Read a contract review

A finished review opens from the Recent reviews table: select Open → on the row. The review sets out every issue the run analysed, what the contract says on each one, and the drafting proposed to deal with it. From there, you can read through the analysis, follow the proposed changes in the contract itself, and indicate if you disagree with any of the analysis.

What the review shows you

The review opens with the issues on the left, the contract in the middle, and the selected issue on the right.

Issues — one tile per finding, headed with a count, and each marked red, amber or green. Select a tile to open that issue. Collapse the list when you want more room for the contract.
The contract — the document as it stands. Selecting an issue scrolls it to the clause that issue concerns.
The issue panel — the detail of whichever issue you have selected. Its Work tab gives the current position on both sides, an "Issue summary — our read" with a link through to the playbook position behind it, and an "Our reply" panel holding the Proposed drafting. "Clauses" chips jump the contract to each clause the issue affects.

You can hide the issue panel to give the contract the full width. An Issue details control brings it back.

Where your team has the status banner shown, a line above the review counts the run: how many issues were selected, how many were analysed, and any that failed, are retrying, or did not run.

Switch between the document and the table

A Layout control switches between Document review, described above, and Table review, which puts a table of the findings beside the contract. The table has three columns — Issue, Change request, and Proposed drafting — and you can drag the column edges to re-proportion them. The widths you set are remembered.

Selecting a row expands it in full, scrolls the contract to that clause, and updates the issue panel. Where a collapsed row holds more than it can show, Show full issue opens it and Collapse issue puts it back. Expand all opens every row that is truncated, and that preference is remembered too. If the run produced no findings, the table reads "No issues to show for this review yet."

Reset layout restores the default proportions and visibility, and clears the column widths and the expand preference you have saved.

The departure table

Where your team has the departure table switched on, a finished review opens on one flat list instead of the document layout: one row per issue, in issue-number order, under three columns — the Issue, the Change request (the comment addressed to the other side) and the Proposed drafting.

The Issue column holds everything about the issue itself: its number, its rating as a coloured dot, its title, the clauses it proposes to edit, a one-line summary of why it is rated as it is, and the reasoning behind that. Select the issue's title line, or Show reasoning, to open the rest of the reasoning and any notes beneath it, and Hide reasoning to close them. Each point of the reasoning says what it is doing — Drives rating or For confirmation — and names the clauses it relies on; select one to open the contract there. Where the review wants a judgement call from you, a Things to consider link stands beside it and takes you straight to that note. Analyst notes are your reviewing team's own working notes and are shown only to them. There is no issue panel to open.

The layout follows the width the list has, so it changes as you open the contract beside it or narrow the window: three columns at full width, two when the change request moves beneath the summary, and one card per issue when space is short. Nothing ever scrolls sideways.

Under the header is a strip of counts — All 17, 9 red, 3 amber, 5 green, and how many issues overlap another. Each is also a filter: select one to see only those issues, and select it again (or All) to see them all.

Every row is a complete answer. Where the review could not place a piece of wording in the contract, that wording still appears in the row's Proposed drafting cell, under the heading Not yet placed in the document, with the clause it was written for. A Definitions still to add line names each term the wording uses that the contract does not define, and a Terms to replace line names each term the wording uses where the contract defines another — "Replace Customer with University in the drafting" — a correction to make before the wording goes out. Where the review has noted checks for your team, the cell ends with a link such as 2 recommended legal checks, which opens each one in place — what it asks for, the clause it concerns and why. Nothing is held back in a separate panel, and a row with no change to propose says so.

The top of each Proposed drafting cell says what goes into the document automatically and what does not:

Ready to insert — the wording is in the document and nothing is outstanding.
Ready for legal review — the wording is in the document; the review has noted checks for your team.
Needs a decision — the wording is ready, but a choice only your team can make is outstanding, usually because two issues edit the same clause.
Needs correction — the wording is in the document, but a recorded problem must be resolved first.
Partly placed, with a count such as 2 of 3 changes are in the document — some of the wording is in the document and the rest is shown beneath as not yet placed.
Not yet placed — none of this wording is in the document yet.
No change proposed — the issue asked for nothing.

