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

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