AI Workflows for E-Discovery Managers

Custom AI automations designed for the daily challenges e-discovery managers face. Stop doing manually what AI can handle.

E-Discovery Manager · Data Entry & Processing

Client Questionnaire Intake & Translation for E-Discovery Managers

AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Relativity.

Relativity Everlaw Disco Reveal Slack
E-Discovery Manager · Operations & Workflow

Trademark Docketing & Renewal for E-Discovery Managers

AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations.

Relativity Everlaw Disco Email
E-Discovery Manager · Reporting & Analytics

Patent Prior Art Search for E-Discovery Managers

AI runs the search across USPTO, EPO, and Relativity, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump.

Relativity Everlaw Disco Reveal Slack
E-Discovery Manager · Operations & Workflow

Estate Distribution & Beneficiary Tracking for E-Discovery Managers

AI tracks every asset and beneficiary in Relativity, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years.

Relativity Everlaw Disco Email
E-Discovery Manager · Data Entry & Processing

Medical Records Retrieval & Chronology for E-Discovery Managers

AI requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.

Relativity Everlaw Disco Reveal Zapier
E-Discovery Manager · Operations & Workflow

Demand Package Drafting for E-Discovery Managers

AI drafts the demand from the matter file in Relativity, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.

Relativity Everlaw Disco Reveal Slack
E-Discovery Manager · Operations & Workflow

Closing Checklist & Disclosure Packet for E-Discovery Managers

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.

Relativity Everlaw Disco Google Drive
E-Discovery Manager · Reporting & Analytics

Employment Handbook & Policy Updates for E-Discovery Managers

AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Relativity, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work.

Relativity Everlaw Disco Email

Don't see your workflow?

These are just examples. If you're a e-discovery manager with a repetitive process that's eating your time, we can probably automate it.

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