Where two issues edit the same clause, each carries an Overlaps issue N chip that takes you to the other row, the drafting cell of each names the clause and says only one of the two can be applied, and the counts strip says how many issues overlap another. Which wording goes forward is your team's call when you mark up the contract; the list shows both so nothing is lost.

At the top of the page sits one slim header: the contract's name, the round and version you are reading with that version's status, and the actions on the right. Changing the round or the version there switches the whole review to it.

Beside them is a Review | As downloaded switch. As downloaded shows the same issues laid out the way the Word download lays them out — the download's columns, fonts, colours and marked-up changes, on a landscape page. It is a preview, not a file: nothing is generated, and you still download the document from the Download menu. Because the page keeps the download's real width, it scrolls sideways when your window is narrow; Fit width scales it to the space instead, and Actual size puts it back. Page breaks and the exact points at which lines wrap will differ in Word. Ratings, reasoning, notes and feedback are for your team, so they are not on the page — as they are not in the download.

Once the other side has replied

From the second round on, the list has a fourth column. Their response stands between the issue and your side's, and holds what the other side said: a tag for what they did — Accepted, Rejected or Counter-proposed — over their own words, quoted. Where the response is long, the list shows a short version of it with Show their full wording beneath; Show less puts it back. Change request becomes Our reply, holding your side's answer this round, and a row your team has yet to answer reads "No reply drafted yet."

A pill beside each issue title says where that issue now stands:

Settled — agreed, and out of the negotiation.
Responded — they have answered, and so has your team.
Response required — it is waiting on a reply from your team.

The counts strip changes with it. In place of the ratings it offers All 17, n to respond, n responded and n settled, and each is still a filter. Where the wording in a row was drafted against a decision your team has since changed, an amber note at the top of the Proposed drafting cell says so, and that the wording is being updated.

Work through the list beside the contract

Contract opens the contract beside the list, at a little under half the width. Drag the divider between the two to give either side more room; the list re-arranges itself as it narrows, and the width you set is remembered for this view.

With the contract open, one issue at a time is the one you are working on. It is marked down the left of its row, and the contract follows it: select any other row — anywhere in it — to bring that issue forward. Whatever you selected still does its own job, so selecting Show reasoning on another row both brings it forward and opens its reasoning. A clause chip brings its issue forward and takes the contract to that clause.

To move through the issues without reaching for the mouse, use ‹ and › in the header — they count the issues currently shown, so a filter narrows them too — or press the up and down arrow keys. Escape closes the contract.

When the window is narrow enough that each issue is a card, an Open control appears at the right of the counts strip. All issues keeps every card open; Selected only collapses the rest to a single line each — number, rating, title and where its drafting stands — with the issue you are on open among them. Until you choose, it follows the contract.

The contract beside the list

The contract pane has a slim header of its own. On the left it names the contract and, beneath it, the issue you are on and the clauses it concerns. On the right:

‹ and › step through the changes this issue makes, where it makes more than one.
A A sets the size of the contract's text, in three steps. Your choice is remembered.
Redline switches between the issue's proposed wording, marked up in the contract, and the contract as it stands. It is on to begin with.
✕ closes the pane and gives the list the full width again.

A line beneath says what you are looking at — this issue's wording, every placed change, or the contract as it stands — and, in every case, that nothing has been inserted. Reading the contract here never changes it.

Long drafting is shortened with a fade; Show full drafting opens the row out, and Show less closes it again.
Contract opens the contract beside the list; select it again to return the list to the full width. A clause chip opens it at that clause.
Show in document on a row opens the contract beside the list with that row's wording shown as a redline. Select it again to hide it. It is unavailable on a row with nothing placed; the reason shows on hover.
Show all in document shows every placed change at once. The button then says how many rows that covers, such as Showing 12 of 17 in the document, 3 partly; hover over it to see which rows have nothing placed to show, and which are kept back until your team decides between overlapping changes. Where the list is too narrow to carry the button, it is in the ⋯ menu instead.
Feedback on a row records whether the analysis called that issue correctly, as on the issue panel's Feedback tab; a tick appears once you have left feedback on that issue. Feedback on this review, in the ⋯ menu, takes a note about the review as a whole — an issue the playbook should cover, or a position that differs from your matrix.

See the proposed changes in the contract

Proposed drafting is a preview, not an edit. Show drafting in document overlays that issue's drafting on the contract as a temporary redline, and Hide from document takes it away. Preview all overlays every issue's drafting at once; showing one issue's drafting after that returns the contract to that issue alone.

