Glossary

Key terms used throughout Sentinel and this documentation.

Ambient intelligence — AI that watches a live or recorded session's transcript and surfaces leads (related documents, possible contradictions, follow‑ups) in real time. See Sessions & Transcription.

Bates number — a sequential identifier stamped on produced documents for unambiguous reference. Set via a prefix and padding when building a production.

Case — a litigation matter. See Matter.

Case files — firm‑authored work product (drafts, research, pleadings) kept distinct from discovered evidence in a matter.

Citation grounding / citation token — Emma may only reference a document via a citation token (e.g. [cite:c1]) that a tool actually returned; responses are verified against those tokens so fabricated references are blocked. See Emma.

Content pipeline — the multi‑stage ingestion process (parse → split → OCR/extract → embed → complete) every file goes through to become searchable. See Core Concepts.

Custodian — a person whose documents/communications are collected in discovery.

Data room — a matter's primary document repository. In Sentinel, the matter is its data room. See Data Rooms.

Deal — a transactional or real‑estate matter. See Matter.

Deal checklist — a template‑driven due‑diligence checklist that can auto‑complete as documents arrive. See Deal Checklists.

Diarization — labeling a transcript by speaker (who said what). See Sessions.

Embedding — a vector representation of content's meaning that powers semantic and visual search.

Emma — Sentinel's built‑in AI assistant. See Emma.

Enterprise data lake — an organization‑wide matter every tenant user can access.

Finding — a notebook entry (note, theory, legal issue, contradiction, etc.), optionally linked to supporting evidence. See Findings.

Guest (data‑room guest) — an external party invited to view a data room read‑only, without a tenant account.

Hybrid search — search combining keyword precision and semantic recall.

Matter — the top‑level container for a piece of work and everything related to it. A case (litigation), deal (transactional), or property transaction (real estate). See Matters, Cases & Deals.

Matter assignment — an admin granting a user access to a matter at an access level (full, read‑only, or limited).

MCP (Model Context Protocol) — the protocol Sentinel's AI connector speaks so external AI clients can use its tools. See API Reference.

OCR (optical character recognition) — recovering text from scanned PDFs and images during ingestion.

Personal data lake — a personal matter owned by a single user.

Practice mode — the per‑tenant setting (Litigation, Transactional, or Real Estate) that reshapes navigation and features. See Core Concepts.

Privilege log — a record of documents withheld or redacted on privilege grounds, with basis and status. See Productions & eDiscovery.

Production — a formal, Bates‑stamped set of documents handed to another party. See Productions & eDiscovery.

Request list (DRL) — a list of documents requested for a deal, tracked by party and due date. See Deal Checklists & Request Lists.

Semantic search — meaning‑based search using embeddings.

Session — a recorded deposition, interview, or meeting that Sentinel transcribes and analyzes. See Sessions.

Sentinel Sync — the service that monitors Microsoft 365 mailboxes and ingests their mail. See Integrations.

TAR / CAL — Technology‑Assisted Review / Continuous Active Learning; predictive coding for large review sets. See Document Review.

Tenant — a single customer organization on Sentinel, with isolated data.

Visual search — search over the visual content of images and scanned pages (signatures, diagrams, photos) via multimodal embeddings.

Zero Data Retention (ZDR) — a configuration where an AI provider doesn't retain submitted content after processing. See Security & Compliance.