Targeted extraction
The selected document is compared with fields available for the chosen case.
Drafting data from documents
Extract proposed case values from a linked or uploaded document and stage them for review.
What it does
A practical part of the firm’s workflow.
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.
Editable proposals
Users can correct, remove, or complete suggested values before submission.
Source visibility
The proposal identifies where the information was found or why it remains uncertain.
How it works
What the team can expect.
Select a case and document
Both are required so the proposed values have a clear destination and source.
Review field matches
Inspect each proposed field, value, and supporting document context.
Confirm chosen updates
Submit the chosen values through the displayed action after checking the destination and current permissions.
The document already has the answer.
Extract proposed case values and review them before choosing an available save action.