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Libraries in Epiq AI are curated lists of known entities (attorneys and domains) that give workflow components a head start on entity identification and classification. Prerequisite: Compile lists of known attorneys and relevant domains (law firms, client organizations, opposing parties) for the matter in CSV or XLSX format. To create a library, complete the following procedure.
  1. In the Project space menu, select Libraries.
  2. Click Create a library and select the type:
    • Person
    • Organization
    • Prompt
  3. Enter a Name and Description, then click Save.
  4. On the Libraries page, select the new library.
  5. Select Import data.
  6. Select your upload type:
    • Append
    • Overlay
  7. Click to upload your list (CSV or XLSX format).
    • Download a library template here, if needed.
  8. Click Save.