Documentation
How the Phase 1 workflow works.
The reference for import, confirmation, date rules, amendments, reminders, export and billing. Written against the fictional sample; expanded as the paid beta opens.
Supported formats, processing states, retries, duplicate handling, and how each extracted term is shown beside its excerpt.
Import and review
Confirmed, suggested, needs review, missing source and manual: what each state means and what it allows.
Records and states
Choosing the governing documents, reviewing an amendment diff, and what supersession does to reminders.
Governing sources and amendments
Fixed dates, calendar-day offsets, the arithmetic convention, and which wordings are left unresolved.
Date rules
The queue, internal email, delivery states, failure handling and reassignment.
Actions, reminders and owners
Limits, the AI allowance, exports, cancellation and the service-end timestamp.
Plans, export and service end
Not yet written
What this documentation does not cover.
- API reference: there is no public API in Phase 1.
- Connector setup: the Phase 2 document connector is planned, not documented.
- Migration guide: batch import is planned for Phase 2; the spreadsheet template is the interim answer.