# AI Automation for Legal

> Custom AI workflow automation purpose-built for the legal stack. We deploy on the tools your team already runs (Relativity, Clio Manage, NetDocuments, etc.), with human-in-the-loop on every judgment call.

- **Industry:** Legal
- **Roles covered:** 23
- **Sub-specialties:** 23
- **Workflows:** 184
- **Canonical URL:** https://calish.com/workflows/industry/legal/

## Why Legal Firms Are Automating Now

Legal firms compete on speed, accuracy, and margin. Every repetitive process the team handles by hand is a tax on billable hours lost — and the firms automating now will be the ones setting the pace in 18 months.

## Sub-Specialties

- [Civil Litigation](https://calish.com/workflows/specialty/civil-litigation/) — Custom AI workflows built specifically for civil litigation: deep integrations with the Relativity stack, legal-grade privacy, and workflows
- [Commercial Litigation](https://calish.com/workflows/specialty/commercial-litigation/) — Custom AI workflows built specifically for commercial litigation: deep integrations with the Relativity stack, legal-grade privacy, and work
- [E-Discovery](https://calish.com/workflows/specialty/e-discovery/) — Custom AI workflows built specifically for e-discovery: deep integrations with the Relativity stack, legal-grade privacy, and workflows that
- [Business Immigration](https://calish.com/workflows/specialty/business-immigration/) — Custom AI workflows built specifically for business immigration: deep integrations with the INSZoom stack, legal-grade privacy, and workflow
- [Family-Based Immigration](https://calish.com/workflows/specialty/family-based-immigration/) — Custom AI workflows built specifically for family-based immigration: deep integrations with the INSZoom stack, legal-grade privacy, and work
- [Patent Prosecution](https://calish.com/workflows/specialty/patent-prosecution/) — Custom AI workflows built specifically for patent prosecution: deep integrations with the ipManager stack, legal-grade privacy, and workflow
- [Trademark Prosecution](https://calish.com/workflows/specialty/trademark-prosecution/) — Custom AI workflows built specifically for trademark prosecution: deep integrations with the CompuMark stack, legal-grade privacy, and workf
- [Divorce & Custody](https://calish.com/workflows/specialty/divorce-and-custody/) — Custom AI workflows built specifically for divorce & custody: deep integrations with the MyCase stack, legal-grade privacy, and workflows th
- [Trusts & Estates](https://calish.com/workflows/specialty/trusts-and-estates/) — Custom AI workflows built specifically for trusts & estates: deep integrations with the WealthCounsel stack, legal-grade privacy, and workfl
- [Probate Administration](https://calish.com/workflows/specialty/probate-administration/) — Custom AI workflows built specifically for probate administration: deep integrations with the EstateExec stack, legal-grade privacy, and wor
- [M&A / Corporate Transactions](https://calish.com/workflows/specialty/manda-corporate-transactions/) — Custom AI workflows built specifically for m&a / corporate transactions: deep integrations with the iManage stack, legal-grade privacy, and 
- [Securities & Capital Markets](https://calish.com/workflows/specialty/securities-and-capital-markets/) — Custom AI workflows built specifically for securities & capital markets: deep integrations with the Workiva stack, legal-grade privacy, and 
- [Plaintiff PI](https://calish.com/workflows/specialty/plaintiff-pi/) — Custom AI workflows built specifically for plaintiff pi: deep integrations with the Litify stack, legal-grade privacy, and workflows that pa
- [Mass Tort & Class Action](https://calish.com/workflows/specialty/mass-tort-and-class-action/) — Custom AI workflows built specifically for mass tort & class action: deep integrations with the Litify stack, legal-grade privacy, and workf
- [Criminal Defense](https://calish.com/workflows/specialty/criminal-defense/) — Custom AI workflows built specifically for criminal defense: deep integrations with the MyCase stack, legal-grade privacy, and workflows tha
- [Commercial Real Estate Law](https://calish.com/workflows/specialty/commercial-real-estate-law/) — Custom AI workflows built specifically for commercial real estate law: deep integrations with the Qualia stack, legal-grade privacy, and wor
- [Labor & Employment](https://calish.com/workflows/specialty/labor-and-employment/) — Custom AI workflows built specifically for labor & employment: deep integrations with the Clio Manage stack, legal-grade privacy, and workfl
- [Tax Controversy](https://calish.com/workflows/specialty/tax-controversy/) — Custom AI workflows built specifically for tax controversy: deep integrations with the Canopy stack, legal-grade privacy, and workflows that
- [Consumer Bankruptcy](https://calish.com/workflows/specialty/consumer-bankruptcy/) — Custom AI workflows built specifically for consumer bankruptcy: deep integrations with the Best Case stack, legal-grade privacy, and workflo
- [Insurance Defense](https://calish.com/workflows/specialty/insurance-defense/) — Custom AI workflows built specifically for insurance defense: deep integrations with the Litify stack, legal-grade privacy, and workflows th
- [Mid-Size Law Firm Ops](https://calish.com/workflows/specialty/mid-size-law-firm-ops/) — Custom AI workflows built specifically for mid-size law firm ops: deep integrations with the Aderant stack, legal-grade privacy, and workflo
- [Matter Billing](https://calish.com/workflows/specialty/matter-billing/) — Custom AI workflows built specifically for matter billing: deep integrations with the Elite 3E stack, legal-grade privacy, and workflows tha
- [Commercial Contracts](https://calish.com/workflows/specialty/commercial-contracts/) — Custom AI workflows built specifically for commercial contracts: deep integrations with the Ironclad stack, legal-grade privacy, and workflo

