Closing Checklist & Disclosure Packet for E-Discovery Managers with Everlaw
The Problem
Every E-Discovery deal closing runs on a 60-item checklist spread across Relativity, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in Everlaw
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.
Everlaw Integration Approach
Audit your Everlaw configuration
We map the specific Everlaw objects, custom fields, and workflows the automation needs to touch for your e-discovery practice.
Build on the Everlaw API or agent
Integration happens inside Everlaw — 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 Everlaw with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Everlaw instance
30-minute call. We'll look at your actual Everlaw setup and show exactly how this workflow fits.