Your E-Discovery Agent Builds the Production While You Prep the Case
What it takes off your plate
The AgentWorks E-Discovery Agent handles the processing work between collection and production, so your litigation paralegals and associates stop spending their weeks culling and assembling documents and spend them on the matter, the client and the case strategy.
Here is discovery in most firms. A request for production arrives. The paralegal emails custodians at the client organization asking for their files, then waits, then emails again. What comes back is duplicated across inboxes and shared drives. Deduplication and keyword culling happen by hand or half by hand, or the whole set goes to an outside vendor at a premium. Associates spend days on first-pass relevance coding. The production set is assembled under deadline pressure, and a privileged email slips through, or a custodian's folder never makes it in. Then the partner is writing a clawback letter or explaining an incomplete production to the court.
What the E-Discovery Agent does, step by step
The E-Discovery Agent starts with the communications that decide whether a collection is complete.
- It requests the collection. For each custodian the attorney identifies, it sends the collection request with what to gather, the date range and where to upload it.
- It chases the custodians. A custodian who has not uploaded gets a follow-up email, then a text or a call reminder, and the client's in-house contact is copied when a custodian stays silent. It keeps a running list of who has delivered and who has not.
- It confirms receipt. When files arrive, it replies to the custodian confirming what came in and flags anything that looks missing, such as a mailbox with no messages for a stretch of the date range.
- It processes. It deduplicates across custodians, applies the date filters and runs the keyword searches the attorney approved.
- It clusters for review. It groups documents by concept and suggests relevance codes for the review team, so associates start from organized sets instead of a raw pile.
- It flags privilege. Any document that looks privileged (counsel on the thread, legal advice in the text, a work product label) is held back for an attorney's decision, never produced on the agent's own judgment.
- It assembles the production. It applies Bates numbering, builds the load files for the review platform and runs a quality check against the privilege log and the request before the attorney signs off.
It works in the review platform, document management system and email your firm already uses. There is no new place to look for the documents.
Where the work is recorded
Every request, reminder and reply to a custodian is logged on the matter and on the client organization's record in your CRM. When the client's general counsel asks which of their people still owe files, whoever answers opens the matter and sees it.
The processing trail lives where the documents do: in the review platform, with the search terms used, the deduplication results, the privilege holds and the production log with Bates ranges. The next morning the paralegal sees which custodians delivered overnight, which documents are waiting on a privilege call, and which production sets passed the quality check and are ready for attorney sign-off. An agent that could not record its results would be a chatbot. This one leaves a defensible record of what was collected, what was withheld and why.
What your people do instead
Your associates spend their time on the documents that matter, preparing the deposition outline and advising the client, not on first-pass coding of duplicates. Your paralegals keep the client informed and handle the judgment calls on responsiveness. The partner reviews a production that has already been checked.
Privilege, responsiveness and what to disclose remain legal judgments. The E-Discovery Agent brings each one to an attorney with the document and its context, and keeps the requests, processing and records moving around that decision.
Discovery is one part of a matter that runs cleaner when the paperwork runs itself. For the drafting side, see how a document assembly agent drafts from the matter while you counsel, and for research, how to find your firm's prior memos first.
One next step
Find out whether e-discovery is the workflow your firm should hand over first. The free Legal Industry Assessment shows which workflow an agent should take first. To see every agent built for law firms, including the AgentWorks E-Discovery Agent, visit the Legal industry page.
See where the E-Discovery Agent would start in your legal business.
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