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

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:

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

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 so documents, chat, and chronologies stay together