## Roles in Legal

- [Litigation Paralegal](https://calish.com/workflows/for/litigation-paralegal/) (Civil Litigation)
- [Litigation Attorney](https://calish.com/workflows/for/litigation-attorney/) (Commercial Litigation)
- [E-Discovery Manager](https://calish.com/workflows/for/e-discovery-manager/) (E-Discovery)
- [Immigration Attorney](https://calish.com/workflows/for/immigration-attorney/) (Business Immigration)
- [Immigration Paralegal](https://calish.com/workflows/for/immigration-paralegal/) (Family-Based Immigration)
- [IP Attorney](https://calish.com/workflows/for/ip-attorney/) (Patent Prosecution)
- [Trademark Attorney](https://calish.com/workflows/for/trademark-attorney/) (Trademark Prosecution)
- [Family Law Attorney](https://calish.com/workflows/for/family-law-attorney/) (Divorce & Custody)
- [Estate Planning Attorney](https://calish.com/workflows/for/estate-planning-attorney/) (Trusts & Estates)
- [Probate Paralegal](https://calish.com/workflows/for/probate-paralegal/) (Probate Administration)
- [Corporate Attorney](https://calish.com/workflows/for/corporate-attorney/) (M&A / Corporate Transactions)
- [Securities Attorney](https://calish.com/workflows/for/securities-attorney/) (Securities & Capital Markets)
- [Personal Injury Attorney](https://calish.com/workflows/for/personal-injury-attorney/) (Plaintiff PI)
- [Mass Tort Paralegal](https://calish.com/workflows/for/mass-tort-paralegal/) (Mass Tort & Class Action)
- [Criminal Defense Attorney](https://calish.com/workflows/for/criminal-defense-attorney/) (Criminal Defense)
- [Real Estate Attorney](https://calish.com/workflows/for/real-estate-attorney/) (Commercial Real Estate Law)
- [Employment Law Attorney](https://calish.com/workflows/for/employment-law-attorney/) (Labor & Employment)
- [Tax Attorney](https://calish.com/workflows/for/tax-attorney/) (Tax Controversy)
- [Bankruptcy Attorney](https://calish.com/workflows/for/bankruptcy-attorney/) (Consumer Bankruptcy)
- [Insurance Defense Attorney](https://calish.com/workflows/for/insurance-defense-attorney/) (Insurance Defense)
- [Law Firm Administrator](https://calish.com/workflows/for/law-firm-administrator/) (Mid-Size Law Firm Ops)
- [Legal Billing Coordinator](https://calish.com/workflows/for/legal-billing-coordinator/) (Matter Billing)
- [Contract Manager](https://calish.com/workflows/for/contract-manager/) (Commercial Contracts)

