AI document review and legal drafting in Lawzana Flow; a feature walkthrough
Most “AI for lawyers” tools ask you to take the output on faith. Lawzana Flow’s document review is built the other way around: every summary, risk flag, and extracted fact links back to the exact clause it came from, so you can check the work before you rely on it. This is a walkthrough of what the document review and drafting tools do, feature by feature.
It’s part of Lawzana Flow, a practice management platform for solo and small law firms. The AI is included on every plan, including the free one (up to two seats, no card), so you can test it on a real document set without a purchase.
Key takeaways
Lawzana Flow works both directions: it reads documents (summaries, risk flags, fact extraction, Q&A) and it drafts new ones (documents, emails, memos) using your matter context.
Every insight carries a source reference back to the clause or passage behind it, so you can verify the AI’s reasoning instead of trusting it. That’s the main guard against hallucinated citations.
The case fact grid pulls answers from 5 to 50 documents into an Excel-style table where you set the columns and the AI fills each cell with a sourced answer.
Safety checklists, a gap scanner, and entity extraction catch missing clauses and pull out parties, dates, and amounts automatically.
Data handling: a zero-retention policy (AI providers don’t store your documents), 100+ supported file types, and AI on every plan. Free for up to two seats; paid plans start at $29/seat.
The whole toolset at a glance
Before the detail, here’s what each piece does.
Tool
What it does
AI summaries
Clause-by-clause summary with key parties, dates, obligations, and terms, each tied to the source text.
Risk flagging
Red, amber, or green rating per clause, flagging things like unlimited liability or unilateral termination, with section references.
Case fact grid
Extracts facts from 5 to 50 documents into a custom, Excel-style grid; you set the columns, the AI fills sourced cells.
Chat with documents
Natural-language questions across your case files, answered with links back to the source.
Safety checklists
Pre-built review playbooks for leases, NDAs, employment agreements, and loan documents.
Gap scanner
Finds missing clauses and deviations from standard terms.
Entity extraction
Pulls parties, dates, monetary amounts, and addresses into structured records.
AI drafting
Template-based document and email generation with version control and cross-matter reuse.
Reading a document: summaries, risk flags, and a fact grid
Upload a contract or agreement and the AI works through it, then hands back structured output you can check instead of a wall of prose.
AI summaries
You get a clause-by-clause summary rather than a vague paragraph. Key parties, dates, obligations, and terms are pulled out and shown next to a direct reference to the source text, so any summary line is one click from the clause it describes. For a long agreement you’ve never seen before, that’s the difference between reading all of it and reading the parts that matter first.
Risk flagging
Each clause gets a red, amber, or green rating. The AI flags the usual landmines, like unlimited liability, a unilateral termination right, or a missing protection, and points to the section where it found them. You still make the call, but you’re triaging from a marked-up copy instead of a blank one.
The case fact grid
This is the one that earns its place on due-diligence work. Load 5 to 50 documents, define your own columns (say, governing law, renewal date, cap on liability), and the AI fills each cell with an answer and its source, streaming results as it goes. The output is an Excel-style grid, so a stack of contracts becomes a table you can scan down a single column to spot the outlier.
Chat with your documents
When you’d rather just ask, you can put a question to the whole case file in plain language and get an answer with links back to the documents it drew from. Because the references travel with the answer, “where did that come from” is always answerable.
Catching what’s missing: checklists, gaps, and entities
Reviewing isn’t only about what’s in a document. Often the risk is what isn’t there.
Safety checklists
Flow ships review playbooks for the documents small firms see most: leases, NDAs, employment agreements, and loan documents. Each checklist item links to the relevant source clause, so working through one is a guided pass rather than a memory test.
Gap scanner
The gap scanner looks for what should be in a document but isn’t: a missing clause, a deviation from standard terms, a hole in the coverage. It’s the second read you’d give a contract if you had the time and weren’t on your twentieth one that week.
Entity extraction
Parties, dates, monetary amounts, and addresses get pulled out automatically into structured records. If you’ve ever rebuilt a timeline by hand from a folder of correspondence, this is the step that disappears.
Drafting that already knows the case
Review is half the job. The same context the AI uses to read your files, it uses to write new ones.
You can generate documents from templates with the fields filled in from your matter, and draft client emails in a tone you set. Everything runs through version control with tracked edits and ghost text, and cross-matter search lets you find and reuse a draft you wrote three matters ago instead of starting from scratch.
The email composer shows how the context part works. Say you’re on Matter #A-203, a commercial lease review for a client called Apex Solutions. Ask it to draft the update and it writes to the client by name, names the actual counterparty (Greenfield Properties), and flags the two clauses that matter: the unlimited liability in Section 7.4 and the unilateral break right in Section 5.1, with the citations attached. You’re editing a draft that already has the facts, not dictating them from a blank screen.
Source references, and the trust problem with legal AI
General chatbots are risky for AI legal drafting work because they sound equally confident whether they’re right or inventing, and fabricated case citations have already gotten lawyers sanctioned. Flow’s answer is to attach a source to everything. A summary line, a risk flag, a grid cell, a chat answer: each links back to the clause or passage behind it. That doesn’t remove your judgment, but it makes the AI checkable, which is the only version of legal AI worth using.
