zgbrenner turns document-review rows into one-click legal tasks
A new matter-review template doesn't just summarise documents - it hands you the next move on each one.
zgbrenner adds a ready-made template for reviewing the documents in a matter. Point it at a set of files and it builds a table: document name and type, dates, parties, a short summary, key issues, and - crucially - a flag that defaults to "needs an attorney's eyes" whenever the assistant is unsure.
The sharper move is what happens next. One column suggests a follow-up legal task for each document, and now that suggestion is clickable. Hit it and the assistant opens with the right task selected, the document attached, and a prompt already filled in from the row. The team is candid in the setup notes that every extracted value is unverified draft text - the prefill is a starting point for the lawyer, not a substitute for reading the document. Rows where nothing useful was found stay deliberately inert, with no button to click.
Spotted something wrong? Or know the PR text has fresher detail than the writeup above?