Tabular Review
Extract specified data from multiple documents into consistent tabular format for portfolio analysis and spreadsheet export.
ClaudeOpenAIVaries by source quality and extraction schema complexity; validate with pilot metrics.
Consistent extraction methodology
Workflows & Enterprise Tools
The Problem
- ✗Repetitive extraction from multiple documents
- ✗Manual data entry errors
- ✗Inconsistent extraction across documents
- ✗Time consuming at scale
- ✗Difficult to aggregate and analyze
How AI Supports This Workflow
Processes multiple documents, extracts specified fields, creates consistent tabular output, exports to Excel/CSV, and enables portfolio analysis.
Step-by-Step Workflow
Define extraction schema
Specify the columns and fields to extract from each document.
Prepare documents
Organize documents for batch processing.
Run batch extraction
Process all documents against the defined schema.
Review extracted data
Check the extracted data for accuracy and completeness.
Export to spreadsheet
Output the data as CSV or Excel for further analysis.
Analyze and act
Use the aggregated data for portfolio management decisions.
Tool-specific Steps
Extract the following information from each employment agreement and create a table: EXTRACTION FIELDS: | Field | Description | |-------|-------------| | Employee Name | Full legal name | | Title | Job title | | Start Date | Employment start date | | Salary | Base annual salary | | Bonus | Bonus target (% or $) | | Non-Compete | Y/N, if Y: term and geography | | Non-Solicit | Y/N, if Y: term | | Severance | Severance provisions if any | | Governing Law | Applicable law | DOCUMENTS: [List or folder of employment agreements] OUTPUT FORMAT: - CSV-compatible table - One row per agreement - Flag any fields that couldn't be extracted - Note any unusual provisions Generate the extraction table.
When to escalate
- Escalate if recommendations affect client risk posture, indemnity scope, or regulatory obligations.
- Escalate if material facts or governing-law assumptions are missing or ambiguous.
Do This Now
- Choose your tool tab and copy the prompt.
- Run the workflow and review the top legal risks first.
- Compare output against your matter facts before sharing.
- Escalate to attorney review when any escalation check is triggered.
- Save your final notes and move to the related tutorial for deeper practice.
Frequently Asked Questions
How many documents can I process at once?
Using Cowork, you can batch process large document sets. Process in groups of 20-50 for best results.
What if documents have inconsistent formats?
Claude adapts to different formats. Define extraction fields by content rather than location.
Can I add documents to an existing extraction?
Yes. Run extraction on new documents and append to your existing spreadsheet.