Multi-Pass Legal QC Framework

Legal Document Quality Machine

Eight systematic quality passes to catch what human review misses. State file persistence for LLM fatigue management.

✓ Optimized for Microsoft Copilot 365 + Excel State Tracking

Why Eight Passes?

Legal documents fail in predictable ways. Each pass targets a specific failure mode.

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Feedback Loops
Giving AI a structured feedback loop makes quality 2-3x better. LDQM applies this principle to legal document review.
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Excel State Tracking
Designed for native M365 integration. Build your own Excel tracker to capture findings, update scores per pass, and generate reports from your OneDrive.
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Copilot + Analyst/Research Agent
Standard passes via Copilot chat. For documents over 30 pages, use the Analyst or Research agent for deep-dive analysis, depending on the document type.

Copilot 365 Workflow

1. Build your Excel State Tracker using the structure below and save to OneDrive/SharePoint
2. Open your contract in Word or PDF viewer
3. Start a Copilot chat and paste the initialization prompt from the generator below
4. Run each pass prompt sequentially, logging findings in your Excel tracker after each
5. For complex docs (over 30 pages): Use the Analyst or Research agent prompt option instead

💡 Tip: Split long reviews across multiple Copilot sessions to avoid context fatigue

The Eight Quality Passes

Click any pass to see detailed checking criteria

PASS 01
Context
Does this document fit its purpose?
PASS 02
UX
Can stakeholders navigate this?
PASS 03
Clarity
Is the meaning unambiguous?
PASS 04
Structure
Is the architecture sound?
PASS 05
Accuracy
Are references and facts correct?
PASS 06
Completeness
Are all elements present?
PASS 07
Risk
What hidden risks exist?
PASS 08
Delivery
Is this ready for execution?
Pass Details

Generate Your Copilot Prompt

Configure your document details to generate tailored LDQM prompts for Microsoft Copilot 365

Context
UX
Clarity
Structure
Accuracy
Completeness
Risk
Delivery
8 of 8 passes selected
Your LDQM Prompt

Excel State Tracker

Build your own Excel-based tracker using the guidance below for native M365 integration. Store in OneDrive/SharePoint.

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Dashboard
Document info, score summary, findings aggregation
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8 Pass Sheets
Checklists, red flags, and findings log per pass
Action Items
Track remediation with owners and due dates
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Copilot Prompts
Ready-to-use prompts embedded in workbook
# Excel Tracker Contents

📁 Dashboard (Main Sheet)
   ├─ Document Information (name, type, law, reviewer)
   ├─ Quality Scores Table (all 8 passes)
   └─ Findings Summary (by severity)

📁 Pass Sheets (1-Context through 8-Delivery)
   ├─ Checklist with ✓/✗/⚠/N/A status
   ├─ Red Flags to Watch
   └─ Findings Log (ID, Severity, Location, Finding, Recommendation)

📁 Action Items
   └─ Prioritized remediation tracking

📁 Copilot Prompts
   └─ Copy-paste prompts for each pass

Note: Use the structure above to build your own Excel tracker. All necessary checklists and red flags are detailed in each pass section above. Create the tracker alongside this prompt generator for the complete LDQM workflow.