Pulling a Screening Report

Article author
Anne McWhorter
  • Updated

Screening Report Overview

DocJuris offers a unique tool for Contract review, our Screening Report. The expert driven AI system generated tool maximizes accuracy while minimizing the time required to review complex Contracts. Our Contact Analyzer Compares and Analyzes Contracts against the language and associated Issues within a designated Playbook. The Analysis is then extracted to a user friendly table format for quick review. Issues that need to be addressed are highlighted, assigned a review status while also presenting all relevant language, Drafter’s Notes, and Deviation Guidance.

A Screening Report can be manipulated or edited after Export to Excel, or after printing manually or to a PDF. It is important to note that Screening Reports are generated on a by Turn basis and are not cumulative. The Report will show Issues that the Analyzer is essentially highlighting for the reviewer’s attention at that point in time. As changes are made, the Screening Report will reanalyze the Contract and reflect any changes.

When is a Screening Report Useful

  • Prior to reading the Contract as a framework for Issues.
  • A “Rush” Contract is being reviewed.
  • A Contract requires a fast turnaround.
  • Work needs to be prioritized or “triaged”.
  • To build a framework for review when a Contract is more complicated, lengthy, or complex.
  • When the review of a Contract is “Complete”, a Screening Report can act as a checklist to ensure that all Issues were addressed.

How to Generate a Screening Report

  1. Open the Contract Analyzer
  2. Click “Screening Report”.
  3. Once the Screening Report is generated, click “Save Excel File” or “Print”, depending on the format desired.

Components of a Screening Report

Screening Reports will always show the same format of fields. From left to right, fields will be under the headings of Issues, Status, Deviation Guidance, Drafter’s Notes, and Language.

Static Fields

Issue, Deviation Guidance, and Drafter’s Fields

These three fields are static and reflect exactly what language appears in the relevant Playbook.

Dynamic Fields

Language Field

The Language field will extract the language found in Sections of the Contract pertaining to the Issue and will highlight in BOLD the clauses, provisions, etc that is associated. The Analyzer is essentially bringing to the reviewer’s attention language that requires review. Bolded language signals that specific language may be in conflict or in agreement with the Playbook Issue. The information highlighted in this field determines the information given in the Status Field.

Status Field

The Status Field within a Screening Report is generated by the expert driven AI system of the DocJuris Analyzer. As the Screening Report extracts part of the Contract for the Language Field, a Status is assigned based upon the corresponding Issue of the Playbook.

Three Statuses are Shown

  • Missing: The language as outlined in the Issue of the Playbook is not found by the Contract Analyzer.
  • May Require Review: The Contract Analyzer has highlighted language that is questionable.
  • Concerning (Red Flag): An Issue within the Playbook has been found OR there are “gaps” within the language as compared against the Playbook. Example of this is when a Contract contains the word “defend”, but it is not found in the same sentence as “indemnify”.

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