Processing Reviews

Handle documents that need manual review within an order.

Accessing Documents for Review

  1. Open an order (look for the review indicator in the Orders table)
  2. Go to the Documents tab
  3. Documents needing review are marked with a status indicator
  4. Click a document to open the review panel

Review Types

Split Review

When a file contains multiple documents, you need to identify where each document starts and ends. This commonly occurs with courthouse scans where documents are recorded continuously.

For each page, select one of:

OptionWhen to Use
StartThis page begins a new document
ContinuationThis page continues the previous document
BothThis page contains the end of one document AND the start of another (common in continuous courthouse scans where two documents share a single page)

The first page is always the start of document 1. Each subsequent Start or Both marking begins an additional document.

When finished, click Save & Continue.

Classification Review

When the AI is uncertain about a document's type, you'll see a warning indicating low confidence.

To complete the review:

  1. Review the AI's suggested category and document type
  2. Select the correct Category from the dropdown
  3. Select the correct Document Type from the dropdown (options update based on category)
  4. Click Save & Continue

Extraction Review

When the AI needs confirmation on extracted data, review the information pulled from the document.

To complete the review:

  1. Compare the extracted data against the actual document
  2. Edit any incorrect fields directly
  3. Use the OCR extraction tool if you need to pull text from the document
  4. Click Save & Continue

Important

Documents do not appear in the runsheet until all reviews are complete. A document may require multiple review steps (split, then classification, then extraction) before its matters are added to the chain of title.

Review Tips

  • Complete all reviews promptly so documents appear in the runsheet
  • Compare extracted data against the actual document
  • For split reviews, scroll through the PDF to see page boundaries
  • Don't rush - accuracy matters for the final runsheet