zgbrenner builds Gary a cautious intake table for U.S. lawyers

A new built-in template turns a pile of uploaded matter documents into a structured, attorney-reviewable grid - without pretending it knows more than it does.

intakesummarization

zgbrenner took Gary's existing spreadsheet-style review feature, renamed it to the plainer "Review Table," and added a template aimed squarely at legal intake. Point it at a matter's documents and it fills eight columns: document name, type, date, people and parties, a plain-English summary, key issues, a suggested legal task, and a flag for whether an attorney needs to look.

The interesting part is the restraint. The prompts behind every column are tuned to refuse guessing - missing dates and parties come back as "Unknown" rather than invented, the tool won't make definitive privilege calls, and the attorney-review flag defaults to Yes whenever a document touches rights, deadlines, filings, or sensitive data. A persistent banner labels the whole thing a draft, every cell stays editable, and the suggested-task column is deliberately informational for now - it points, it doesn't act.

So what Legal-ops leads evaluating AI for document triage should look here for a model of how to make extraction useful without inviting a hallucinated fact into the file.

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