Review Tables: rename from Tabular Review and add Matter Document Review template

zgbrenner renames the upstream "Tabular Review" feature to "Review Tables" across all user-facing surfaces, then adds a built-in eight-column template tuned for U.S. legal intake. The plumbing is unchanged; the substance is in the column prompts.

intakesummarization

The rename is surface-only: sidebar labels, project tabs, modal breadcrumbs, page titles, and empty states all switch to "Review Table/Tables," while internal type names and URL routes stay as-is. That decision keeps the diff small and avoids any routing or data-model risk.

The substantive addition is the Matter Document Review template. It defines eight default columns: Document Name, Document Type, Date, People/Parties, Short Summary, Key Issues, Suggested Saved Legal Task, and Needs Attorney Review. The column prompts are notably conservative. Each one instructs the model to use only content from the uploaded document, write "Unknown" when a value cannot be determined, avoid inventing parties or dates, and never make a definitive privilege call. The Needs Attorney Review column defaults to Yes whenever the document touches rights, deadlines, filings, settlement, or sensitive data.

Every Review Table now carries a persistent amber banner stating the table is a draft for attorney review, and cells are editable so lawyers can correct extractions in place. Launching the create modal from inside a matter pre-selects the new template, pins it at the top of the template dropdown, and pre-checks the matter's documents.

The Suggested Saved Legal Task column maps to Gary's eight built-in tasks, but at this point it is informational only. The column shows a label; clicking it does nothing yet. zgbrenner's own docs note the follow-up: wire the tag to actually launch the matching task.

The test file matterReviewTable.test.ts has nine tests covering workflow registration, column order, the tag sets, the conservative defaults, and the absence of legacy "Tabular Review" wording. The next commit in this series closes the actionable-column gap.

So what The conservative column-prompt design (default to Yes for attorney review, no invention, Unknown when uncertain) is a pattern worth copying for any legal-extraction workflow regardless of the naming choices. The eight-column template structure is a reasonable starting point. Skip the rename unless you're also targeting U.S. law offices and want "Review Table" in your UI.

View this fork on GitHub →

Spotted something wrong? Or know the PR text has fresher detail than the writeup above?

Commits in this thread

1 commit from zgbrenner/gary, oldest first. Source extracted verbatim from the harvested git log.

SHA Subject Author Date

06f80d85 feat: add Matter Document Review template and lawyer-friendly Review Table Claude 2026-05-19 ↗ GitHub

SHA	Subject	Author	Date
`06f80d85`	feat: add Matter Document Review template and lawyer-friendly Review Table	Claude	2026-05-19	↗ GitHub
commit body 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.

commit body

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.

Capture this thread into my fork

Download a single Markdown prompt that tells Claude how to port every commit above into your working tree — adapting paths and structure to match your repo. Run it via claude -p < capture-thread-572.md from inside the repo you want the changes in.

⬇ Download capture-thread-572.md