Discover how to use the AI features in UpLink, the AI-powered PBC portal.
Prerequisites
UpLink - AI-powered PBC
Video tutorial
What the video covers
The video walks through UpLink's AI capabilities, showing how Magic Find, AI Queries, and automatic document summaries help you find and review information across client-provided documents.
Magic Find
Type a question into the search bar, and UpLink retrieves ranked answers based on client-provided documents.
Eliminate the need to manually sift through files, saving time and effort.
Get precise insights by analyzing existing engagement data.
AI Queries
Set up AI Queries during engagement creation manually or via an Excel template.
Queries automatically run in the background as documents are submitted.
Answers are ready for review as soon as files are uploaded, speeding up validation.
Simply type in ad hoc queries in the document panel and apply them across multiple documents within a request.
Automatic Document Summaries
Automatically generated AI summaries help assess long, text-heavy documents quickly.
You can see a high-level overview of document content before deeper analysis.
It is available for all documents marked In Review, offering instant pre-validation.