AI Profiling

Good metadata keeps a DMS usable, but busy people tag documents with the minimum: "Agreement," "Motion," "Other." AI Profiling reads your documents and adds specific, searchable metadata, so your team doesn't have to tag by hand. This resource shows you how to implement it with a qualified partner.

You don't have to become a metadata or PatternBuilder expert to enjoy the benefits of AI Profiling. Your partner handles the technical work: assessing your environment, configuring the solution, and refining it as results come in. Your team contributes what only you know, which is your documents, your terminology, and what a useful result looks like. Because your partner starts from your own examples, the result fits the way your firm actually works.

AI Profiling requires an ndMAX subscription that includes PatternBuilder.

What you'll find in this resource:

How to find a qualified partner
Tips for working well with your partner
What it looks like to implement AI Profiling

What it looks like to implement AI Profiling

Find a qualified partner

Use the NetDocuments Partner Locator to find a qualified implementation partner. Use this resource to come prepared when meeting with your partner.

Choose a representative set of documents

Select documents that cover the range of what your firm manages: different practice areas, document types, and ages. Your partner uses them to see how your documents look today and to test the results.

Test and rollout

Review the results on selected documents. Check whether the metadata is accurate and useful. Then, agree on which documents to roll this out to and on what schedule.