⚙️💨AIntake - Because your time & judgment matter – Casefriend

AIntake is a fast, structured way to turn large documents into organized case files.

Upload your file, let AIntake process it in the background, then validate documents and events so everything is accurate before it reaches the case.

⚡ What is AIntake?

AIntake is designed for speed, accuracy, and control.

Instead of manually sorting, naming, and building files from scratch, AIntake prepares the work for you and guides your review.

You do not build the file. You review and confirm it.

🧭 Starting an AIntake Job

Navigate to Intake
Select a Case
Upload your document
Start AIntake

Large files of more than 500 pages begin processing immediately in the background.

You do not need to stay on the page. You can leave and return when it is ready.

⚙️ How AIntake Works

AIntake handles the heavy work first, then brings you in to validate.

Uploads and prepares the file
Splits large PDFs into usable documents
Reads and structures pages
Groups content for review

While this runs, you can continue working elsewhere in Casefriend.

AIntake prepares. You decide.

📄 Document Validation

Once processing is complete, you will review the documents created by AIntake. Your judgment matters: documents are not finalized until you validate them.

In Document Validation, you can:

Review extracted documents
Confirm or update document names
Reorder pages if needed
Add notes

Tools to help you move faster:

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🗂️ Handling Duplicates

AIntake does not automatically remove or modify documents.

If you identify a duplicate:

Flag the document as a duplicate
Use the duplicate indicator as a visual reference
Move it to the duplicates section if needed

This ensures nothing is lost and everything remains under your control.

🧠 Event Validation

After documents are validated, you will confirm the related events.

Confirm case activity
Ensure timelines are accurate
Verify key information

Once complete, documents and events are added to the case.

📊 AIntake Log

Every AIntake job is tracked in the AIntake Log.

You can use it to:

Monitor job progress
Return to unfinished work
Review completed jobs

The log provides visibility into processing activity and performance.

⚠️ Working on Multiple Jobs

If you are working in one AIntake job and try to open another, you may be asked to Save & Exit first.

This prevents conflicts, incomplete validation, and duplicate work.

💡 Tips for Working Faster

Start large jobs early so they process in the background
Focus on validation, not manual sorting
Use bookmarks to move quickly
Flag duplicates instead of fixing everything manually
Complete validation in one pass when possible

The fastest users treat AIntake as review and confirmation, not manual setup.

❓ FAQs

❓ Do I need to wait for AIntake to finish before continuing work?
🟰 No. AIntake runs in the background. You can leave and return when processing is complete.

❓ What do I do when processing finishes?
🟰 Move into Document Validation, then complete Event Validation.

❓ Can AIntake change or remove documents automatically?
🟰 No. AIntake prepares documents, but you decide what is finalized.

❓ How are duplicates handled?
🟰 Duplicates are flagged by you. You decide how to handle them.

❓ Why am I being asked to Save & Exit?
🟰 You are already working in another AIntake job. Saving prevents conflicts and lost work.

❓ What happens if I leave a job open?
🟰 The job may remain locked to prevent conflicting changes until it is closed properly.

❓ Do I need to validate everything?
🟰 Yes. Validation ensures accuracy before anything is added to the case.

❓ What happens after I finish AIntake?
🟰 Documents and events are added to the case and become available throughout Casefriend.

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