A Changes from toggle switches what the redline compares against — your last draft, or the original. Track changes switches between the redline and the clean final text, and changes only what you see.

Numbering keeps up with the proposal. A clause inserted into a numbered list takes its place in the sequence, and the clauses beneath it move accordingly. With track changes on, each of those clauses shows its old number struck and its new number inserted; with track changes off, each shows its final number alone, and a deleted clause is absent.

Work through the issues

Where your team has consideration chips shown, an issue may carry one of two chips:

Things to consider — the analysis wants a judgement from you. Select the chip and a popover gives the whole of "Why it matters" and "What to consider". Selecting it in the table neither selects the row nor needs the issue panel open.
N/A — confirm — the analysis judged the issue not applicable to this contract, and asks you to confirm that reading.

Follow up drafting that needs work

Proposed drafting contains only wording that the review actually produced. Where the review records a missing change, a drafting warning or a recommended check, a compact notice appears above that drafting in the table and beneath it in the issue's Work tab.

Select the notice to open Drafting follow-up. Missing work appears under Changes to complete. Pipeline problems, corrections and inconsistencies appear under Drafting warnings. Ordinary drafting or related-clause suggestions appear under Recommended checks.

The review labels amendments Change 1, Change 2 and so on. The same label appears beside a warning or recommendation and on the matching Proposed drafting where the review recorded an exact link. Select the label to move to and highlight that drafting. Related checks may be grouped under one explanation, but every affected clause remains listed separately and can still be opened in the contract.

Each item starts with the action — for example, Modify clause 4 or Insert new clause 22.6 — followed by the intended wording and a link to the confirmed clause or insertion point where one is available. Internal document references are not shown; if the review did not record a reliable clause or change association, the wording says so instead of guessing.

Terms that need definitions sit beneath the change that uses them. If a term cannot be linked safely to one displayed change, it appears once under Terms to define at the end. Once you have dealt with work the system cannot observe, Mark as handled records that and Reopen withdraws it.

If no drafting was produced but the review recorded both the affected wording and the intended result, the follow-up may show a red-and-blue Display-only comparison. This helps you see the wording difference; it is not an edit that was made, and it does not prove where the wording should sit in the clause.

The follow-up reflects problems and checks recorded by the review. It cannot guarantee that drafting without a recorded warning is correct, so always read the produced drafting on its merits.

Rerun and restore drafting

Re-run drafting prepares new wording for you to review. Your working draft remains unchanged while it runs. You can leave the page and return to see its progress or result. A delay is not treated as proof of failure.

Review the prepared wording before inserting it. Where further checks are required, wait for their result and then select Insert prepared drafting. Completing the checks does not insert wording automatically. A failed or refused rerun leaves existing inserted wording in place; the issue stays out of Insert all until fresh drafting has been reviewed.

After removing wording from a completed rerun, Restore previous wording may be available. It prepares a copy of the recorded wording and runs fresh checks before you can insert it again. It does not write a new alternative. If the check request fails, Run fresh checks lets you try those checks again.

Restore is available only where the earlier wording and its review context can be verified. Older results without the necessary record, changed source clauses, or incompatible review decisions can make it unavailable. Follow the explanation shown; removing wording does not make its earlier insertion approval reusable.

When two changes touch the same clause

Where two or more issues propose changes to the same clause, those rows are flagged and the issue panel gains a Conflict tab, which opens first on a row in that state. No change to that clause can be applied while the contest stands: which drafting should prevail is a judgement for a reviewer, and the review will not settle it for you. Next conflict moves to the next unsettled one.

Where proposed wording is available, you can inspect its preview while a conflict remains unresolved. Previewing does not settle the choice or permit insertion. If you choose combined wording, saving that choice is followed by preparation and checks of the replacement. When it is ready, Insert identifies every affected issue and inserts that checked proposal together.

Say whether the analysis got it right

Where your team has feedback shown, the issue panel carries a Feedback tab. Select Give feedback to record whether the analysis called that issue correctly. The tab is marked on issues where feedback has already been recorded.

Download the deviation table

Download deviation table, in the header, saves the findings and their proposed drafting as a Word document.