Closing Checklist & Disclosure Packet for Insurance Defense Attorneys with Relativity
Run closing checklist & disclosure packet on autopilot inside Relativity.
The Problem
Every Insurance Defense deal closing runs on a 60-item checklist spread across Litify, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in Relativity
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. 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 insurance defense 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 closing checklist & disclosure packet automation work natively in Relativity?+
Yes — we build directly on Relativity's API or agent integration. Your data stays in Relativity, your insurance defense attorneys 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 insurance defense teams.
Can Relativity handle closing checklist & disclosure packet 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 closing checklist & disclosure packet for insurance defense attorneys?+
Relativity is widely used among insurance defense teams precisely because of its data model around closing checklist & disclosure packet. We've deployed this workflow on Relativity for similar firms and the integration is well-trodden.
What's the typical ROI of closing checklist & disclosure packet automation in Relativity?+
For insurance defense firms running Relativity, automation typically pays back inside the first quarter — measured against the loaded cost of the insurance defense attorney 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.