# AI Automation for Disco

> 8 workflow automations purpose-built on top of Disco — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/disco/
- **Automation count:** 8
- **Roles:** E-Discovery Manager

## Automations

- [Client Questionnaire Intake & Translation for E-Discovery Managers](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-e-discovery-manager-with-disco/) — AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, 
- [Trademark Docketing & Renewal for E-Discovery Managers](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-e-discovery-manager-with-disco/) — AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadline
- [Patent Prior Art Search for E-Discovery Managers](https://calish.com/workflows/with/patent-prior-art-search-for-e-discovery-manager-with-disco/) — AI runs the search across USPTO, EPO, and Relativity, ranks hits by claim-overlap relevance, summarizes each, and builds the search report —
- [Estate Distribution & Beneficiary Tracking for E-Discovery Managers](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-e-discovery-manager-with-disco/) — AI tracks every asset and beneficiary in Relativity, generates status updates per beneficiary, drafts receipts and waivers, and escalates mi
- [Medical Records Retrieval & Chronology for E-Discovery Managers](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-e-discovery-manager-with-disco/) — AI requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gap
- [Demand Package Drafting for E-Discovery Managers](https://calish.com/workflows/with/demand-package-drafting-for-e-discovery-manager-with-disco/) — AI drafts the demand from the matter file in Relativity, including medical chronology, damages calc, and liability narrative — associate ref
- [Closing Checklist & Disclosure Packet for E-Discovery Managers](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-e-discovery-manager-with-disco/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Employment Handbook & Policy Updates for E-Discovery Managers](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-e-discovery-manager-with-disco/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Relativity, drafts redlines, and routes t

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