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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

AI Check statuses​

The AI Check column can show two independent results:

  • Risk — A document risk scan. Results can show scanning, clean, or a risk count.
  • Contract — A contract check for missing signatures, initials, dates, and checkboxes. Results can show scanning, signed, or an issue count.

If neither check has run yet, the row shows Scan. Clicking it starts both the risk scan and contract check for that document.

When documents are selected in the Documents Received table, the bulk AI Check action runs on the selected documents. If nothing is selected, it runs on documents that have not been risk-scanned yet. Contract checks run in parallel for documents that have not already been contract-checked.

Risk findings open in a drawer with severity, description, flagged clause text when available, suggested action, page reference, and a dismiss action. Contract issues open in the Contract Check viewer with the PDF and issue overlays.

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.