Casefleet’s Document Intelligence feature includes powerful AI capabilities for identifying key entities, such as people, organizations, locations, and more, within your documents. These extracted entities help you quickly spot important names and references without manually searching through text.
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.
In the document reviewer, click the Entities icon in the toolbar to display the Document Intelligence “Entities” side panel. You will see an AI-generated list of recognized contacts, organizations, etc., detected in the document, organized alphabetically.
When the Entities side panel is open, found entities are highlighted within the document text, along with an indication of the entity’s type (Person, Organization, Event, Location, Product, etc.).
Reviewing Entity Matches
Each entity card displays a name, description, entity type, identified aliases, and the number of matches in the document.
On the entity card, click the “# matches” button to navigate through all matches of the relevant entity in the document. When matches are displayed, the highlights on the document page are limited to the selected entity. Use the arrows on the card to move to the next/previous instance of the entity matched in the document.
Accepting Entities
Found entities can be easily added to the Entities tab of your case by clicking the “Accept” button. This will launch the "Create Entity" sidebar, prefilled with the extracted information. Once a found entity is added to the case, you’ll see a completed check icon in place of the “Accept” button:
Filtering in the Entities Sidebar
You can quickly narrow down the results listed in the Entities side panel using filters provided at the top of the panel. Entities can be filtered by entity name or type. When entity filtering is selected, the list in the side panel and the highlighted results on the page are updated to reflect the set filters.
To learn how to manage and edit entities that have been added to your case, check out this guide to the Entities tab.
To learn how to run Document Intelligence on a document, click here.
And if you’re exploring other AI features, check out: