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Before you run a workflow, you need to prepare your dataset and libraries. Completing these steps helps improve classification accuracy and reduces cleanup work later in the process. Prerequisite: Make sure you have access to your document set, attorney lists, and any matter-specific information you need to customize your instructions. To prepare for a workflow, complete the following procedure.
  1. Clean your dataset.
    • Remove duplicate documents from the dataset before importing.
    • Verify that all documents load completely.
    • Confirm that required metadata fields are present and accurate.
  2. Prepare your Libraries.
    • Upload the list of known attorneys to the appropriate library.
    • Add domain lists for key organizations involved in the matter.
    • Update the lists as new entities or domains are discovered during review.
Once preparation is complete, you can configure and run your workflow.