Getting Started
This is the shortest complete path through Review Matrix: pick documents, decide what to ask, run it, read the grid, export. Every control named here is on screen in the order it appears.
Open Review Matrix
Click Review Matrix in the left sidebar.
The home opens on the question What would you like to compare today?, with the line "Turn many documents into one comparable matrix." underneath. Three buttons sit beside that line: Watch demo plays the looping product demo, Take tour walks you through the screen in place, and View guide opens this documentation.
Under the hero sit the three things you 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, with the active jurisdiction shown read-only on the right;
- the file band, which is the one place the page asks for documents;
- the mode panel, which holds the three ways to start.
The trail is a progress indicator, not a set of buttons. The jurisdiction on its right echoes the workspace switcher in the top bar, which is the only place jurisdiction is changed.
Pick your documents
The empty file band reads "Choose the documents to compare", with the caption "Columns are proposed from what you pick." It offers two verbs:
- Choose files reveals the Files panel on its Files tab.
- Upload reveals the same panel on its Upload tab.
Neither opens a picker of its own. Tick the documents you want in the panel.
As soon as one file is selected the band changes shape. It now counts your selection and its pages, and each file becomes a chip carrying its name, its page count and a remove control. Add more and Clear all replace the two empty-state buttons. Past six files the band collapses the rest behind a +N more button, which reopens the Files panel; the selection itself is never trimmed.
A matrix holds at most 50 documents. Within five files of that cap the band starts showing a running count, and past it, it tells you exactly how many to remove before you can continue.
A matrix asks every question of every document. A set that shares a shape, all the leases, all the target contracts, gives you columns worth comparing.
Describe the matrix 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.
Above the composer sits a collapsible examples block. With no files selected it offers jurisdiction starters. Once you have files it retitles itself Suggested from your documents and writes examples from the set you picked, with a Regenerate button to ask for a fresh batch. Clicking an example drops it straight into the composer.
Type what you want compared. The composer's placeholder reads "Describe the matrix you want to create", and it stays disabled until at least one document is selected. A microphone sits on its rail if you would rather dictate.
Two chips share that rail:
- Deep Mode turns on the more thorough analysis. Its tooltip reads "More thorough analysis. Best for complex or lengthy legal documents. Uses more credits." It stays on through the confirm modal.
- Settings expands a band beneath the composer holding Response language for this run, next to a read-only Jurisdiction stamp.
Click Generate questions. The button reads Generating while Judicio works.
Deep Mode is a Professional and Organization feature. On Starter the chip is visible but inert, with an Upgrade link beside it.
Review the questions it wrote
Judicio replaces the composer with your query and the questions it produced. Change query returns you to the composer with your text intact.
The panel is headed Template recommended by AI, and a bar under it names the proposed set and counts how many of its questions are ticked. That bar carries two actions:
- Regenerate asks for a fresh set of questions from the same query.
- Save as template stores the ticked questions for reuse. See Question templates.
Each row is one question, and one future column: a category, the question text, a checkbox, and edit and delete controls. Add a question at the end of the list opens the same form empty. Editing or adding opens the question modal, where you set the answer type. See Configuring questions.
A run can carry up to 25 questions. Ticking past that is refused with the message "Maximum 25 questions allowed".
When the list is right, click Start review matrix in the footer. Deep Mode sits beside it, and can still be changed here.
Confirm the estimate
The Review before starting modal is the last stop before credits are spent. It shows, top to bottom:
- Selected documents, each with its page count.
- Your request, the query you typed, when you came through Ask Judicio.
- Selected template, the question set, with each question's answer type shown as a badge beside it.
- Estimated time, with the note "Runs in the background. You can continue working."
- Estimated cost in credits, a plain-language equivalent, and your remaining balance.
- Practice area (optional), a dropdown that tags the run. Leaving it on No practice area is fine.
- Deep Mode, one last time. Toggling it here re-prices the run.
Click Start review matrix to begin, or Cancel to go back. If your balance is short, the modal says "Insufficient credits to start this review matrix. Please upgrade your plan." and the start button stays disabled.
Watch it run
Starting the run takes you to the jobs view, on its In progress tab. Each row names the matrix, its file and question counts, when it started, and a live progress readout with the stage Judicio has reached.
The run is a background job. You can leave this screen, work elsewhere in Judicio, and come back. Stop on the row ends a run you no longer want.
The other tabs are Failed, which offers Retry on a run that ended badly, Completed, and Shared where a colleague has shared a matrix with you. Back returns you to the home screen.
Read the matrix
Opening a completed run lands you on the grid: one row per document, one column per question, one typed answer per cell.
The header carries the run name, a chip counting the questions, an information button whose tooltip gives the file count and completion date, and the actions Share, Save to Judicio and Export.
The toolbar sits above the grid in two bands. The upper band switches between Matrix, By document and By question, and holds Add documents, Add question and Assistant. The lower band holds a search box, Filter, Sort and Columns.
Click any cell to open the inspector on the right. It shows the answer at full length, Why this answer, and the Cited source with a View source button that opens the document at the cited page. Its footer offers Edit, Re-run, an ask control and Open in Document Review, and arrows step you through the rest of the row.
Everything you can do to a finished matrix is covered in Understanding results and Editing answers.
Export the grid
Click Export in the header. The Export review matrix modal opens with a live preview.
Pick a format. They are grouped as Report, which is Word or PDF, and Grid, which is Excel or CSV. Set the file name, and decide on Include source citations. Word and PDF additionally offer a verbatim sources appendix and verifiable citation links.
Download saves the file. Save to Judicio puts the export back into your File Library instead. The full modal is documented in Exporting data.
Next steps
- Learn how questions and answer types work
- Read the results screen in full
- Correct an answer and re-run a column