## Common Tool Stack

- [Relativity](https://calish.com/workflows/tool/relativity/)
- [Clio Manage](https://calish.com/workflows/tool/clio-manage/)
- [NetDocuments](https://calish.com/workflows/tool/netdocuments/)
- [Westlaw](https://calish.com/workflows/tool/westlaw/)
- [Microsoft Word](https://calish.com/workflows/tool/microsoft-word/)
- [Everlaw](https://calish.com/workflows/tool/everlaw/)
- [Clio](https://calish.com/workflows/tool/clio/)
- [Litify](https://calish.com/workflows/tool/litify/)
- [Disco](https://calish.com/workflows/tool/disco/)
- [Reveal](https://calish.com/workflows/tool/reveal/)
- [Nuix](https://calish.com/workflows/tool/nuix/)
- [INSZoom](https://calish.com/workflows/tool/inszoom/)
- [LollyLaw](https://calish.com/workflows/tool/lollylaw/)
- [Docketwise](https://calish.com/workflows/tool/docketwise/)
- [DocuSign](https://calish.com/workflows/tool/docusign/)
- [Clio Grow](https://calish.com/workflows/tool/clio-grow/)
- [Google Drive](https://calish.com/workflows/tool/google-drive/)
- [ipManager](https://calish.com/workflows/tool/ipmanager/)
- [CPA Global FoundationIP](https://calish.com/workflows/tool/cpa-global-foundationip/)
- [PatSnap](https://calish.com/workflows/tool/patsnap/)
- [USPTO Patent Center](https://calish.com/workflows/tool/uspto-patent-center/)
- [CompuMark](https://calish.com/workflows/tool/compumark/)
- [TrademarkNow](https://calish.com/workflows/tool/trademarknow/)
- [Alt Legal](https://calish.com/workflows/tool/alt-legal/)
- [USPTO TEAS](https://calish.com/workflows/tool/uspto-teas/)
- [MyCase](https://calish.com/workflows/tool/mycase/)
- [DivorceMate](https://calish.com/workflows/tool/divorcemate/)
- [Family Law Software](https://calish.com/workflows/tool/family-law-software/)
- [WealthCounsel](https://calish.com/workflows/tool/wealthcounsel/)
- [Interactive Legal](https://calish.com/workflows/tool/interactive-legal/)

## Featured 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/)
- [Demand Package Drafting for Litigation Paralegals](https://calish.com/workflows/demand-package-drafting-for-litigation-paralegal/)
- [Closing Checklist & Disclosure Packet for Litigation Paralegals](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-litigation-paralegal/)
- [Legal Research & Brief Drafting for Litigation Attorneys](https://calish.com/workflows/legal-research-and-brief-drafting-for-litigation-attorney/)
- [Discovery Document Review for Litigation Attorneys](https://calish.com/workflows/discovery-document-review-for-litigation-attorney/)
- [Client Case Status Updates for Litigation Attorneys](https://calish.com/workflows/client-case-status-updates-for-litigation-attorney/)
- [Contract Review & Redlining for Litigation Attorneys](https://calish.com/workflows/contract-review-and-redlining-for-litigation-attorney/)
- [Billing Narrative Cleanup for Litigation Attorneys](https://calish.com/workflows/billing-narrative-cleanup-for-litigation-attorney/)
- [Court Deadline & Docket Tracking for Litigation Attorneys](https://calish.com/workflows/court-deadline-and-docket-tracking-for-litigation-attorney/)
- [Visa Petition Package Assembly for Litigation Attorneys](https://calish.com/workflows/visa-petition-package-assembly-for-litigation-attorney/)
- [RFE & Notice Response Drafting for Litigation Attorneys](https://calish.com/workflows/rfe-and-notice-response-drafting-for-litigation-attorney/)
- [Discovery Document Review for E-Discovery Managers](https://calish.com/workflows/discovery-document-review-for-e-discovery-manager/)
- [Closing Checklist & Disclosure Packet for E-Discovery Managers](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-e-discovery-manager/)
- [Employment Handbook & Policy Updates for E-Discovery Managers](https://calish.com/workflows/employment-handbook-and-policy-updates-for-e-discovery-manager/)
- [Bankruptcy Schedule & Means Test for E-Discovery Managers](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-e-discovery-manager/)

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