The Review or Discovery you create auto-attaches as
@-context for your next message, so “now draft a partner email on high-risk Topics” just knows.Two ways to start
Explicit, from the Tools dropdown
Explicit, from the Tools dropdown
Click + Tools above the chat input, then Create new → Review or Create new → Discovery. A small badge pins under the composer to confirm what’s about to be created. Type your prompt and send.
Implicit, Libra picks
Implicit, Libra picks
Just type a prompt that implies a Review or a Discovery (“compare these contracts on confidentiality terms”, “check this against our standard NDA terms”) with documents attached, and Libra decides which tool to call. The result still appears as a preview card in the response.
Creating a Review from chat
Pick + Tools → Create new → Review (or just describe what you want)
A Review badge pins under the chat composer.
Attach the documents and write the prompt
Drop in the contracts you want reviewed. Type a prompt that describes what to check, like “review these against our standard NDA terms” or “check confidentiality, term, and termination clauses”.
Send
Libra picks the right Review template (or builds one on the fly), runs the Review, and shows the result inline as a preview card.
Watch the Review fill in, Topic by Topic
Each Topic streams in with its compliance and risk badges. You don’t have to wait for the whole Review to finish to start reading.
Open in Review for full editing
Click Open in Review on the preview card. The full Review screen opens. Add Topics, edit Rules, override outcomes, save the result as a template.
Creating a Discovery from chat
The flow mirrors the Review one.Pick + Tools → Create new → Discovery (or just describe what you want)
A Discovery badge pins under the composer.
Attach the documents and describe the columns
“Extract employee name, job title, and home office location for each contract”. Libra builds a Discovery with those columns and runs it across the attached documents.
Send
Libra creates the Discovery, runs the extraction, and shows the result as a preview card. Each row corresponds to one document; columns appear as Libra extracts them.
Save the result as a template
When the Review or Discovery you’ve built is one you’ll want to reuse:Name and tag the template
Give it a clear name (“NDA consistency check”, “Employment contract data extractor”), assign a practice area, add custom tags.
The template lands in the library
Available across every project, server-backed, starable. See About templates.
Tips for getting good results
Attach the documents before sending
Attach the documents before sending
Reviews and Discoveries need documents to work on. Without attachments, Libra can’t actually run the tool; it’ll fall back to a regular chat answer.
Be specific about what to check or extract
Be specific about what to check or extract
“Review this NDA” gives a generic Review. “Review for confidentiality scope, term length, and remedies for breach, flagging deviations from a standard buyer-friendly NDA” gives a focused Review.
One Review or Discovery per chat works best
One Review or Discovery per chat works best
Multiple in one chat works, but the chat gets cluttered with multiple preview cards. For the cleanest workflow, one Review/Discovery per chat, then a follow-up chat for the next one.
Save templates after the second time
Save templates after the second time
The first time you build something from chat, you’re still tuning it. The second time you’d build the same thing, save it as a template. Anything you do twice deserves to be reusable.
Use Reference in chat for follow-up reasoning
Use Reference in chat for follow-up reasoning
Once a Review or Discovery exists, attaching it as
@-mention context for follow-up questions gives you precise, citation-backed answers. See Reviews from chat and Discovery from chat.Next steps
Reviews from chat
Use a finished Review as context for follow-up questions.
Discovery from chat
Cite Discovery columns, rows, or cells directly in chat.