The Summary Tab is where each case begins. Here, you upload your case summaries, pleadings, discovery requests, and attorney lists. Once uploaded, the system generates a set of rules that guide the review—automatically flagging documents for relevance, privilege, confidentiality, key issues, and more.
You can refine or edit these rules at any time, ensuring the review reflects the exact needs of your case.
The Documents Tab is where you upload the files that need review. The platform accepts a wide range of formats—including .zip and .mbox—and automatically extracts the individual documents inside.
Before starting the review, you can remove any files you don’t want included. Once ready, simply click Run Document Review, and the system analyzes every document for relevance, privilege, confidentiality, key issues, and more.
The Search Tab displays the results of your review in an organized document table. You can filter, run targeted searches—like all documents marked relevant—and save searches for quick access later. Saved searches appear in the side panel, where you can rename or delete them anytime.
Click into any document to see it in both native and extracted text views. From there, you can adjust tags, save updates, and generate instant AI summaries that explain why a document was marked relevant, privileged, confidential, or key.
The Chat Tab lets you interact directly with your reviewed documents. Simply ask questions, request summaries, or dig into specific issues, and the system responds with clear answers and live links back to the supporting documents. It’s a faster, smarter way to get exactly what you need without manual searching.
This tab also includes the Case-Wide Summary feature. With one click, the platform generates a comprehensive summary built from documents tagged as key, complete with live links. These summaries are saved in the side panel for easy access and can be renamed or deleted at any time.
The "AI-Powered Legal E-Discovery Software for Efficient Document Coding and Issue Identification" is a revolutionary tool designed to streamline the legal document review process. This advanced software employs cutting-edge AI algorithms to classify documents based on relevance, privilege, confidentiality, and specific case issues, significantly reducing the time and effort required for e-discovery. The system also identifies pertinent documents within large datasets, ensuring that legal professionals can quickly locate critical information. This enhanced functionality not only improves accuracy but also enhances the efficiency of legal workflows.
Key features of the software include a user-friendly interface with customizable dashboards, robust annotation and coding tools, and bulk coding capabilities for efficient document management. The software also includes advanced search and filter tools, document relationship mapping, and comprehensive reporting and analytics. Security and compliance are paramount, with robust encryption, access controls, and adherence to legal standards. Additionally, the software integrates seamlessly with existing legal practice management and document management systems and supports exporting documents in various formats for legal proceedings. This comprehensive solution is designed to meet the evolving needs of the legal industry, providing a powerful tool for modern legal practices.
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Prior Art established 6.22.2024
ALL PATENTS PENDING WITH THE USPTO
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