Workflow - AI Data Extraction

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 you will review what the AI has populated and confirm the value before moving forward. This page explains how AI extraction behaves and how to complete AI review.

InfoA system Owner must enable AI Data Extraction before it is available. For more information see Setup - AI

How AI Data Extraction Works

When a Served Document is attached to a matter, Safari reads the document and populates the corresponding matter fields automatically. A few important things to note:
  1. AI Indicators. Fields that AI populates may be marked with an indicator, depending on your company's configuration. When AI has low confidence in a value, the field will be shaded as a cue to check it closely.
  2. No Data Overwrites. AI never overwrites a field that already contains data, anything entered manually stays as is.
  3. When Data Extraction Runs. AI extraction runs only when a matter is first created, and only when a single document is saved in the Served folder.

Note that the behaviors above may vary depending on your company’s AI configuration. For more information see Setup - AI.

Fields Extracted by Matter Type

The fields AI populates depend on the matter's type:

Matter Type
Fields Extracted
Document Request (DOC)
Case Number, Entity Served, Serving Party, Subject Info, Forum Type & Name, Document Title, Plaintiff, Defendant, Date Range, Documents Requested Summary
Garnishment (GAR)
Case Number, Entity Served, Serving Party, Levy Amount, Subject/Debtor Info, Forum Type & Name, Document Name, Plaintiff, Defendant
Litigation (LIT)
Case Number, Entity Served, Serving Party, Forum Type & Name, Document Name, Plaintiff, Defendant
Other (OTH)
Case Number, Entity Served, Serving Party, Forum Type & Name, Document Name, Plaintiff, Defendant

Review AI Populated Fields

Your system Owner sets the default review requirement for AI extracted data in AI Setup, so what you must do before changing a matter's status depends on your company's configuration. When a review is required, an Extracted AI data reviewed checkbox appears below the Reviewer field in the matter. Fields that AI populated are marked with an AI indicator. Before you select the checkbox, use one of the two methods below to confirm each value against the source document.

Check One Field at a Time. Use this method to spot-check a single value:
  1. Click the AI indicator next to the field
  2. The document viewer opens with every AI populated value highlighted and jumps to the value for the field you selected.
  3. Compare the highlighted text in the document to the field value.
Review All Fields at Once. Use this method to work through everything AI pulled:
  1. Click VERIFY AI DATA 
  2. The document viewer opens with an AI Extracted Fields list on the left, showing every value AI pulled, grouped by page.
  3. Select an item in the list to highlight it in the document. Selecting a highlighted value in the document also highlights the matching value in the left side panel.
Complete the Review. Once you have confirmed the values:
  1. Check the Extracted AI data reviewed box
  2. Select SAVE
After you save, all AI indicators are removed from the matter fields. The checkbox will remain visible until you leave the matter or refresh the page, after which it no longer appears. Safari captures who completed the AI review and when in the audit history.


Is there a question we haven't answered? Please send it to us at support@safarilaw.com





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