Digital Transformation Insights

5 min read

Unlocking Operational Efficiency with Smart Fields: The Future of Document Processing Is Here

Apr 17, 2025 1:01:42 PM

Introduction

In today’s fast-paced, efficiency-driven world, operations teams are under more pressure than ever. Whether it’s processing thousands of vendor invoices, managing student records, handling loan documents, or onboarding new clients, the expectation is the same: move faster, do more, and deliver exceptional results — all with fewer resources.

Meet Smart Fields — Laserfiche’s newest innovation powered by generative AI. It’s not just another feature. It’s a smarter, faster, and more flexible way to unlock data from your documents — no matter what form they take.


The Real-World Problem: Documents Are Inconsistent, But Your Workflows Can’t Be

Every organization, from government agencies and financial institutions to schools and manufacturers, deals with document chaos. PDFs come from various sources — vendors, clients, internal teams — and they rarely follow the same format. Tables are structured differently. Handwriting may be involved. Layouts shift over time.

Historically, extracting data from this variety of documents has been a massive operational challenge. To automate even part of the process, teams needed to:

  • Build and maintain a large set of metadata templates

  • Configure capture profiles and zones

  • Train the system to recognize specific document types

  • Rely on staff for ongoing template updates as layouts change

It’s time-consuming, costly, and fragile — and worst of all, it prevents your team from focusing on strategic, revenue-generating work.


Enter Smart Fields: A Radical Rethink of How You Work with Documents

Smart Fields is a generative AI-powered document processing tool that allows you to extract exactly the data you need from any document — using just natural language.

There’s no training phase. No complex template-building. No hours spent configuring zones. You simply type what you want to extract — and Smart Fields does the rest.

Here’s how it works:
✅ Say, “Extract the invoice number, date, and total amount from this document” — and Smart Fields gets it.
✅ Need to capture table data, multiple line items, or handwritten fields? It can handle that too.
✅ Want to reuse that same logic across thousands of documents — even with inconsistent layouts? Done.

It’s built to be flexible, scalable, and incredibly easy to use.


Real Results for Real Teams

Operations leaders are already seeing the difference Smart Fields can make:

Fewer Clicks, Less Frustration: Reusable Smart Fields eliminate dozens — sometimes hundreds — of manual steps in everyday document tasks.

Reduced Setup & Maintenance Costs: By removing the need for custom templates and capture profiles, Smart Fields dramatically cuts down setup time and ongoing upkeep.

Accelerated Time-to-Value: With out-of-the-box functionality and natural language configuration, teams can get up and running in hours — not weeks.

Powerful Data Extraction: Capture structured or unstructured data, including multi-value fields, line-item tables, or handwritten notes — without custom coding.


Designed for Any Industry, Any Workflow

One of Smart Fields’ greatest strengths is its versatility. Whether you’re working in:

  • Financial services — processing mortgage packets, insurance claims, or client onboarding documents

  • Government — managing citizen records, applications, or public-facing forms

  • Higher education — handling admissions paperwork, transcripts, or financial aid docs

  • Manufacturing — processing purchase orders, vendor agreements, or safety inspections

Smart Fields can seamlessly adapt to the way you work — no matter how your documents look.


Built on the Laserfiche AI Roadmap

Smart Fields is part of the broader Laserfiche AI strategy: to enable automation at scale and supercharge human productivity through intuitive, intelligent tools.

We’ve built Smart Fields with privacy and security in mind, leveraging enterprise-grade infrastructure through OpenAI’s SOC 2–certified API and a rights-based framework. That means your data is never used to train external models, and your organization retains full control.

This is automation you can trust — and innovation that’s ready to deploy today.


FAQs

What are Smart Fields, and how do they work? Smart Fields is an intelligent document processing feature powered by generative AI. It allows you to extract specific metadata or content from any document using simple natural language instructions — no templates, capture profiles, or training needed.

What types of documents can Smart Fields process? Smart Fields can process a wide variety of documents, even those with inconsistent layouts, complex tables, line items, or handwritten fields. It's designed to adapt across different formats, vendors, and time periods — making it ideal for high-volume, diverse document environments.

Do I need to build templates or capture profiles to use Smart Fields? No. That’s one of the major advantages of Smart Fields. You simply type what you want to extract — such as “pull the invoice number, total amount, and due date” — and Smart Fields will intelligently locate and extract that data. It drastically reduces the need for setup or maintenance.

How is Smart Fields different from legacy capture solutions? Traditional solutions often rely on rigid rules, templates, and manual training for each document type. Smart Fields uses natural language and AI to dynamically extract data, requiring far less setup and offering much greater flexibility and scalability.

 


📅 Ready to see it live?
Book a personalized walkthrough with our team and discover how Smart Fields can transform the way your organization works with documents.


 

Smarter documents. Stronger operations. That’s the Laserfiche way.

 

Nirav Doshi
Written by Nirav Doshi

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