Getting startedBy Odebode Toluwalase Esq · 4 min read

Your first contract review

From creating a matter to reading and exporting your first set of verified findings.

Create a matter. A matter holds the documents, findings, tasks and audit trail. Set the jurisdiction (Nigeria is the default) so the right execution and compliance rules apply.
Upload the contract. Drag a PDF, DOCX or RTF into the matter and wait for parsing to finish. A scanned PDF takes a little longer while OCR runs.
Choose a Review Level. Pick how much supervision the task needs, from low (routine) to highest (deal-critical). This decides how many findings come to you. See Review Level.
Run the review. You can attach a playbook so findings are judged against your firm's positions. Start the review, and findings appear as they clear CitationGate.
Work the findings. Each card shows the risk, the exact quoted clause (click it to jump to the page) and the agents' reasoning. Accept it, dismiss it, or send it to a redline.
Export. Generate a Word redline with native tracked changes, export the comparison grid to Excel, or download the audit trail.

No account yet?

Try the free contract scan first. It runs one review round on a document and shows you two fully cited findings. No sign-up needed.

Related documentation