The Tabular Document Review workflow lets you extract structured data from multiple documents simultaneously. You define the table structure, upload your documents, and Vincent AI populates each row based on the documents you upload. The results give you a working data set across your document collection for you to review. Each row represents one document, and each column represents a data point or topic of comparison.
Important: All Vincent AI output requires final review and due diligence by a qualified legal professional before use in litigation strategy, pleadings, or court proceedings.
Note: Tabular Document Review is designed for extracting structured data across a large document set. If you need to compare two documents side-by-side and identify disputed positions or material differences between versions, see Compare Documents in Clio Work. If you need to analyze a single document in depth, such as contracts, depositions, complaints, and pleadings, see Analyze Legal Documents in Clio Work.
Set up your table
You can start your Tabular Document Review using any of the following options.
- In Clio Manage, go to the Work section of the left navigation.
- Click Vincent to open the workspace.
- Select Analyze and choose Tabular Document Review.
- Select Start with an empty table to manually build a table structure.
- Add your documents.
- For each piece of information you want to extract, click Add Column then specify the topic of comparison or data point.
- As you add columns, Vincent analyzes your uploaded files to extract the relevant information.
- In Clio Manage, go to the Work section of the left navigation.
- Click Vincent to open the workspace.
- Select Analyze and choose Tabular Document Review.
- Select Let Vincent build a table for you.
- In the text box, use natural language to describe the information you want to compare across documents, then submit this description.
- Vincent generates the column structure based on your input.
- Add your documents.
- Vincent analyzes your uploaded files to extract the relevant information.
- Optional: Add or edit columns to update the table.
- In Clio Manage, go to the Work section of the left navigation.
- Click Vincent to open the workspace.
- Select Analyze and choose Tabular Document Review.
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Select Vincent Templates to browse pre-built structures, or User Templates to access templates you created previously.
Tip: Use the Search Templates field to find a specific template by name. - Select a template to load the column structure.
- Add your documents.
- Vincent analyzes your uploaded files to extract the relevant information.
- Optional: Add or edit columns to update the comparative analysis.
Add, edit, and configure columns
Configure each column by specifying the following.
- Column Name: The label that appears in the table header.
- Question: The specific question or instruction Vincent uses to populate that column for every document in the table.
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Type: The data format for the column.
- Text: Returns Vincent's plain-language analysis.
- Verbatim: Returns a direct quoted passage from the document.
- True/False: Returns a yes/no determination.
- Date: Returns a date value.
- Number: Returns a numeric value.
To edit, add, or delete a column:
- Edit Columns: Click Edit Columns in the toolbar to change column names, the data types for each column, and/or to clarify the specific question Vincent leverages to extract the information.
- Add Columns: Click Add Column to create another column that Vincent may have missed.
- Delete Columns: To delete a column, click the more icon (vertical ellipses) for the column, then Delete Column. You can also click Edit Columns and select the trash icon to delete the column.
You can also sort and filter a table, or reorder the columns.
- Sort: Click Sort above the table header, then choose the column(s) you want to sort by and whether to sort in ascending or descending order.
- Filter: Click Filter in the toolbar then use the column filter fields to specify how to filter the table.
- Reorder columns: Click and hold a column, then drag it into a new position.
Create a table template
It is common to want to extract the same information from the same kinds of documents. If you regularly analyze and compare the same types of documents and want tables that extract the same set of information for these documents, you can create a template to reuse during your document reviews.
- Set up a table as you normally would, either by starting with an empty table or by having Vincent build one.
- Optional: Configure your table to suit your needs.
- Click Save as Template.
- Add a template name and description.
- Click Save.
Your template will appear on the Tabular Document Review page under User Templates.
Download the table
Click the download icon in the top right to export the completed table.
Continue the conversation
Use the Ask a follow-up question text box below the table to interact with your document set, refine the table structure or ask questions about the information available in the table. For example:
- Add new information: Add a column with the price.
- Summarize findings across the set: Which of these contracts are currently in force?
- Identify specific clauses: Which documents contain a termination for convenience clause?
- Summarize key risk factors: Summarize the key risk factors across all uploaded agreements.
- Review upcoming dates: Which leases expire within the next 12 months?
- Generate a work product: Write an email to my client summarizing the key obligations for these suppliers.
Up next
- Two-document comparison: see Compare Documents in Clio Work to run a side-by-side analysis of two specific documents.
- Build a legal position: see Build Arguments in Clio Work to develop a structured argument from findings across the document set.
- Research the law: see Ask Research Questions in Clio Work to investigate legal questions surfaced during the review.