Understanding Reports: Best Practices

What Reports Does Best

✓ Extracting structured information from contracts

✓ Summarising key terms and obligations

✓ Processing standard legal documents and agreements

✓ Recognising common legal concepts and terminology

✓ Providing citations to verify sources

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Limitations and Challenges

✗ Cannot process visual elements (diagrams, checkboxes, flowcharts)

✗ May struggle with complex, multi-page tables

✗ Cannot provide legal advice or subjective interpretations

✗ Non-Latin language support is limited

⚠️ Issues with heavily watermarked documents

⚠️ May not accurately extract complex financial data or calculations

⚠️ Merged cells or nested tables require manual verification

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Optimising Your Reports

1. Structuring Effective Questions

• Use clear, specific wording
• Break down complex inquiries into smaller, focused questions
• Use action verbs like "identify," "summarise," or "list"
• Specify the desired format in your question (e.g., "list in bullet points")
• Choosing the Right Answer Type
  • Yes/No – For binary questions
  • Select/Multi-Select – For categorisation
  • Text – For detailed explanations
  • Date/Currency/Duration – For numerical responses

2. Best Practices for Running Reports

Using Templates Effectively

• Always select an appropriate template for the report type
• Use Answer Preview to test questions before committing
• Switching to a new template removes custom questions—save before switching

Preparing Documents for Accuracy

Ensure documents are:

• In Word or machine-readable PDF format
• Free from handwritten notes or complex tables

Improve Answer Quality by:

• Testing queries before running full reports
• Keeping questions clear and specific
• Splitting complex questions into simpler ones

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Ensuring Consistency & Accuracy

✔ Use Answer Preview before full report execution

✔ Start with small document batches to test templates

✔ Save successful templates for future reuse

✔ Manually validate critical extracted information

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💡Pro Tip: When in doubt, use broader questions to capture more information rather than overly narrow ones that risk missing key details.

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By following these best practices and troubleshooting techniques, you can enhance report accuracy, efficiency, and reliability.

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