Lead Docket’s LeadsAI is a paid feature that includes Summarization and Predictive Analysis. Summarization uses AI to summarize data points throughout the lead, so that you can quickly review the major details of the lead. Predictive Analysis uses AI to make predictions for MVA case type leads.
Speak with your Filevine representative to learn more about pricing and customized prompts.
Summarization includes three types of AI summary fields: leads, messages, and notes.
A lead AI summary field pulls from standard and custom fields in the lead to summarize important case details in paragraph form. For example, a lead AI summary field for the personal injury case type could include the party, the incident, the injury, and the current state of the case.
Lead summary fields can be updated:
- Any Time Changes are Saved: whenever changes are made and saved to the fields
- On Demand: whenever the “generate” button is clicked
- Upon Lead Creation, Then Upon Demand: upon initial creation of the summary, and then whenever the “generate” button is clicked
The options for updates can be chosen in the setup process.
Lead summary fields appear at the top of the incident tab in the lead.
Message AI summary fields pull from the text and email messages in the Messages tab of the lead to summarize in paragraph form the tone of the communication between you and the client. These fields are updated whenever the “generate” button is clicked.
Message summary fields appear under the Summary section of the Messages tab of a lead.
Notes AI summary fields pull from the Notes tab of the lead to give an overview of the highlights of the case in a timeline form. These fields are updated whenever the “generate” button is clicked.
Notes summary fields appear at the top of the Notes tab.
Setup an AI Summary Field
AI Summary fields can be added just like other custom field types in Manage > Custom Fields. Click Add Custom Field in the top right and select AI Summary from the dropdown.
In the AI Summary Field modal, you can add the field’s name. Then, choose the summarization type (Lead, Messages, or Notes). Once you’ve select the summarization type, you can choose from the created prompts for that type.
Note: Prompts can vary. Work with the Filevine team to set up customized prompts for your Lead Docket instance, like a lead AI summary prompt for a specific case type.
If you are adding a Lead summary type field, you can select the AI Generation Trigger. Lead summary fields can be triggered to update:
- when changes are saved in the incident or intake fields
- upon initial creation (when the fields contain more than the minimum words), and afterwards on demand
- on demand, meaning whenever the “generate” button in the top right corner of the field is clicked
If you are adding a Messages or Notes type field, “On Demand” is automatically selected for the trigger.
The Minimum Words to Trigger Summary field allows you to choose the minimum number of words in the fields that the prompt pulls from for the summary to run. For example, if you set the minimum words trigger to 100 for a messages AI summary field, the field will not run until 100 words are present in your correspondence. The default minimum word trigger is 50.
Select the case types that you would like to include this field in, and fill out the rest of the field form as usual. Click Save.
AI Summary Fields in a Lead
AI summary field types appear at or near the top of their respective sections in a lead. The AI summary fields are triggered based on the selected trigger, either whenever their input fields contain the minimum number of words set in setup, or when the “generate” icon in the top right corner of the field is clicked. (The “generate” icon will not appear until the input fields contain minimum number of words and summarization becomes available.)
AI summary generation can take a few minutes; you will see a loading icon while the field generates.
If you would like to regenerate an AI summary with updated information, click the generate icon at the top right of the field.
Lead Docket offers Predictive Analysis for MVA case type leads. Predictive Analysis provides predictions based on a machine learning model using lead data.
Once you fill out the intake form and create the lead for any MVA case type, Lead Docket predicts one of five options:
- highly likely
- highly unlikely
The tag may change as data is added or adjusted for the lead.
This tag is shown underneath the lead name at the top of the open lead. On the dashboard, for MVA case types, the predictive analysis tag will also replace the rating.