Two things sit underneath that. A zero-retention policy means the AI providers don’t store your documents, so client material doesn’t leak into a model. And the tools read 100+ file types, including PDF, DOCX, and images, so you’re not converting files before you can review them.
What it costs
The AI is included on every plan, not walled off in a premium tier. The free plan covers up to two seats with no card, which is enough to run a real document set through it and judge the output yourself. Paid plans start at $29/seat for more capacity. Full tiers are on Flow’s pricing page.
Who gets the most out of it
If your week includes reading contracts you didn’t draft, prepping a matter from a pile of correspondence, or sending the same kinds of letters over and over, this is aimed at you. Solo practitioners and small firms feel it most, because there’s no junior associate to absorb the first read. The tools don’t replace that judgment. They hand you a marked-up, sourced starting point, so you spend your time deciding instead of locating.
You can try it on a real document at lawzana.com/flow/document-review.
Frequently asked questions
What is Lawzana Flow’s AI document review?
It’s a set of tools in Lawzana Flow that read legal documents and return summaries, per-clause risk flags, extracted facts, and answers to natural-language questions, with a source reference on every insight. It also drafts documents and emails using your matter context.
Does the AI cite its sources?
Most “AI for lawyers” tools ask you to take the output on faith. Lawzana Flow’s document review is built the other way around: every summary, risk flag, and extracted fact links back to the exact clause it came from, so you can check the work before you rely on it. This is a walkthrough of what the document review and drafting tools do, feature by feature.
It’s part of Lawzana Flow, a practice management platform for solo and small law firms. The AI is included on every plan, including the free one (up to two seats, no card), so you can test it on a real document set without a purchase.
Key takeaways
Lawzana Flow works both directions: it reads documents (summaries, risk flags, fact extraction, Q&A) and it drafts new ones (documents, emails, memos) using your matter context.
Every insight carries a source reference back to the clause or passage behind it, so you can verify the AI’s reasoning instead of trusting it. That’s the main guard against hallucinated citations.
The case fact grid pulls answers from 5 to 50 documents into an Excel-style table where you set the columns and the AI fills each cell with a sourced answer.
Safety checklists, a gap scanner, and entity extraction catch missing clauses and pull out parties, dates, and amounts automatically.
Data handling: a zero-retention policy (AI providers don’t store your documents), 100+ supported file types, and AI on every plan. Free for up to two seats; paid plans start at $29/seat.
The whole toolset at a glance
Before the detail, here’s what each piece does.
Tool
What it does
AI summaries
Clause-by-clause summary with key parties, dates, obligations, and terms, each tied to the source text.
Risk flagging
Red, amber, or green rating per clause, flagging things like unlimited liability or unilateral termination, with section references.
Case fact grid
Extracts facts from 5 to 50 documents into a custom, Excel-style grid; you set the columns, the AI fills sourced cells.
Chat with documents
Natural-language questions across your case files, answered with links back to the source.
Safety checklists
Pre-built review playbooks for leases, NDAs, employment agreements, and loan documents.
Gap scanner
Finds missing clauses and deviations from standard terms.
Entity extraction
Pulls parties, dates, monetary amounts, and addresses into structured records.
AI drafting
Template-based document and email generation with version control and cross-matter reuse.
Reading a document: summaries, risk flags, and a fact grid
Upload a contract or agreement and the AI works through it, then hands back structured output you can check instead of a wall of prose.
AI summaries
You get a clause-by-clause summary rather than a vague paragraph. Key parties, dates, obligations, and terms are pulled out and shown next to a direct reference to the source text, so any summary line is one click from the clause it describes. For a long agreement you’ve never seen before, that’s the difference between reading all of it and reading the parts that matter first.
Risk flagging
Each clause gets a red, amber, or green rating. The AI flags the usual landmines, like unlimited liability, a unilateral termination right, or a missing protection, and points to the section where it found them. You still make the call, but you’re triaging from a marked-up copy instead of a blank one.
The case fact grid
This is the one that earns its place on due-diligence work. Load 5 to 50 documents, define your own columns (say, governing law, renewal date, cap on liability), and the AI fills each cell with an answer and its source, streaming results as it goes. The output is an Excel-style grid, so a stack of contracts becomes a table you can scan down a single column to spot the outlier.
Chat with your documents
When you’d rather just ask, you can put a question to the whole case file in plain language and get an answer with links back to the documents it drew from. Because the references travel with the answer, “where did that come from” is always answerable.
Catching what’s missing: checklists, gaps, and entities
Reviewing isn’t only about what’s in a document. Often the risk is what isn’t there.
Safety checklists
Flow ships review playbooks for the documents small firms see most: leases, NDAs, employment agreements, and loan documents. Each checklist item links to the relevant source clause, so working through one is a guided pass rather than a memory test.
