ReviewAI Overview

Click on it to start processing it. It usually takes about a minute for the AI to finish processing a document, but it could sometimes take up to 2 minutes.

ReviewAI will display some things in the sidebar for you:

• Dashboard

• Groups

• Issues

The Dashboard is home to a few things:

• Risk Score - A 0-100 Score of how risky this contract is in comparison to the Ideal version of that contract type

• Progress Bar

• Status of Contract

• Duration

You will get a risk score to help you understand how Risky a contract is when the AI finishes processing.

You can update the contract status to one of these three statuses, In Progress, Done, and On Hold. This allows Legal Ops or Management to see where contracts are in the Dashboard.

• The Progress bar lets you see how far along you are in your review.

• Duration keeps you informed of how long it has been in review since processing.

These are your groups, and they contain all of your issues. You can think of groups as folders to help organize the Issues within. Groups are notated with a 0 of some number to let you know how many Issues are inside of them.

This will all you to see the Issues that are inside.

Issues are your action items to be checked off

Title of the issue, letting the reviewer what their action is.

The in-app comment is to help the reviewer understand what the AI has done and why it is displaying this item. In this example, "No mutual language found."

These are references to the contract and are clickable. They will jump you straight to that part of the contract.

The risk indicator lets you know how risky the issue is being presented. Risk is determined by your organization, not the AI, which gives you a relevant risk score.

Every issue has a deeper layer of information called the Details Page. You can get to it by clicking the circle with the arrow.

Within the details page, you will find an area for typing in Notes, and some Issues could have prefilled Guidance for the reviewer.

On the Details Page, you will also find your Positions. This is your organization's standard language for the Issue at hand.

Get the cursor where you need to insert the position or highlight the text you want to replace.

This will add it to the document where the cursor is or replace any text that you have highlighted

References are usually left by the AI. You can click on them and jump to that part of the contract.

You can do that if you notice some text that you want to return to or leave as a reference in the issue for someone else. Just Highlight the portion of the text you want, and click the Plus sign next to Related References.

You now have a jump point that you can use to get back here, or if someone is getting this contract after you, they will be able to quickly jump there.

The details page is not the only place to find your Organizations language.

It is listed in alphabetical order, and you have the ability to search as well.

Will open up the full clause so you can read the whole thing.

Just like you could from within the Details Page. You can click insert clause, and it will drop the text where the cursor or highlighted text is.

Click the pencil to edit a clause.

This organizes the clause into its correct type

As you saw, we had multiple Liability clauses. Clause name allows you to give it a unique name. Maybe this particular clause is associated with a particular client, so I could name it "Evil Corp Liability."

This is the body of the text, the actual language.

Just like we can have Guidance/Notes for our issues, we can also provide guidance for the clause. This lets us inform the review on best practices for using certain clauses.

This just helps to define a clause's use further. You can list the documents you think it could be used for.

You can think of these as tags to help understand a clause. Maybe this clause is for a particular region, so I could use a tag of "EU" or "AUS" so the reviewer can quickly understand it is a region-specific clause.

The purple text throughout the document is action, a feature we call, Definitions and Cross References.

This interactive text allows you to click on it and will define that in the sidebar.

Renewal Term is defined for us, so we do not have to jump around.

Clicking on a reference to a clause or section of a document will display the whole section.

So we do not have to leave our place in the document and still get the information we need.

Orange lets you know that something does not match your playbook. In this instance, Onit is not listed as one of the parties for the contract.

Blue lets you know that something matches your Playbook. Most of your Pre-Checked items will be found in Done, as the AI tries to remove that from your To-Do.

*You can un-check them to move them back to To-Do

The grey items are items that need some Further Review. The AI has not decided whether the item matches or breaks your Playbook. You can use the provided reference to jump to that part of the contract and check it out.

Do you need to focus on some specific things? We have filters to help you with that.

You can filter by the type of Issue: Alerts, Pre-checks, or Further Review.

or Filter by Risk level: High, Medium, or low

I can filter by that if I want to just my high-risk items.

If I only want to see certain Issues with a specific Risk rating, I can also do that.

Just a few things to discuss before finishing a review.

The highlighting in the text will persist, even for people that do not have ReviewAI. So you will want to turn that off before sending it to an outside party.

You can turn off highlights individually. So if the purple is distracting you during your review, you can toggle it off.

You will want to turn off all of the highlights before sending it to the third party