Casefleet’s Document Intelligence feature leverages powerful neural networks (AI) to identify the key entities and generate a summary of the document's contents.
NOTE: Usage-based billing is required for any account wanting access to Casefleet's document intelligence features. To learn more about Casefleet's usage billing, click here.
Running Document Intelligence in Casefleet provides you with additional information about a particular Source (document):
A list of entities (persons, organizations, products, events, etc.) mentioned within the document.
A one-paragraph summary of the document as a whole.
Smaller summarization cards with information regarding specific groups of pages within a document.
NOTE: Document Intelligence AI features in Casefleet are currently based solely on the OCR and text transcription data. Document Intelligence does not provide information regarding the visual content of images and video files at this time.
Running document intelligence
In Casefleet, there are a few different places where you can initiate running document intelligence:
Directly on the Sources list using the Run Document Intelligence button on a single source,
By selecting multiple sources and running Document Intelligence in bulk, or
Within the document reviewer from the Entities or Summary side panels.
When viewing your documents list on the Sources tab, you'll see an icon next to the “Launch Reviewer” button indicating: (a) if a source is eligible for running document intelligence (purple icon), (b) if document intelligence analysis has already been completed on the file (white icon), or (c) if document intelligence is currently in progress (hourglass) on a source.
To run Document Intelligence for a specific document, simply click on the purple icon on the desired row in your Sources list. You can also use the checkboxes to select multiple files to perform Document Intelligence on in bulk.
Once Document Intelligence has been performed on a document, click the "Launch Reviewer" button. In the viewer toolbar, click on the appropriate icon to display either the Entities side panel (left) or the Summary side panel (right):
If Document Intelligence has not yet run on the selected document, you'll see an option on the Entities and Summary side panels to "Run Document Intelligence". Click this button to begin Document Intelligence processing for the selected document.
Free-tier usage and overage opt-in
Accounts on usage-based billing are granted a free tier of 500 pages of Document Intelligence processing per billed user on the account each calendar month. Once this limit is reached, document intelligence cannot be performed for the remainder of the calendar month unless the account has opted-in to overage charges.
For more information about Casefleet's usage billing, click here.
To learn more about Casefleet's AI features, check out: