The Risks tab of the Matrix displays one column per check you have added. For each document, Emma shows the risk level assigned by that specific check in its column. This article explains how to add and work with risk checks in the Matrix, what each risk level means, and how to review and manage findings effectively.
For a general overview of the Matrix, see Matrix overview and Info tab.
Adding checks to the Matrix
Open the Matrix from the main sidebar.
Select a document type in the left sidebar.
Click the Risks tab.
Click Select checks in the toolbar and follow the steps in Using predefined checks or Creating a custom check.
Each check you add appears as a new column in the Risks tab. Each column represents one check/question, and every cell shows Emma's risk finding for that document and check. The screenshot below shows a Consulting Agreements type with several risk check columns:
If you need to adjust a check after adding it, see Editing a check.
Risk levels
Each cell in the Risks tab is coloured and labeled to reflect one of the following levels:
Level | Meaning |
High | A significant risk was found |
Medium | A moderate risk was found |
Low | A minor risk was found |
No risk | The check found no risk in this document |
Unspecified | Emma found something relevant but could not determine the risk level — requires manual review |
An indicator in the corner shows whether the risk level was set by AI or by a team member.
AI checks vs manual findings
AI checks run against every document matching the check's configuration and scope. When you upload a new relevant document, Emma runs all applicable checks automatically. Once analysis is done, Emma writes structured findings into the Matrix for each document and check combination.
Manual findings are findings you add directly in the document viewer for a specific file. They are scoped to just that document. Manual findings also appear as their own columns in the Matrix, next to AI checks and visible on the Checks page.
Reviewing a risk in the file viewer
Double-click any risk cell in the Matrix Risks tab to open the document viewer for that file with the finding selected. Emma highlights the evidence or clause relevant to the risk in the PDF, where possible.
To confirm or change the risk level:
In the right panel (Risks tab), you see the current risk categorization. If Emma could not determine a level, it will show Unspecified and await your input.
Click the correct risk level: High, Medium, Low, or No risk. Your decision is saved instantly.
After review, your name and avatar appear in the corner of that Matrix cell. This lets your colleagues see who has reviewed or updated the risk.
To view the history of a finding:
Click View history in the right panel to see who set each risk level and when. Every change is recorded for audit purposes.
To leave a comment about a finding:
Scroll to the bottom of the right panel and type in the comments field. Comments are visible to all team members who have access to the data room.
To add a manual finding:
Scroll to the bottom of the right panel and click Add manual finding. You can give it a title, write your observations, pick a risk level, and link to a source in the document. The manual check appears in the Matrix as an additional column.
Check statuses
Status | Meaning |
In progress | Emma is still analyzing some documents. Wait a few minutes for results. |
Completed | All relevant files have been analyzed and risk findings are up to date. |
Failed | The AI encountered an error. Emma will retry automatically. |
If a check remains In progress for over an hour and no new documents are being uploaded, please contact support.
How Emma determines risk levels
Emma assigns risk conclusions strictly using the content found in each document. If a document does not address a topic (is silent or neutral), Emma sets No risk—unless the absence itself is risk-relevant, as defined by the check and document type. Emma does not infer risk from missing information unless omission is itself a red flag. Recommendations to consult other documents only appear if specifically identified in the analysis.
If you need additional help with risks in the Matrix or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].