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March 04, 2025

Best Practices for Using AI in Document Review

Author: Sakshi Chhatwal

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Introduction

Artificial Intelligence (AI) is revolutionizing the legal industry, particularly in document review. By

leveraging machine learning, natural language processing (NLP), and optical character recognition

(OCR), AI tools streamline the analysis, sorting, and extraction of information in legal documents.

These innovations not only save time and reduce costs but also enhance accuracy, allowing legal

professionals to focus on more complex and strategic tasks.

Problem Statement

Traditional methods of legal document review are often time-consuming, error-prone, and resource-

intensive. With increasing volumes of data and stringent compliance requirements, manual review

struggles to keep pace, potentially leading to missed critical clauses, risks, or compliance issues.

Available Solutions

AI addresses these challenges by automating critical stages of document review:

1. Data Collection: AI ensures comprehensive data gathering from multiple sources, minimizing

the risk of missing relevant documents.

2. Document Sorting: Machine learning categorizes documents based on type, relevance, or

content, streamlining the review process.

3. Relevance Assessment: AI evaluates document significance, highlighting crucial information

and flagging irrelevant content.

4. Detailed Analysis: Advanced algorithms detect patterns, identify inconsistencies, and flag

potential risks in contracts and NDAs.

By employing techniques like text classification, entity recognition, and sentiment analysis, AI

delivers insights that enable better decision-making and risk management.

Proxiio’s Solutions

At Proxiio, we leverage AI tools to redefine document review for legal professionals and businesses

alike. Our tailored solutions focus on:

 Technology-Assisted Review (TAR): Combining human expertise with AI, TAR enhances

efficiency by training on manually reviewed "seed sets" to identify relevant content in vast

datasets. This iterative process improves accuracy and reduces costs, ensuring consistency

and scalability for even the largest legal teams.

 Generative AI Applications: Beyond review, our tools draft legal documents, summarize

complex materials, and create templates. By automating repetitive tasks, Generative AI

allows legal professionals to focus on high-value activities while maintaining precision.

Our commitment to ethical AI ensures that transparency, fairness, and trust remain central to all our

services.

Conclusion


AI has undeniably transformed legal document review, offering unparalleled speed, accuracy, and

efficiency. However, its adoption also brings ethical considerations, including the potential for

algorithmic bias and the need for transparent decision-making. Proxiio addresses these challenges

by implementing robust checks and balances, ensuring that our AI solutions serve the best interests

of our clients while adhering to the highest ethical standards.

Embracing AI in document review is no longer optional, it is a necessity for staying competitive in a

data-driven world. With Proxiio, businesses can confidently navigate the complexities of legal

documentation, leveraging technology to achieve superior outcomes.

author
Sakshi Chhatwal
Manager • Litigation & Investigation Services

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IntroductionArtificial Intelligence (AI) is revolutionizing the legal industry, particularly in document review. Byleveraging machine learning, natural language processing (NLP), and optical character recognition(OCR), AI tools streamline the analysis, sorting, and extraction of information in legal documents.These innovations not only save ...