Understanding Reports: Best Practices and Limitations

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

‍

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

‍

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

‍

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

‍

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

‍

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

‍