Time Entry & WIP Capture for Forensic Accountants with Relativity

Relativity Forensic Accountant Fraud Investigation

The Problem

Forensic Accountants write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.

What We Build in Relativity

AI watches calendar, email, and IDEA activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Relativity — uses the native API or agent integration so nothing leaves the system of record.

Relativity Integration Approach

1

Audit your Relativity configuration

We map the specific Relativity objects, custom fields, and workflows the automation needs to touch for your fraud investigation practice.

2

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.

3

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.

More About This Workflow

Time Entry & WIP Capture for Forensic Accountants

AI watches calendar, email, and IDEA activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.

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