AI Legal Document Classification & Routing- SharePoint to SFTP

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Workflow Name:

Legal Document Classification & Routing via AI
Purpose:

Automatically read; classify; and route documents from SharePoint to SFTP
Benefit:

Ensures accurate document classification with zero data loss; seamless routing
Who Uses It:

Legal teams; Compliance officers; IT & Data engineers
System Type:

Workflow Automation; File Routing
On-Premise Supported:

Yes
Supported Protocols:

HTTPS; REST; SFTP
Industry:

Legal; Compliance; AI; Data Processing
Outcome:

80% faster; 100% accurate classifications and routing
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Description

Problem Before:

Manual document handling caused errors and delays
Solution Overview:

Intelligent AI reads SharePoint docs; classifies; and routes to SFTP
Key Features:

Supports all document formats; auto-classification; auto-routing
Business Impact:

Reduce manual handling time by 80%; ensure 100% document integrity
Productivity Gain:

3x faster document processing per employee
Cost Savings:

Up to 60% reduction in manual labor costs
Security & Compliance:

Full regulatory adherence

AI Legal Document Classification & Routing

Streamline the processing of legal documents by automatically extracting, interpreting, and classifying files from SharePoint. This AI-powered workflow ensures that every document is routed to the correct SFTP destination without any loss of data, reducing manual effort and human error.

Intelligent Document Parsing & Routing

The system intelligently reads and understands each document, regardless of format. It classifies content based on predefined rules or AI analysis and routes files to the appropriate folders in the SFTP destination, ensuring faster processing, compliance, and seamless document management.

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Outcome & Benefits

Time Savings:

70% faster workflows
Cost Reduction:

$40K/year saved
Accuracy:

100% document integrity
Productivity:

3x documents per employee

Industry & Function

Function:

Legal AI; Document Automation; Workflow Routing
System Type:

Workflow Automation; File Routing
Industry:

Legal; Compliance; AI; Data Processing

Functional Details

Use Case Type:

Legal Document Classification & Routing
Source Object:

SharePoint documents
Target Object:

SFTP folder structure
Scheduling:

Real-time / Event-triggered
Primary Users:

Data engineers; Legal AI developers
KPI Improved:

Time saved; routing accuracy; zero data loss
AI/ML Step:

Vectorization; semantic search; classification
Scalability Tier:

Enterprise-ready; high concurrency

Technical Details

Source Type:

API / Event Stream
Source Name:

SharePoint
API Endpoint URL:

https://api.ezintegrations.com/v1/legal-doc-classification-sharepoint
HTTP Method:

POST
Auth Type:

OAuth 2.0
Rate Limit:

1000 req/min
Pagination:

Cursor-based
Schema/Objects:

Document metadata; Classification labels; Routing info
Transformation Ops:

Map; Filter; Normalize
Error Handling:

Retry + Alerting
Orchestration Trigger:

Event-driven
Batch Size:

100 documents
Parallelism:

5 threads
Target Type:

Database / File Store
Target Name:

SFTP Destination
Target Method:

Upsert / Move Files
Ack Handling:

Confirmed on insert
Throughput:

500 docs/min
Latency:

~2 sec/doc
Logging/Monitoring:

Cloud logs + Dashboard

Connectivity & Deployment

On-Premise Supported:

Yes
Supported Protocols:

HTTPS; REST; SFTP
Cloud Support:

AWS; Azure; GCP
Security & Compliance:

Full regulatory adherence

FAQ

1. What is the goal of AI Legal Document Classification?

The primary goal is to automatically classify and route legal documents from SharePoint to SFTP, reducing manual effort and ensuring accurate organization.

2. How does the system handle different document formats?

The AI integration reads and interprets content from any document format, ensuring no data loss and accurate classification.

3. Can documents be routed in real-time?

Yes. The system supports real-time routing to SFTP folders as soon as documents are processed, improving workflow efficiency.

4. What happens if a document cannot be classified?

Documents that cannot be classified are flagged for manual review, and alerts notify users to ensure no file is lost or misrouted.

5. Does this system support bulk document processing?

Yes. The AI system can handle large batches of legal documents efficiently while maintaining accuracy and speed.

6. What are the main benefits of AI Legal Document Classification?

The integration improves efficiency, reduces errors, ensures timely document routing, and frees up resources for higher-value tasks.

Case Study

Customer Name:

Global Legal Firm
Problem:

Manual document handling led to errors and delays
Solution:

Automated AI classification and SFTP routing
ROI:

3 FTEs redeployed; 2?month payback
Industry:

Legal; Compliance; AI; Data Processing
Outcome:

80% faster; 100% accurate classifications and routing

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