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OCR for Legal Documents (Easiest Way in 2024)

In this article, we will show you how to use OCR for legal documents using the Lido app. Simply follow the steps below!

How to Use OCR for Legal Documents

To use OCR for legal documents, we will be using Lido, a spreadsheet tool designed to streamline and automate repetitive tasks. You can register for a free account here: https://www.lido.app/go/signup.

Step 1: Upload Your PDF to Google Drive

Log into your Google Drive account and upload the PDF of the legal document by selecting "New" then "File upload." This step ensures that Lido can access your file online.

ocr legal documents

Step 2: Create a New Lido Spreadsheet

Access your Lido account, navigate to the Files page, and click on "New file" to create a new spreadsheet. This spreadsheet will organize the data extracted from your legal document.

Step 3: Add a New Worksheet

In your Lido spreadsheet, click the plus (+) icon at the top left corner to add a new worksheet.

Step 4: Enter the IMPORTPDF Formula

In cell A1 of the new worksheet, type "=IMPORTPDF(" without quotation marks.

Step 5: Connect Your Google Account

Click the "Add Credential" button then "Connect to Google Drive" and follow the prompts to link your Google account where the PDF is stored. This allows Lido to access your file. Ensure all setup steps are completed.

Step 6: Open the File Selector

After linking your Google account, press the comma key for the next argument in the formula, then click "Select a file" to open the file dialog.

Step 7: Link the PDF in Google Drive

Navigate through your Google Drive in the file selector and select the legal document PDF you uploaded. This action links the PDF directly to the IMPORTPDF formula

Step 8: Complete the IMPORTPDF Formula

Finish the formula by typing ",Sheet1!B2)" to specify the placement of extracted data, starting at cell B2 in Sheet1. Press ENTER to apply the formula.

Step 9: Run the IMPORTPDF Formula

Right-click on cell A1 after entering the formula and choose "Run action" from the context menu.

Step 10: Review the Extracted Data

Once the formula is executed, go to Sheet1 to examine the extracted data. Confirm that all information is accurately and correctly represented in the spreadsheet.

We hope that you now know how to use OCR for legal documents.