Getting Started with August

Getting Started with August

Overview

August helps you review documents, run workflows, draft quickly, and manage matters in one place. This guide gives you a fast look at what you can do without long explanations or extra steps.

What You Can Do in August

Review hundreds of documents with Tabular Review

Run a Playbook and review all extracted data in one table. Sort, filter, and edit results. Use it for due diligence, contract inventories, or recurring review work.

Create Playbooks and use them to edit documents

Automate common tasks. Build Playbooks for redlines, clause checks, key term extraction, summaries, chronologies, and more. Run them across one or many documents.

Draft, revise, and clean up documents quickly

Use the editor to draft memos, letters, agreements, or summaries. Ask August to revise language, simplify content, or prepare redlines against your uploaded files.

Search across all documents instantly

Find clauses, terms, definitions, or prior work instantly. Search works across Matters, repositories, and all uploaded documents.

Organize your work in Matters

Create Matters for clients, deals, or cases. Upload documents or connect your document sources. Keep everything related to a project in one place.

Use Agentic mode for multi step reasoning

Run tasks that require planning or structured thinking such as comparing documents, analyzing conflicting provisions, or checking several conditions at once.

Use Deep Research for long form analysis

Ask August to research topics, synthesize multiple sources, or produce long form, detailed analysis.

Core Areas of the Platform

Sidebar and Global Search

Access all major tools from the left sidebar. Use global search to jump to any document, clause, or past output instantly.

Quill Editor

Draft new documents. Revise uploaded documents. Request redlines or summaries. Ask for alternatives or rewrites.

Matters and Repositories

Store everything in one place. Connect SharePoint, OneDrive, or your DMS so your documents stay organized and easy to find.

Playbooks and Workflows

Run repeatable processes. Useful for due diligence, summarization, extraction, issue spotting, and contract reviews at scale.

Tabular Review

View extracted data in a table. Fix fields, annotate entries, export results, and use the table for reports or follow up work.

Tips for Better Results

• Upload documents before prompting
• Use clear instructions
• Ask for structured output like tables or bullets
• Break large tasks into steps
• Always review AI generated content

Next Steps

• Create a Matter
• Upload or link documents
• Run a simple Playbook
• Draft or revise a document in the editor
• Try Tabular Review