Estate Distribution & Beneficiary Tracking for E-Discovery Managers with Relativity
The Problem
Probate and trust administration for E-Discovery matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in Relativity
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 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 e-discovery 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.