Create and Share Reviews – McCarthyFinch

Tailor your team’s Reviews for different matters while also standardising your team’s playbook. You can configure multiple Reviews for any Skillset and share them with your team for easy reuse.

Why take the time to save a review configuration?

authorDOCS’ ships with a range of preconfigured Reviews to help you get started quickly.

However, different clients, contract values, or work type might all require different legal standards for you to adhere to in your contract reviews. Taking the time to create a playbook of Reviews for different matters will allow you to use authorDOCS more efficiently across a greater range of work, while ensuring consistency across your team.

Choosing a Skillset to start building your review

In the authorDOCS menu bar choose Configure Reviews > Create Reviews.

The Create Reviews tab lists the Skillsets you can build your Review on. Each Skillset provides the expertise to Review different areas of law and types of contracts.

To view the domain expertise each Skillset offers click on the information icon. This will open a shelf detailing the Skillsets domain expertise.

To start building a Review click on the Skillset you are interested in.

Naming your Review

New Reviews are labeled Untitled Review by default. Click on the Review title to edit the name.

Setting up and sharing your Review

When you start a new Review the Setup section will be open.

Super Users (administrators) will see a Select Team field at the top of the Setup section.

If you wish to share a Review with your team a Super User needs to add or create a Team tag. Leaving this field empty means it will not be shared with the team.

You can search for and select a Team tag that has already been created or add a new Team tag by typing and selecting enter.

Once a Review has been shared with your team, any team member can view and run the Review. However, only Super Users (administrators) will be able to edit or delete the Review.

You can add a description and detailed notes regarding the Review purpose for your teams' benefit.

Add relevant document types to assist with filtering your Reviews when browsing the Review Library. You can search for and select document types that have already been created. Or add a new document type by typing and hitting enter.

Add unique descriptive tags to assist you and your team with filtering Reviews when browsing the Review Library. You can search for and select descriptive tags that have already been created. Or add a new descriptive tag by typing and hitting enter.

Use descriptive tags to give more information about the type of Review you are creating. For example: Supplier-Friendly, Vendor-Friendly, Strict, High Value

Creating a document level alert

If you have created a document level alert within a Reviews settings you will receive a notification of issues found when you run a document Review. Document alerts will be shown on the Review tab in Review > Alerts.

Each Review Skillset contains a range of legal Concepts and Details that alerts can be built for. Document alerts allow you to search for important language and legal Concepts additional to those Concepts contained in the Skillsets.

Start a document search by turning the switch on.

Give your document search a meaningful name (ie Purpose of Agreement or Responsibility for Representatives). This name will be displayed in the Review tab when the alert is triggered.

You can search for key terms and specific language within the entire document. authorDOCS will search the document for this text clause by clause, regardless of the concept(s) it relates to.

Search allows you to include AND, OR, NOT, "a phrase" or (). You can see tips for setting up a search by clicking on the help icon above the search field.

You can choose to be alerted if these search terms are either a match or not a match.

You can run up to ten document level searches. Each search is an independent search of the document.

Creating a Concept alert

When you run a document Review on the Review tab all of the Concepts attached to a Skillset will be searched for and displayed in the authorDOCS menu under Review > Concepts. However, this is a simple index of what has been found within the document.

If you wish to be alerted to key provisions and terms you will need to create a Concept Alert within your Review settings. Concept alerts, when triggered, will be shown in the Review tab under Review > Alerts.

Within your Review settings start building a Concept alert by finding the Concept you are interested in and clicking on it.

Each concept contains a collection of rules that can be turned on and off by selecting the switch next to the rule.

A legal Concept being missing or found within a document can create a level of risk. You can choose to be alerted when a concept is found, or not found.

You can also search for key terms and specific language inside any document clause(s) that relate to a specific Concept. Each Concept allows you to create up to 5 independent Concept searches. To add a search alert turn a search switch on.

Give your Concept search alert a meaningful name (i.e. Assignment Rights and Obligations). This name will be displayed in the Review tab when the alert is triggered.

When searching for key terms and concepts you can include AND, OR, NOT, "a phrase" or (). You can see tips for setting up a search by clicking on the help icon above the search field.

You can also ask to be alerted if the key language is matched or not matched.

Creating a Detail alert

Details are specific words, figures and facts in your document such as the governing law and parties.

When you run a document Review on the Review tab all of the Details attached to a Skillset will be searched for and displayed in the authorDOCS menu under Review > Details. However, this is a simple index of what has been found within the document.

If you would like to be notified to key issues, you will need to create a Detail alert in the Review settings. Detail alerts when found will be shown on the Review tab in Review > Alerts.

We offer a range of detail alerts depending on your selected Skillset:

Governing Law

Document Dates

Time Periods

Value amounts

Saving your Review

Within Review settings at the bottom of the authorDOCS sidebar, you can select Save. Once saved your Review will show up in the Review Library under Configure Reviews > Browse Reviews. If saved with a Team tag your entire team will be able to run the Review in the Review tab.

If you don’t wish to save your changes simply leave the page without selecting save. You will be prompted to discard your changes.