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Knowledge BaseSending a Document Bundle to Your AI Paralegal
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Sending a Document Bundle to Your AI Paralegal

  • Sep 15, 2026
  • Knowledge

How To
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Learn how to send a document bundle to your AI Paralegal, review how the bundle has been split into individual documents and submit it for naming and filing.

A bundle is a single PDF containing several documents, such as disclosure received from the other party. Your AI Paralegal identifies where each document starts and ends, then shows you the proposed split so you can confirm it before any naming or filing takes place.

 
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AI Paralegal is only available to firms that have signed up for it. If you would like to see a demo, please send us a demo request.

Send a Bundle from Your Matter

 

  1. Open your matter.

    Make sure you're on the Details & Correspondence tab.

  2. Locate the bundle in the correspondence list.

  3. Right-click the bundle and select Send to your AI Paralegal.

    The AI Paralegal window opens on the AI Upload screen.

  4. Under Where did this document come from?, select either Our Client or The Other Party.

  5. Tick These documents include bundles that need to be split into individual documents.

    The documents you have sent are listed below the checkbox.

  6. Tick to select the bundle you want split.

     
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    You can select up to 10 bundles at a time. A confirmation line below the list shows how many bundles are selected.

  7. Click Send.

You will be directed to the Review work screen, where the bundle will appear under In Progress while your AI Paralegal analyses it.

Review How the Bundle Has Been Split

 

  1. Open your matter.

    Make sure you're on the Details & Correspondence tab. 

  2. Click the AI Paralegal icon from your LEAP Ribbon.

    The AI Paralegal window will open.

  3. Select Review Work from the tabs on the left.

  4. Select the Naming and filing task awaiting your input.

    The Bundle Review screen opens, showing the total number of pages and the number of documents identified.

  5. Review each proposed document.

    Documents your AI Paralegal is less certain about are marked Review Recommended.

  6. Hover over a page to see a larger preview.

  7. Adjust the split where needed:

    SplitHover between two pages and click the split icon to start a new document at that page.
    MergeHover between two documents and click the merge icon to combine them into one.
    DeleteHover over a page and click the delete icon to remove it from the bundle.

     

     
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    The document names shown on this screen are previews to help you verify the split. Your AI Paralegal assigns the final names in the next step, using your firm's naming preferences.

Submit the Bundle for Naming and Filing

 

  1. Once you are satisfied with the documents in the bundle, click Confirm & Submit.

    The button shows the number of documents being submitted.

  2. Your AI Paralegal begins naming, filing and indexing the documents and saves them to your matter.

    You can close this window. Your AI Paralegal continues working in the background.

Last Modified Date
15/09/2026 9:06 AM
Title
Sending a Document Bundle to Your AI Paralegal
URL Name
Sending-a-Document-Bundle-to-Your-AI-Paralegal-AU

Resolution
AI Paralegal
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Sending a Document Bundle to Your AI Paralegal | LEAP Community