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Tool 038

Document Digest

Organize excerpts and source locations into a digest you write and review, with text and evidence ledger exports.

What it does today

Human-curated excerpt digest with user-supplied source locations, optional verified current-matter metadata pins, editable reviewed text and formula-safe evidence CSV. No AI synthesis or document-content retrieval.

How to use

  1. In Clio, open Matterevo and choose Document Digest from the Tool Library. Use the search box or the Documents & research family filter to find it.
  2. Enter the details the planner asks for.
  3. Review the proposed outcome, item by item.
  4. Edit or remove anything that is not right.
  5. Confirm to create the reviewed records in Clio.

Before you rely on it

Summarize selected matter documents with source links and page references. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.