Document Intelligence

Transform how you work with legal documents using AI-powered processing and analysis.

Overview

Document Intelligence automatically extracts, analyzes, and organizes information from your legal documents, making them searchable, comparable, and actionable.

Core tasks

Document processing pipeline

1. Upload: Drag and drop or use the file picker
2. OCR: Extract text from scanned documents
3. Analysis: AI identifies key entities and structure
4. Indexing: Make content searchable across documents
5. Enrichment: Add metadata and tags automatically

Entity extraction

• Parties: Plaintiffs, defendants, attorneys, witnesses
• Dates: Filing dates, deadlines, important events
• Amounts: Damages, fees, settlements
• Citations: Case law, statutes, regulations
• Documents: Pleadings, discovery, correspondence

Document comparison

• Side-by-side comparison of multiple versions
• Highlight differences and changes
• Track modifications across time
• Generate change summaries

Tips & best practices

Optimizing document quality

• Use high-resolution scans (300+ DPI)
• Ensure good contrast and lighting
• Clean up artifacts before upload
• Use consistent naming conventions

Organizing your library

• Create logical folder hierarchies
• Use consistent tagging schemes
• Regularly review and clean up old documents
• Archive completed cases appropriately

Role-based notes

For Attorneys

• Use entity extraction to quickly identify key facts
• Leverage document comparison for contract negotiations
• Search across case history for precedents
• Generate summaries for client communications

For Paralegals

• Set up automated tagging workflows
• Use bulk processing for large document sets
• Create standardized naming conventions
• Monitor processing quality and accuracy

Troubleshooting

Common issues

• Poor OCR quality: Check scan resolution and document condition
• Missing entities: Verify document format and content clarity
• Slow processing: Check file size and system resources
• Search not working: Ensure documents are fully indexed

Getting help

• Check the processing logs for error details
• Verify document format compatibility
• Contact support with specific error messages
• Review system requirements and limits

What's next

• Collaborative Drafting - Work together on documents
• Case Management - Organize your workflow
• AI Assistant - Get help with research and drafting