Setup - AI

Setup - AI

AI Setup

IdeaVIDEO TUTORIAL: (2 MINS) - AI Compliance
The AI Setup page controls how Safari uses artificial intelligence (AI) to identify, classify, and extract data from served documents. The AI Setup page allows your company to determine whether AI populates matter fields and / or classifies incoming documents during intake, and it sets the level of human in the loop review that is required. 

Alert
All AI features are disabled by default. Your company must turn on AI features in the AI Setup page before they take effect, only Owners can edit this page and all changes are captured in audit history.

The AI Setup page includes two configurations:
  1. Data Extraction. Controls whether AI extracts data from documents and populates matter fields
  2. Document Identification & Classification. Controls whether AI identifies document boundaries and classifies served documents during intake (requires Served Document Manager™).
To access AI Setup, go to System Setup and select AI Setup under the Intake section.  

Document Identification and Classification 

This is the first field on the AI Setup page. If your company has not subscribed to Served Document Manager (SDM), this field will display Served Document Manager not enabled. To learn more about SDM and it's AI capabilities please see SDM - AI Document Identification.

Data Extraction 

This field sits below Document Identification & Classification. Enable this when you want AI to read served documents and fill in matter fields for you, rather than keying that data in manually. Choose one of the following:
  1. No (default). AI data extraction is disabled.
  2. Yes. AI data extraction is enabled, additional configurations required.
If AI Data Extraction is enabled the Type/Subtype as well as human review requirements must be completed.

Type/Subtype Configuration

Once AI is enabled, select the Types and Subtypes for which AI Data Extraction applies, use the toggle to pick from the below:
  1. All. AI Data Extraction applies to every Type and Subtype
  2. Selected. AI Data Extraction applies only to the Types and Subtypes you select.
For each Subtype you enable, complete the AI Classification Description field in Subtype Setup, the AI Classification description has a 200-character limit - include key words, document types or patterns that set a Subtype apart from others.

AI Data Extraction Review

When AI populates a field, an indicator marks it. This setting controls how users must handle that indicator before they change a matter's status, choose the level of review that fits your company's risk tolerance:
  1. Required - Must clear before any status change (Default). Review the fields AI populated and clear the AI indicator before changing the matter status.
  2. Optional - One-Click Review Acknowledgment Available. Acknowledge the populated fields with a single click, not required before a status change.
  3. Optional - Visible Indicator, No Option to Clear. See the AI Indicator, but there is no option to clear it and no review is required.
  4. N/A - No AI Extraction Indicator. No AI indicator is shown, no review is required.
You can override this default for individual Subtypes, to do so:
  1. Go to Subtype Setup and open the Subtype
  2. Locate the AI Data Extraction Review field
  3. Toggle from Use Default to Override
  4. Select the applicable review mode for that Subtype
Is there a question we haven't answered? Please send it to us at support@safarilaw.com

    • Related Articles

    • Workflow - AI Data Extraction

      AI Data Extraction Overview When AI Data Extraction is enabled, Safari AI reads each served document and fills in the matching matter fields, so you spend less time manually keying data. Depending on your company's AI Data Extraction Review settings ...

    • SDM - AI Document Identification

      Served Document Manager™ - AI Document Identification SDM's AI finds the document boundaries inside an Intake Event and classifies each document by Type and Subtype, reducing the manual work of splitting and sorting documents during intake. Your ...

    • Setup - Subtypes

      Overview NOTE: Only system Owners can edit Subtypes. For more information see Setup - Users. Safari requires a Subtype field in every matter. You can use and configure Subtypes for several purposes, including matter assignment, workflows, transfers ...

    • Setup - Users

      This help page for system Owners and Admins covers the following topics: Viewing List of Users Creating/Editing Users Includes information about adding outside counsel as users System and Access Permissions Deactivating Users Individual users can ...

    • Setup - Invoices

      Overview This help page addresses the following topics about setting up invoicing in Safari to charge the serving party for your subpoena response costs: Safari's approach to invoicing Invoice practices by other companies (comparative data) Setting ...