Docketwise IQ - Data Capture assists you by using AI to extract data from commonly requested documents and directly input this information into Smart Forms, saving time you time and ensuring accuracy.

With Data Capture, you can add intelligent document requests to Smart Form questionnaires. These intelligent document requests allow you and your clients to extract key information from commonly requested documents to update the contact and Smart Form data.

Our list for available document types will continue to grow. At the moment, you can add the smart document requests for the following document types:

In order to use Data Capture, you will first need to add document requests to a smart form. You can add document requests for Data Capture by following the steps below:

After adding a document request, you can find it under the contact's questions in a Document subtab.

Once the document request is added, all you need to do is upload the document, review the data, and update the Smart Form and contact with the extracted data. Below, we'll walk through these steps in more detail.

In order to upload a document, simply choose or drag and drop the file of your choice.

After the document is uploaded, it will be processed for data extraction and as soon as it is completed, you can review the information

To review the information, simply click on the Review & Edit option after the document has finished processing. This will open a modal, showing all of the extracted data for each field included.

When reviewing the information, you can also (1) make edits before saving the changes to the contact and Smart Form. Additionally, you can (2) ignore certain fields, which will omit updates for those specified fields when updating the contact and Smart Form information.

After reviewing (and making and edits or omitting certain fields), you can apply these changes