Estate Distribution & Beneficiary Tracking for Litigation Paralegals with Relativity
Run estate distribution & beneficiary tracking on autopilot inside Relativity.
The Problem
Probate and trust administration for Civil Litigation matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in Relativity
AI tracks every asset and beneficiary in Relativity, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. 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 civil litigation 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 estate distribution & beneficiary tracking automation work natively in Relativity?+
Yes — we build directly on Relativity's API or agent integration. Your data stays in Relativity, your litigation paralegals 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 civil litigation teams.
Can Relativity handle estate distribution & beneficiary tracking 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 estate distribution & beneficiary tracking for litigation paralegals?+
Relativity is widely used among civil litigation teams precisely because of its data model around estate distribution & beneficiary tracking. We've deployed this workflow on Relativity for similar firms and the integration is well-trodden.
What's the typical ROI of estate distribution & beneficiary tracking automation in Relativity?+
For civil litigation firms running Relativity, automation typically pays back inside the first quarter — measured against the loaded cost of the litigation paralegal 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.