While my lab time was limited at Relativity Fest 2025, I thoroughly enjoyed the scenario and how Relativity has AI-powered facts, outlines and summaries. As it happens, the inappropriate procurement scenario used in the Learning Lab exercise resonated with recent client investigations where I leveraged Case Dynamics to translate and connect external financial records, interview facts and documents into coherent timelines and outlines. Far too much of that work product was manual at a substantial cost to the client (though worthwhile). aiR for Case Strategy would have eliminated 90% of the drudgery and potentially delivered more ‘complete’ results than smart humans skimming thousands of records/docs.
The workflow is very straightforward. Similar to aiR for Review, you give the model an overview of the matter, people and issues through a prompt criteria template and other source information. Then, you run fact extraction across a selected set of documents (initial 5,000 doc limit). While that makes ECA usage scenarios on raw collections challenging, it makes sense that Relativity sees the initial usage case happening post-review on your key hot documents. While some competitors make a lot of noise about size limitations, I expect the limits to expand rapidly and recognize the value in using these tools on refined sets to reduce the noise on non-relevant docs.
The fact extraction and new aiR Fact fields are everything I wanted a few months back while in the FCPA trenches. Automatic descriptions, document summaries, linked Fact documents, issues, citation highlights, scores, rationale and the source criteria name make case strategy goals achievable without a wheelbarrow of billable hours.
What do aiR for Case Strategy deliverables look like?
- Witness summaries – Use up to 400 facts tied to your witness entity to generate the summary based on existing or edited prompt criteria (i.e. case overview). That simple. Create and edit the draft summary with citations and export to Word. This is a great way to see what the witnesses own documents say about them in the case context.
- Deposition outlines – Similar to witness summary process, though I expect that you will want to tune the prompt criteria with specific issues and goals. This is where I would want a tech savvy counsel to collaboratively work on the prompt to get at your key questions and supporting docs.
- Timeline generation – While there is not an AI wizard to generate timelines, the new fact extraction process makes timeline queries so much easier. This was my favorite Case Dynamics feature and I hope that the Relativity team continues to improve the feature functionality or even turn it into a view widget (feature suggestion).
Having a hard time getting counsel to try new toys? Find the billable hours associated with a recent witness summary or depo preparation. Run a query that includes all the witness documents for the time range (<5k hits) and generate an index. Create a quick prompt covering the case or just steal from existing case summary, hold notice and/or review protocol. Generate facts and then run the summary/outline. Compare the aiR version against work product. Highlight what was missed on either side. I do not think aiR for Case Strategy replaces counsel work product. I do think that it accelerates draft content that needs to be revised and checked.
Greg Buckles wants your feedback, questions or project inquiries at Greg@eDJGroupInc.com. Book a free 15 minute ‘Good Karma’ call if he has availability. He solves problems and creates eDiscovery solutions for enterprise and law firm clients.
Greg’s blog perspectives are personal opinions and should not be interpreted as a professional judgment or advice. Greg is no longer an investigative journalist and all perspectives are based on best public information. Blog content is neither approved nor reviewed by any providers prior to being published. Do you want to share your own perspective? Greg is looking for practical, professional informative perspectives free of marketing fluff, hidden agendas or personal/product bias. Outside blogs will clearly indicate the author, company and any relevant affiliations.
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