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.

Roles using Disco

E-Discovery Manager
E-Discovery Manager · Data Entry & Processing

Client Questionnaire Intake & Translation

AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Relativity. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Operations & Workflow

Trademark Docketing & Renewal

AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Reporting & Analytics

Patent Prior Art Search

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. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Operations & Workflow

Estate Distribution & Beneficiary Tracking

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. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Data Entry & Processing

Medical Records Retrieval & Chronology

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. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Operations & Workflow

Demand Package Drafting

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. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Operations & Workflow

Closing Checklist & Disclosure Packet

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. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Reporting & Analytics

Employment Handbook & Policy Updates

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. Purpose-built for teams running Disco — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on Disco?

We build custom AI workflows on top of Disco for any repetitive process. Tell us what you'd automate.