Matter Workflows

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Overview

Matter Workflows are AI-powered analytical tools that work across your entire document set. Unlike single-document analysis, these workflows extract, compare, and synthesize information from every document in your matter simultaneously. Each workflow is designed for a specific legal task - building chronologies, finding contradictions, mapping party relationships, or extracting termination rights. The results provide a starting point for your analysis, not a final work product. Always review AI outputs with professional judgment.

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Running a Workflow

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Core Workflows

These six workflows apply to any matter type - transactional, litigation, or general legal work.

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Definition Consistency Analysis

Purpose: Extract all defined terms from every document and identify where the same term has different definitions. What It Does:

1. Extracts defined terms from each document - finds terms introduced with “means,” parenthetical aliases like “(the ‘Buyer’),” definitions by reference, and labeled values in schedules.
2. Groups by term name across documents - if “Material Adverse Effect” appears in five agreements, all five definitions are collected together.
3. AI analysis of differences - distinguishes between:
   • True inconsistencies - Same term, genuinely conflicting definitions that could cause interpretation disputes
   • Contextual differences - Expected variations (e.g., “Company” refers to different entities in different agreements)
   • Self-references - Terms defined by reference to another document

Output Includes:

• Complete term list with definitions and source documents
• Highlighted inconsistencies with severity ratings
• AI synthesis explaining which definition should control
• Citation to exact contract language

Use When:

• Reviewing M&A ancillary documents for consistency
• Auditing a contract portfolio
• Preparing for negotiations where defined terms matter

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Master Timeline

Purpose: Build a comprehensive chronology of all dates, deadlines, and events across the matter. What It Does:

1. Extracts dates from every document - contract dates, filing deadlines, transaction milestones, historical events, notice periods.
2. Classifies date types:
   • Exact dates - Specific calendar dates
   • Relative dates - “30 days after Closing”
   • Recurring - Annual renewal dates, quarterly reporting
   • Conditional - Triggered by events
3. Context-aware extraction - Uses different prompts for litigation matters (court deadlines, discovery cutoffs) versus transactional matters (closing conditions, regulatory filings).
4. Synthesizes chronology - Organizes events into a unified timeline, identifies upcoming deadlines, flags potential conflicts.

Output Includes:

• Interactive timeline visualization
• Events grouped by category (Contract, Deadline, Milestone, Event)
• Upcoming deadlines highlighted
• Export to CSV or calendar format

Use When:

• Onboarding to a new matter
• Preparing for closing or trial
• Monitoring contract portfolios for renewal dates

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Entity Relationship Graph

Purpose: Map all parties, entities, and their relationships across the matter with interactive visualization. What It Does:

1. Extracts entities from document metadata and content - companies, individuals, government bodies, third parties.
2. Normalizes names - Merges variations like “ACME Corporation,” “ACME Corp.,” and “Acme” into a single entity.
3. Identifies relationships - Ownership, representation, employment, affiliation. For litigation, maps plaintiff/defendant/witness relationships. For transactions, maps buyer/seller/guarantor structures.
4. Generates interactive graph - Force-directed visualization showing entity connections. Click nodes for details.

Output Includes:

• Visual relationship graph (exportable as image)
• Entity list with roles and document appearances
• Relationship matrix
• Identified issues (e.g., missing parties, unclear roles)

Use When:

• Understanding complex corporate structures
• Mapping case participants
• Identifying who needs to sign what

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Contradiction Finder

Purpose: Identify conflicting statements, inconsistent facts, and logical contradictions across documents. What It Does:

1. Phase 1: Evidence Extraction - Pulls factual claims, dates, amounts, and statements from each document using advanced reasoning (GPT-5.2).
2. Phase 2: Contradiction Detection - Groups evidence by topic and compares for conflicts. Looks for:
   • Different dates for the same event
   • Conflicting factual statements
   • Inconsistent financial figures
   • Contradictory party positions
3. Severity classification:
   • Critical - Direct contradiction that affects legal positions
   • Major - Significant inconsistency requiring resolution
   • Minor - Discrepancy that may be explainable

Output Includes:

• Contradictions grouped by topic
• Source documents and exact quotes for each side
• Severity ratings
• AI synthesis explaining the nature of each conflict

Use When:

• Reviewing discovery documents
• Preparing impeachment materials
• Diligence review where consistency matters
• Analyzing witness statements

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Key Document Summary

Purpose: Identify and summarize the most strategically important documents in your matter. What It Does:

