Permission-aware preparation
Prepared files remain associated with the firm, matter, and access settings used by the document workflow.
Prepare authorized documents for later search and source-grounded work during onboarding and as new files are added.
Document processing makes authorized firm files usable for later search and source-grounded work. It records what can be read, what needs additional attention, and which matter and configured access settings are associated with the file.
Prepared files remain associated with the firm, matter, and access settings used by the document workflow.
The system distinguishes searchable material from files that may need text recognition or review.
Newly added documents can be prepared so future work includes current material.
A file enters through onboarding, a case upload, or an authorized document workflow.
The document is processed and its readiness is recorded.
Later Jane work can locate relevant passages and return a path back to the source.
Process authorized files so later work can find and cite what matters.