Cross-vault analytics

Ask a criterion question once, get a per-matter answer with evidence. Lives at /admin/legal/analytics.

Example questions

Which NDAs have a term longer than 5 years?
Every matter where the indemnity cap is uncapped or above $10M.
Where do our purchase agreements use ‘best efforts’ instead of ‘commercially reasonable efforts’?
List matters with a non-compete that’s facially unenforceable in California.

How it works

Hybrid retrieval across all Vault chunks (no matter scoping), ACL-gated by the asking user’s matter-team membership.
Group top hits by source_matter_id — chunks without a matter linkage are dropped.
For each matter (capped at 12), the LLM receives the per-matter evidence and decides matches: true | false with a 1-2 sentence finding and the indices of evidence chunks it relied on.
Cards render per matter — green border for matches, grey for non-matches. Click the matter title to jump to the matter detail.

Output

{
  "summary": "Three of 12 matters matched the criterion.",
  "matters": [
    {
      "matter_id": "...",
      "matter_number": "2024-MA-031",
      "matter_title": "Acme acquisition of BetaCo",
      "matches": true,
      "finding": "Indemnity cap is set at $15M, exceeding the $10M threshold (see clause 8.2).",
      "evidence": [
        { "document_title": "Asset purchase agreement", "chunk_index": 14, "excerpt": "..." }
      ]
    }
  ]
}

Why-trace

Like every other Legal surface, Analytics stamps a Why trace. Open it from the SPA via the trace id if you need to audit which chunks informed which matter’s verdict.

Caps

Retrieval top-K: 60 (broad enough to hit ≥12 distinct matters)
Matters examined per query: 12
Evidence chunks per matter passed to the LLM: 6

These keep latency reasonable. If the criterion implicates a wider catalog, refine the question or run multiple narrower queries.

Permissions

Visible to partner and attorney roles. Paralegal does not see Analytics by default; flip the role pack in Roles if you want to broaden access.