Document AI Analysis

When a document enters Matter Vault, the system can automatically analyze it in the background using AI. This is optional and controlled per matter.

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What the AI extracts

For each document, the pipeline extracts:

• Title — a human-readable name based on the document content, used if you have not set a custom title
• Category — the document type (for example: Medical Record, Contract, Court Filing)
• Summary — a short description of what the document contains
• Tags — people, organizations, and key topics mentioned in the document

These appear in the document panel once analysis is complete.

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Enabling AI analysis

AI analysis is off by default for every new matter. To enable it:

1. Open the matter
2. Go to the Settings tab
3. Turn on Auto-analyze documents with AI

Once enabled, all future uploads into that matter are analyzed automatically. Existing documents are not analyzed retroactively — use the Analyze document button in the document panel to run analysis on individual files.

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Running analysis manually

Any document can be analyzed on demand regardless of the matter setting. Open the document panel and click Analyze document. This works even if the matter has AI analysis turned off.

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What the AI does not do

The AI extracts information from documents — it does not make legal judgments. All output is labeled as AI-generated and must be reviewed by a licensed attorney before relying on it.