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Document Review Guide

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Written by Mohit at Lucio

Use the Assistant as a first-pass reviewer for contracts, letters, pleadings, and other documents that arrive by email or sit on your desktop. It summarises clauses, extracts obligations and deadlines, flags risks and inconsistencies, and suggests edits, with citations so you can verify everything against the source.

Get the document in context for Lucio

There are two ways:

  • From an attachment: open the email, and Lucio can read the attached file (.pdf, .doc, .docx) directly. The smart suggestion Analyse the attachment appears automatically.

  • From your desktop: upload the file with the paperclip. Lucio reads it alongside any email context.

Upload a contract or pleading for review; supported formats are .pdf, .doc, .docx.

Ask the review questions a lawyer asks

Once the document is loaded, ask exactly what you would check by hand. Type your question in the chat box.

Ask a focused review question against your uploaded document.

Verify before you rely

Every answer carries citations to the clause or page it came from. Click a citation to open the source and confirm the wording before you advise on it. Lucio speeds up the review; the judgement, and the responsibility, remain yours.

Review wider sets of documents

To review documents spread across a matter, set the filter to the relevant Folder or hand-pick the emails with Custom, then ask across them, for example surface every reference to the non-compete clause across this matter.

Custom lets you pick the exact emails and attachments to review together.

Best practices

  • Ask one focused question at a time. Targeted prompts give cleaner, checkable answers than one broad request.

  • Always open the citation. Confirm any clause, figure, or obligation against the source before advising.

  • Treat it as a first pass. Lucio surfaces issues quickly; you decide what matters and how to act.

  • Keep privilege in mind. Only upload documents you are entitled to process.

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