AI Features |
The application's Intake Form Builder has a Create with AI tool which helps you build a complete first draft of your intake form in seconds, so you never have to start from a blank canvas.
Below are answers to common questions about how our AI features process your data, protect sensitive information, and help your firm stay compliant.
The Document AI Summary tool makes it easy to understand complex files by pulling out key facts and outlines. It only uses clearly stated information from the text, so it doesn’t guess, interpret, or give legal advice. If a document has unclear headings or missing details, those sections will stay empty to avoid errors.
In addition to traditional search via the filter tab, you can use AI-powered filtering across several grids in the application. Simply click the AI icon and type your query in natural, everyday language. No need to navigate through multiple filters or recall exact field names—the system intelligently translates your request into precise search parameters. Based on your prompt, the system immediately displays the relevant results that match your criteria.