# AI Automation for Relativity > 56 workflow automations purpose-built on top of Relativity — no data leaves your system, no parallel tool for your team to learn. - **Canonical URL:** https://calish.com/workflows/tool/relativity/ - **Automation count:** 56 - **Roles:** E-Discovery Manager, Employment Law Attorney, Forensic Accountant, Insurance Defense Attorney, Litigation Attorney, Litigation Paralegal, Mass Tort Paralegal ## Automations - [Payroll Variance & Exception Review for Forensic Accountants](https://calish.com/workflows/with/payroll-variance-and-exception-review-for-forensic-accountant-with-relativity/) — AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payr - [Tax Notice & Agency Correspondence for Forensic Accountants](https://calish.com/workflows/with/tax-notice-and-agency-correspondence-for-forensic-accountant-with-relativity/) — AI classifies every incoming notice, links it to the client file in IDEA, drafts the response, and calendars the deadline — no notice slips - [Ledger Reconstruction for Investigations for Forensic Accountants](https://calish.com/workflows/with/ledger-reconstruction-for-investigations-for-forensic-accountant-with-relativity/) — AI ingests bank feeds, statements, and IDEA data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start - [Financial Due Diligence Prep for Forensic Accountants](https://calish.com/workflows/with/financial-due-diligence-prep-for-forensic-accountant-with-relativity/) — AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — - [13-Week Cash Flow Forecast for Forensic Accountants](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-forensic-accountant-with-relativity/) — AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recomm - [Operating KPI Dashboard for Forensic Accountants](https://calish.com/workflows/with/operating-kpi-dashboard-for-forensic-accountant-with-relativity/) — AI pipes KPIs from IDEA and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — - [Time Entry & WIP Capture for Forensic Accountants](https://calish.com/workflows/with/time-entry-and-wip-capture-for-forensic-accountant-with-relativity/) — AI watches calendar, email, and IDEA activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate cl - [Client Onboarding for Forensic Accountants](https://calish.com/workflows/with/client-onboarding-for-forensic-accountant-with-relativity/) — AI drafts the engagement letter, generates a tailored document-request list for the client's Fraud Investigation profile, chases missing ite - [Billing Narrative Cleanup for Litigation Paralegals](https://calish.com/workflows/with/billing-narrative-cleanup-for-litigation-paralegal-with-relativity/) — AI rewrites narratives to match each client's outside-counsel guidelines in Relativity, flags block-billing, and pre-validates against the p - [Court Deadline & Docket Tracking for Litigation Paralegals](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-litigation-paralegal-with-relativity/) — AI monitors the docket across Relativity and court portals, calculates response deadlines, calendars every owner, and escalates anything wit - [Visa Petition Package Assembly for Litigation Paralegals](https://calish.com/workflows/with/visa-petition-package-assembly-for-litigation-paralegal-with-relativity/) — AI ingests the beneficiary's evidence into Relativity, auto-builds the exhibit index, drafts forms, cross-checks consistency across the pack - [RFE & Notice Response Drafting for Litigation Paralegals](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-litigation-paralegal-with-relativity/) — AI classifies the RFE, pulls the matter file from Relativity, drafts a point-by-point response against the original petition and current gui - [Client Questionnaire Intake & Translation for Litigation Paralegals](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-litigation-paralegal-with-relativity/) — AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, - [Trademark Docketing & Renewal for Litigation Paralegals](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-litigation-paralegal-with-relativity/) — AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadline - [Patent Prior Art Search for Litigation Paralegals](https://calish.com/workflows/with/patent-prior-art-search-for-litigation-paralegal-with-relativity/) — 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 Litigation Paralegals](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-litigation-paralegal-with-relativity/) — AI tracks every asset and beneficiary in Relativity, generates status updates per beneficiary, drafts receipts and waivers, and escalates mi - [Visa Petition Package Assembly for Litigation Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-litigation-attorney-with-relativity/) — AI ingests the beneficiary's evidence into Relativity, auto-builds the exhibit index, drafts forms, cross-checks consistency across the pack - [RFE & Notice Response Drafting for Litigation Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-litigation-attorney-with-relativity/) — AI classifies the RFE, pulls the matter file from Relativity, drafts a point-by-point response against the original petition and current gui - [Client Questionnaire Intake & Translation for Litigation Attorneys](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-litigation-attorney-with-relativity/) — AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, - [Trademark Docketing & Renewal for Litigation Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-litigation-attorney-with-relativity/) — AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadline - [Patent Prior Art Search for Litigation Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-litigation-attorney-with-relativity/) — 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 Litigation Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-litigation-attorney-with-relativity/) — 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 Litigation Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-litigation-attorney-with-relativity/) — 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 Litigation Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-litigation-attorney-with-relativity/) — AI drafts the demand from the matter file in Relativity, including medical chronology, damages calc, and liability narrative — associate ref - [Client Questionnaire Intake & Translation for E-Discovery Managers](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-e-discovery-manager-with-relativity/) — 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-relativity/) — 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-relativity/) — 