AI Automation for Everlaw

16 workflow automations purpose-built on top of Everlaw — no data leaves your system, no parallel tool for your team to learn.

Roles using Everlaw

E-Discovery ManagerLitigation Attorney
Litigation Attorney · Data Entry & Processing

Visa Petition Package Assembly

AI ingests the beneficiary's evidence into Relativity, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Litigation Attorney · Communication & Outreach

RFE & Notice Response Drafting

AI classifies the RFE, pulls the matter file from Relativity, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Litigation Attorney · Data Entry & Processing

Client Questionnaire Intake & Translation

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 Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Litigation Attorney · Operations & Workflow

Trademark Docketing & Renewal

AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Litigation Attorney · Reporting & Analytics

Patent Prior Art Search

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. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Litigation Attorney · Operations & Workflow

Estate Distribution & Beneficiary Tracking

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 Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Litigation Attorney · Data Entry & Processing

Medical Records Retrieval & Chronology

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. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

Litigation Attorney · Operations & Workflow

Demand Package Drafting

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. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Data Entry & Processing

Client Questionnaire Intake & Translation

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 Everlaw — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Operations & Workflow

Trademark Docketing & Renewal

AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Reporting & Analytics

Patent Prior Art Search

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. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Operations & Workflow

Estate Distribution & Beneficiary Tracking

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 Everlaw — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Data Entry & Processing

Medical Records Retrieval & Chronology

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. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Operations & Workflow

Demand Package Drafting

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. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Operations & Workflow

Closing Checklist & Disclosure Packet

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 Everlaw — uses the native API or agent integration so nothing leaves the system of record.

E-Discovery Manager · Reporting & Analytics

Employment Handbook & Policy Updates

AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Relativity, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Everlaw — uses the native API or agent integration so nothing leaves the system of record.

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