LawLitigation Support

Relativity Matter & Workspace Setup

Built for Litigation Support Teams.

Open a new matter from an inbound request email and stand up the matching Relativity review workspace from the firm's template, reducing manual setup for litigation support teams.

Why this matters

The manual work this replaces

Litigation support staff manually open the matter, then build the Relativity workspace by hand, applying groups, folders, and security one new matter at a time.

What Caddi does

How the automation runs

  1. Relativity
  2. Microsoft Outlook
  3. iManage

This process stands up a new review matter end to end. It reads the new matter request from email, opens the matter in the practice system, and provisions the matching Relativity workspace from the firm's template, applying the correct user groups, folder structure, and security so the review team can begin immediately.

Value created

What changes after Caddi

New review matters are ready in minutes with consistent structure and access, instead of waiting on a manual workspace build.

Browse all
Law

Filevine Inbound Packet to Project

Read inbound intake packets, open the Filevine project, file the docs, and create the standard set of activities and deadlines, reducing manual case opening for legal operations teams.

Law

New Matter Setup

Extract client and matter details from new matter request emails, create the client and matter workspace when needed, and file intake documents with the right attributes, reducing manual matter setup for intake teams.

Law

PracticePanther Intake to Matter

Parse signed intake forms and create the PracticePanther matter, contacts, and folder with documents pre-filed, reducing manual case opening for small-firm intake teams.

See it on your stack

Want Relativity Matter & Workspace Setup automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.