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Summarize Documents

Learn how to summarize documents with Vincent. Our AI document summary tool can quickly generate summaries of one or more legal documents to save you time.

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Summary

Learn how to Summarize Documents with Vincent. Our AI document summary tool can quickly generate concise and accurate summaries of one or more legal documents, allowing you to grasp the key points in a fraction of the time.

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Why This is Important

Legal professionals are constantly faced with long, dense documents. The Summarize Documents workflow is a powerful productivity tool that automates the process of creating a summary. This allows you to rapidly understand the essence of a document, determine its relevance, and extract the most critical information without having to read every word.

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Step-by-Step Guide

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Step 1: Start the Workflow and Upload Your Documents

To begin, select Summarize Documents from the list of workflows on the Vincent landing page. You can then upload one or more documents that you wish to summarize.

Select 'Summarize Documents' and upload your file(s).
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Supported File Formats: Vincent supports a wide range of file formats, including common document types (Word, PDF, TXT), emails (EML, MSG), spreadsheets (XLSX, CSV), presentations (PPTX), and more.

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Step 2: Review the Generated Summary

Once your documents are uploaded, Vincent will read them and automatically generate a summary. If you upload multiple documents, Vincent will provide:

  • A separate summary for each individual document.

  • An overview summary at the bottom of the page that synthesizes the key points from all the documents combined.

Vincent provides a summary for each document and a final overview.
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Our "Trust but Verify" Philosophy in Action

Vincent is engineered to provide answers you can depend on. Our Enhanced References feature is designed to make verification fast and simple.

  • Hover to Preview: As you read, hover your mouse over any blue highlighted text or reference icon. A Source Popover will appear, showing you the exact quote from the source document and the page number.

  • Click to Deep-Dive: Click the icon to open the source document directly in the Document Viewer side-by-side with your conversation. Vincent will automatically scroll to and highlight the exact referenced text.

  • Works Across All Your Files: This powerful verification system works seamlessly across a wide range of formats, including Word, PDF, and text documents, emails (EML, MSG), and even transcripts generated from audio (MP3) and video (MP4, MKV) files.

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Step 3: Interact with and Export Your Summary

After the initial summary is generated, you can continue your analysis.

  • Run Follow-Up Workflows: Vincent will suggest other relevant workflows you can run on the same documents.

  • Ask for a Different Summary: Use the chat box at the bottom to ask for a more specific summary (e.g., "Summarize the key arguments in this document into one paragraph").

  • Copy Results: Use the copy icon at the top right of any summary to copy the text for use in your work product.

Continue your analysis or copy the summary.

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Best Practices & Pro Tips

  • Summarize Multiple Documents: This workflow is especially powerful when you upload multiple related documents at once. The overview summary is a great way to quickly understand the collective theme of a set of files.

  • Refine Your Summary: Don't hesitate to use the chat box to ask for a different kind of summary. You can ask for a shorter version, a longer version, or a summary focused on a specific aspect of the document.

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