Closing Checklist & Disclosure Packet for Mass Tort Paralegals with Relativity
The Problem
Every Mass Tort & Class Action 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 mass tort & class action 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.