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Creating your first Tabular Review

Amy Conroy avatar
Written by Amy Conroy
Updated over 4 months ago

Overview

Tabular Review helps you easily review and analyse large amounts of legal documents by organising everything in a table format. Tabular Reviews are essentially smart spreadsheets, where each column is a prompt. Rather than needing to write one long prompt, you can create multiple columns with key questions for Legora. For example, you might use Tabular Review to:

  • Create a court case summary;

  • Review loan agreements;

  • Extract information from Shareholder's agreements;

  • Batch review employment agreements.

Create a New Tabular Review

You can create a new tabular review by:

  1. Pressing the '+' button on the lefthand side Tabular Review row; or

  2. Select 'Tabular Review' then press 'Create New Tabular Review'.

You can then select your first column and provide the following details:

  • Format: Select the format that you'd like Legora to respond with.

  • Label: The name of the column.

  • Prompt: Here you can provide more detail about what you are expecting Legora to find.

Next, upload a document from the 'Documents' panel on the left of your screen. You can upload an unlimited number of documents and can also have an unlimited number of prompts, with a maximum limit of 10,000 cells.
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Legora will start extracting the information from 5 documents to begin with, and by selecting 'Run All' the rest of the cells will be processed.

Templates

Struggling for inspiration? Legora will provide a number of Tabular Review templates out of the box. You can access templates by:

  1. Selecting 'Tabular Reviews' on the left then viewing available templates, then selecting 'Use Template';

  2. Click 'All Templates' from within the 'Tabular Reviews' tab and search for a relevant template, then select 'Use Template';

  3. From within your new Tabular Review, select 'Templates' > 'Use Template' to view a list of templates.
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Additional Resources

Learn more about Tabular Reviews here.


Need additional support? Contact [email protected].

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