[ Documen... Reviews ](https://www.g2.com/products/thomson-reuters-document-intelligence/reviews) [ Documen... Reviews ](https://www.g2.com/products/thomson-reuters-document-intelligence/reviews) # Document Intelligence Features ##### ## Platform Basics (2) Data Extraction Ability to auto-extract all key contract metadata and clause language. Contract Comparisons Provides document parsing, redlining, and auto-tagging for clause comparisons. Show More ##### ## Artificial Intelligence Capabilities (3) Text Analytics Ability to analyze text within contracts by using pattern recognition. NLP Provides the ability to understand and process human language/s within contracts. OCR Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). Show More ##### ## Contract Data (4) Data Import Ability to import contracts into a centralized repository. Data Export Provides the ability to export contract data into other systems. Custom Reporting Ability to create reports and dashboards with contract data to provide strategic insights. Clause Identification and Mapping Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. Show More ##### ## Generative AI (1) AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Storage and Collaboration - Legal Document Management (8) Editing and Tracking Facilitates document modification with comprehensive change logging Centralised Database Offers a unified system storing all legal data for easy management and retrieval Accessibility and Permission for Sharing Controls access and sharing based on user permissions Document Storage Securely archives legal documents in an organized, digital repository File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Expense Tracking Monitor and record expenses such as purchases or charges incurred Activity Tracking Track and document all activities across devices, networks, and other systems Secure Data Storage Securely stores data to prevent data loss or breaches Show More ##### ## Document Management - Legal Document Management (4) Search and Retreival Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance Synchronization of Data Ensures consistent, up-to-date information across all devices Versioning Manages multiple document iterations, ensuring accuracy and up-to-dateness Full Text Search Search for specific words or phrases within a document or database Show More ##### ## Analysis - Legal Document Management (2) Document Review Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions Legal Analytics Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features Show More ##### ## Artificial Intelligence - Legal Document Management (3) AI Automation Leverages artificial intelligence for task automation, streamlining workflow and decision support Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Show More ##### ## Accessibility - Legal Document Management (1) Cross-Platform Access Enables document access from any device, from anywhere, thereby enhancing flexibility Show More ##### ## Agentic AI - Legal Document Management (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Additional Functionality (36) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Customizable Fields Customize data fields to support various needs and use cases Document Check-In/Out Switch documents into read-only mode to prevent concurrent editing by multiple users Client Management Manage contact details and communication with clients Document Capture Scan, move or upload electronic files within the software's repository Audit Trail A record of all activities within the system, including user access, changes made, etc. For Legal Professionals Specifically designed to address the needs of law firms and legal departments Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Customizable Reports Alter the layout and content of reports Contact Management Manage, organize, and store contact information Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Management Manage, store and organize emails within the system or via third-party apps Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Task Management Create, manage and track all task activities and progression Electronic Signature Digitally sign online documents Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Version Control Track revisions and updates made to files and navigate between different versions Document Generation Custom forms to streamline repetitious aspects of a document Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Deadline Management Specify or track the date/time a project, task, etc., is due for completion Billing & Invoicing Create, manage, and send invoices or bills to customers Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Workflow Management Create, design and manage workflows for repetitive tasks Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contract/License Management Track, store, and access client contracts or licenses Reminders Timed notification for any upcoming task, deadline, appointment, or activity Document Management Store, manage, and track all electronic documents in a centralized location SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Show More ## 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