The Analysis Matrix

The Analysis Matrix is the main workspace of a project. Rows are contracts; columns are the active fields from your template.

The Matrix Is for Scanning. The Drawer Is for Reading.

This is the single most important thing to understand about Contract Analyzer, and it applies across every template.

Matrix cells are intentionally short. A discrete classification (Yes, No, Silent, Waived). A party name. A dollar amount. An ISO date. Things you can eyeball down a column and compare across fifty contracts without your eyes glazing over.

The term drawer holds the whole story. Click any cell and a drawer slides in from the right. Inside it: the full source_text excerpt from the contract, the PDF viewer anchored to the exact page the term was pulled from, the highlighted passage, the deadlines, the scope carve-outs, the remedies, the full list of every encumbrance — whatever actually lives in the clause.

This split is deliberate, not incidental. Every template is authored around it. The value field is the scannable answer; the source text is the reasoning. When a matrix cell looks cryptic, that's a feature — open the drawer and the long answer is already there.

Opening the Term Drawer

Click any cell. The drawer shows:

• The extracted value (editable)
• The full source_text — verbatim excerpt from the contract
• The PDF viewer, anchored to the source page, with the source text highlighted
• The confidence score and source page number
• Validation and override controls

The drawer is also where you spend most of your review time. The matrix shows you which cells to look at; the drawer shows you whether the AI got them right.

Validating and Overriding Values

You can edit any cell value two ways:

• Inline — click into the cell and type. Fastest for quick corrections.
• In the drawer — same field, more context visible. Better when you want to see the source text while you edit.

Overrides are flagged in the matrix with a small indicator, so at a glance you can tell what's AI-extracted versus human-modified. Overrides also stay distinguishable in CSV and XLSX exports — the audit trail follows the matrix out the door.

Columns and Filters

You can toggle any active template field's column on or off to narrow what's on screen. The matrix also filters rows on:

• Document type — show only MSAs, or only Leases, or only Amendments.
• Confidence threshold — show only amber-flagged cells, i.e. the review queue.
• Validation state — validated, overridden, or unreviewed.
• Term value — e.g. "Governing Law = Delaware," "Auto-Renewal = Yes."

Filters stack. Show only MSAs where Governing Law is Delaware and at least one cell is amber — that's three filters, one viewport.

The Sticky Contract Column

The leftmost column is the contract name, and it stays anchored when you scroll horizontally through the fields. On a wide matrix with twenty active fields, you can't lose track of which row is which — the name is always in view.

Status Indicators

Each row's left border is color-coded by analysis state:

• Analyzing — in-flight, partial results may appear as fields complete.
• Complete — every active field has a value (or a — for not_found).
• Error — the analysis job failed; open the contract to see why and retry.

Same color coding as the Documents list, so the two views stay legible together.

Sorting

Click any column header to sort the matrix by that field. Works for:

• Contract name (alphabetical)
• Upload date (newest / oldest first)
• Any extracted value — Governing Law clusters by jurisdiction, dollar amounts sort numerically, dates chronologically

Click the header again to flip the direction.

The Term Filter Bar

A dedicated filter strip sits above the matrix for narrowing rows by extracted value. "Show me only the contracts where Governing Law = Delaware" is one click. Stack multiple value filters to pull out exactly the subset you want to review — all MSAs with auto-renewal where change-of-control triggers consent, for instance.

This is the control you reach for most often once a project has more than a handful of contracts in it.

Amber Confidence Flags

Every cell with a confidence score below 0.7 is flagged amber. (See Running AI Analysis for how confidence is calculated.)

The matrix-side behavior to remember: amber cells are the ones you prioritize. Filter the matrix to confidence-below-0.7 and work down that list before you do anything else. Validate or override. Everything else can be spot-checked.

TIP

If a matrix cell looks cryptic, open the drawer. The long answer is there.

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→ For more detail, see Running AI Analysis. → For more detail, see Exporting Results. → For more detail, see Templates & Fields.