feat: add Matter Document Review template and lawyer-friendly Review Table
Lightweight improvements to make uploaded matter documents easier to
understand at a glance.
- Rebrand the user-visible "Tabular Review / Tabular Reviews" copy to
"Review Table / Review Tables" across the sidebar, project tabs,
modal headers, breadcrumbs, page titles, owner-only-action messages,
and the workflow-builder helper text. Internal type names and routes
are unchanged.
- Rewrite both empty states to match the lawyer-friendly direction:
title "Start a Review Table", body about Gary organizing uploaded
documents into a table with dates, document types, people,
summaries, and follow-up issues, primary button "Create Review
Table", and a secondary note "Review all extracted information
before relying on it."
- Add a built-in tabular workflow "Matter Document Review" with eight
default U.S. legal review columns: Document Name, Document Type,
Date, People / Parties, Short Summary, Key Issues, Suggested Saved
Legal Task, and Needs Attorney Review. Column prompts are cautious:
use only the uploaded content, do not invent, write "Unknown" when
missing, default "Needs Attorney Review" to Yes when uncertain or
when the document touches legal rights / privilege / deadlines /
filings / settlement / sensitive data. The Suggested Saved Legal
Task column tags map to the eight built-in Saved Legal Tasks.
- Pre-select Matter Document Review when launching the create-review
modal from inside a matter, and pin it to the top of the tabular
template dropdown.
- Surface a plain-English failure on create ("Gary could not create
the Review Table. Check your AI connection and try again.")
via a dismissible inline banner in the project Review Tables tab.
- Add a persistent attorney-review reminder banner above every Review
Table: "Draft for attorney review. Review all extracted information
before relying on it. Do not treat any cell as verified fact, legal
advice, or a definitive privilege call."
- Document the Review Table flow in the U.S. lawyer setup guide and
add a terminology-map entry for Matter Document Review.
- Add focused tests covering the new workflow's columns, tags,
cautious prompts, and the absence of legacy "Tabular Review" /
"Workflow Template" copy in built-in workflows.
Row-to-Saved-Legal-Task launching from a row is intentionally deferred
to a follow-up PR; the Suggested Saved Legal Task column is purely
informational today and is documented as such in the setup guide.
| Repository | zgbrenner/gary |
|---|---|
| Author | Claude <noreply@anthropic.com> |
| Authored | |
| Parents | 347a4240 |
| Stats | 18 files changed , +538 , -37 |
| Part of | Review Table (Matter Document Review) and running tasks from rows |
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