1. Pass 1: Candidate Identification - Reviews all document summaries and metadata to identify potentially important documents based on matter type.
2. Pass 2: Deep Analysis - For candidates, analyzes full content to extract:
   • Key quotes and provisions
   • Strategic significance
   • How the document affects the matter
3. Context-aware criteria:
   • Litigation: Smoking guns, impeachment material, damages evidence, knowledge proof
   • Transactional: Deal blockers, risk documents, condition precedents, required consents

Output Includes:

• Ranked document list by priority (Critical, High, Medium)
• Executive summary for each key document
• Specific quotes and provisions highlighted
• Strategic relevance explanation

Use When:

• Onboarding to a new matter
• Preparing for meetings or hearings
• Identifying documents for exhibit lists

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Draft Document Recommendations

Purpose: Analyze the matter and recommend documents that should be drafted by the legal team. What It Does:

1. Analyzes entire matter - Reviews all documents to understand the deal structure or case posture.
2. Identifies gaps - Determines what documents are missing or needed based on:
   • Standard practice for the matter type
   • Obligations in existing documents
   • Strategic considerations
3. Generates recommendations with:
   • Document type and purpose
   • Priority level
   • Key provisions to include
   • Which existing documents to reference

Output Includes:

• Prioritized list of recommended documents
• Detailed drafting guidance for each
• Cross-references to existing matter documents
• Estimated complexity

Use When:

• Starting a new transaction
• After receiving discovery in litigation
• Planning next steps in a matter

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Transactional / M&A Workflows

These six workflows are optimized for deal-related matters.

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Closing Checklist & Timeline

Purpose: Extract all conditions precedent, deliverables, and closing requirements from transaction documents. What It Does:

1. Scans all agreements for closing-related provisions - conditions precedent, bring-down requirements, certificate deliverables, third-party consents.
2. Builds checklist organized by:
   • Pre-closing requirements
   • Closing deliverables
   • Post-closing obligations
   • Responsible party
3. Tracks status - Pending, complete, waived.

Output Includes:

• Comprehensive closing checklist
• Timeline of required actions
• Responsible party assignments
• Export to Excel for tracking

Use When:

• Managing M&A or financing closings
• Preparing closing binders
• Tracking deal progress

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Change of Control Consent List

Purpose: Identify all consents, notices, and approvals required for a change of control transaction. What It Does:

1. Extracts CoC provisions from every contract - change of control triggers, assignment restrictions, acceleration clauses, termination rights.
2. Classifies consent requirements:
   • Yes - Explicit consent required
   • No - Permitted without consent
   • Silent - Notice only, no approval needed
3. Identifies consequences - What happens if consent isn’t obtained (acceleration, termination, default).

Output Includes:

• Complete consent list by counterparty
• Notice periods and timing requirements
• Risk assessment for each consent
• Exact contract language quoted

Use When:

• Planning acquisitions
• Due diligence on targets
• Preparing consent solicitation strategy

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Termination Rights Matrix

Purpose: Map all termination rights, notice periods, and cure periods across agreements. What It Does:

1. Extracts termination provisions:
   • Termination for convenience
   • Termination for cause (and triggers)
   • Automatic termination
   • Non-renewal
2. Documents requirements:
   • Notice periods
   • Cure periods
   • Effect of termination
   • Survival provisions
3. Identifies cross-defaults - Where termination of one agreement triggers rights under another.

Output Includes:

• Matrix of termination rights by agreement
• Notice and cure period summary
• Cross-default map
• Strategic analysis of exit options

Use When:

• Assessing portfolio risks
• Planning contract exits
• Structuring deals to preserve flexibility

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Efforts Standards Analysis

Purpose: Analyze efforts language across all agreements to ensure consistency and understand obligations. What It Does:

1. Extracts all efforts obligations:
   • Best efforts
   • Reasonable efforts
   • Commercially reasonable efforts
   • Good faith efforts
2. Maps to obligations - What action requires what level of effort.
3. Identifies inconsistencies - Same obligation with different efforts standards across agreements.

Output Includes:

• Efforts provisions by agreement
• Comparison matrix
• Inconsistencies highlighted
• Recommendations for harmonization

Use When:

• Negotiating deal documents
• Ensuring consistent standards
• Assessing performance obligations

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Template Deviation Check

Purpose: Compare matter documents against your standard templates to identify deviations. What It Does:

1. Select template documents from the matter to use as baselines.
2. Compares other documents against templates, identifying:
   • Material deviations (substantive changes)
   • Stylistic differences
   • Missing provisions
   • Added provisions
3. Risk assessment - Flags deviations that may be problematic.

