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Read a contract review

A finished review opens from the Recent reviews table: select Open → on the row. The review sets out every issue the run analysed, what the contract says on each one, and the drafting proposed to deal with it. From there, you can read through the analysis, follow the proposed changes in the contract itself, and indicate if you disagree with any of the analysis.

What the review shows you

The review opens with the issues on the left, the contract in the middle, and the selected issue on the right.

  • Issues — one tile per finding, headed with a count, and each marked red, amber or green. Select a tile to open that issue. Collapse the list when you want more room for the contract.
  • The contract — the document as it stands. Selecting an issue scrolls it to the clause that issue concerns.
  • The issue panel — the detail of whichever issue you have selected. Its Work tab gives the current position on both sides, an "Issue summary — our read" with a link through to the playbook position behind it, and an "Our reply" panel holding the Proposed drafting. "Clauses" chips jump the contract to each clause the issue affects.

You can hide the issue panel to give the contract the full width. An Issue details control brings it back.

Where your team has the status banner shown, a line above the review counts the run: how many issues were selected, how many were analysed, and any that failed, are retrying, or did not run.

Switch between the document and the table

A Layout control switches between Document review, described above, and Table review, which puts a table of the findings beside the contract. The table has three columns — Issue, Change request, and Proposed drafting — and you can drag the column edges to re-proportion them. The widths you set are remembered.

Selecting a row expands it in full, scrolls the contract to that clause, and updates the issue panel. Where a collapsed row holds more than it can show, Show full issue opens it and Collapse issue puts it back. Expand all opens every row that is truncated, and that preference is remembered too. If the run produced no findings, the table reads "No issues to show for this review yet."

Reset layout restores the default proportions and visibility, and clears the column widths and the expand preference you have saved.

See the proposed changes in the contract

Proposed drafting is a preview, not an edit. Show drafting in document overlays that issue's drafting on the contract as a temporary redline, and Hide from document takes it away. Preview all overlays every issue's drafting at once; showing one issue's drafting after that returns the contract to that issue alone.

A Changes from toggle switches what the redline compares against — your last draft, or the original. Track changes switches between the redline and the clean final text, and changes only what you see.

Numbering keeps up with the proposal. A clause inserted into a numbered list takes its place in the sequence, and the clauses beneath it move accordingly. With track changes on, each of those clauses shows its old number struck and its new number inserted; with track changes off, each shows its final number alone, and a deleted clause is absent.

Work through the issues

Where your team has consideration chips shown, an issue may carry one of two chips:

  • Things to consider — the analysis wants a judgement from you. Select the chip and a popover gives the whole of "Why it matters" and "What to consider". Selecting it in the table neither selects the row nor needs the issue panel open.
  • N/A — confirm — the analysis judged the issue not applicable to this contract, and asks you to confirm that reading.

When part of the drafting is missing

Where your team has drafting status flags shown, a badge leads the proposed drafting on any row the run did not finish. It reads "Not drafted" where nothing on the issue was drafted, and "Incomplete — N of M changes drafted" where some changes came through and others did not. Where a single change came through in part, it reads "Incomplete — N part(s) of this change were not drafted".

The issue's Work tab then carries a "Changes we couldn't make" section beneath the drafting. Each entry is headed by the clause the work belongs to, and states what was intended and — where the contract may already deal with it — what that clause says now. Not every entry is a failure. One headed "Held back for your decision" is a change the review declined to draft and handed to you. One headed "Define a term" asks you to define a term the drafting relies on, or to confirm it is meant to stand undefined.

A Manual drafting tab lists every affected issue in one place. Once you have handled an entry by hand, Mark done records it and the count falls; selecting it again withdraws that.

Neither the badge nor the tab says anything about drafting that is present but wrong. Nothing flags that, so read the drafting on its merits.

When two changes touch the same clause

Where two or more issues propose changes to the same clause, those rows are flagged and the issue panel gains a Conflict tab, which opens first on a row in that state. No change to that clause can be applied while the contest stands: which drafting should prevail is a judgement for a reviewer, and the review will not settle it for you. Next conflict moves to the next unsettled one.

While the contest stands, Show drafting in document is withdrawn from that issue, because there is no single piece of drafting to show. The screen says so where the control would be, and points you to the conflict instead. Once the conflict is settled, the ordinary show and hide controls return.

Say whether the analysis got it right

Where your team has feedback shown, the issue panel carries a Feedback tab. Select Give feedback to record whether the analysis called that issue correctly. The tab is marked on issues where feedback has already been recorded.

Download the deviation table

Download deviation table, in the header, saves the findings and their proposed drafting as a Word document.