Automated Intake Mode

Allows you to upload a file, such as a paper intake form, to Legal Server and have LegalServer extract information from the documents and populate data fields in LegalServer. Supports scans of typed and handwritten documents.

Cost: TBD. This feature is in Beta Testing.

Requirements: Must have already set up an Open AI Key for your site.

Admin Configuration Options

The Automated Intake settings and permissions are managed by administrators in the top-level Machine Learning section. Admins can enable or disable the Automated Intake Mode and its results form, as well as specify which user roles can access these features.

Screenshot of Administrator settings available through the top level Admin - Machine Learning Settings

Note: If no permissions selected, the Automated. Intake mode will default to never show.

Begin an Automated Intake

Select Automated Intake from the Home Profile
Determine the intake process to use (if multiple intakes exists in the site)
Determine the Intake Type
Click to select a file from your device to upload.
The Automatic Intake tool will go through the document, locating relevant information and applying it to the selected intake process.

Screenshot of first step of Automated Intake process. Fields displayed: Intake Process to use, Intake Type, PDF or ZIP file of PDF's (with option to upload file).

Note: The intake process will need to exist in the site if you want the option to appear in the Automated Intake Mode.

Intake Results Form

The Intake Results Form displays the data collected from your uploaded files. Here, you'll be able to review and edit the collected data.

See other AI Tools