Deploy an E-Discovery Agent and Send Out Productions You Can Trust
The E-Discovery Agent in EngageSuite360 takes the processing side of discovery off your litigation paralegals and support staff — the people who today dedupe and cull collections by hand, code documents for relevance for days on end and assemble productions under deadline. The agent processes collected documents through deduplication and date filtering, applies keyword searches and concept clustering to help relevance review, flags potentially privileged documents and assembles production sets with Bates numbering and load files.
What it takes off your plate
Ask a litigation paralegal about discovery and you'll hear: "It's the part of the case that eats everything." E-discovery processing is expensive and slow. Outside vendors charge premium rates for processing that could be partly automated, and the firm passes the cost to clients who question every line.
Deduplication and keyword culling are done manually or close to it. Relevance coding consumes paralegal time that could be spent on the case. Production sets get assembled at the last minute without proper quality checks, which leads to inadvertent disclosures of privileged material or incomplete productions that invite a motion to compel. The cost is money, time and risk, all at the most pressured stage of the case.
What the E-Discovery Agent does, step by step
The E-Discovery Agent starts with the people who hold the documents.
- It coordinates the collection. The agent sends the client's custodians and IT contacts the collection instructions, confirms what was gathered and follows up on anything missing.
- It deduplicates and filters. Collected documents are processed to remove duplicates and filtered to the relevant date range.
- It culls by keyword. The agent applies the agreed search terms and records how many documents each term captures, so the attorneys can negotiate terms with facts.
- It clusters by concept. Documents are grouped by subject so reviewers code similar documents together and move faster.
- It flags privilege. Documents involving counsel, legal advice language or privileged communications are flagged for attorney review before anything is produced.
- It assembles the production. Approved documents are Bates-numbered and packaged with load files for the review platform or opposing counsel.
- It runs quality checks. Before release, the agent checks the set for flagged documents that slipped through, missing families and numbering gaps, and reports the results to the supervising attorney.
Attorneys make every relevance and privilege decision and approve every production. The agent processes, organizes and checks.
Where the work is recorded
Every step is recorded in EngageSuite360 on the matter: collection requests and confirmations, processing results, search term reports, privilege flags and their resolution, and each production with its Bates range. On the client and client organization: the custodians contacted and what they provided. The next step is written down — "privilege review pending for flagged set," "production approved, served on opposing counsel," "custodian follow-up sent."
The documents themselves live in your review platform and document management system, such as NetDocuments, with the privilege log kept alongside.
When the supervising attorney opens EngageSuite360 in the morning, they see where each collection stands, the documents waiting for privilege review and the productions ready for approval. An agent that cannot record its results is only a chatbot; this one leaves a discovery record the firm can defend in a meet-and-confer.
What your people do instead
Your paralegals work with attorneys on the documents that matter — the key emails, the timeline, the deposition outline. Your attorneys spend their time on strategy and on the client, explaining what discovery shows and what it means for the case.
Clients notice when discovery costs less and the case moves. A general counsel who receives a clear account of what was collected, what was produced and what was withheld as privileged trusts the firm with the next matter, and the one after that. The EngageSuite360 E-Discovery Agent keeps the processing, the flags and the checks moving, so your people serve the client.
Discovery begins with a well-run intake. Read how firms clear the friction from intake and conflict checks and convert intake follow-up into signed retainers.
One next step
Set up EngageSuite360 for legal — clients, client organizations, matters and intakes shaped for a law firm, with communications and the E-Discovery Agent built in. Load your next collection and follow it from custodian request to approved production.
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