zgbrenner gives lawyers a one-click document triage table

A new default template in the gary fork turns a pile of uploaded matter documents into a structured, attorney-reviewable table.

discoveryworkflow

Drop a matter's documents into gary and, instead of reading each one cold, you get a single table: name, document type, date, people and parties, a plain-English summary, the key issues, a suggested next task, and a flag for whether a lawyer needs to look. Document types come from a fixed list - contract, pleading, deposition transcript, court order, and so on - so the categories stay consistent across a matter.

The caution is baked in. When gary can't tell, it says "Unknown" rather than guessing, the attorney-review flag defaults to Yes whenever anything touches rights, privilege, or deadlines, and a standing banner reminds you every cell is draft text, not a verified fact or a privilege call. Every cell is editable. zgbrenner also renamed the feature from "Tabular Review" to the friendlier "Review Tables" throughout.

So what Litigation and matter-management teams drowning in document intake get a fast, consistent first pass - with guardrails that keep it honestly labelled as a draft.

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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.

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