Exhibit indexes and document packets
Explore exhibit indexes and document packets. Prepare a traceable packet for review. Bring source files and firm templates, approve a credit quote, and review the output.
Start with the right inputs.
Prepare a traceable packet for review. Supply the current source documents, intended output, practice area, jurisdiction, and any firm-approved template. Identify which version controls and explain any unresolved facts.
What your team can prepare.
Use exhibit indexes and document packets to turn a defined collection of documents into a structured working output. Ask for source references, a list of uncertainties, and a separation between supplied facts and proposed language. Review the supported output format inside the product before starting.
A useful working example.
A legal team receives a packet with an agreement, an amendment, and correspondence. It identifies the controlling versions, asks Ali to organize the relevant material, then checks the output against each source. Missing information remains an open question rather than becoming an invented fact.
Quote first. Review next.
Processing uses prepaid credits after you approve a task quote. New analysis or substantive SI revisions receive a new quote. Saved results, manual edits, and repeat downloads do not incur extra processing charges.
The reviewer must verify facts, legal authorities, document consistency, confidentiality, and any filing requirements. Generated documents are not automatically ready to file.
Related workflows.
A clearer path from files to first draft.
Free team accounts. Shared firm credits. Professional judgment at every step.