Auto-Process Pipeline
The Auto-Process pipeline takes your audio file and produces a proofread transcript draft automatically. For Legal projects with a DOCX template, it also applies template structure and court formatting — giving you a court-ready draft in one step.
What Auto-Process Does
Auto-Process runs different steps depending on your project type:
General Projects
- Transcription — AI converts your audio to text with speaker identification
- Proofreading — AI reviews grammar, punctuation, and common transcription errors
Legal Projects (with a template)
- Transcription — AI converts your audio to text with speaker identification
- Proofreading — AI reviews grammar, punctuation, and common transcription errors
- Template injection — Your transcript is placed into your DOCX template at the
{{TRANSCRIPT}}placeholder - Section formatting — AI applies court reporting formatting rules section by section
When it finishes, you open the editor and see a draft with all AI changes tracked — ready for your review.
Prerequisites
| Project type | Requirements |
|---|---|
| General | Audio file uploaded and transcription complete |
| Legal | Audio file uploaded, transcription complete, and a DOCX template selected |
Auto-Process for Legal projects requires a DOCX template. If no template is selected, the Auto-Process button will be grayed out. See Uploading Your Own DOCX Template, or choose a built-in template (Standard Deposition or Court Hearing).
Step-by-Step Walkthrough
Create a Legal Project
- From the dashboard, click New Project
- Select Legal as the project type
- Enter a project title (e.g., "Smith v. Jones - Vol. 1")
- Fill in optional details: case number, date, witness names
Upload Your Audio
Drag and drop your audio file or click to browse. Supported formats: MP3, WAV, M4A, FLAC, WebM, OGG — up to 4 hours in length.
Attach a Source Document (Optional but Recommended)
If you have a DOCX from your scopist software or a previous draft:
- In the project wizard, look for the Source Document step
- Upload your DOCX file
The source document is used as context to improve proofreading accuracy — speaker names, legal terminology, and case-specific language are recognized more reliably.
Select a Template
Choose your DOCX template:
- Standard Deposition — Q/A format with witness examination
- Court Hearing — Multi-party proceedings
- Your custom template — If you've uploaded one in Settings
Run Auto-Process
On the project review screen, click Run Auto-Process.
You'll see a progress indicator as each stage completes:
- Transcribing...
- Proofreading...
- Formatting...
- Done
Processing time for a 2-hour deposition is typically 8–15 minutes.
Review in the Editor
Once Auto-Process completes, click Edit to open the transcript.
All AI changes are shown as Track Changes — green for insertions, red strikethrough for deletions. Review each section and accept or reject changes as needed.
What to Expect in the Editor
After Auto-Process:
- The transcript is structured with your template sections (cover, appearances, proceedings, certification)
- Speaker labels follow legal format (
MR. SMITH:,THE COURT:, etc.) - Q/A indentation is applied to examination sections
- Examination headers (
EXAMINATION,CROSS-EXAMINATION) are in place - Placeholders (
{{CASE_NAME}},{{DATE}}, etc.) are filled with your project details
Auto-Process produces a starting point, not a finished transcript. AI accuracy is typically 85–95% depending on audio quality. Always review the full document before delivering to clients.
Auto-Process vs Manual Workflow
| Auto-Process | Manual | |
|---|---|---|
| Best for | Clean audio, straightforward proceedings | Difficult audio, non-standard formatting |
| Setup time | ~2 minutes | ~2 minutes |
| Processing time | 8–15 min/2hr audio | 2–3 min (transcription only) |
| Output (General) | Proofread draft ready to edit | Raw transcript ready to edit |
| Output (Legal + template) | Fully formatted draft | Raw transcript ready to edit |
| Your review | Accept/reject AI changes | Edit from scratch with audio |
Stopping or Re-Running
- Stop mid-process: Click the Stop button on the progress screen. The pipeline halts after the current stage.
- Re-run: If the output isn't satisfactory, you can re-run Auto-Process from Project Settings. This creates a fresh transcript and replaces the current one.
Re-running Auto-Process overwrites the current transcript. Export or rename your current version first if you want to keep it.
Troubleshooting
Auto-Process Button is Grayed Out
Check that:
- Project type is Legal
- An audio file is uploaded
- A template is selected in Project Settings
Missing Template Sections
If the cover page or certification is missing in your export:
- Confirm your template DOCX has those sections
- Check that section headings are recognizable (see Template Section Detection)
- The
{{TRANSCRIPT}}placeholder must be present in the proceedings section
Formatting Looks Wrong
Auto-Process applies AI formatting which may not be perfect:
- Open the editor and use Track Changes to review formatting decisions
- Reject incorrect changes and fix manually
- Use the AI Format tool on individual sections for targeted corrections