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-relativity/) — 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-relativity/) — 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-relativity/) — 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-relativity/) — 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-relativity/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Relativity, drafts redlines, and routes t - [Patent Prior Art Search for Mass Tort Paralegals](https://calish.com/workflows/with/patent-prior-art-search-for-mass-tort-paralegal-with-relativity/) — AI runs the search across USPTO, EPO, and Litify, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — att - [Estate Distribution & Beneficiary Tracking for Mass Tort Paralegals](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-mass-tort-paralegal-with-relativity/) — AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missin - [Medical Records Retrieval & Chronology for Mass Tort Paralegals](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-mass-tort-paralegal-with-relativity/) — AI requests records via HITECH, ingests them into Litify, builds a chronological medical timeline with visit-level detail, and flags gaps — - [Demand Package Drafting for Mass Tort Paralegals](https://calish.com/workflows/with/demand-package-drafting-for-mass-tort-paralegal-with-relativity/) — AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines - [Closing Checklist & Disclosure Packet for Mass Tort Paralegals](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-mass-tort-paralegal-with-relativity/) — 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 Mass Tort Paralegals](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-mass-tort-paralegal-with-relativity/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Litify, drafts redlines, and routes to th - [Bankruptcy Schedule & Means Test for Mass Tort Paralegals](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-mass-tort-paralegal-with-relativity/) — AI ingests client documents into Litify, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matri - [Client Intake & Conflict Screening for Mass Tort Paralegals](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-mass-tort-paralegal-with-relativity/) — AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time d - [Closing Checklist & Disclosure Packet for Employment Law Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-employment-law-attorney-with-relativity/) — 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 Employment Law Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-employment-law-attorney-with-relativity/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Clio Manage, drafts redlines, and routes - [Bankruptcy Schedule & Means Test for Employment Law Attorneys](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-employment-law-attorney-with-relativity/) — AI ingests client documents into Clio Manage, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor - [Client Intake & Conflict Screening for Employment Law Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-employment-law-attorney-with-relativity/) — AI runs the conflict check against Clio Manage, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult t - [Deposition Summary Generation for Employment Law Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-employment-law-attorney-with-relativity/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes - [Discovery Document Review for Employment Law Attorneys](https://calish.com/workflows/with/discovery-document-review-for-employment-law-attorney-with-relativity/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Clio Manage, leaving associates to review only the 15% that - [Legal Research & Brief Drafting for Employment Law Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-employment-law-attorney-with-relativity/) — AI drafts the research memo against the firm's prior work product, pulls current authority from Clio Manage, and produces a cite-checked fir - [Contract Review & Redlining for Employment Law Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-employment-law-attorney-with-relativity/) — AI redlines against the firm's playbook in Clio Manage, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% - [Discovery Document Review for Insurance Defense Attorneys](https://calish.com/workflows/with/discovery-document-review-for-insurance-defense-attorney-with-relativity/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Litify, leaving associates to review only the 15% that actua - [Legal Research & Brief Drafting for Insurance Defense Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-insurance-defense-attorney-with-relativity/) — AI drafts the research memo against the firm's prior work product, pulls current authority from Litify, and produces a cite-checked first dr - [Contract Review & Redlining for Insurance Defense Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-insurance-defense-attorney-with-relativity/) — AI redlines against the firm's playbook in Litify, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of l - [Client Case Status Updates for Insurance Defense Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-insurance-defense-attorney-with-relativity/) — AI drafts personalized case-status updates from live matter state in Litify on a weekly cadence, and generates on-demand replies when the cl - [Billing Narrative Cleanup for Insurance Defense Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-insurance-defense-attorney-with-relativity/) — AI rewrites narratives to match each client's outside-counsel guidelines in Litify, flags block-billing, and pre-validates against the porta - [Court Deadline & Docket Tracking for Insurance Defense Attorneys](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-insurance-defense-attorney-with-relativity/) — AI monitors the docket across Litify and court portals, calculates response deadlines, calendars every owner, and escalates anything within - [Visa Petition Package Assembly for Insurance Defense Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-insurance-defense-attorney-with-relativity/) — AI ingests the beneficiary's evidence into Litify, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, - [RFE & Notice Response Drafting for Insurance Defense Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-insurance-defense-attorney-with-relativity/) — AI classifies the RFE, pulls the matter file from Litify, drafts a point-by-point response against the original petition and current guidanc --- Book a free 30-minute consultation: https://calish.com/contact