Pipeline AI

Choose who can use Pipeline AI, and limit what it costs once your monthly credit is used. Introduction Pipeline AI Settings is the one page where a master admin decides how Pipeline AI works for your office. Pipeline AI works with nothing to s...

Review the name and transaction AI Assign picked for each new doc in Unassigned , then assign it. Introduction AI Assign is the part of Pipeline AI that sorts the docs coming into Unassigned , so they're ready for you to assign. It works on ...

Review the documents AI Break Apart found inside a packet in Unassigned , then break it apart. Introduction AI Break Apart is the part of Pipeline AI that finds the separate documents inside a packet, so it's ready for you to break apart. It ...

Review the Add Transaction form AI Create fills in from a contract, then add the transaction. Introduction AI Create is the part of Pipeline AI that turns a contract into a new transaction, so you review it instead of typing it in. When some...

Review the changes AI Update pulled from a counteroffer or addendum, then save the ones you want. Introduction AI Update is the part of Pipeline AI that keeps a transaction current when the terms change, so you don't have to find what changed ...