AI-Powered Information Management
From input to insight, Therefore™ brings your information to life.
AI-powered information management
Select a capability to see how Therefore™ supports an end-to-end approach to AI-enabled information management.
Important information can be buried in contracts, reports, policies, correspondence, and other lengthy documents.
AI Document Assistant helps users get to the information that matters without reading every page.
Ask questions in natural language, request a summary, clarify complex information, translate content, or compare documents directly while working in Therefore™.
Turn documents into conversations
AI Document Assistant is available directly in the Therefore™ Viewer and Web Client for enabled categories.
Scenario: A procurement manager receives a lengthy supplier contract and needs to understand renewal terms, termination conditions, and supplier obligations before approving it.
How Therefore™ helps: The manager asks AI Document Assistant targeted questions about the contract and can follow up on specific clauses without manually searching through every page.
Benefits:
Scenario: A procurement manager receives a lengthy supplier contract and needs to understand renewal terms, termination conditions, and supplier obligations before approving it.
How Therefore™ helps: The manager asks AI Document Assistant targeted questions about the contract and can follow up on specific clauses without manually searching through every page.
Benefits:
Scenario: A customer service representative needs to understand an existing case where information is spread across correspondence, agreements, forms, and supporting documents.
How Therefore™ helps: Relevant files can be brought into the conversation so AI Document Assistant can summarize the case, identify what has already been agreed, and surface information relevant to the customer’s request.
Benefits:
Scenario: An employee needs to know how to handle a particular situation, but the answer is buried in a lengthy policy or procedure.
How Therefore™ helps: The employee asks AI Document Assistant practical questions about the policy, such as which steps to follow, what approvals are required, or whether exceptions apply.
Benefits:
Information is more valuable when you can find and use it easily.
The Therefore™ Copilot Connector makes selected content stored in Therefore™ available through Microsoft Copilot, helping users discover information and gain insights using natural language.
Bring your Therefore™ information into Microsoft Copilot
Administrators select which Therefore™ categories are connected to Microsoft Copilot.
Scenario: An HR team has accumulated CVs, cover letters, interview notes, and other documents while recruiting for a new position.
How Therefore™ helps: Recruiters use Copilot to work with recruiting information stored in Therefore™, for example summarizing a candidate’s experience or locating relevant information across candidate documents.
Benefits:
Scenario: An HR team has accumulated CVs, cover letters, interview notes, and other documents while recruiting for a new position.
How Therefore™ helps: Recruiters use Copilot to work with recruiting information stored in Therefore™, for example summarizing a candidate’s experience or locating relevant information across candidate documents.
Benefits:
Scenario: A long-running project contains hundreds of plans, reports, specifications, correspondence, and meeting documents.
How Therefore™ helps: Users can ask Copilot questions about connected project information in Therefore™, summarize relevant content, and explore a topic without manually opening files one by one.
Benefits:
Scenario: An employee needs an answer about an internal policy, SOP, or procedure but does not know which document contains it.
How Therefore™ helps: Instead of manually navigating the repository, the employee can use Copilot to ask questions against the relevant connected Therefore™ content.
Benefits:
Manual invoice indexing takes time and introduces unnecessary effort and errors.
Therefore™ Smart Capture uses AI to extract invoice data so information can move into your business processes faster.
Turn invoices into business-ready information
Save invoices to a designated Therefore™ category and workflow to trigger Smart Capture.
Scenario: An accounts payable team receives hundreds or thousands of invoices and employees spend significant time entering invoice information manually.
How Therefore™ helps: Smart Capture extracts invoice information automatically and makes the captured data available for validation and subsequent workflow processing.
Benefits:
Scenario: An accounts payable team receives hundreds or thousands of invoices and employees spend significant time entering invoice information manually.
How Therefore™ helps: Smart Capture extracts invoice information automatically and makes the captured data available for validation and subsequent workflow processing.
Benefits:
Scenario: A business receives invoices from a large supplier base, with different layouts and formats that make manual processing time-consuming.
How Therefore™ helps: Smart Capture extracts the required information and learns from the organization’s documents and user corrections, improving its understanding of specific supplier formats over time.
Benefits:
Scenario: Invoice approvals are delayed because information first needs to be manually entered before the approval process can begin.
How Therefore™ helps: Smart Capture extracts invoice data as part of a Therefore™ workflow, allowing validated information to continue directly into subsequent processing and approval steps.
Benefits:
When large volumes of documents arrive from email, scans, uploads, or other channels, simply determining what each document is can create significant manual work.
Therefore™ Document Classification uses Microsoft Azure Document Intelligence to recognize document types and help route them into the right Therefore™ categories and processes.
Let AI decide where documents belong
A classifier is trained using representative documents from the categories it needs to recognize.
Scenario: A central inbox receives invoices, contracts, purchase orders, correspondence, and other documents that employees must manually identify and file.
How Therefore™ helps: Documents enter a classification workflow where their type is recognized and they are automatically routed to the appropriate Therefore™ category.
Benefits:
Scenario: A central inbox receives invoices, contracts, purchase orders, correspondence, and other documents that employees must manually identify and file.
How Therefore™ helps: Documents enter a classification workflow where their type is recognized and they are automatically routed to the appropriate Therefore™ category.
Benefits:
Scenario: A back-office team scans batches containing several different document types and employees must separate and organize them afterward.
How Therefore™ helps: Document Classification identifies configured document types so the workflow can send each recognized document to its appropriate destination.
Benefits:
Scenario: An organization receives a mixed stream of business documents, but only invoices should be sent for invoice data extraction.
How Therefore™ helps: Document Classification first identifies which documents are invoices and routes them appropriately. Those invoices can then continue through a separate Smart Capture workflow for data extraction.
Benefits:
Every organization has different AI requirements.
With REST API-based integrations, Therefore™ gives you the flexibility to connect compatible external AI services to your business processes instead of limiting you to a single predefined AI solution.
REST provides the integration mechanism, so you can build AI-enabled processes around the provider and model that fit your requirements.
Bring the AI you choose into your Therefore™ workflows
Configure REST calls in a Therefore™ workflow to interact with your AI provider of choice.
Scenario: A customer service team receives large numbers of written requests and employees need to determine which team should handle each one and which requests require urgent attention.
How Therefore™ helps: A workflow sends the relevant request content to a compatible external AI service. Its response can provide information such as a suggested request type or priority that the workflow uses to support routing and review.
Benefits:
Scenario: A customer service team receives large numbers of written requests and employees need to determine which team should handle each one and which requests require urgent attention.
How Therefore™ helps: A workflow sends the relevant request content to a compatible external AI service. Its response can provide information such as a suggested request type or priority that the workflow uses to support routing and review.
Benefits:
Scenario: Managers approving lengthy submissions need to understand the essential information before making a decision.
How Therefore™ helps: Before the approval step, a Therefore™ workflow can send appropriate content to an external AI service and make the resulting summary available to support the review.
Benefits:
Scenario: Incoming documents contain useful information that could improve downstream automation, but the required insight is not available as structured metadata.
How Therefore™ helps: A workflow passes relevant content to an external AI service and uses the returned response to enrich the information available to subsequent workflow steps.
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