Structure the data room as per document type (Contracts, Licenses, SHAs)
βCategorise documents (e.g. categorising judgements on the basis of issues, circulars on the basis of applicability, etc.)
βAfter structuring, transfer select documents that fell in a category to a Briefcase or Assistant session for further review & data extraction.
βDownload renamed sorted files in respective subfolders
Sorting Hat
S
Written by Shruthi at Lucio
Updated this week