video1.0<iframe src="https://www.loom.com/embed/1ee1132f324a480fa009d6b25465695f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/1ee1132f324a480fa009d6b25465695f-cad08ac32b0233ee.gif114.1This Loom explains how to set up AI compliance policies for Safari’s Serve Document Manager and standard matters. It notes that Safari has AI turned off by default and the company owner must enable AI in system setup under intake, where Safari keeps an audit history of who enabled AI and when. The setup includes required document identification and classification, optional human review rules for splits or non-served documents, and AI data extraction within a matter by chosen types and subtypes with defined review statuses. It also covers verifying AI extraction by viewing the source PDF, then checking Extracted AI Data Reviewed and saving, and describes how SERV document manager can split, classify, route, and allow review and correction of document boundaries and classifications.