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Rational Review Help Center

Version 78 - April 2026

New Features

Matter Agent

Rational Review now includes Matter Agent as a Pre-Release feature, which is an agentic AI interface that lets you drive complex e-discovery workflows through natural language. Rather than navigating menus and executing tasks manually, you can instruct Matter Agent to search and code documents, queue privilege reviews, build production sets, generate analytics, and more—all within a single conversational session. Matter Agent operates with full transparency, surfacing a live action log of everything it's doing and requesting confirmation before executing any bulk or irreversible change. Available at the matter level requiring explicit permissions, Matter Agent is designed to put the power of your entire review workflow at your fingertips.

Here we ask the agent to review and categorize documents:

AI Agent Pie Chart

Here we ask the agent to create us an order of proof:

AI Agent Order of Proof

Meeting Room

David Boies Persona

Dr. Margaret Chen Persona

The new Meeting Room page allows users to interact with lifelike virtual personas to support matter investigations and strategic analysis. Users can initiate video and audio sessions or text-based conversations. Personas can have knowledge bases associated with them to provide contextual responses.

Image Captioning

Image captioning

Loaded images will now have a caption generated for them describing what the image is of. The caption will appear in the "Summary" coding field.

Improvements

Document Automation Rules

Document automation rule

Document Automation Rules now support coding fields with coding field options (i.e. Multiple Choice, Multiple Checkbox, and Single Select Dropdown) as criteria. Different options can be selected to configure the rule.

Sentiment Highlighting

Document Sentiment Sentiment highlighting

Highlighting the generated document sentiments is now more precise.

Pre-Release

Data Reduction Page

Data reduction page

The Data Reduction Page allows users to detect spam documents and irrelevant images (e.g. low quality, blank, screenshots, and other configurable options). Once identified, they can be viewed and selected for removal.