Guide to analyze multiple documents (PDF, DOCX) against user-defined columns and produce a structured Excel output with citations. Use when the user wants to: (1) Extract specific information from multiple documents into a table, (2) Compare clauses or provisions across contracts, (3) Create a document review matrix with source citations. Triggers on: 'tabular review', 'document matrix', 'extract from documents', 'compare across documents', 'review multiple contracts'.
npx skills add https://github.com/lawve-ai/awesome-legal-skills --skill tabular-review-lawvable
Extract structured data from multiple documents into an Excel matrix with citations.
Use AskUserQuestion to collect:
Example column definitions:
- Parties: Names of all parties to the agreement
- Effective Date: When the agreement becomes effective
- Term: Duration of the agreement
- Governing Law: Jurisdiction for disputes
Use Glob to find all documents:
Glob(pattern: "**/*.pdf", path: "<folder>")
Glob(pattern: "**/*.docx", path: "<folder>")
Launch background agents to process documents concurrently. Each agent:
Launch agents:
Task(
prompt: "<agent_prompt>",
subagent_type: "general-purpose",
run_in_background: true
)
Agent prompt template:
You are processing documents for a tabular review.
DOCUMENTS TO PROCESS:
<list of document paths>
COLUMNS TO EXTRACT:
<column definitions>
For each document:
1. Read the document using the pdf skill (for .pdf) or docx skill (for .docx)
2. Extract the requested information for each column
3. Note the page number (PDF) or section (DOCX) where you found the information
4. Include a brief quote (30-50 chars) showing the source text
Return your results as JSON:
{
"results": [
{
"document": "<filename>",
"path": "<absolute_path>",
"extractions": [
{
"column": "<column_name>",
"value": "<extracted_value>",
"page": <page_number>,
"quote": "<brief_context_quote>"
}
]
}
]
}
If you cannot find information for a column, set value to "Not found" and explain in the quote field.
Distribution strategy:
Wait for all background agents to complete:
TaskOutput(task_id: "<agent_id>", block: true)
Aggregate all results into a single array of document extractions.
Invoke the xlsx skill to create the output file:
Create an Excel workbook at <output_path>:
SHEET 1: "Document Review"
- Header row: Document | <Column1> | <Column2> | ...
- Data rows: One row per document
For each extraction cell:
- Cell value: The extracted text
- Cell hyperlink: file://<document_path>#page=<N> (for PDFs)
- Cell comment: "Page <N>: '<quote>'"
SHEET 2: "Summary"
- Total documents: <count>
- Documents processed: <count>
- Extraction date: <today>
Extraction result format:
{
"document": "Contract_ABC.pdf",
"path": "/path/to/Contract_ABC.pdf",
"extractions": [
{
"column": "Parties",
"value": "Acme Corp and Beta Inc",
"page": 1,
"quote": "entered into between Acme Corp and Beta Inc"
},
{
"column": "Effective Date",
"value": "January 15, 2025",
"page": 1,
"quote": "effective as of January 15, 2025"
}
]
}
Cell with citation:
file:///path/to/Contract_ABC.pdf#page=1Page 1: "entered into between Acme Corp and Beta Inc"Color coding (optional):
| Scenario | Action |
|----------|--------|
| Document unreadable | Log error, mark row as failed, continue |
| Column not found | Set value to "Not found", explain in comment |
| Agent timeout | Collect partial results, note incomplete |
| Missing skill | Prompt user to install required skill |
User: I want to do a tabular review of my contracts
Claude: [Uses AskUserQuestion]
- What folder contains your documents?
- What should I name the output Excel file?
- What columns do you want to extract?
User: ~/Contracts, review.xlsx, Parties/Date/Term/Governing Law
Claude: [Discovers 15 documents via Glob]
Claude: [Launches 5 background agents, 3 docs each]
Claude: [Collects results via TaskOutput]
Claude: [Creates review.xlsx via xlsx skill]
Output: review.xlsx with 15 rows, 4 columns, hyperlinks and citations
Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new documents, (2) Modifying or editing content, (3) Working with tracked changes, (4) Adding comments, or any other document tasks
Comprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF documents at scale.
Presentation creation, editing, and analysis. When Claude needs to work with presentations (.pptx files) for: (1) Creating new presentations, (2) Modifying or editing content, (3) Working with layouts, (4) Adding comments or speaker notes, or any other presentation tasks
Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.
Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating new PDFs, filling PDF forms, encrypting/decrypting PDFs, extracting images, and OCR on scanned PDFs to make them searchable. If the user mentions a .pdf file or asks to produce one, use this skill.
Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.
Use this skill any time a .pptx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx file (even if the extracted content will be used elsewhere, like in an email or summary); editing, modifying, or updating existing presentations; combining or splitting slide files; working with templates, layouts, speaker notes, or comments. Trigger whenever the user mentions \"deck,\" \"slides,\" \"presentation,\" or references a .pptx filename, regardless of what they plan to do with the content afterward. If a .pptx file needs to be opened, created, or touched, use this skill.
Create and edit Obsidian Flavored Markdown with wikilinks, embeds, callouts, properties, and other Obsidian-specific syntax. Use when working with .md files in Obsidian, or when the user mentions wikilinks, callouts, frontmatter, tags, embeds, or Obsidian notes.
Take lawve-ai/tabular-review-lawvable from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
The agent identifies a skill by the name field in its header. Two skills with the
same name cannot sit side by side — one of them will be ignored.