Analysis grids

An analysis grid asks the same questions of many documents at once. Rows are documents, columns are your questions, and every cell is answered by reading that document, the whole document, not a sample, with the evidence pinned to the page it came from. Reviewing fifty leases for their break clauses becomes a table you can read in one screen.

Create a grid

1. On the Analysis grids page, create a grid: a title, and optionally a template to start from (below).
2. Add documents as rows, pick them individually, or add a whole folder from the library in one step. Only documents you can see can be added, and rows you can't see (a restricted source) stay invisible to you even on a shared grid.
3. Add columns, each is a question asked of every row.

Cells begin filling as soon as rows and columns exist; a typing indicator shows which are in progress, and results appear live.

Columns and answer shapes

Each column has a label, the question, and an answer shape:

• Text — a free answer ("Summarise the termination provisions").
• Yes / no — for questions with a clean answer ("Does this contain a change-of-control clause?").
• Date — ("What is the commencement date?").
• Number — ("What is the notice period in days?").

Shaped columns keep the grid scannable and the CSV sortable. When a document genuinely doesn't contain the answer, the cell says Not found.

Evidence and citations

Click a completed cell to see the full answer with its citations. Each citation quotes the source and names the page; clicking one opens the document at that page with the quote highlighted. A quote that couldn't be matched back to the document verbatim is flagged so you know to check it by hand.

Refresh

Answers don't silently change, a cell keeps its answer until you refresh it. Refresh at any granularity: one cell, a row (after a document gains a new version), a column (after you sharpen its question), or the whole grid. Editing a column's question doesn't re-run it by itself; refresh when you're ready.

Sharing and templates

• A grid is private or workspace-shared (visible to everyone). Publishing a grid to the workspace is an admin action, and a shared grid is read-only for members, everyone can read, chat with it, and export, while its structure stays stable. To iterate on a shared grid, take a private copy via a template.
• Save as template captures a grid's setup, the columns and their questions, never the answers, for reuse. Create a new grid from a template and it starts with those columns ready to point at a new set of documents. Templates are private until an admin publishes them to the workspace.

Export CSV

Export CSV downloads the grid as a spreadsheet-ready file, one row per document, one column per question, answers in their shaped form. Citations stay in the grid; the CSV carries the answers.

Chat with a grid

Every grid has a chat panel that answers from the grid's completed cells, "which documents have a notice period under 30 days?", "summarise the outliers". It's grounded in what the grid actually found, and it's honest about cells that haven't been answered yet. Chating with the grid will not re-read the attached documents, all knowledge is taken from the grid itself.