Client Intake & Conflict Screening for E-Discovery Managers with Reveal
Run client intake & conflict screening on autopilot inside Reveal.
The Problem
Every new E-Discovery lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Reveal
AI runs the conflict check against Relativity, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Reveal — uses the native API or agent integration so nothing leaves the system of record.
Reveal Integration Approach
Audit your Reveal configuration
We map the specific Reveal objects, custom fields, and workflows the automation needs to touch for your e-discovery practice.
Build on the Reveal API or agent
Integration happens inside Reveal — 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 Reveal with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this client intake & conflict screening automation work natively in Reveal?+
Yes — we build directly on Reveal's API or agent integration. Your data stays in Reveal, your e-discovery managers keep the same login and UI, and there's no parallel system for the team to learn.
What Reveal configuration do we need before deployment?+
We work with your existing Reveal setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for e-discovery teams.
Can Reveal handle client intake & conflict screening on its own?+
Reveal handles configuration; AI handles judgment. Native Reveal workflows route deterministic tasks; our automation layer adds the AI judgment Reveal doesn't ship out of the box — document classification, exception triage, drafting.
Is Reveal the right tool for client intake & conflict screening for e-discovery managers?+
Reveal is widely used among e-discovery teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on Reveal for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in Reveal?+
For e-discovery firms running Reveal, automation typically pays back inside the first quarter — measured against the loaded cost of the e-discovery manager hours absorbed. Higher volumes deploy faster.
Also searched as
- reveal client intake & conflict screening automation
- reveal api client intake & conflict screening
- automate client intake & conflict screening in reveal
- reveal alternatives for e-discovery manager
- best reveal workflows for e-discovery
See this running in your Reveal instance
30-minute call. We'll look at your actual Reveal setup and show exactly how this workflow fits.