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A digital interface showing documents being automatically sorted into categorized columns, with specific files highlighted in red to indicate sensitive or privileged information.
Flag sensitive information

Document classifier with privilege flagging

Drop a folder of files. The AI tags each by type, party, and date, and flags sensitive content for review before it moves.

OperationsToolAi ImplementationTier momentum

Possibilities

Where this could go

A software dashboard displaying a list of uploaded legal files automatically tagged with document types, dates, and party names.

Automatic Document Sorting And Tagging

Drop a batch of files into the system and the AI instantly assigns metadata like document type, involved parties, and relevant dates.

  • Extracts document types
  • Identifies key parties
  • Pulls relevant dates
  • Attaches standard metadata
A document viewer highlighting specific paragraphs containing sensitive information and displaying a warning flag for human review.

Privilege And Sensitive Content Flagging

The system scans text for confidential terms, personally identifiable information, or attorney-client markers and holds them for human review.

  • Scans for sensitive data
  • Flags potential privilege
  • Isolates files for review
  • Prevents accidental sharing
A flowchart graphic showing approved documents moving automatically from a review queue into organized SharePoint and Google Drive folders.

Integration With Existing Storage Platforms

Approved documents move automatically to their correct destination folders in your existing cloud storage or document management system.

  • Connects to SharePoint
  • Integrates with Google Drive
  • Routes approved files
  • Syncs with case management

Questions

Things people ask

What types of files can this system process?

The tool handles standard business and legal formats including PDFs, Word documents, text files, and scanned images using optical character recognition.

How does the system know what is privileged?

We configure the AI using large language models like GPT-4 or Claude to recognize specific legal language, confidential markers, and context that indicates attorney-client privilege.

Are the documents safe during the scanning process?

Yes. We build the system using secure cloud environments like AWS or Microsoft Azure, ensuring your files remain encrypted and are never used to train public AI models.

What happens to a file after it is flagged?

Flagged files are placed in a secure quarantine queue where an authorized user can review the content, confirm or remove the flag, and decide where the document should go next.

Can the tool extract specific names and dates?

The system uses named entity recognition to pull exact dates, company names, and individual people mentioned in the text to populate your metadata tags.

Does this replace our current document management system?

No. This tool acts as a secure gateway that sits in front of your existing systems like SharePoint, NetDocuments, or Google Workspace to organize files before they enter your main storage.

How accurate is the categorization process?

The AI provides highly accurate baseline sorting based on your custom rules, but the built-in human review step ensures you maintain complete control over sensitive materials.