Integration
Relativity Document Review Automation — From Review Complete to Client Report
The review took three weeks and 8,000 documents. Then a senior associate spends 20 more hours turning the tags into a 40-page report. We automate that second part — drafted in minutes, refined in hours, delivered the same day.
Relativity review-to-report automation picks up where document review ends: when the review is marked complete, the pipeline exports all tagged documents by category, synthesises the material findings, and generates a structured report draft — executive summary, risk breakdown, citations back to source documents. Senior associates refine instead of write, cutting report time from 16–24 hours to 4–6 and delivering to the client the same day.
The problem
The gap nobody automates: after the review ends
Legal tech has poured a decade into making document review faster — predictive coding, TAR, AI-assisted tagging inside Relativity and its peers. But the deliverable a client actually pays for is the report, and that step is untouched: a senior associate exports the findings, manually reads through hundreds of tagged documents, and writes a 40-page diligence report section by section. On a typical M&A or litigation matter that is 16–24 hours of senior time, and the client waits days for substance that existed the moment the review closed.
That last mile is exactly the kind of work AI synthesis is good at — the documents are already categorised, the risk tags are already applied by your reviewers, and the report follows a structure your firm has used a hundred times.
The solution
Where automation removes the friction
How review-to-report automation works
The trigger is the review being marked complete in Relativity. The pipeline exports all tagged documents grouped by category — red flags, change-of-control clauses, indemnities, regulatory exposure, whatever taxonomy your review used — and an AI synthesis pass summarises the material findings per category, quoting and citing the underlying documents. The output is a structured draft in your firm’s report format: executive summary, risk breakdown by category, supporting citations that link back to the Relativity documents.
A senior associate then does what senior associates are actually for: reviewing the analysis, sharpening the judgment calls, and signing off — typically 4–6 hours instead of 16–24. The client gets the report the same day the review closes. On a contested deal, that velocity is a competitive edge, not a convenience.
Findings become precedent automatically
Once the report is approved, it is stored as a precedent — tagged by sector, deal type and risk categories — so the next deal in that sector starts from your firm’s accumulated judgment rather than a blank page. Most firms lose this compounding entirely: the report goes to the client, a copy goes into a folder, and the knowledge never flows back. Connected to a knowledge activation loop, every closed review makes the next one faster.
Privilege, accuracy and review integrity
The pipeline reads only the review workspace you point it at, runs inside your environment, and never sends documents to a public model. Every synthesised finding carries its citation, so a reviewer can verify any claim against the source document in one click — the draft is checkable by construction, not trusted on faith. The review itself, and every legal conclusion in the final report, stays with your lawyers.
Example workflows we build
- Completed-review trigger from Relativity
- Tagged-document export grouped by review category
- AI synthesis of material findings with per-finding citations
- Structured report draft in your firm’s format — executive summary, risk breakdown, annexes
- Associate review & refinement queue
- Approved reports stored as sector-tagged precedent
The results
The commercial impact
Our approach
From manual to automated
- 01Map your report format
We encode your diligence report structure, section order and house style from past reports.
- 02Wire the Relativity export
Completed-review trigger, tagged-document export by category, grouped for synthesis.
- 03Tune synthesis on a past deal
We run the pipeline against a completed matter and compare the draft to the report you actually delivered — calibrating before anything goes live.
- 04Go live with associate review
Drafts land in the responsible associate’s queue; we measure drafting hours saved per matter.
Why a custom build beats off-the-shelf
- Built around your review taxonomy and your report format — not a generic template.
- Citations link every finding back to the tagged source document, so drafts are verifiable.
- Runs inside your environment; review documents never leave your boundary.
- Extends to Everlaw, DISCO, Reveal or any review platform with an export API.
Frequently asked questions
Does this replace the document review itself?
No. The review — human or TAR-assisted — happens exactly as it does today, inside Relativity. The automation starts only when your team marks the review complete, and works exclusively from the tags and categories your reviewers applied. It automates the report writing, not the legal review.
We use Everlaw / DISCO / Reveal, not Relativity. Does it still work?
Yes. Relativity is the most common trigger we build against, but the pipeline works with any review platform that can export tagged documents — Everlaw, DISCO, Reveal, or an on-prem system. The synthesis and report stages are platform-agnostic.
How is privilege protected?
The pipeline runs inside your environment and reads only the workspaces you authorise. Documents are never sent to a public model and never leave your boundary. Privilege calls remain with your reviewers — the system only synthesises documents your team has already tagged for inclusion.
Can the draft match our report style?
Yes — we encode your structure and house style from 5–10 past reports during setup. The draft arrives in your format with your section conventions, so associates are editing a familiar document, not reformatting a generic one.
What if the AI synthesis gets a finding wrong?
Every finding carries a citation to its source document, so verification is one click rather than a re-read of the review set. The draft is a starting point that a senior associate reviews and refines — the design assumption is that humans approve everything that reaches a client.
How long does deployment take?
Typically 4–6 weeks: report-format encoding and Relativity wiring in the first two, then calibration against one or two completed matters before going live on new deals.
What does it cost?
Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a free audit for a clear price and ROI estimate.