Client Questionnaire Intake & Translation for E-Discovery Managers with Everlaw

Everlaw E-Discovery Manager E-Discovery

The Problem

E-Discovery intake questionnaires come back incomplete, in three languages, with mismatched dates and missing employer details — the paralegal spends the day cleaning them up.

What We Build in Everlaw

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 Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Everlaw Integration Approach

1

Audit your Everlaw configuration

We map the specific Everlaw objects, custom fields, and workflows the automation needs to touch for your e-discovery practice.

2

Build on the Everlaw API or agent

Integration happens inside Everlaw — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in Everlaw with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your Everlaw instance

30-minute call. We'll look at your actual Everlaw setup and show exactly how this workflow fits.

More About This Workflow

Client Questionnaire Intake & Translation for E-Discovery Managers

AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Relativity.

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