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Paralegals ยท Document Review Summary

Build the review log as you read, not after.

Who this is for

Paralegals and legal assistants reviewing discovery or contracts who want the key point per document captured fast, while it's in front of them.

The moment this saves you

I'm working through a stack of discovery and the one relevant point in each document is obvious as I read it, but if I don't log it right then I'm rebuilding the whole review from memory at the end of the day.

See it work

Messy spoken thought in. A clean, structured artifact out.

What you said

Document forty seven, it's an email chain. It's relevant because it shows the client raised the defect in February, which is before the date opposing counsel claims they were notified. Flag this one as a key document. I need to add the Bates range to the review log too.

doc-review-summary.md

Doc review entry

  • Document: #47, email chain
  • Relevance: shows the client raised the defect in February, before opposing counsel's claimed notification date
  • Significance: KEY document
  • To do: add Bates range to the review log

The workflow

1

Record a voice note

Hit the hotkey and talk, no formatting, no typing.

2

Tag it with this context

Contextli shapes your words into the structured output above.

3

Find it later

Everything's searchable and organised by context.

4

Pull it into Claude or ChatGPT

Bring your contexts straight into your AI tools with the Contextli MCP.

Your raw recording and transcription stay on your device, so you can always go back to the original.

The prompt behind this context

system prompt

I'm going to react to a document I'm reviewing. Turn it into a review-log entry. Output bullets for: Document (the identifier and type I give), Relevance (why it matters), Significance (key, supporting, or not relevant, only as I characterize it), and To do (any follow-up like adding a Bates range). Keep my dates, names, and identifiers exactly. Never invent a document number, date, or legal conclusion I didn't state, and never reclassify significance beyond what I said. If I cover more than one document, output one entry per document. Output only the log entries, no preamble, no legal advice.

Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.

Use this context

One click copies it and shows you exactly how to drop it into Contextli.

Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.

Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.

Your raw recording and transcription stay on your device, so you can always go back to the original.

Related contexts

Questions people ask

Questions paralegals ask about Document Review Summary

What is the best way for a paralegal to take review summaries without a transcription service?

The most reliable method is to dictate immediately after the client meeting, while the details are fresh, and use a structured context to shape the output. The Document Review Summary context lets a paralegal speak a one to two minute voice note and receive a review summary with the relevant fields pre-populated. No dictation subscription is required and the recording stays on your device.

How do paralegals keep track of review summaries efficiently?

Most use either a dictation service or a typed template after each client interaction. Contextli offers a third approach: speak your observations in plain language right after the interaction, and the Document Review Summary context structures them into a review summary with the matter reference, date, key facts, and next actions. It takes under two minutes and produces a note ready to paste into your case management system.

Can I use voice notes for legal documentation?

Yes, with the right workflow. The Document Review Summary context lets you speak a voice note that gets structured into a review summary. The output is text you control, and you decide where it goes from there. The recording and transcription are kept on your device. Whether a structured voice note meets your firm's documentation standards is a question for your supervising attorney or compliance lead.

What should a review summary include?

A complete record typically includes the date, the matter or client reference, the parties present, a summary of what was discussed, any decisions made, and the agreed next steps. The Document Review Summary context enforces this structure from your spoken input so nothing is accidentally omitted.

How do I add this context to Contextli?

Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.

Is my voice recording private? Does Contextli send it anywhere?

Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.

Can I change what the output looks like?

Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.

Do I need to install an app to use this context?

Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.

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Document Review Summary