Advanced AI Systems — Documents

Your Attorneys Spend Hours Reviewing Documents. We Automate That.

Medical records, deposition transcripts, discovery documents, contracts — every case generates hundreds of pages your attorneys manually review. We build an AI system that reads, extracts, summarizes, and flags every document automatically.

Custom Scope 3–5 Weeks to Deploy 30-Day Support
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3–5 hrs

Spent per case reviewing medical records and discovery documents manually. Per attorney, per case.

94%

Accuracy rate for AI document classification and key fact extraction on legal case documents when properly configured.

10x

Speed increase for document review tasks once the AI system is processing and summarizing documents automatically.

What It Does

An AI System That Reads Every Document and Tells Your Attorneys What Matters

The system ingests any document — medical records, depositions, contracts, discovery — extracts key facts, flags critical findings, and delivers a structured summary before your attorney opens the file.

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Document Ingestion & Classification

Upload any document or connect your document storage — the system automatically classifies document type (medical record, deposition, contract, discovery), extracts key parties, dates, and facts.

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Key Fact Extraction

AI identifies and extracts the information that matters: injury details, liability admissions, key dates, dollar amounts, critical statements — structured into a searchable format.

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Automated Summaries

Every document processed generates a structured summary: what it is, who it involves, what it says that matters, and what your attorney should focus on. Ready before the first human review.

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Flag & Escalation Rules

System flags specific content types that need immediate attorney attention — statute concerns, liability admissions, conflicting records, missing documentation — so nothing critical gets buried.

How It Works

From Raw Document to Structured Intelligence — Automatically

1

Document Ingestion

Your documents are ingested from your practice management system, email, or document drive. PDFs, Word docs, scanned files — all processed and normalized.

2

AI Extraction & Classification

Claude AI reads each document and extracts structured data: parties, dates, obligations, case facts, damages, and key legal terms — mapped to your firm's schema.

3

Knowledge Structuring

Extracted data is organized into a searchable knowledge layer linked to your case files, matter types, and client records — no manual entry required.

4

Output & Integration

Structured data flows into your Clio, Filevine, or GHL instance. Search, filter, summarize, or generate new documents from existing matter intelligence.

What It Does

Every Document Becomes a Searchable Asset

The system handles the reading, organizing, and routing. Your attorneys get the answers.

Contract & Agreement Analysis

Extracts parties, key dates, obligations, termination clauses, and liability terms from any contract type.

Medical Record Summarization

Processes medical records and generates structured summaries by provider, date range, diagnosis, and treatment — ready for demand letter use.

Deposition & Transcript Review

Identifies key testimony, contradictions, admissions, and quoted passages — organized by witness and issue.

Intake Document Processing

Routes new client documents automatically: classifies document type, extracts facts, and populates intake fields in your CRM.

Case File Summarization

Generates structured case summaries from multi-document matter files — one-click briefings for attorneys before hearings or calls.

Cross-Document Search

Ask plain-language questions across your entire document corpus. "Which contracts include indemnification clauses?" answered instantly.

What You Receive

A Fully Deployed Document Intelligence System

Configured document ingestion pipeline (PDF, Word, scanned docs)

Attorney-facing search and query interface

AI extraction layer trained on your document types

Staff training + written documentation

Structured output schema mapped to your matter fields

30 days post-launch support

Integration with Clio, Filevine, or GHL

Investment
What It Costs and What It Returns
Pricing varies by scope — contact us for a custom estimate.
Scoped based on document volume, document types, and integration complexity.
Hours saved per attorney per week on document review
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Faster matter file prep for hearings and depositions
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Reduction in manual data entry across intake and case management
Includes full deployment, integration, training, and 30 days support.

Not Sure Which Tier Is Right for Your Firm?

Book a free 30-minute strategy call. We'll identify your biggest automation opportunity and recommend the right system — no sales pressure, no commitment required.

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