# Closing Checklist & Disclosure Packet for Litigation Paralegals

> AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of.

- **Role:** [Litigation Paralegal](https://calish.com/workflows/for/litigation-paralegal/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Civil Litigation](https://calish.com/workflows/specialty/civil-litigation/)
- **Action:** Closing Checklist & Disclosure Packet
- **Canonical URL:** https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-litigation-paralegal/

## The Problem

Every Civil Litigation deal closing runs on a 60-item checklist spread across Relativity, email, and the title company — and a single missing disclosure can blow up the close.

## What We Build

AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of.

## Tools & Integrations

- Relativity
- Clio Manage
- NetDocuments
- Google Drive

## How It Works

1. **Discovery call.** We map your current closing checklist & disclosure packet process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Relativity](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-litigation-paralegal-with-relativity/) — Closing Checklist & Disclosure Packet built natively in Relativity
- [Clio Manage](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-litigation-paralegal-with-clio-manage/) — Closing Checklist & Disclosure Packet built natively in Clio Manage
- [NetDocuments](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-litigation-paralegal-with-netdocuments/) — Closing Checklist & Disclosure Packet built natively in NetDocuments

## Related Workflows

- [Deposition Summary Generation for Litigation Paralegals](https://calish.com/workflows/deposition-summary-generation-for-litigation-paralegal/)
- [Discovery Document Review for Litigation Paralegals](https://calish.com/workflows/discovery-document-review-for-litigation-paralegal/)
- [Court Deadline & Docket Tracking for Litigation Paralegals](https://calish.com/workflows/court-deadline-and-docket-tracking-for-litigation-paralegal/)
- [Patent Prior Art Search for Litigation Paralegals](https://calish.com/workflows/patent-prior-art-search-for-litigation-paralegal/)
- [Estate Distribution & Beneficiary Tracking for Litigation Paralegals](https://calish.com/workflows/estate-distribution-and-beneficiary-tracking-for-litigation-paralegal/)
- [Medical Records Retrieval & Chronology for Litigation Paralegals](https://calish.com/workflows/medical-records-retrieval-and-chronology-for-litigation-paralegal/)

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