AI Frequently Asked Questions
General Questions What is AppColl's AI Use Policy? You have control over the AppColl data that is processed by AI Features. Your data remains within AppColl’s secure environment, and we do not sell your data to third parties or use your data for LLM training. All AI processing is done entirely in the US, and external models are run with a zero dat...
USPTO 892 Form Processing
This feature is available in AppColl PM Plus and Corporate accounts. Account administrators can enable or disable 892 form processing in the AI Processing tab on the Settings page. AppColl automatically processes USPTO 892 forms (List of References Cited By Examiner). When an 892 form is received, AppColl scans it using an AI model, extracts all of ...
AI Forecasting
To use AI Forecasting feature, it must be enabled by an Account Administrator on the AI Processing tab of the Settings page. AppColl can use your existing fee and expense billing information to build an AI model that can predict future fees and expenses. Law firms can predict future income and corporations can predict costs by month, quarter or year...
AI Overview
AppColl now offers the creation of Office Action responses once we receive the Office Action from the PTO. The entire process is automated from the time the Office Action is receive until the response is automatically added to AppColl. Receiving the Office Action Using the existing functionality for receiving e-Office Action emails, we retrieve th...
AI Form Fields
The AI Form Fields page is used to configure AI functionality within AppColl. When activated, a form field will be used as a template to create AI prompts, which will be sent to the selected AI service. The prompt result can be used anywhere that normal form fields can be used. Some examples include task type files, form letters, and email notificat...
Using Form Letters and Task Notifications with e-Office Actions
You may wish to have form letters or task notifications generated as the result of receiving an e-Office action. This is normally done by setting up Files and Notifications in the Task Type details page. Normally files/form letters or notifications would be populated and created when the task is initially generated. However, for tasks triggered b...
Enable AI Features
Note: To enable AI Features you must be an account admin. Hover over the Settings icon and select Settings from the dropdown options. Click the AI Processing tab. There are three available options for AI features in AppColl. You can enable an individual option, two of the options, or all of the options, in any order as you choose. Select the Ena...
Prevent the Use of AI for a Specific Client
You may have a specific client for which you wish to prevent the use of AI. To do so, follow the instructions below. Go to the Contacts module. Locate the Client record you wish to disable and select. Scroll down to locate the Prevent all AI functionality for this client's matters and tasks checkbox and select. Click the Save button. ...