Output Includes:

• Deviation report by document
• Risk-rated changes
• Side-by-side comparisons
• Recommendations

Use When:

• Reviewing deal documents against approved forms
• Quality control on drafted agreements
• Identifying unauthorized changes

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Disclosure Verification

Purpose: Cross-reference disclosure schedules against representations to identify gaps. What It Does:

1. Maps representations to their corresponding disclosure schedules.
2. Analyzes disclosures for completeness - are all required exceptions disclosed?
3. Identifies gaps:
   • Representations without adequate disclosure
   • Disclosure items that may be incomplete
   • Cross-schedule consistency issues

Output Includes:

• Rep-to-schedule mapping
• Gap analysis
• Verification checklist
• Specific concerns identified

Use When:

• Buy-side due diligence
• Reviewing seller disclosures
• Preparing for signing

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Litigation Workflows

These twelve workflows are designed for case analysis and trial preparation.

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Claims & Defenses Matrix

Purpose: Extract and organize all claims, counterclaims, and affirmative defenses from pleadings and briefs. What It Does:

1. Identifies pleadings in your matter - complaints, answers, counterclaims, amended pleadings.
2. Extracts from each pleading:
   • Each cause of action / claim
   • Legal theory and elements
   • Key factual allegations
   • Damages sought
   • Statutes cited
3. Extracts defenses:
   • Each affirmative defense
   • Legal basis
   • Supporting facts
4. Maps evidence to claims - connects documentary evidence to the claims it supports or undermines.

Output Includes:

• Claims matrix with elements and evidence
• Defenses matrix with supporting facts
• Claim strength assessment
• Evidence map

Use When:

• Case assessment
• Motion preparation
• Trial planning

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Damages Analysis

Purpose: Extract, organize, and analyze all damages claims and supporting evidence. What It Does:

1. Extracts damage claims from pleadings and disclosures:
   • Category (compensatory, punitive, statutory, consequential)
   • Specific type (lost wages, medical, emotional distress)
   • Amount claimed (with ranges if applicable)
   • Calculation basis
2. Analyzes expert reports - Extracts expert opinions on damages, methodologies, and conclusions.
3. Maps supporting evidence - Connects damage claims to documentary proof.

Output Includes:

• Damages summary table
• Expert opinion summary
• Evidence supporting each damage type
• Disputed vs. undisputed amounts
• Total exposure calculation

Use When:

• Case valuation
• Settlement preparation
• Expert deposition prep
• Damages brief drafting

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Witness Statement Matrix

Purpose: Identify all witnesses and map their knowledge, statements, and testimony across documents. What It Does:

1. Identifies witnesses from depositions, declarations, pleadings, and exhibits.
2. For each witness extracts:
   • Role and affiliation
   • Witness type (fact, expert, party)
   • Topics they address
   • Key statements with citations
3. Consolidates across documents - Shows everything a witness has said across all matter documents.

Output Includes:

• Witness list with roles
• Topic coverage by witness
• Statement compilation for each witness
• Cross-reference to source documents

Use When:

• Deposition preparation
• Trial witness planning
• Identifying knowledge gaps

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Impeachment Material Finder

Purpose: Identify inconsistent statements and contradictions that can be used for impeachment. What It Does:

1. Extracts testimony from depositions, declarations, and affidavits.
2. Compares statements by the same person across documents and time.
3. Identifies contradictions:
   • Statement vs. statement conflicts
   • Testimony vs. documentary evidence conflicts
   • Changes in position over time

Output Includes:

• Impeachment outline by witness
• Prior inconsistent statements with citations
• Document contradictions
• Recommended impeachment approach

Use When:

• Deposition preparation
• Cross-examination prep
• Motion practice (credibility challenges)

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Discovery Response Tracker

Purpose: Track all discovery requests and responses to identify gaps and manage compliance. What It Does:

1. Extracts discovery requests - Interrogatories, RFPs, RFAs from all discovery documents.
2. Maps responses - Connects requests to responses and responsive documents.
3. Identifies gaps:
   • Unanswered requests
   • Incomplete responses
   • Objections that may need challenging

Output Includes:

• Request/response tracking table
• Gap analysis
• Deadline tracking
• Objection summary

Use When:

• Managing complex discovery
• Preparing meet-and-confer
• Discovery motion practice

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Legal Issues Tracker

Purpose: Identify legal issues in the case and conduct targeted research on each. What It Does:

1. Extracts legal issues from pleadings, briefs, and orders.
2. Prioritizes issues by importance to case outcome.
3. Conducts GitLaw research on high-priority issues - finds relevant case law and statutes.
4. Synthesizes findings into issue-by-issue research summaries.

