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Document processing

Prepare authorized documents for later search and source-grounded work during onboarding and as new files are added.

A practical part of the firm’s workflow.

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.

Permission-aware preparation

Prepared files remain associated with the firm, matter, and access settings used by the document workflow.

Readable-content detection

The system distinguishes searchable material from files that may need text recognition or review.

Ongoing updates

Newly added documents can be prepared so future work includes current material.

What the team can expect.

  1. Add or identify the source

    A file enters through onboarding, a case upload, or an authorized document workflow.

  2. Prepare searchable content

    The document is processed and its readiness is recorded.

  3. Use it with citations

    Later Jane work can locate relevant passages and return a path back to the source.

Read the operational guidance

Make new documents useful beyond storage.

Process authorized files so later work can find and cite what matters.

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