Fluent AI Document Processing
Fluent AI builds on OCR to help identify, summarize, name, and organize uploaded documents. Available options depend on your firm’s enabled features.
OCR First, AI Second
OCR turns scanned pages into searchable text. Fluent AI uses that text to analyze the document. For best results, follow the scan guidance in OCR Processing.
AI Tag Rules
AI tag rules let your firm apply document tags based on text found during processing. Rules can use plain text matching, exact matching, or regular expressions depending on how specific the pattern needs to be.
Common examples:
- Tag EAMS notices when the document contains EAMS filing language
- Tag medical records based on provider names or medical-record phrases
- Tag demand-related documents when the subject or body contains settlement-demand language
Rules should be specific enough to avoid false positives. Review new rules against several real documents before relying on them in production.
Document Naming Preferences
When enabled, document naming preferences control the components Fluent AI can use when suggesting a title. Typical components include document date, document type, matter information, sender, subject or Re line, claim number, and court case number.
Use a naming format that helps staff identify documents from lists without opening each PDF. For example, many firms prefer date first, followed by document type, sender, and a brief subject.
Reprocessing Documents
If a document was uploaded before a rule existed, or OCR quality was poor, authorized users may be able to reprocess the document. Reprocessing can update OCR text, AI analysis, document history, and any automation or tagging behavior connected to document processing.