Gap scanner
The gap scanner looks for what should be in a document but isn’t: a missing clause, a deviation from standard terms, a hole in the coverage. It’s the second read you’d give a contract if you had the time and weren’t on your twentieth one that week.
Entity extraction
Parties, dates, monetary amounts, and addresses get pulled out automatically into structured records. If you’ve ever rebuilt a timeline by hand from a folder of correspondence, this is the step that disappears.
Drafting that already knows the case
Review is half the job. The same context the AI uses to read your files, it uses to write new ones.
You can generate documents from templates with the fields filled in from your matter, and draft client emails in a tone you set. Everything runs through version control with tracked edits and ghost text, and cross-matter search lets you find and reuse a draft you wrote three matters ago instead of starting from scratch.
The email composer shows how the context part works. Say you’re on Matter #A-203, a commercial lease review for a client called Apex Solutions. Ask it to draft the update and it writes to the client by name, names the actual counterparty (Greenfield Properties), and flags the two clauses that matter: the unlimited liability in Section 7.4 and the unilateral break right in Section 5.1, with the citations attached. You’re editing a draft that already has the facts, not dictating them from a blank screen.
Source references, and the trust problem with legal AI
General chatbots are risky for AI legal drafting work because they sound equally confident whether they’re right or inventing, and fabricated case citations have already gotten lawyers sanctioned. Flow’s answer is to attach a source to everything. A summary line, a risk flag, a grid cell, a chat answer: each links back to the clause or passage behind it. That doesn’t remove your judgment, but it makes the AI checkable, which is the only version of legal AI worth using.
Two things sit underneath that. A zero-retention policy means the AI providers don’t store your documents, so client material doesn’t leak into a model. And the tools read 100+ file types, including PDF, DOCX, and images, so you’re not converting files before you can review them.
What it costs
The AI is included on every plan, not walled off in a premium tier. The free plan covers up to two seats with no card, which is enough to run a real document set through it and judge the output yourself. Paid plans start at $29/seat for more capacity. Full tiers are on Flow’s pricing page.
Who gets the most out of it
If your week includes reading contracts you didn’t draft, prepping a matter from a pile of correspondence, or sending the same kinds of letters over and over, this is aimed at you. Solo practitioners and small firms feel it most, because there’s no junior associate to absorb the first read. The tools don’t replace that judgment. They hand you a marked-up, sourced starting point, so you spend your time deciding instead of locating.
You can try it on a real document at lawzana.com/flow/document-review.
Frequently asked questions
What is Lawzana Flow’s AI document review?
It’s a set of tools in Lawzana Flow that read legal documents and return summaries, per-clause risk flags, extracted facts, and answers to natural-language questions, with a source reference on every insight. It also drafts documents and emails using your matter context.
Does the AI cite its sources?
Yes. Every summary, risk flag, fact-grid cell, and chat answer links back to the specific clause or passage it came from, so you can verify the reasoning rather than take it on trust. This is the main safeguard against hallucinated or invented citations.
How many documents can the case fact grid handle?
Between 5 and 50 documents. You define the columns you care about, and the AI fills each cell with a sourced answer in an Excel-style grid, streaming results as it processes the set.
What file types can I upload?
Over 100 file types, including PDF, DOCX, and images.
Is my data used to train AI models?
No. Flow applies a zero-retention policy, which means the AI providers don’t store your documents or use them for training.
Can it draft documents, or only review them?
Both. Alongside review, it generates documents from templates with AI field-filling, drafts context-aware emails in a tone you set, tracks every change with version control and ghost text, and lets you search across matters to reuse prior drafts.
Which documents have ready-made review checklists?
Leases, NDAs, employment agreements, and loan documents have pre-built review playbooks, with each checklist item linked to its source clause.
How much does it cost?
The AI is included on every plan. The free plan covers up to two seats with no card required, and paid plans start at $29/seat.
Yes. Every summary, risk flag, fact-grid cell, and chat answer links back to the specific clause or passage it came from, so you can verify the reasoning rather than take it on trust. This is the main safeguard against hallucinated or invented citations.
How many documents can the case fact grid handle?
Between 5 and 50 documents. You define the columns you care about, and the AI fills each cell with a sourced answer in an Excel-style grid, streaming results as it processes the set.
What file types can I upload?
Over 100 file types, including PDF, DOCX, and images.
Is my data used to train AI models?
No. Flow applies a zero-retention policy, which means the AI providers don’t store your documents or use them for training.
Can it draft documents, or only review them?
Both. Alongside review, it generates documents from templates with AI field-filling, drafts context-aware emails in a tone you set, tracks every change with version control and ghost text, and lets you search across matters to reuse prior drafts.
Which documents have ready-made review checklists?
Leases, NDAs, employment agreements, and loan documents have pre-built review playbooks, with each checklist item linked to its source clause.
How much does it cost?
The AI is included on every plan. The free plan covers up to two seats with no card required, and paid plans start at $29/seat.
Media Contact
Company Name: Lawzana
Contact Person: Press Office
Email: Send Email
Country: United States
Website: https://lawzana.com/flow/document-review
