Document Matrix

Extract the same fields from dozens or hundreds of documents into a single spreadsheet, with every cell sourced

Document Matrix is a spreadsheet-style review for batches of documents. Rows are documents (up to 200 per matrix), columns are the questions you want answered. Each cell returns an extracted value plus the exact quote from the source document that supports it.

When To Use It

M&A diligence

Run across dozens of NDAs, MSAs, and ancillary agreements to surface change-of-control, assignment, and termination triggers in hours instead of days.

Lease portfolio abstracts

Pull rent, term, renewal options, escalations, and assignment rights from an entire commercial portfolio into one workbook.

Employment audits

Surface non-competes, severance terms, equity vesting, and change-of-control triggers across employee agreements.

IP licensing reviews

Extract licensed IP scope, royalty rates, territory, exclusivity, and termination triggers across a license stack.

Discovery review

Pull custodian, date range, and privilege flags across a production to triage what gets full review.

Loan portfolio review

Extract interest rate, maturity, covenants, and default triggers across a credit book.

How It Works

1. Create the matrix

   Spin up a new matrix and upload your documents, or select existing ones from the matter.

2. Define columns

   Pick a template (NDA, MSA, lease, employment, IP license) or write your own questions.

3. Run extraction

   The tool extracts each field from each document - each cell carries the answer plus the source quote.

4. Review and edit

   Spot-check cells, correct any errors inline, and the tool learns from your edits.

5. Export

   Push to .xlsx, a Word memo, or a PDF report for client distribution.

Columns

Each column is a question or extraction prompt. You can mix types:

Column Type	Returns	Example
Free text	A short answer	”What is the governing law?”
Yes / No	Boolean	”Is there a non-compete?”
Date	Parsed date	”What is the effective date?”
Number / Currency	Numeric value	”What is the annual fee?”
List	Multiple values	”List all named subsidiaries”
Long text	Full clause or paragraph	”Quote the assignment clause”

Mix and match in a single matrix.

Templates

Pre-built column sets for common review types:

• NDA Abstract - Term, scope of confidential information, exceptions, return obligations, governing law
• MSA Abstract - Effective date, term, termination rights, indemnification, limitation of liability, IP ownership
• Commercial Lease - Premises, base rent, escalations, term, renewal options, assignment, sublease
• Employment Agreement - Title, compensation, equity, non-compete, non-solicit, severance, change-of-control
• IP License - Licensed IP, field of use, territory, royalty, exclusivity, term, termination

Start from a template and customize, or build a column set from scratch.

Source-Backed Cells

Every extracted value links back to the source. Click a cell to see:

• The exact quote from the source document that supports the answer
• The page number and section reference
• The surrounding context so you can verify the interpretation

If the extraction is wrong, edit the cell directly - the tool preserves your edit and re-uses it on similar fields.

Filtering and Sorting

Once the matrix is built, work with it like a spreadsheet:

• Filter by any column (e.g., show only contracts with annual fees over $100K)
• Sort by date, value, or document name
• Hide columns that are not relevant to a particular review
• Group by a categorical column (e.g., contract type, counterparty)

Cost Preview

Before running, the tool shows an estimated cost based on the number of documents and columns. You can also run a column on a single test document first to verify the prompt works before applying it to the full batch.

Export

• Spreadsheet (.xlsx) - Full matrix with source quotes in a separate column or as cell comments
• Word memo - Narrative summary that walks through the matrix findings
• PDF report - Read-only version for client distribution

Tips

Pilot a column on three documents before running it across 200. Catching a bad prompt early is much cheaper than re-running a 200-row extraction.

Use long-text columns sparingly. They cost more per cell; reserve them for the clauses you actually need verbatim, not for every paragraph.

Combine with Matters. Each matter can have multiple matrices for different diligence streams - one for IP, one for material contracts, one for employment.

Build a matrix prompt

NDA Matrix - extract the same fields from a batch of NDAs into one workbook with source-backed cells.

CopiedCopy prompt

Related

Document Analyst

One-off questions about a single document.

Contract Review

Deep clause-level review with redlines.

Compare Documents

Redline two versions side-by-side.

Chronology Builder

Turn the same document set into a sourced timeline.

Limits

Limit	Value
Documents per matrix	Up to 200
Matrices per matter	No fixed limit