Run a document review from your AI assistant
An insight, structure or timeline set up or updated by your assistant in the matter, under your name, ready to continue in Juristic.
Updated 13 October 2026.
You are working through the supply agreements for the Project Alpha due diligence in your AI assistant, and you want the review itself in Juristic, where the team can check each answer against the contract and sign it off. With the Juristic connector, you ask the assistant in plain words and it sets up the work in the matter: the review table, the group chart, the chronology. Everything it creates sits in Juristic under your name, so you and the team carry on there.
Two questions decide how you ask. Which matter, and which tool? A set of contracts to review goes in an insight table, a group in a structure, dated events in a timeline. And are the documents already in Juristic? The assistant can work with documents in the matter, and add files from your computer where it can send files.
You need the connector set up first: see connect Juristic to your AI assistant.
Set up the review
Name the matter, the tool and the questions in one request. For example: "In Project Alpha, create an insight table called Supply agreements, add the supply agreements in the matter, and add these five columns: counterparty, term, change of control, exclusivity, governing law."
The assistant finds the matter and its documents in Juristic, then creates the table, adds a row for each document and a column for each question. If it cannot tell which matter or documents you mean, ask it to list what it found and choose.
Juristic answers each question for each document in the table, the same way as when you add a column in Juristic yourself. A large set takes a while to fill in.
Open the table in Juristic. Ask the assistant for the link if it has not given you one.
Ask about the results
Once the answers are in, ask the assistant about them as you would a colleague who has the table open:
- "Which agreements have a change of control clause that needs consent?"
- "Compare the governing law across the agreements and show me the ones that differ."
- "Send the agreements with a notice deadline to a new timeline in Project Alpha."
The assistant reads the table in Juristic to answer, and adds to Juristic only what you ask it to.
What to ask for
| The work | Ask for | Where it ends up |
|---|---|---|
| A set of contracts to review | An insight table with one column per question | The matter's insight tables |
| The group around the target | A structure, imported from the company registers for Beta Holding A/S, or drawn from a chart you attach | The matter's structures |
| Key dates in the documents | A timeline, or the dated rows of an insight table sent to one | The matter's timelines |
| Follow-up work | The insight table's rows turned into tasks on a board | A new or existing board in the matter |
| A write-up for the partner | A Word document, in one of the firm's templates | A download link in the assistant |
Check what it did
Open the table, structure or timeline in Juristic and look at the result before you build on it.
On a structure or timeline, click the history icon (Activity Log). The assistant's changes are listed under your name, and most are marked External agent. See find out who changed what.
When the assistant wants to delete, clear or replace something, it asks you to confirm first. Read what it names before you agree: a deleted column takes its answers with it.
Carry on in Juristic
The assistant sets the review up; the sign-off happens in Juristic.
- Check the answers against their sources and sign them off: check and sign off the review.
- Hand the result over: hand the review over in Excel.
- Run the deal checklist on the board in Juristic. The assistant can add tasks to a board from an insight table, but cannot change the board.
Tips from practice
- One matter per request. Name it every time. "In Project Alpha" keeps the assistant out of a matter with a similar name.
- Write the questions as you would for a trainee. "Is there a change of control clause, and does it require the counterparty's consent?" gets a more useful answer than "change of control".
- Try a few documents first. Ask for the table with five agreements, check the answers, adjust the questions, then add the rest.
- The work is yours. Changes are made with your access and recorded under your name, so review them as you would your own before the team relies on them.