Custom AI workflow automation for litigation paralegals operating in the San Jose market — built on the Relativity and Clio Manage stack most San Jose civil litigation teams already run.
Litigation Paralegals in San Jose compete on speed — the firms that automate the back-office work on Relativity win the market for civil litigation clients, and the ones that don't fall behind on margin.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Relativity, leaving associates to review only the 15% that actually need judgment — review cost drops 60%.
AI monitors the docket across Relativity and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters.
AI runs the search across USPTO, EPO, and Relativity, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump.
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.
AI requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.
AI drafts the demand from the matter file in Relativity, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.
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.
Remote-first engagement. We work with litigation paralegals in San Jose and the surrounding metro — no travel required, no software switch.
