Client Intake & Conflict Screening for E-Discovery Managers with Relativity
Run client intake & conflict screening on autopilot inside Relativity.
The Problem
Every new E-Discovery lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Relativity
AI runs the conflict check against Relativity, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. 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 client intake & conflict screening 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 client intake & conflict screening 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 client intake & conflict screening for e-discovery managers?+
Relativity is widely used among e-discovery teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on Relativity for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening 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.