Output Includes:

• Legal issues list with priority
• Research summary for each issue
• Relevant authorities identified
• Open questions flagged

Use When:

• Initial case research
• Motion preparation
• Appeal analysis

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Brief Citation Analysis

Purpose: Extract and verify citations in legal briefs, and suggest additional authorities. What It Does:

1. Extracts all citations from briefs - cases, statutes, regulations, secondary sources.
2. Analyzes citation usage:
   • How each case is used (holding vs. dicta)
   • Whether citation accurately represents the source
   • Potential weaknesses in cited authority
3. Identifies gaps - Areas where additional authority would strengthen arguments.

Output Includes:

• Citation list with context
• Analysis of citation strength
• Potential weaknesses identified
• Suggested additional authorities

Use When:

• Reviewing opponent briefs
• Quality-checking your own filings
• Appeal preparation

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Argument Summary & Comparison

Purpose: Extract and compare arguments made by each party across all briefing. What It Does:

1. Identifies motion briefs - Motions, oppositions, replies.
2. Extracts arguments from each brief:
   • Main contentions
   • Supporting facts cited
   • Legal authorities relied upon
   • Rebuttals to opposing arguments
3. Creates comparison - Shows how each side addresses the same issues.

Output Includes:

• Argument matrix by issue
• Side-by-side comparison
• Strengths and weaknesses analysis
• Unrebutted arguments highlighted

Use When:

• Preparing for oral argument
• Drafting reply briefs
• Case strategy review

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Case Deadline Calendar

Purpose: Extract all court-imposed deadlines from orders and scheduling documents. What It Does:

1. Scans court orders and scheduling documents for deadlines.
2. Extracts:
   • Discovery cutoffs
   • Motion deadlines
   • Pretrial dates
   • Trial date
3. Builds calendar with:
   • Lead-time calculations
   • Filing requirements
   • Prerequisite tasks

Output Includes:

• Deadline calendar
• Critical path analysis
• Reminder schedule
• Export to ICS format

Use When:

• Case management
• Avoiding malpractice
• Planning case strategy

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Privilege Log Helper

Purpose: Identify potentially privileged documents and generate draft privilege log entries. What It Does:

1. Screens documents for privilege indicators - attorney communications, work product markers, confidential designations.
2. Analyzes privilege type:
   • Attorney-client privilege
   • Work product (fact vs. opinion)
   • Common interest
   • Joint defense
3. Generates log entries with required information:
   • Date, author, recipients
   • Subject matter (non-privileged description)
   • Privilege asserted

Output Includes:

• Privilege screening results
• Draft log entries
• Documents requiring manual review
• Export in standard log format

Use When:

• Preparing document productions
• Privilege review
• Responding to discovery

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Expert Report Summary

Purpose: Analyze expert reports and extract key opinions, methodologies, and conclusions. What It Does:

1. Identifies expert reports in the matter.
2. For each expert extracts:
   • Qualifications and background
   • Opinions offered
   • Methodology used
   • Key assumptions
   • Conclusions and calculations
3. Cross-references expert opinions to underlying documents.

Output Includes:

• Expert-by-expert summary
• Opinion comparison (if multiple experts on same issue)
• Methodology critique points
• Deposition topic suggestions

Use When:

• Daubert motion preparation
• Expert deposition prep
• Case valuation

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Settlement Position Analysis

Purpose: Track settlement communications and analyze positions over time. What It Does:

1. Identifies settlement documents - Demand letters, offers, mediator communications.
2. Extracts positions:
   • Amounts demanded/offered
   • Non-monetary terms
   • Conditions
   • Movement over time
3. Analyzes patterns:
   • Gap between positions
   • Progression of offers
   • Likely landing zone

Output Includes:

• Settlement history timeline
• Position comparison table
• Gap analysis
• Strategic recommendations

Use When:

• Mediation preparation
• Settlement negotiations
• Reporting to clients

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Workflow Results

When a workflow completes:

• View Results - Interactive display showing all findings with expandable sections
• Export JSON - Full structured data for custom processing or integration
• Export CSV - Tabular data for spreadsheets and analysis
• Export DOCX - Formatted report suitable for sharing with clients or colleagues
• Saved to History - Access past results anytime from the Workflow Results tab

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Best Practices

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Troubleshooting

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Next Steps