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Risk Insights

DocJacket surfaces risk and review signals in two places: the transaction header and the Documents tab.

Transaction risk assessment​

When a transaction has a stored risk assessment, a risk chip appears in the transaction header.

Click the chip to open the risk drawer. The drawer shows:

  • Overall risk level
  • Summary
  • Risk factors
  • Severity for each factor
  • Mitigation notes when available
  • Recommendations
  • When the assessment was computed

Use Re-run assessment in the drawer to refresh the assessment from the current transaction state.

Document checks​

On the transaction Documents tab, the AI Check column handles document-level review.

Use it to:

  • Run a risk scan on an uploaded document
  • View risk findings
  • Dismiss findings after review
  • Check a contract for missing signatures or initials
  • Open the contract-check viewer when issues are found

How to use insights​

Treat risk insights as review prompts. They help you decide where to look, but they do not replace your normal transaction review.

If you resolve a concern, re-run the relevant assessment or document check so the displayed result reflects the latest transaction state.