MatterFirst Academy

Document AI & Intelligence

Upload documents, extract key terms, and connect AI analysis to your matter workflows.

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Intermediate 1 hr 5 lessons

Lessons

5 lessons in this path

  1. 1 Uploading documents Upload files to a matter and choose whether to run Document AI.
  2. 2 How key term extraction works What the AI pulls out automatically, and which terms you configure first.
  3. 3 Custom extraction rules Define your own key terms and map them onto matters.
  4. 4 Clause risk levels How MatterFirst flags clauses — categorical levels, not scores.
  5. 5 Connecting AI to workflows Auto-fill matter fields and trigger automations from documents.

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Book a guided onboarding session and our team will walk you through setup, answer your questions, and configure MatterFirst for your practice.

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