Summary:
Legal teams often receive extremely large PDFs that contain many smaller documents inside of them (commonly referred to as: PDF Portfolios, Binders, or Packets). For example: employee files sent from an employer to the plaintiff firm which includes information such as handbooks, policies, offer letters, etc) or document production sent during discovery (in response to RFPs). To take stock of all key case files, someone must read through the entire document and identify the different files that were included in it, as well as where they are, for easy search and retrieval throughout the case lifecycle.
Eve’s Create a Table of Contents Skill takes this time-consuming and tedious process and turns it into a quick minute-long task.
How does it work?
To create a Table of Contents, Eve reads through every page of the specified files and “splits” it into the smaller sub-files, effectively creating a “Table of Contents” of everything inside the documents. (Note that Eve extracts that Bates Stamp from pages if it is applicable).
The table of contents that Eve creates is interactive - users can click on each row to pull up the location of the individual document in the larger file. They can then use this as an “table of contents” for the remainder of the case.
Step 1: Create a Table of Contents
To create a “Table of Contents” in Eve, you can simply refer to the Skills window and click on “Create table of contents” and select the documents that you want to reference.
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Step 2: Receive and Review Results
Once you kick off a Table of Contents creation request, Eve will then give an outline of the task it is performing and then deliver the table of contents within minutes.
You can now review the Table of Contents and verify results as needed. Remember that you can always export or save the table of facts to your Matter or to your computer.