, name it `Practice — Review`, and click 
.
2. On the empty 
tab, click the link **Just exploring? Load sample files to try BriefTech now.**
BriefTech loads a set of around twenty mixed documents and, as each one finishes processing, the **Organise** agent automatically works out its date and description — no action needed from you. Give it a moment to finish.
***
## Step 2 — Read what the AI produced
Open the 
tab. This is your review area: one row per document, with the AI's **Date** and **Description** filled in.
Take a moment to read down the list the way you would on a real matter. Most rows will be right or nearly right — that's the point of the AI. You're looking for the few that need a human: a date that looks wrong, or a description that's too vague.
{% hint style="info" %}
**Note:** Every field you can edit here, and exactly what each accepts, is listed in [Document metadata fields](/reference/document-metadata-fields.md). The AI agent behind these values is the **Organise** agent.
{% endhint %}
***
## Step 3 — Correct a date
The AI often finds more than one date in a document — the date on the letterhead, a date mentioned in the body, a date in the filename — and it has to pick one. Sometimes it picks the wrong one. When it does, you usually don't need to retype anything: the other dates it found are one click away.
1. Find a row whose **Date** looks off, and double-click its **Date** cell.
2. If the AI detected more than one date, a short list of the **candidate dates** it found appears. Click the correct one.
3. If the date you want isn't in the list — or the document had none — just type it in; the cell is a plain text date editor, not a calendar.
Date and Description cells have no Save button — picking a date, pressing Enter, or clicking outside the cell saves your change.
***
## Step 4 — Sharpen a description
Now let's improve a description by hand.
1. Double-click any **Description** cell. An inline editor opens.
2. Rewrite it the way you'd want it to read in the index, then click outside the cell.
The row updates at once and your text turns blue — it is now a **manual override**. Hover the cell and a 
padlock shows it's locked. That's an important promise: **re-running the AI's analysis won't overwrite a value you've set by hand.** You can correct a document today and re-run analysis on the rest of the matter tomorrow without losing your edit.
{% hint style="warning" %}
**Clearing a cell doesn't blank it out.** If you delete your text and click away, BriefTech **unlocks** the cell and keeps your current text — it removes the padlock rather than leaving the field empty, and it won't bring the AI's original suggestion back either. For a fresh AI suggestion, hand the field back to it (Step 7).
{% endhint %}
***
## Step 5 — Teach BriefTech your style, then let it do the rest
Editing every description by hand would defeat the point. Instead, edit just a couple in the style you want, then have BriefTech rewrite the others to match — this is **Refine Descriptions**.
1. Edit **two or three** descriptions by hand (double-click, type, press Enter). These are your **examples**. Two or three beat one, especially if your documents are mixed (say, letters and invoices).
2. Tick the checkbox on your edited example rows **and** on a few un-edited rows you want rewritten (the **targets**).
3. In the toolbar, click 
. BriefTech rewrites each target to match the style of your examples and leaves your edited rows untouched.
{% hint style="info" %}
**Button greyed out?** The button stays greyed out until your selection includes at least one example (a row you've edited) **and** at least one target (a row you haven't). Hover it for the reason. Full details and troubleshooting: [Refine descriptions from examples](/how-to-guides/review/refine-descriptions-from-examples.md).
{% endhint %}
***
## Step 6 — Translate a description
If your matter mixes languages, BriefTech can translate a description in place. Let's translate one.
1. Hover over a **Description** cell — a row of action icons appears.
2. Click the 
translate icon and pick a language: **English**, **Bahasa Malaysia**, **Chinese (Simplified)**, or **French**.
The description is replaced with the translation.
{% hint style="warning" %}
**Translating overwrites the description and can't be undone.** The translation replaces the current text in place — there's no undo back to the earlier version, so if you need it, copy it first. To move on you can retype the description or re-run the AI to generate a fresh one. Translate also works on a row you've edited by hand (a blue, locked row), and using it there unlocks the row.
{% endhint %}
***
## Step 7 — Hand a field back to the AI (optional)
You're always in control of the balance between your edits and the AI's suggestions. Let's hand some fields back.
1. Hover the description you locked in Step 4, click the padlock to unlock it, then click the 
sparkle button. The AI writes a fresh description for that document.
2. Tick a few other rows, right-click one of them and choose 
, then click **Continue** to confirm. BriefTech re-runs the Organise agent on just those documents in the background, keeping any value you've locked — their rows show a placeholder while it works and fill in when it's done.
***
## Step 8 — Tidy the set with a label
A quick organising touch while you're here. Labels help you filter and group documents later.
1. Tick the checkbox on a few related rows. Bulk-action buttons appear in the toolbar above the table.
2. Click 
. Your practice matter has no labels yet, so type a name such as `Correspondence` and click **Create "Correspondence"** — the new label is ticked for you.
3. Click 
.
The label now shows in the **Labels** column of every row you ticked.
That's a bulk edit — the same pattern applies collections (
) and, via the toolbar **Tools** menu, spreadsheet edits of dates and descriptions. For the full set of bulk edits, see [Bulk-edit metadata](/how-to-guides/review/bulk-edit-metadata.md).
***
## What you've accomplished
You've taken an AI-analysed matter and made it yours: corrected a date from the candidates the AI found, sharpened a description into a locked override, refined the rest from your own examples, translated one, handed fields back to the AI, and labelled a group — with no Save button for any of your edits.
***
## Where to go next
| Index Documents | Build the Document Index: the structured, ordered index that becomes the spine of your court bundle. | Index Documents |
| Review Documents | The human-review pass: verify and correct what the AI produced before building the index. | Review Documents |
| Document metadata fields | The document fields you can edit in the Review tab and their accepted values. | Document metadata fields |
| Document classes | The classes BriefTech's AI chooses from when it classifies a document, what each one covers, and how to filter a matter by class. | Document classes |
| Refine descriptions using your own edits as examples | Edit a few descriptions the way you want them, then have BriefTech rewrite the rest to match. | Refine descriptions using your own edits as examples |
| Translate document descriptions | Translate document descriptions into Bahasa Malaysia, Chinese (Simplified), French, or English. | Translate document descriptions |
| How AI analysis works: agents and playbooks | What agents and playbooks are, and what they extract. | How AI analysis works: agents and playbooks |