Who should use the Review legal contracts workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
5-step pipeline — follow each step in order
1Setup · Step 1 of 5
Open task pageAutomate legal workflows
Set up document management and workflow automation using NetDocuments to organize contract files, version control, and access permissions before starting the review process.
Why this matters
Automating legal workflows ensures that all contract documents are centrally managed and accessible, reducing administrative overhead and preventing version confusion.
What you get
A structured repository of contracts with version tracking and user permissions is established, providing a clean foundation for subsequent analysis.
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2Input · Step 2 of 5
Open task pageAnalyze legal documents
Use Rev to transcribe and analyze scanned contracts or audio notes, extracting key clauses and terms for later review and metadata extraction.
Why this matters
Analyzing legal documents converts unstructured data into searchable text, enabling easier identification of critical contract elements.
What you get
Transcribed and analyzed text from contracts is ready for metadata extraction and detailed review.
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3Input · Step 3 of 5
Open task pageExtract contract metadata
Employ LinkSquares to automatically extract metadata such as parties, dates, effective terms, and obligations from the analyzed documents.
Why this matters
Extracting metadata provides a structured overview of contract details, making it easier to track obligations and deadlines during review.
What you get
A metadata summary with key contract fields is generated, streamlining the manual review process.
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4Core · Step 4 of 5
Open task pageReview legal contracts
Use Rocket Lawyer to perform the main contract review, focusing on identifying risky clauses, compliance issues, and areas needing revision.
Why this matters
This core step directly addresses the goal of reviewing contracts, ensuring that all critical legal points are examined and flagged.
What you get
A reviewed contract with highlighted issues and suggested revisions is produced for final validation.
5Deliver · Step 5 of 5
Open task pageConduct legal research
Leverage Lexis+ AI to research relevant case law and statutes that support or challenge the clauses identified during the contract review.
Why this matters
Legal research validates the review findings and provides authoritative backing for any recommended changes or negotiations.
What you get
A research brief with cited legal authorities is prepared, ensuring the review is defensible and informed.
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