Why?
Why use Checklists?
Checklists offer a structured yet flexible way to review legal documents, sitting comfortably between manual review and full AI automation. They help legal teams ensure consistency, support junior staff, and build institutional review knowledge.
✅ When you should use it:
To obtain structured, consistent reviews Use checklists to ensure nothing is forgotten, especially in recurring document types or when multiple reviewers are involved.
To review non-standard or complex contracts Unlike automated review tools, checklists are flexible and can handle documents that don’t follow a fixed structure.
To support junior team members Checklists act as guidance or a reminder system, particularly helpful for less experienced lawyers during reviews.
To stay in control For lawyers who are hesitant to fully rely on GenAI, checklists offer a middle ground: human review, enhanced with light AI assistance.
❌ When you shouldn’t use it:
You want fast, fully automated results If your goal is to review documents in seconds with minimal effort, the Playbooks feature is more appropriate.
You have no internal rules or review structure Checklists require some upfront effort. If no checklist logic exists yet, you may need to first build that foundation.
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