> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bono.network/llms.txt
> Use this file to discover all available pages before exploring further.
# Matter Workflows
> 24 specialized AI workflows for cross-document legal analysis
## 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.
## Running a Workflow
Run the Intelligence Scan first. Workflows require document summaries and metadata to operate effectively. Check that your matter shows 100% readiness in the Overview tab.
In Matter Explorer, click the Intelligence tab to see available workflows.
Arbiter suggests workflows based on your matter type. Transactional matters see deal-focused workflows; litigation matters see case analysis tools.
Each workflow displays its estimated token cost before running. Costs vary by matter size and workflow complexity.
Click "Run" to start. Results appear in a dialog with export options (JSON, CSV, DOCX). Results are also saved to your Workflow History.
***
## Core Workflows
These six workflows apply to any matter type - transactional, litigation, or general legal work.
***
### 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
| Time | Cost |
| ------- | --------------- |
| 3-8 min | \~15 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 8-15 min | \~12 tokens/doc |
***
### 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
| Time | Cost |
| ------- | -------------- |
| 3-8 min | \~8 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 8-15 min | \~20 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 4-10 min | \~10 tokens/doc |
***
### 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
| Time | Cost |
| ------- | -------------- |
| 3-8 min | \~5 tokens/doc |
***
## Transactional / M\&A Workflows
These six workflows are optimized for deal-related matters.
***
### 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
| Time | Cost |
| -------- | --------------- |
| 8-15 min | \~15 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 4-10 min | \~12 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 4-10 min | \~12 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 4-10 min | \~10 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 5-12 min | \~18 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 5-12 min | \~15 tokens/doc |
***
## Litigation Workflows
These twelve workflows are designed for case analysis and trial preparation.
***
### 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
| Time | Cost |
| -------- | --------------- |
| 5-12 min | \~15 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 5-12 min | \~15 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 5-12 min | \~18 tokens/doc |
***
### 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)
| Time | Cost |
| --------- | --------------- |
| 10-20 min | \~25 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 5-12 min | \~12 tokens/doc |
***
### 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
| Time | Cost |
| --------- | --------------- |
| 10-25 min | \~25 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 8-15 min | \~18 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 8-15 min | \~20 tokens/doc |
***
### 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
| Time | Cost |
| -------- | -------------- |
| 4-10 min | \~8 tokens/doc |
***
### 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
| Time | Cost |
| --------- | --------------- |
| 10-25 min | \~25 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 5-12 min | \~15 tokens/doc |
***
### 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
| Time | Cost |
| -------- | --------------- |
| 5-12 min | \~12 tokens/doc |
***
## 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
## Best Practices
Always run the Intelligence Scan before workflows. It creates the summaries and indexes that make workflows accurate.
Larger matters cost more. Token estimates are shown before running - review them, especially for complex workflows like Contradiction Finder.
Workflows provide starting points, not final work product. Always review AI findings with professional judgment before relying on them.
Export significant findings to preserve them. Results are saved in history, but exports create a permanent record you control.
## Troubleshooting
Run the Intelligence Scan from the Matter Overview tab first. Workflows need document summaries and metadata to operate.
Check that all documents in the matter have been analyzed (not just uploaded). Documents showing "Pending" status weren't included in the workflow.
Large matters or complex workflows may take longer. The workflow runs in the background - you can continue working. Check the Workflow Results tab for completion.
The extraction looks for explicit definitions. Terms that are merely used but never defined won't appear in Definition Consistency. Consider whether the term actually has a formal definition in your documents.
The AI normalizes name variations but may miss some. You can export the data and manually consolidate if needed.
## Next Steps
Learn how to create matters and run Intelligence Scans
Use matter context in research sessions