Help CenterAccurate Case Summaries in Law Practice AI start with well-organized files. Proper organization saves time, improves AI outputs, and reduces verification errors. Follow these best practices to get the most reliable results.
Do’s and Don’ts of File Organization
1. Split by Provider
Do:
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Upload documents grouped by provider (e.g., Dr. Smith, Hospital A)
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Helps AI identify sources and avoid confusion
Don’t:
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Mix multiple providers in a single file batch
2. Separate Bills vs Records
Do:
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Keep bills and medical records in separate folders
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Label clearly for easy identification
Don’t:
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Combine bills and records in one file—AI may misclassify events
3. Label Files Clearly
Do:
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Use descriptive filenames (e.g., “Smith_HospitalA_Bill_2026.pdf”)
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Include date, provider, and type of document
Don’t:
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Use generic names like “doc1.pdf” or “scan.pdf”
4. Avoid Sideways or Poor Scans
Do:
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Ensure all scanned pages are upright and readable
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Clear text improves AI extraction accuracy
Don’t:
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Upload rotated, blurry, or partial scans
5. Ensure Completeness
Do:
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Include all relevant records for a case
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Check for missing bills, treatment notes, or provider summaries
Don’t:
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Assume AI can fill in gaps automatically
File Upload Tips
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Preview files before uploading
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Organize in folders matching case summary categories
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Remove duplicates and irrelevant documents
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Check file format compatibility: PDF, DOCX, TXT, image scans
Final Tip
Well-organized files = better AI accuracy.
Following these best practices reduces errors, saves time, and produces clean, structured case summaries.
Always review outputs after upload to confirm chronology and completeness.