> For the complete documentation index, see [llms.txt](https://help.brieftech.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.brieftech.ai/get-started/review-an-ai-analysed-matter.md). # Review an AI-Analysed Matter When you upload documents, BriefTech's AI reads each one and fills in a **Date** and a **Description** for every document. That's a strong first draft — but you're the lawyer, and the finished index has to be right. **Review** is the stage where you check the AI's work and correct anything that matters, before those details flow into your Document Index and court bundle. In this tutorial we'll take a practice matter the AI has already analysed and work through a real review pass together: read what the AI produced, fix a date, sharpen a description, teach BriefTech your preferred wording so it rewrites the rest, and tidy the set with a label. By the end you'll have a fully reviewed matter and know how to run the same pass on a real case. We'll work in a throwaway **practice matter** with BriefTech's built-in **sample files**, so nothing here touches a real case and you can delete it all afterwards. The whole run takes about ten minutes. {% hint style="info" %} **New to BriefTech?** Do [Your First Matter](/get-started/your-first-matter.md) first — it takes a matter from empty all the way to a downloaded bundle. This tutorial zooms in on just the Review stage and goes deeper. {% endhint %} *** ## Before you start By the end of this tutorial you'll have a **fully reviewed matter** — every AI-generated date and description checked, corrected where needed, refined to a consistent style, and ready to flow into a Document Index. **You don't need any documents of your own.** We work in a throwaway **practice matter** with BriefTech's built-in **sample files**, so nothing here touches a real case and you can delete it afterwards. If you already have the practice matter from [Your First Matter](/get-started/your-first-matter.md), you can reuse it. The whole run takes about ten minutes. *** ## Step 1 — Open a practice matter with sample files {% hint style="info" %} **Already done** [**Your First Matter**](/get-started/your-first-matter.md)**?** Open that practice matter and skip to Step 2. {% endhint %} Otherwise, set one up: 1. On the **Matters** screen, click Create New Matter

, name it `Practice — Review`, and click Create Matter

. 2. On the empty Files tab

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 Review tab

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. The date updates immediately. There's no Save button anywhere in Review — every change you make is saved the moment you make it. *** ## 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 a small locked

padlock appears — your text is now a **manual override**. That's an important promise: **the AI will never 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. * To let the AI regenerate a description you locked in Step 4: hover the cell, click the lock

padlock to unlock it, then click the Regenerate AI description

sparkle button. * To re-analyse several documents at once, tick their rows and choose Regenerate Description & Date

— BriefTech re-runs the Organise agent on just those documents. Either way, the change lands immediately — there's no Save button in Review, the same as every edit you made above. *** ## 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 Apply labels

and apply a label to all of them at once. That's a bulk edit — the same pattern applies collections ( Manage 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, and labelled a group — all with no Save button, every change landing instantly. *** ## Where to go next


Index Documents	Build the Document Index — the ordered spine of your court bundle.	/pages/bpQrdf8bZ1aJVMm06WC9
Review Documents	The human-review pass: verify and correct what the AI produced before building the index.	/pages/hIaBHjELW6VFtv8WzMRD
Document metadata fields	The document fields you can edit in the Review tab and their accepted values.	/pages/L8nG61o2o8X9xUnAQSJq
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.	/pages/2HQR6widkii7lECN6YKJ
Translate document descriptions	Translate document descriptions into Bahasa Malaysia, Chinese (Simplified), French, or English.	/pages/QdhkybjF7BbYCIogXkdT
How AI analysis works: agents and playbooks	What agents and playbooks are, and what they extract.	/pages/pLl4zmTHql9gsVVTXlhP

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