Skip to main content
The Review tab lets you compare your document against a playbook and generate suggested changes.

​
Document Review

Document Review compares your current document against a playbook or standard terms, identifies deviations, and shows compliance status for each clause.
1

Open the Review tab

Click Review in the Libra panel to see the available features.
2

Select Document Review

Click the Document Review card to start a review.Review tab showing Document Review option
3

Select your party

Choose which party you represent in the contract. This helps Libra tailor the review to your perspective.Step 1 showing party selection with Employer and Employee options
4

Add reference documents

Select or upload documents to compare against. Choose from three categories:
  • Playbook: Instructions and guidelines for specific processes
  • Precedents: Previous decisions and similar cases
  • Other Documents: Additional reference materials and context
Step 2 showing document category optionsSelected documents appear at the bottom with their category tags.Step 2 showing selected documents with category tags
5

Add instructions (optional)

Provide additional instructions or focus areas for the review. Libra suggests common review focuses based on your document type.Step 3 showing additional instructions field with suggestions
6

Start the review

Click the arrow to begin. Libra analyzes your document structure and compares it against your references.Progress indicator showing document analysis at 22%
7

View review overview

The results screen shows:
  • Compliance: How many clauses align with your references
  • Review Progress: Clauses reviewed vs. pending
  • Added Documents: Reference documents used
  • Additional Instructions: Your custom focus areas
Review overview showing compliance score and progress
8

Review individual clauses

Scroll down to see each section of your document. Each clause shows:
  • The section title and number of items
  • Compliance status (Compliant, Yellow Flag, Orange Flag, or Red Flag)
  • Reviewed checkbox to track your progress
  • Click to expand and see details
Clause results showing compliance tags and reviewed checkboxes
9

Filter results

Click the filter icon to show only specific result types. Filter by:
  • Red Flag: Critical issues requiring attention
  • Orange Flag: Important deviations to review
  • Yellow Flag: Minor deviations
  • Compliant: Clauses that match your references
Filter panel showing relevance options

​
Understanding Review Results

Review results use a four-level flag system:
FlagMeaning
Compliant (green)Clause aligns with your references
Yellow FlagMinor deviation - review recommended
Orange FlagImportant deviation - review required
Red FlagCritical issue - immediate attention required
Click any clause to expand it and see the full analysis. Use the Reviewed checkbox to track which items you’ve addressed.

​
View History

Access your previous reviews to continue where you left off or reference past analyses.
1

Open history

Click Show History at the bottom of the Review tab.
2

Find your review

The Recent Reviews panel shows all your past reviews with:
  • Review name and time since creation
  • Reference documents used
  • Progress indicator showing completion percentage
Recent Reviews panel showing search and filter options
3

Filter by document

Enable Filter by current document to show only reviews for the document you have open. This helps you quickly find relevant reviews when working on a specific contract.
4

Resume a review

Click any review to reopen it and continue where you left off.

​
Tips for Better Reviews

Always choose which party you represent. Libra tailors results to your perspective—reviewing as the employer produces different insights than reviewing as the employee.
A playbook designed for NDAs produces better results than a general contract playbook when reviewing an NDA. Upload the most relevant references for your document type.
Use the additional instructions step to direct Libra’s attention to specific areas like termination clauses, confidentiality terms, or payment provisions.
Start with Red Flags, then Orange, then Yellow. Address critical issues first before moving to minor deviations. Use the filter to focus on one severity level at a time.
Check the Reviewed box as you address each clause. The Review Progress indicator shows how much of the document you’ve covered.