Bankruptcy Schedule & Means Test for Employment Law Attorneys with Relativity
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Labor & Employment clients who rarely bring complete records on day one.
What We Build in Relativity
AI ingests client documents into Clio Manage, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. 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 labor & employment 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.