AI Automation for Legal

23 specialist roles. 23 sub-specialties. 184 ready-to-deploy workflows.

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.

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

Custom AI workflows built specifically for civil litigation: deep integrations with the Relativity stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Commercial Litigation

Custom AI workflows built specifically for commercial litigation: deep integrations with the Relativity stack, legal-grade privacy, and workflows that pay back in weeks, not years.

E-Discovery

Custom AI workflows built specifically for e-discovery: deep integrations with the Relativity stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Business Immigration

Custom AI workflows built specifically for business immigration: deep integrations with the INSZoom stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Family-Based Immigration

Custom AI workflows built specifically for family-based immigration: deep integrations with the INSZoom stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Patent Prosecution

Custom AI workflows built specifically for patent prosecution: deep integrations with the ipManager stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Trademark Prosecution

Custom AI workflows built specifically for trademark prosecution: deep integrations with the CompuMark stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Divorce & Custody

Custom AI workflows built specifically for divorce & custody: deep integrations with the MyCase stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Trusts & Estates

Custom AI workflows built specifically for trusts & estates: deep integrations with the WealthCounsel stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Probate Administration

Custom AI workflows built specifically for probate administration: deep integrations with the EstateExec stack, legal-grade privacy, and workflows that pay back in weeks, not years.

M&A / Corporate Transactions

Custom AI workflows built specifically for m&a / corporate transactions: deep integrations with the iManage stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Securities & Capital Markets

Custom AI workflows built specifically for securities & capital markets: deep integrations with the Workiva stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Plaintiff PI

Custom AI workflows built specifically for plaintiff pi: deep integrations with the Litify stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Mass Tort & Class Action

Custom AI workflows built specifically for mass tort & class action: deep integrations with the Litify stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Criminal Defense

Custom AI workflows built specifically for criminal defense: deep integrations with the MyCase stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Commercial Real Estate Law

Custom AI workflows built specifically for commercial real estate law: deep integrations with the Qualia stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Labor & Employment

Custom AI workflows built specifically for labor & employment: deep integrations with the Clio Manage stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Tax Controversy

Custom AI workflows built specifically for tax controversy: deep integrations with the Canopy stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Consumer Bankruptcy

Custom AI workflows built specifically for consumer bankruptcy: deep integrations with the Best Case stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Insurance Defense

Custom AI workflows built specifically for insurance defense: deep integrations with the Litify stack, legal-grade privacy, and workflows that pay back in weeks, not years.

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 workflows that pay back in weeks, not years.

Matter Billing

Custom AI workflows built specifically for matter billing: deep integrations with the Elite 3E stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Commercial Contracts

Custom AI workflows built specifically for commercial contracts: deep integrations with the Ironclad stack, legal-grade privacy, and workflows that pay back in weeks, not years.

Roles in legal

Common legal tool stack

Featured workflows

Litigation Paralegal · Data Entry & Processing

Deposition Summary Generation for Litigation Paralegals

AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes.

Relativity Clio Manage NetDocuments Westlaw Slack
Litigation Paralegal · Data Entry & Processing

Discovery Document Review for Litigation Paralegals

AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Relativity, leaving associates to review only the 15% that actually need judgment — review cost drops 60%.

Relativity Clio Manage NetDocuments Email
Litigation Paralegal · Operations & Workflow

Court Deadline & Docket Tracking for Litigation Paralegals

AI monitors the docket across Relativity and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters.

Relativity Clio Manage NetDocuments Email
Litigation Paralegal · Reporting & Analytics

Patent Prior Art Search for Litigation Paralegals

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 Clio Manage NetDocuments Westlaw Zapier
Litigation Paralegal · Operations & Workflow

Estate Distribution & Beneficiary Tracking for Litigation Paralegals

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 Clio Manage NetDocuments Email
Litigation Paralegal · Data Entry & Processing

Medical Records Retrieval & Chronology for Litigation Paralegals

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 Clio Manage NetDocuments Westlaw Slack
Litigation Paralegal · Operations & Workflow

Demand Package Drafting for Litigation Paralegals

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 Clio Manage NetDocuments Westlaw Zapier
Litigation Paralegal · Operations & Workflow

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.

Relativity Clio Manage NetDocuments Google Drive
Litigation Attorney · Operations & Workflow

Legal Research & Brief Drafting for Litigation Attorneys

AI drafts the research memo against the firm's prior work product, pulls current authority from Relativity, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero.

Relativity Everlaw Clio Google Drive
Litigation Attorney · Data Entry & Processing

Discovery Document Review for Litigation Attorneys

AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Relativity, leaving associates to review only the 15% that actually need judgment — review cost drops 60%.

Relativity Everlaw Clio Westlaw Zapier
Litigation Attorney · Communication & Outreach

Client Case Status Updates for Litigation Attorneys

AI drafts personalized case-status updates from live matter state in Relativity on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back.

Relativity Everlaw Clio Email
Litigation Attorney · Operations & Workflow

Contract Review & Redlining for Litigation Attorneys

AI redlines against the firm's playbook in Relativity, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time.

Relativity Everlaw Clio Email

Custom AI for your legal firm

Every legal operation runs differently — we build what you actually need, on the stack you already run.