Your Discovery Agent Builds Production Sets While Associates Litigate
The Discovery Agent in EngageSuite360 takes discovery administration off your litigation paralegals and associates — the people who today track response deadlines in spreadsheets that drift out of sync, draft the same objections by hand, number productions manually and build privilege logs from review notes the night before they're due. Your attorneys still make every call on objections, privilege and strategy; the paperwork around those calls stops eating their week.
What it takes off your plate
Ask a litigation paralegal about discovery and you'll hear: "The deadlines are the part that keeps me up." Requests arrive in waves. Each set of interrogatories, requests for production and requests for admission carries its own response date, and extensions agreed by email don't always make it into the spreadsheet. One missed discovery deadline can bring sanctions or an adverse inference.
Then there's the formulaic work. Associates spend hours on objections that repeat the same standard bases. Production sets are assembled by hand, and Bates numbering drifts between volumes. The privilege log is rebuilt from review notes at the last minute. None of it is where an associate's judgment belongs.
What the Discovery Agent does, step by step
The Discovery Agent starts with the people who owe something.
- It logs every request and deadline. When discovery is served, the agent records each request set, its response date and any agreed extension.
- It reminds the team. The agent sends the responsible attorney and paralegal reminders ahead of each response date, and flags any deadline at risk.
- It requests documents from the client. The agent sends the client a plain-language list of the documents each request calls for, explains how to share them securely, and follows up until they arrive.
- It drafts first-pass objections. For each request, the agent drafts objections using your firm's standard bases for the attorney to accept, revise or strike.
- It assembles production sets. Once documents are reviewed and approved for production, the agent assembles each set with sequential Bates numbering that continues cleanly across volumes.
- It builds the privilege log. From the document review metadata, the agent builds the privilege log entries — date, author, recipients, description and privilege asserted — for attorney review.
- It tracks what's been served and received. The agent records what was produced, when, and what the other side owes in return, and reminds the attorney when an opposing response is overdue.
The Discovery Agent never serves discovery, asserts privilege or makes an objection final. Every one of those decisions belongs to your attorneys.
Where the work is recorded
Every step is recorded in EngageSuite360 on the client's record, the client organization and the matter: requests received, deadlines, client documents collected, productions served and the next step written down — "responses to second set due, draft objections ready for review," "client documents for requests outstanding, reminder sent." The matter shows where discovery stands at a glance.
The documents live in your document management system, such as NetDocuments, the deadlines on the calendar in Clio and CourtDrive, where the agent does the work.
When your litigation partner opens EngageSuite360 in the morning, they see every open discovery deadline across the practice, which responses are drafted and waiting for review, and which clients still owe documents. Nothing depends on one spreadsheet being current.
What your people do instead
Your associates spend their hours on the arguments that win motions and the depositions that shape the case. Your paralegals prepare witnesses and exhibits instead of renumbering pages. When the client is worried about what they have to hand over, a person on your team talks them through it.
Careful, calm discovery is part of how a client experiences their case. The EngageSuite360 Discovery Agent keeps the deadlines, drafts and productions moving so your people can serve.
Organized matters start at intake. Read about the friction in law firm intake and conflict checks and why a delayed response costs the firm.
One next step
Set up EngageSuite360 for legal — clients, client organizations, matters and intakes shaped for a law firm, with communications and the Discovery Agent built in — and see every discovery deadline in one place.
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