AI Profiling

The AI Profiling app addresses one of the most common challenges in legal knowledge management today: applying the right profile attributes to your documents, without forcing users to spend time manually entering data. Historically, profiling documents within a document management system has been a labor-intensive and error-prone process – particularly, when you want to enrich the profile of a document based on a review of the text of the document itself.

With the AI Profiling app, a user can establish automated triggers to identify documents with incomplete profiles, and run a workflow in the background that fills in metadata elements like document types, descriptions, practice areas, parties, jurisdiction, etc. You can even automatically fill in dynamic profile attributes that are based on specific document types or practice areas. For example, you could extract profile data about parties, effective dates, and renewal periods from contracts, while pulling out information about court, case number, and judge from litigation filings. The power of the Auto-Profiling app is it can be customized to exactly the metadata you care about, with no need for pretraining models or providing example documents.

The first iteration of the AI Profiling app demonstrates how to leverage native NetDocuments capabilities like ndMirror and data tables to run your profiling process on a regular schedule – be it daily or as frequently as every 30 minutes. Detailed instructions for how to download and configure this app have been provided for existing ndMax Customers.

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