AI Productions

The AI agent can create production exports from natural language commands. Describe what you need, and it translates your request into Export Wizard settings. You can also call on the agent directly from within the Export dialog.

AI agent production command

Natural language command that generates a production export

Create a production of all responsive non-privileged PDFs from 2024, organized by custodian with Bates numbering starting at PROD000001.

I'll create that production for you. Setting up the export with these parameters:

Filter: PDFs only, no privilege, date range 2024
Format: Bates Numbered and Redacted
Bates: prefix PROD, start 1, 6 digits
Organize by custodian: enabled
Load file and manifest: included

Production export submitted. Processing in the background...

How AI-assisted document production works

The AI agent understands production-related requests and converts them into Export Wizard configurations. Describe what you want to produce, and the agent builds filter criteria, selects the document format, configures Bates settings, and submits the export. It shows you a settings summary first so you can confirm or adjust before processing begins.

Example AI production commands

You can use natural language to describe the production you need. Here are some examples:

"Create a production of all responsive documents" - Exports all files with no privilege filter.
"Produce all PDFs tagged as responsive from John Smith" - Filters by file type, tag, and custodian.
"Export non-privileged emails from 2024 with Bates numbers starting at DEF001000" - Applies date, privilege, and Bates settings.
"Create a supplemental production starting at PROD000501" - Continues the Bates sequence from a previous set.

AI agent in the production Export dialog

You can also use the agent right inside the Export Wizard dialog. While configuring a production manually, ask the agent to help with specific sections. For example, try "Set the query to include only emails from Q1 2024" and the agent updates the criteria builder for you. This lets you mix manual control with AI assistance.

What the AI agent configures for production export

The AI agent can configure all the same settings available in the manual Export Wizard:

Filter criteria (file type, dates, tags, custodians, privilege)
Document format (Bates + redacted, Bates only, or original)
Bates numbering (prefix, suffix, start, digits, position)
Custodian handling mode
Output options (load file, manifest, extracted text)
Batch size for archive splitting

Frequently asked questions

Does the agent submit the production automatically?

The agent shows you a summary of the planned export settings before submitting. You can review, adjust, and confirm before the production begins processing.

Can I modify the settings after the agent creates them?

Yes. The agent populates the Export Wizard fields, and you can manually adjust any setting before submitting. The wizard remains fully editable.

What if the agent misunderstands my request?

You can clarify your request or manually adjust the settings in the Export Wizard. The agent shows its interpretation so you can catch any mismatches before submitting.