Workspace agent

Drafting data from documents

Extract proposed case values from a linked or uploaded document and stage them for review.

Drafting data from documents helps move information already present in a selected file into proposed case-field updates. The supported workflow is designed to stage values and their source for review before the user chooses an available save action.

Permissions and confirmation

For supported workflows, Jane can prepare consequential workspace changes for review before the user chooses an available save action.

Supported Jane workflows are designed to separate preparing work from committing it. A proposed action can be shown for review before the user chooses the available next step, and the signed-in user’s permissions still determine whether a confirmed action can proceed.

• Supported field proposals can remain editable before confirmation.
• Document saves, report changes, and workspace actions can present workflow-specific confirmation steps.
• The signed-in user’s permissions still govern the final action.

Missing case data

Compare the case against applicable readiness information and identify what is present, missing, or unclear.

Missing case data compares the selected matter with the information expected for its configured case type and requested work. It distinguishes what is present, what is absent, and what cannot yet be determined from available sources.