Bankruptcy Schedule & Means Test for E-Discovery Managers with Relativity
Run bankruptcy schedule & means test on autopilot inside Relativity.
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for E-Discovery clients who rarely bring complete records on day one.
What We Build in Relativity
AI ingests client documents into Relativity, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Relativity — uses the native API or agent integration so nothing leaves the system of record.
Relativity Integration Approach
Audit your Relativity configuration
We map the specific Relativity objects, custom fields, and workflows the automation needs to touch for your e-discovery practice.
Build on the Relativity API or agent
Integration happens inside Relativity — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Relativity with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this bankruptcy schedule & means test automation work natively in Relativity?+
Yes — we build directly on Relativity's API or agent integration. Your data stays in Relativity, your e-discovery managers keep the same login and UI, and there's no parallel system for the team to learn.
What Relativity configuration do we need before deployment?+
We work with your existing Relativity setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for e-discovery teams.
Can Relativity handle bankruptcy schedule & means test on its own?+
Relativity handles configuration; AI handles judgment. Native Relativity workflows route deterministic tasks; our automation layer adds the AI judgment Relativity doesn't ship out of the box — document classification, exception triage, drafting.
Is Relativity the right tool for bankruptcy schedule & means test for e-discovery managers?+
Relativity is widely used among e-discovery teams precisely because of its data model around bankruptcy schedule & means test. We've deployed this workflow on Relativity for similar firms and the integration is well-trodden.
What's the typical ROI of bankruptcy schedule & means test automation in Relativity?+
For e-discovery firms running Relativity, automation typically pays back inside the first quarter — measured against the loaded cost of the e-discovery manager hours absorbed. Higher volumes deploy faster.
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See this running in your Relativity instance
30-minute call. We'll look at your actual Relativity setup and show exactly how this workflow fits.