Tabular Review lets lawyers test a workflow on ten rows first

Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

1. 34:31

   Yeah, so what are they doing with tabular review? And then we can go into that. Sure. So it's typically, I mean, a good example is just a due diligence, right? Where it's like, we need to review all employment contracts, all supply contracts, all of whatever. And so employment contracts, you put 10,000 employment contracts in there. And then you... Like each cell is one employment contract? Each row is one employment contract.

2. 34:53

   And then for cells, you ask questions, basically. So like the first question, the first, sorry, per column. So the first column might be, what's the termination period? And then it's going to like fill out for everyone. It's 30 days or whatever it is. And the next question is like, is there an IP assignment clause or whatever? Next one is like, how much do we have to pay them if we fire them? Or whatever it is, like how much are they getting paid?

3. 35:15

   And then it's going to fill out the entire thing. You can also just ask the agent to do this. Like if you just drop 10,000 files into the agent and say like do a due diligence on this, it will spin up a tabular review and run all of them and wait for it to be done and then analyze the results and it can then highlight like red flags. Okay, the CEO is getting paid an outrageous amount or there's like this weird bonus structure.

4. 35:34

   Okay, then like obviously we need to look at that. And then the agent from that can draft a memo to send to the client or it can just do the review and then have, you know, a lawyer, the user just be like, okay, let's look at this. Here are the red flags. There's also collaborative so that you can comment on it for other people to look at, etc. And why do you choose that spreadsheet format? Yeah, it's just a lot better to...

5. 35:56

   It's super easy to work in. It's really easy to get an overview super quickly of what's going on and to review it. So all of the stuff that we produce also has citations back to source documents. And so you can basically review it super easily if you want to just make sure that everything's right. You can also highlight cells. These are reviewed or whatever. These are the ones that are flagged and you can comment and collaborate.

6. 36:16

   that's much easier than any other form factor that we've tried yeah i will say that the spreadsheet form factor has has a lot of pull in some areas but somehow hasn't really spread i uh i find it very weird like clay is another one on the gtm side that uh you know very known for the spreadsheets you guys i don't really know if anyone else does a large spreadsheet ai thing no no there was like v7 that like try to launch there's like sheets there's uh even in finance domain i don't really have like a top name that like does spreadsheets yeah i agree i think it's like a great if you if you have fan out and you do the exact same thing and you're extracting stuff it's such a great form factor to like understand what's going on do you find like you must export to excel or like people are happy to live in your spreadsheet people are happy to live there

7. 37:06

   uh do you use ag grid or your own use ag grid that seems to be like the leading one i mean they've done this for like, I don't know, 15 years. Yeah, yeah, they know how to, yeah. Yeah, so, okay, yeah, I mean, I'm happy on that spreadsheet angle. I mean, I think the only other interesting thing for me engineering-wise is the fan-outs. Yep. Engineers maybe are well-equipped to understand the trade-offs of like, well, okay, before you use fan-listing out on a million documents, maybe test it on like two.

8. 37:32

   Yeah, yeah, yeah. Does that work before you go nuts? Yeah. Do they do that? Yeah, they will. So our type of review actually will run the first 10 rows. Yeah, just check, right? Yeah, does this make sense? Did it show us what we thought it was going to show us? Yeah. That's really good. Oh, but also for people, when people build this, it's just really good for them to iterate quickly on the first 10 rows until they're getting the results that they want, and then they can go ahead.

9. 37:53

   Yeah. I am happy to move on to the next thing. Intake, which is your Slack bot. Yeah.