How to build a Data Room Analyst

This workflow streamlines the process of reviewing and analyzing evidence for intellectual property (IP) cases. It combines user-uploaded files and cloud-stored documents, then uses advanced AI to identify and summarize potential IP issues—saving legal teams hours of manual review.

How It Works

1. Upload Evidence
   Users can upload any files related to an IP case—such as contracts, emails, images, or scanned documents. The system automatically processes these files, including extracting text from images and PDFs using OCR (Optical Character Recognition).

2. Search Connected Cloud Storage
   The workflow also searches a connected OneDrive account for additional relevant files. This ensures that all available evidence, whether uploaded directly or stored in the cloud, is included in the analysis.

3. AI-Powered Analysis
   All gathered documents are sent to an advanced AI model trained to spot key IP issues. The AI reviews the evidence and highlights, in easy-to-read bullet points, any of the following:

   • Evidence of IP infringement

   • Unauthorized use of trademarks

   • Copyright violations

   • Patent disputes

   • Trade secret misappropriation

   • Poor IP management

   • Communications indicating intent to infringe

   • Willful or malicious IP-related actions

4. Clear Results Output
   The findings are presented in a concise, user-friendly format—ready for legal review, reporting, or further action.

Key Benefits

• Saves Time: Automates the tedious process of reading and summarizing large volumes of evidence.

• Reduces Risk: Ensures no critical IP issues are missed, even in scanned or image-based documents.

• Easy Integration: Works with both direct uploads and cloud storage (OneDrive), with options to add more sources.

• Actionable Insights: Delivers clear, actionable summaries tailored for legal professionals.

Customization & Expansion

• Add More Sources: Easily connect other storage platforms (like Google Drive, Dropbox, or SharePoint) to expand your evidence pool.

• Automate Next Steps: Integrate with email, reporting, or case management tools to notify stakeholders or archive results.

• Tailor the Analysis: Adjust the AI’s focus to match your specific legal or compliance needs.