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Get the facts
Interview the client and gather evidence.
For Lawyer or in-house counsel · Parallel readers, one writer
What should be pulled out of your notes?
One line is enough. Step 1 asks the rest in your AI app, and nothing is done until you approve the brief it writes.
In the case folder's materials/: The transcripts, notes, tickets or documents to read.
The 4 steps
- 01
Check the materials and schema
Then you approve, before the next step starts.
- 02
Extract per file
- 03
Merge and verify
Then you approve, before the next step starts.
- 04
Write up
How it does this well
Map one extractor per file into a fixed schema, reduce in code, verify every quote. Not found and out of scope are valid answers here: it says so instead of guessing.
- How the field does this well
- Review against the client's playbook; without one, say plainly that generic standards were used.
- Tier each issue GREEN, YELLOW or RED, and redline with the quoted current text, proposed text, rationale and a fallback.
- Resolve every citation to a source the reviewer can open and match the quoted passage verbatim; grounded tools still misground.
- Label the output not legal advice until a lawyer signs.
- Ground it first
Ask for, or look in materials/ for: the playbook: standard position, acceptable range and escalation trigger per clause type. If there is none, say plainly that the result rests on general defaults, and name them.
- What stays with the person
RED items, judging holdings and risk, and signing. Prepare these; never decide them.
- The check that makes it trustworthy
Every citation opens and its passage matches verbatim, and every deviation is tied to a playbook line.
- The person's own data
If the person has connected Google Drive / Docs / Sheets, Microsoft 365 (Excel, SharePoint, Teams), Notion, read their data through that connector instead of asking for exports, and say which source each number or fact came from. Without one, work from materials/.
The agents
extractor- Extracts structured items from one file of a Cheatcode case into a fixed schema, each with its exact quote and location.
Where things stay
- On your computer
- Your files in materials/, every result in outputs/, the work itself. It runs in your AI app, on the plan you already pay for.
- With Cheatcode
- The steps, the gates and how far each case has come, so a case survives closing the app. See your cases.