Selecting Documents for Data Extraction

When drafting with Lexlegis, you can provide documents or text that the system should use to extract facts, clauses, and contextual information for generating the draft.

This step defines the source material Lexlegis will rely on during drafting. The documents selected here are used for reference and extraction, not as templates.

1. What This Step Does

This step allows you to:

• Provide supporting documents or reference text
• Help Lexlegis identify relevant facts, clauses, and context
• Improve the accuracy and relevance of the generated draft

The material selected here acts as input data for drafting.

2. Using Files From Your Library

Choose Files to select documents that already exist in your Lexlegis Library.

2.1 How File Selection Works

• Browse folders or search for documents
• Select one or more relevant files
• Lexlegis reads the selected files to extract usable information

2.2 What Files Are Typically Used

Common examples include:

• Previous agreements or contracts
• Related correspondence or notices
• Earlier drafts or executed documents
• Supporting legal or factual documents

2.3 Best Practices

• Select only documents directly related to the draft
• Avoid adding unrelated or excessive files
• Ensure documents are complete, accurate, and legible

Clear selection improves extraction quality.

3. Uploading Documents for Data Extraction

If the document or reference material you want to use is not already available in your Library, you can upload it directly at this step.

From this screen, you can:

• Upload one or more files to be used for data extraction
• Choose an existing folder where the files should be stored
• Add tags to help organise and reuse documents later

Once uploaded, the documents become immediately available for selection and are used by Lexlegis to extract facts, clauses, dates, and contextual information for drafting.

Important notes:

• You can upload files only into existing folders from this step
• Folder creation, renaming, or reorganisation is managed from the Library
• Uploaded documents follow the same extraction rules as files already stored in the Library

This allows you to continue drafting without leaving the workflow, while keeping document organisation centralised in the Library.

4. Using “Make Your Own” (Custom Reference Text)

Choose Make your own if you want to manually provide reference content instead of selecting files.

4.1 What Custom Reference Text Is Used For

This option is useful for:

• Pasting excerpts from emails, notes, or documents
• Providing factual background not stored as files
• Supplying specific language or references for drafting

4.2 How to Use It Effectively

• Paste clear and well-structured text
• Include only information relevant to the draft
• Avoid mixing multiple unrelated contexts

Lexlegis treats this text the same way it treats uploaded documents, as source material for extraction.

5. How Extracted Data Is Used

The information extracted from selected documents or text may be used to:

• Identify relevant clauses
• Reference facts, dates, or timelines
• Maintain consistency with existing language
• Align the draft with prior documents

Lexlegis does not modify the source documents themselves.

6. Changing or Updating Selections

Before proceeding, you can:

• Add or remove documents
• Switch between Files and Make your own
• Update reference material if requirements change

Once you move forward, Lexlegis uses the selected sources for drafting.

7. What Happens Next

After selecting documents or reference text for data extraction, the next steps are to define mandatory clauses and apply drafting standards.