Everlaw AI Assistant plus Claude exhibit memo

Use Everlaw AI or Relativity aiR to identify key documents across a production set, then use Claude.ai to draft an exhibit-list memo and attorney briefing packet focused on the highest-value documents.

Tool

Everlaw (or Relativity aiR) + Claude.ai

Open tool

Best for

Analysis & Decisions

eDiscovery platform license + free Claude tier

Setup

1.5 hrs

One-time setup estimate

Workflow

1Collect the source material for "Investigate facts and organize case evidence" before opening the tool.
2Run the starter prompt in Everlaw (or Relativity aiR) + Claude.ai and paste in the real context.
3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
4Save the improved prompt or checklist so the next run takes less time.

Inputs you need

- Paralegal
- Investigate facts and organize case evidence
- Examples, notes, files, or customer context for this task
- Your preferred tone, constraints, and final format

Expected output

- Everlaw AI Assistant plus Claude exhibit memo
- A usable draft or workflow for investigate facts and organize case evidence
- A repeatable prompt you can improve after each run

Ready-to-copy asset

Starter prompt

Draft an exhibit-list memo and attorney briefing packet from the inputs. Focus on documents labelled key or hot by the review platform.

Inputs:
- Export of 'key' documents from [Everlaw AI / Relativity aiR]: [PASTE summary]
- Case theory: [PASTE]
- Upcoming hearing type: [DEPO / motion / trial]
- Attorney preferences: [LIST]

Return:
1) Proposed exhibit list (label, Bates, one-line summary, theory it supports).
2) Documents held back for completeness but not primary exhibits.
3) Open follow-ups (witnesses, missing corroboration).
4) Packet table of contents for the attorney.

Caveats

- Do a human review before sending, publishing, filing, or making a decision.
- Verify numbers, names, claims, citations, and compliance-sensitive details.
- AI drafts. You decide. Final responsibility is yours.

Measurable value

5.5 hrs saved per run

Before: 8 hrs. After: 2.5 hrs.

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