AI Wish List

[april_appcoll]

This post is a current working wish list of features to be included in AppColl AI with future releases.

General

• Could AppColl auto-retrieve necessary docs without having to store them in the Files/IDS module or allow users to browse to a local copy of a document to add to context without adding it to the Files module? This would also allow for data to be pulled from external only databases, such as Office 365 or Google Docs.
• Could AppColl AI features also be applied to invoice generation. For example, a fixed-fee client who pays X dollars for each OA response. This would be in place of manually generating the invoice for each response as it is highly repetitive

AI Forecasting

• Be able to filter by attorney
• Forecast of employee workload based on future predicted tasks
• Generate forecast of predicted number of Office Actions, number of applications filed, etc.

892 Processing

• Have AI review references that come in after issue fee payment to see if they are cumulative
• Improve foreign abstract download to automatically translate to English for foreign language references cited
• Make it possible to only include the office actions in the notification emails, instead of the office action, any 892(s), and any of the ref(s).

AI Form Fields

• Could this feature be more interactive to fine tune a response?

[KristaJ3145]

After spending some time on invoicing yesterday, some AI help in the billing modules would be great. For example, AI could check that both task and activity codes have been selected for fee entries, and that they are consistent with the matter (e.g., domestic, international, stage) and the description of the work done. It could also check that the task code used is on a particular client's list of approved codes. (For example, I have some clients that will accept PA430, and others that will not, and I am constantly getting this wrong, which I only find out when I am uploading the invoice to the client's system, at which point it's much more of a PITA to fix.) It could also detect that something that is actually an expense was accidentally coded as fee (which I seem to have a knack for doing).