Document & Data Review — Upload, Analysis, Reports

    Upload matter documents, data, and correspondence, review with AI, create tables and summaries — linked to cases, statutes, and vaults in iureka.

    Legal work means reading, comparing, and assessing documents — often under time pressure and with large data volumes. iureka bundles upload, AI review, analysis, and report creation in one workflow connected directly to the legal knowledge base.

    What you can review

    InputReview & analysis
    Contracts & briefs (DOCX, PDF)Extract clauses, find deviations from templates, redline comparison
    Spreadsheets & data (XLSX, CSV)Read cells, check plausibility, structured analysis
    Presentations (PPTX)Summarize slides and notes
    CorrespondenceAnalyze content from PDF, Word, or text files and present chronologically
    Internal policiesCompare against research results and matter documents in the vault

    Workflow: upload to report

    1. Upload — place files in a vault or attach directly in legal chat
    2. Review — “Which clauses deviate from our standard?” or “Summarize the disputed points in a table”
    3. Source linkage — trace results with cited cases, statutes, and parliamentary papers in the source viewer
    4. Create report — summaries, comparison tables, and review logs as DOCX or PDF export
    5. Share — save results in the vault or send via scheduled jobs by email

    Output formats & deliverables

    • Summaries — executive summaries, status reports, chronologies
    • Tables — clause comparisons, risk matrices, data extraction from Excel
    • Structured reports — review documents with source references
    • Edited documents — revised DOCX/PDF including redactions and annotations (office documents)
    • Visualizations — metrics and flows as structure diagrams

    Automation

    • Agents — save recurring reviews (e.g. contract checklist, compliance scan) as workflows
    • Scheduled jobs — batch-review new vault uploads or periodic data reviews
    • Dashboard — document viewer alongside research for quick cross-checks

    Typical scenarios

    • Contract due diligence — deviations and risk clauses against templates and case law
    • Light e-discovery — structured analysis and prioritization of large document sets
    • Compliance reviews — internal policies against current legislation and cases
    • Data room analysis — summarize Excel lists and reports from M&A processes
    • Correspondence review — chronological preparation of exchanges and extraction of disputed points

    Connected to the AI workspace

    Document review is core to the AI workspace — chat, vault, office tools, and automation in one interface. Help: Office documents and Legal chat.

    Frequently asked questions

    Which file formats can I upload for review?

    DOCX, PDF, XLSX, PPTX, HTML, CSV, JSON, and other text formats — in vaults or as chat attachments. PDFs are analyzed via OCR when needed.

    Does AI review replace legal responsibility?

    No — iureka supports research and analysis. Content and results must always be reviewed and approved by qualified staff.

    Can I automate review reports?

    Yes — agents and scheduled jobs can automate recurring reviews with fixed output (summary, table, DOCX).

    Can email content be reviewed?

    Correspondence can be uploaded as PDF, Word, or text files and analyzed. Results can also be sent by email from scheduled jobs.

    Try iureka

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