Who should use the Manage Legal Cases workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Finance & Legal
Practical execution plan for manage legal cases with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
Case is closed, all financials are settled, and records are archived for future reference.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
Case is closed, all financials are settled, and records are archived for future reference.
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use Clio to case is officially opened with all foundational data captured and accessible. Then, you pass the output to RelativityOne to all relevant data is preserved under legal hold with documented compliance. Then, you pass the output to Everlaw to all discoverable documents are collected, processed, and ready for review. Then, you pass the output to Lexis+ AI to core legal documents are drafted and ready for review and filing. Then, you pass the output to Pega to documents are approved, filed, and served in compliance with deadlines. Then, you pass the output to Clio to all case activities are tracked, deadlines are met, and client is regularly updated. Finally, NetDocuments is used to case is closed, all financials are settled, and records are archived for future reference.
Intake and Case Initiation
Case is officially opened with all foundational data captured and accessible.
Legal Hold Management
All relevant data is preserved under legal hold with documented compliance.
Document Discovery and Evidence Collection
All discoverable documents are collected, processed, and ready for review.
Case Strategy and Document Drafting
Core legal documents are drafted and ready for review and filing.
Review, Approval, and Filing
Documents are approved, filed, and served in compliance with deadlines.
Case Progress Tracking and Communication
All case activities are tracked, deadlines are met, and client is regularly updated.
Case Resolution and Archival
Case is closed, all financials are settled, and records are archived for future reference.
Collect all relevant case details, client information, and initial documents. Use a secure intake form or portal to capture key data points such as case type, parties involved, deadlines, and jurisdiction. This step ensures nothing is missed before proceeding to legal holds.
Why Clio: Clio offers client intake forms and document upload capabilities, directly matching the step's needs for case management software with intake and document handling.
Identify all custodians and data sources relevant to the case, then issue legal hold notices to preserve potentially relevant information. Track acknowledgments and automate reminders to ensure compliance. This step prevents spoliation and meets discovery obligations.
Why RelativityOne: RelativityOne explicitly offers legal hold management with automated notification and tracking, directly addressing the step's needs.
Collect, process, and review all potentially relevant documents and data from custodians and third parties. Use eDiscovery tools to deduplicate, index, and apply search terms or filters. This step builds the evidentiary foundation for the case.
Why Everlaw: Everlaw is an eDiscovery platform with document review and predictive coding, directly matching the need for processing and search capabilities in discovery.
Analyze collected evidence and legal issues to develop case strategy. Draft key legal documents such as pleadings, motions, briefs, and discovery requests/responses using templates and AI-assisted drafting tools. This step transforms raw information into actionable legal arguments.
Why Lexis+ AI: Lexis+ AI combines legal research with document drafting and case summarization, directly supporting case strategy and drafting with research integration.
Conduct internal review of all drafted documents for accuracy, completeness, and compliance with court rules. Obtain necessary approvals from supervising attorneys, then file documents electronically with the court and serve opposing counsel. This step ensures procedural correctness and timeliness.
Why Pega: Pega specializes in workflow automation and legacy system orchestration, which can support e-filing and approval workflows effectively.
Monitor case milestones, court dates, and task deadlines using a centralized calendar and task management system. Maintain communication logs with clients, opposing counsel, and team members. This step keeps the case on track and stakeholders informed.
Why Clio: Clio provides client intake, document drafting, and legal research, but its core case management features include calendar and task tracking, fitting progress tracking and communication needs.
Finalize the case through settlement, trial judgment, or dismissal. Prepare closing documents, finalize billing, and archive all case materials in a secure, searchable repository. This step ensures proper closure and compliance with record retention policies.
Why NetDocuments: NetDocuments is a legal document management and archival system with semantic search and automated email filing, directly matching archival needs with billing integration potential.
§ Before you start
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
§ Related
Track competitor moves and market shifts in real-time with automated intelligence gathering — so you always know what your rivals are doing.
Connect siloed business applications into a unified, AI-managed operational pipeline that eliminates manual handoffs between systems.
Analyze portfolios, backtest investment strategies, and receive AI-generated market signals — giving individual investors access to institutional-grade tools.