Client Questionnaire Intake & Translation for E-Discovery Managers with Relativity
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 Relativity
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 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.
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.