Classifying 40,000 legal documents with AI.
Automated classification with 99.2% accuracy and entity-level search. Search time dropped from 4–6 hours to under 30 seconds.
The Challenge
This mid-market private credit lender had accumulated 40,000+ legal documents across their portfolio — loan agreements, amendments, intercreditor agreements, and UCC filings. Finding a specific clause or entity reference meant hours of manual search across document management systems.
Legal counsel was spending more time searching than advising.
The Solution
We deployed Document Intelligence for legal document classification:
- Automated classification of 40,000+ documents with 99.2% accuracy
- Entity-level search across the entire corpus
- Semantic retrieval that understands document context, not just keywords
- Self-hostable on client infrastructure for data security compliance
The Results
- 1,200+ counsel hours saved in the first year
- 99.2% classification accuracy across 40,000 documents
- Search time dropped from 4–6 hours to under 30 seconds
- Entity-level search enables cross-reference analysis that was previously impossible
Who This Applies To
Private credit lenders with large document portfolios (5,000+ documents) where legal and compliance teams spend significant time on document retrieval. Especially relevant for firms with complex multi-tranche structures.
“Our outside counsel was billing us for document searches that now take 30 seconds. We saved over 1,200 hours in the first year alone.”
— General Counsel, Private Credit Fund
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