Getting Started with Review Matrix
This guide walks you through running your first Review Matrix extraction 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 two documents in your File Library (PDF or DOCX) that share a story — a matter, a portfolio, a deal
- Enough credits for the pages and questions you'll process — your balance is shown in the top bar. See Credits Explained.
For your first extraction, select 3 to 5 documents and let Smart mode propose the questions. This shows you how Review Matrix works before you scale up to larger document sets.
Open Review Matrix
Click Review Matrix in the left sidebar. You land on the Review Matrix home: a prompt that reads "What would you like to compare 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 reads "Select documents to analyse and generate your matrix."
Select your documents
Open the Files panel (the Files button in the top bar) and tick the documents you want in the matrix — one file, or hundreds at once. Each selected file appears as a chip, and you can remove one with its ✕.
As soon as at least one file is selected, the composer becomes active.
Review Matrix answers the same questions across every selected file and tracks which answer came from which document — so select all the files for the matter, not just one.
Author your questions
On the Ask Judicio tab, describe what you want to extract in plain language — for example:
Compare the liability cap, auto-renewal and governing law across these agreements.
You can also dictate it with the microphone button. When you're ready, click Generate questions (the arrow button).
Prefer not to type? Switch tabs:
- Smart Suggestions — Judicio analyses your selected files and proposes useful questions; click one to use it.
- Templates — browse pre-built question sets (plus your saved and shared ones) and pick one.
Review the suggested questions
Judicio reads your request and proposes a set of questions to ask every document — each with a short extraction prompt, an answer type (text, yes/no, date, number, list, currency, or tag), and a checkbox.
- Toggle the questions you do or don't want.
- Edit or add a question to fine-tune the prompt or its answer type.
- Toggle Deep Mode on for a thorough pass, or leave it off for fast screening.
When the list looks right, click Start review matrix. Before any credits are spent, Judicio shows a confirmation with the files and pages, the questions, the estimated time, and the credit cost — review it and click Start review matrix to begin.
Judicio answers every question
The view switches to Jobs, where a live progress bar shows the extraction running — "Building your review matrix… reading 3 documents, answering 3 questions across every file."
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 typed, cited grid
When extraction finishes you land on the matrix — one row per document, one column per question. Each cell shows:
- the answer, rendered as a typed chip where it fits (a yes/no pill, a currency or tag chip, a date),
- a confidence dot (green / amber / red) so you can see which results to trust at a glance, and
- a blue citation badge — click it to open the source with the exact clause highlighted.
Switch between the views at the top — Table, By document, By question, Insights — and edit any answer in place without re-running the extraction. See Understanding Results.
Judicio's extraction is accurate, but ambiguous wording or poor scans can occasionally need a correction. Every answer is cited, so a click confirms it — and a low confidence dot tells you where to look first.
Export — or save as a template
Click Export and pick a format — Excel, CSV, Word, or PDF — with the Include citations toggle on so every answer stays verifiable. See Exporting Data.
Happy with the questions you authored? Save as a template so your next matrix reuses them in one click.
What to do next
Now that you have completed your first extraction, here are some ways to go deeper:
- Configuring Questions -- Explore Smart, Template, and Custom question modes for more targeted extractions.
- Understanding Results -- Learn how to interpret confidence scores and use the view modes effectively.
- Editing Answers -- Correct or annotate answers directly in the matrix.
- Question Templates -- Save your question set as a reusable template for future projects.