file needs something from you before it can be used |
A notice under the band names the count and the remedy: remove a failed file or import it again, and wait for a preparing one. While any selected file is in one of these states the composer and every start button are disabled, and hovering a disabled start button explains why.
Confirming the run
Whichever mode you started from, the same modal opens: Review before starting.
| Region | What it shows |
|---|---|
| Selected documents | Every file with its page count, and its billed pages when a section filter narrows it |
| Your request | Your typed query. Ask Judicio only |
| Selected template or Suggested template | The set name, the number of checks selected, and each check, expandable to its clause positions |
| Estimated time | The projected run time, plus a reminder that it continues in the background |
| Cost summary | The credit estimate for the current mode and your remaining balance |
| Limit to sections (optional) | Narrows the review to named headings. Defaults to Whole document |
| Deep Mode | The per-run toggle, still changeable. Changing it re-prices the run |
| Cancel and Start review | Close, or start |
Limiting a review to sections
The section picker only appears when at least one selected document has an outline. Choosing headings narrows both what is reviewed and what you are charged for.
Where a heading you chose does not exist in one of the files, the modal raises that file by name and offers two ways out: pick headings from that file's own outline, or tick Review this file in full, which states the page count you will be billed for. Start review stays disabled until every raised file is resolved, so a filter can never silently widen into a whole-document review.