> For the complete documentation index, see [llms.txt](https://docs.courtaid.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.courtaid.ai/matter-workspaces/tabular-view.md).

# Tabular View & workflows

Tabular View lets you review and organise multiple documents at once. Build custom queries that run automatically across many documents in parallel, with results populated into a single table.

![Tabular review showing extracted data across multiple documents](/files/3FGFvHcKo7QTXCbQkkbs)

## What Tabular View does

Each row in the table is a document. Each column is a question you ask CourtAid to answer about that document — for example *"What type of document is this?"*, *"Who is the sender?"*, or *"What is the effective date?"*

CourtAid reads every document in parallel and fills in the cells. Click **View more** on any cell to see the full extracted answer.

## Where to find it

Tabular View lives inside a [Project workspace](/matter-workspaces/projects.md):

1. Open a project from **Projects** in the sidebar
2. Click the **Tabular** tab

You can also reach tabular reviews from **Projects → Tabular** in the sidebar, which shows reviews across all projects.

## Workflows page

The **Workflows** item in the sidebar opens a global library of workflow templates:

* **Built-in workflows** — pre-configured column sets for common practice areas (SPA review, E-Discovery, NDA, etc.)
* **Custom workflows** — templates you've saved from previous tabular reviews

From the Workflows page you can:

1. Browse or search all available templates
2. Click a workflow to view its columns and description
3. Click **Use workflow** to start a new tabular review with that template pre-loaded

This is the fastest way to reuse a workflow across different projects without recreating columns each time.

## Creating a tabular review

1. Open a project and go to the **Tabular** tab
2. Click to create a new review
3. Give it a **Title** (optional) — e.g. *"Reviewing litigation docs"*
4. Choose a **Workflow template** or start with custom columns
5. Select the documents to include (from the project, or upload new ones)
6. Run the review

![New Tabular Review with workflow template picker](/files/TqYxUMtFTgQgq9t3FLuM)

## Built-in workflow templates

CourtAid includes **10+ built-in tabular workflows**, each pre-configured with columns tailored to a practice area:

| Workflow                             | Practice area        |
| ------------------------------------ | -------------------- |
| Change of Control Review             | Corporate            |
| Commercial Agreement Review          | General Transactions |
| Credit Agreement Review              | Finance              |
| E-Discovery Review                   | Litigation           |
| Supply Agreement Review              | General Transactions |
| SPA Review                           | Corporate            |
| NDA Review                           | General Transactions |
| Commercial Lease Review              | Real Estate          |
| Limited Partnership Agreement Review | Private Equity       |
| Shareholder Agreement Review         | Corporate            |
| Employment Agreement Review          | Employment           |

The **E-Discovery Review** workflow is a good starting point for general litigation document review — it extracts date, document type, sender, recipients, summary, persons mentioned, and privilege assessment.

## Custom columns

Workflows are fully customisable. You can:

* Start from a built-in template and edit the columns
* Add your own columns with a custom prompt — e.g. *"What type of document is this? (e.g. email, memorandum, letter, contract, report, meeting minutes, text message…)"*
* Save your column setup as a **custom workflow template** to reuse on future reviews

Each column has a **name** and a **prompt** that tells CourtAid what to extract from each document.

## Editing columns

Click any column header in the table to edit its name or prompt. CourtAid will re-run extraction for that column across all documents.

## Re-running after new documents

When you add files to a project:

1. Open the existing tabular review (from the project **Tabular** tab or **Projects → Tabular**)
2. Add the new documents to the review
3. Re-run the workflow — CourtAid extracts data for the new rows while keeping existing results

You can also edit a column prompt and re-run just that column across all documents.

## Exporting

Export a completed tabular review from the review list or detail view:

| Format   | Best for                                         |
| -------- | ------------------------------------------------ |
| **XLSX** | Excel, further analysis, sharing with colleagues |
| **CSV**  | Import into other tools, simple data exchange    |

Click the **Export** menu on a review and choose your format. The download includes all rows and columns from the table.

## Example: litigation document review

In the screenshot above, a review titled *"Review (4 docs)"* runs across four project documents with columns for:

* **Document** — filename
* **Date** — extracted date
* **Type of Document** — AI classification (email, application form, etc.)
* **Sender** — identified author or sender

This is useful for quickly triaging a large document set at the start of a matter.

## Tips

* Use **E-Discovery Review** for general litigation bundles
* Create custom columns for matter-specific questions you need answered across every document
* Save frequently used column setups as workflow templates
* Run tabular reviews inside a [Project](/matter-workspaces/projects.md) so documents, chat, and chronologies stay together


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