SmartIntelligence Data Extraction Engine identifies important information in case documents and helps populate the relevant fields in SmartAdvocate.
Important Case Information Is Often Buried in Documents
Law firms receive documents containing information that attorneys and staff need to act on. A court order may establish a critical deadline. Insurance correspondence may include a claim number or coverage limits. Medical billing documents may contain information that belongs elsewhere in the case file.
Receiving the document is only the first step. Someone still needs to read it, identify the relevant information, and enter that data into the appropriate fields, tasks, appointments, or other areas of the Case Management System.
SmartIntelligence Data Extraction Engine is designed to help firms bridge the gap between the information contained in their documents and the structured data they use to manage their cases.
How SmartIntelligence Data Extraction Engine Works
The Data Extraction Engine analyzes documents stored within a SmartAdvocate case and identifies specific information that can be added to relevant areas of the platform. Rather than requiring staff to locate and manually re-enter every useful data point, SmartIntelligence can extract that information and present it for review.
Depending on the document, the feature can help identify information such as:
● Court and discovery deadlines
● Insurance claim information
● Insurance coverage limits
● Other structured data that belongs in SmartAdvocate
The information can then be directed to the appropriate location in the case, including insurance, medical, injury, or other relevant fields. When a document contains an important date, the Data Extraction Engine can also identify information that may need to become a critical deadline, task, or appointment.
From Document to Structured Case Data
Legal documents contain enormous amounts of useful information, but much of it begins as unstructured data. Until someone enters a deadline, policy limit, claim number, or other detail into the appropriate field, the information may remain available only to someone who knows which document to open and where to look.
The Data Extraction Engine helps turn information contained in documents into structured case data.
For example, if an insurance document identifies a claim number and applicable coverage limits, SmartIntelligence can recognize those details and help populate the corresponding insurance fields. If a court order establishes a deadline, the feature can identify the date and allow the user to determine how that deadline should be entered and assigned.
That creates a connection between document review and the broader legal case management software firms rely on to organize and act on case information.
Review Before Information Is Added to the Case
Extracting information is only useful if firms remain confident in the data entering their cases.
When SmartIntelligence identifies information such as a critical deadline, the user has an opportunity to review what the AI found before confirming it. Attorneys and staff can verify the date, determine whether it should be added, and decide who should be responsible for the resulting task or appointment. Deadlines are proposed, never set by the AI.
This keeps the legal team in control of the information that becomes part of the case. SmartIntelligence performs the initial analysis and extraction, while attorneys and staff review the results and make the decisions that require professional judgment.
Built Around the Documents Already in SmartAdvocate
The Data Extraction Engine works with documents contained within the case file. This distinction reflects a larger advantage of AI built directly into law firm software. SmartIntelligence can work with the documents and structured information already maintained in SmartAdvocate instead of requiring firms to move case materials into a separate AI platform.
The feature is also designed to expand over time. As SmartIntelligence develops, the Data Extraction Engine will support additional document types and additional categories of information that can be identified and stored within SmartAdvocate.
Turn Documents Into Actionable Case Information
SmartIntelligence Data Extraction Engine helps automate the initial work of reading and re-keying. By identifying critical information in court documents, insurance materials, medical billing records, and other case files, the feature can help firms reduce manual data entry while maintaining more complete structured case information.
SmartIntelligence brings AI-powered capabilities directly into the platform where your firm already manages its cases.
Request a Demo to see how the Data Extraction Engine can help your team put the information in your documents to work.
