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If you missed our recent CPS webinar on the newest Laserfiche AI features, you can now watch the full recording. Jamie Dunn and Terrence Srey walk through the practical ways local agencies are using AI to support capture, forms, routing and day to day operations. The session focuses on what works right now and shows real examples drawn from current CPS client projects.
You will also see an overview of the new features that have rolled out across Laserfiche Cloud.
If you have ever wondered how to expand your Laserfiche use beyond a digital filing cabinet or if you want a clearer picture of how AI can support your staff, this recording is a great place to start. It is practical, direct and created with local agency needs in mind.
What You Will Learn
This presentation explores the latest advancements in Laserfiche Cloud, focusing on how artificial intelligence and intelligent automation transform traditional content management into a streamlined, hands-off experience. The session demonstrates the enhanced Web Client interface, which offers improved search efficiencies and a highly customizable metadata display, allowing administrators to design layouts using a canvas-based tool.
A significant portion of the discussion centers on Laserfiche AI capabilities, specifically the Smart Chat and Document Summary features. These tools allow users to cross-reference repository content with official Laserfiche educational resources, generate concise document overviews, and query multiple files simultaneously to extract insights.
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The presentation also distinguishes between two primary automated capture paths:
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Capture Profiles: Best for standardized documents where data appears in consistent "zones" (e.g., job applications).
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Smart Fields: Ideal for varied documents (e.g., invoices) where AI identifies key information like vendor names and PO numbers regardless of their location on the page.
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Finally, the session covers Laserfiche Forms and Workflow, illustrating how these tools work in tandem to automate business processes such as vacation requests. These systems handle everything from initial data collection and email notifications to multi-stage approvals, final archival, and automatic document naming, ensuring full auditability and reducing manual administrative tasks.
FAQ
What is the difference between "Capture Profiles" and "Smart Fields"?
Answer:
Capture Profiles are used for standardized forms where information is always in the same place, utilizing predefined "zones" to extract data. Smart Fields use AI and natural language descriptions to find and extract data that might appear in different locations on various documents, such as different invoice formats from multiple vendors.
How does the "Smart Chat" feature assist users beyond just searching for documents?
Answer:
Smart Chat acts as an AI-driven assistant that can answer specific questions about the content of your documents. Additionally, it can cross-reference your internal files with Laserfiche’s vast library of educational and training resources to provide technical guidance on how to use the software.
Can Laserfiche AI evaluate more than one document at a time?
Answer:
Yes. Smart Chat is capable of evaluating and cross-referencing information across multiple documents (currently up to 20 files) simultaneously, whether they are selected from a folder view or search results.
What are "Dynamic Fields" and how do they improve data entry?
Answer:
Dynamic Fields link Laserfiche metadata templates to external tables or databases (like a student or client CRM). When a user enters a unique identifier, such as a Student ID, the system automatically pulls and populates the remaining fields—like name and date of birth—from the external source.
How does the system handle document naming and filing automatically?
Answer:
Through Laserfiche Workflow. Once a document is imported and its metadata is captured (via AI or manual entry), Workflow uses that metadata to rename the file according to company standards and route it to the correct folder path without any human intervention.
Is it possible to automate the "Extract Values" process for invoices?
Answer:
Yes. While users can manually click "Extract Values" in the document viewer, Laserfiche Workflow can be configured to run this AI extraction automatically as soon as a document lands in an "Incoming" folder.
How are approvers notified when a form (like a leave request) requires their attention?
Answer:
Approvers are notified through multiple channels: a notification bell within the Laserfiche interface and an automated email that contains a direct link to the specific task.
Is the AI trained on a client's specific repository data?
Answer:
No. The large language model (LLM) used by Laserfiche is primarily supported by Laserfiche’s own technical documentation and educational resources. It uses the client’s documents to answer questions and summarize content for that specific user, but it does not use that private data to train the global AI model.
