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← AI agents & workflows

Document review assistant

Get to the detail
that needs a person.

An assistant that organises document review against an agreed checklist, prepares source-linked observations and highlights questions for a qualified reviewer.

Let’s talk Explore the concept

One job. A useful response.

Fictional business · Illustrative preview
Agreement excerptDocument assistant · Review notes
Example agreement · Excerpt 3.2

Progress updates

“The supplier will provide a monthly progress update.”

Review checklist
Who owns the update?
Is a delivery date specified?

Document assistant · Illustrative output

A clearer first pass.

Owner
The supplier
Frequency
Monthly
Delivery date
Not specified in this excerpt

Check the complete agreement and refer any interpretation to the qualified reviewer.

Prepared for review
Fictional illustrative preview · No legal advice or agreement approval

The work behind the task.

Important terms are buried in long documents. The person reviewing them needs a reliable way to find the relevant passages and see what still requires judgement.

One possible workflow

From the brief
to a useful next step.

  1. A document and checklist

    The reviewer supplies an example agreement and the criteria they want checked.

  2. A referenced first pass

    The document assistant prepares observations and points back to relevant passages. Unanswered questions remain explicit.

  3. Qualified review

    A person checks the document and observations. The assistant does not provide legal advice or approve an agreement.

A scoped concept, not a live run. Sources, permissions and review rules are agreed before implementation.

Built around your work

Useful at
every step.

  • Use an agreed review checklist and the document version supplied for the task.

  • Prepare a concise summary with references to the passages behind each observation.

  • Make unresolved questions, missing information and possible exceptions visible for a qualified reviewer.

  • Keep the review record connected to the relevant customer, supplier or project.

A good fit when

There’s a repeatable job worth improving.

  • Your team regularly reviews similar documents.
  • You have a clear checklist and an accountable reviewer.
  • Finding and organising the detail takes time before judgement begins.

Connected where it helps

The tools
you work in.

  • Document storage
  • Microsoft 365
  • Google Workspace
  • CRM records
  • Agreed review tools

Illustrative connections. We confirm available APIs, licences, access and ongoing costs for your setup.

A few useful answers

Before we begin.

Does this replace a solicitor or qualified reviewer?

No. It supports a first pass by organising information and questions. A qualified person remains responsible for interpreting terms, advising and approving decisions.

Whose criteria does it use?

Your agreed checklist. We define the inputs, expected output and escalation points with the people responsible for review.

Where are documents processed?

Storage, model providers, access and processing arrangements are agreed before implementation. We do not assume that an AI workflow keeps every document inside its original tool.

Other possibilities

Different jobs.
The same care.

Start with a conversation

Build around the work you do.

Tell us what your team is trying to do, what gets in the way and the tools you already use. We’ll help define a sensible first step.

Book a free consultation

A free 30-minute conversation.

A defined first step

£150Blueprint
& Prototype

A paid blueprint for one agreed priority.

Explore the Blueprint

Implementation and ongoing costs are scoped separately.