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Document Insights

Document Insights surfaces key facts, entities, and summaries from each uploaded document.

Highlights

  • Automatic extraction of names, dates, amounts, and locations
  • Summaries for rapid review
  • Named-entity linking back to documents

Using Document Insights

  1. Open Documents in a case
  2. Click a document to open its preview
  3. Check the Insights panel for highlights and entities

Best Practices

  • Upload clean, OCR'd documents for best results
  • Use section headers in long documents to improve summarization