One Matter, Three Relativity aiR Solutions: Alvarez & Marsal Transform Review, Privilege, and Case Strategy

How did they do it?

• Used aiR for Review, aiR for Privilege, and aiR for Case Strategy on a single project.
• Increased relevance review efficiency by 7x and cut overturn rates in half.
• Surfaced nuanced privilege-related documents, expedited QC, and saved the client £350,000 in privilege review alone.
• Used AI to extract key case facts and build chronologies – enhancing and accelerating witness prep.

Global Consultancy with AI Expertise

Alvarez & Marsal (A&M) has been a Relativity partner since 2010, with more than 200 certified professionals worldwide. The firm combines the latest technology with unique expertise to deliver faster and better outcomes for clients, globally.

Like many organizations operating in today’s data-heavy landscape, A&M faces increasing pressure to do more with less, all while expectations for accuracy and defensibility remain uncompromising. Bottlenecks, inconsistencies, and high re-review rates associated with traditional review workflows no longer cut it. A&M needed an AI solution that could scale with growing data volumes, meet rising expectations, and deliver defensible results. They found the answer in Relativity aiR.

On a recent live construction dispute, A&M deployed aiR for Review, aiR for Privilege, and aiR Case Strategy – putting all the tools into action on a single project to drive unmatched efficiency and accuracy across their entire workflow.

To A&M, aiR was not just a tool, it was a teammate. By embedding generative AI across all key phases of the project – document prioritization, relevance review, privilege review, and strategic case prep – they created a seamless blend of human and machine intelligence that delivered remarkable results.

aiR for Review’s Sharper Focus Drives Speed and Savings

A&M began by using aiR for Review to streamline their initial analysis. The team started with a small sample set of documents and used it to refine aiR for Review’s prompt criteria in real time. This calibration phase confirmed that the AI was correctly interpreting the context and language in the data.

Once confident in aiR for Review’s understanding, A&M analyzed the 40,000 documents that needed review. The resulting relevance scores were used to direct the attention of reviewers to the most important content, ensuring their time was spent wisely. Reviewer throughput increased by over 7x, and their approach led to 66% in cost savings on this phase alone.

From Manual Grind to AI Efficiency with aiR for Privilege

With relevance review complete and key documents prioritized, the team shifted to privilege review. A&M’s previous privilege review workflow was very resource-intensive. It began with broad keyword searches to flag potentially privileged content – which often pulled in large volumes of non-privileged documents. Reviewers then had to manually sift through the data and interpret privilege rules that varied by jurisdiction and client. Prone to inconsistencies, this process demanded significant oversight and frequently triggered costly re-review.

With this case, A&M used aiR for Privilege instead. The team worked closely with client subject matter experts to refine how the AI interpreted different people and organizations and how the corresponding communications should be treated in the review. The tool’s transparent categorizations reasoning made it a trusted partner that focused efforts and guided final calls on challenging documents.

With aiR for Privilege, A&M completed the privilege review in a fraction of the time – finishing in 4 weeks with just 4 reviewers (compared to what would have taken 12 weeks, with 20 reviewers via traditional methods) and saving £350,000 as a result.

Facts Extracted, Insights Gathered, Case Strategy Strengthened

Finally, A&M turned to aiR for Case Strategy to better tackle disclosure analysis and witness preparation. They used the tool to automatically extract key facts from large volumes of complex documents and organize them into clear, defensible chronologies – giving them rapid insight into both the strengths and weaknesses of the opposing side’s case. The document summaries created by aiR for Case Strategy were particularly helpful for A&M as well, allowing them to quickly determine which documents needed further review. What once required extensive manual work became dramatically more efficient, allowing the team to focus on higher-value strategic work.

Just as importantly, the AI-generated summaries resonated with A&M’s client, who found them intuitive and easy to grasp, enabling faster and deeper understanding of the case. The result was a streamlined, transparent process that exceeded client expectations and set a new benchmark for delivering impact.

Setting a New Client Standard

This case demonstrated what’s possible when Relativity aiR is thoughtfully and cohesively used to meet the needs of both the client and the partner. Coming out of the project, the client informed A&M they wanted to use aiR solutions on every matter moving forward. With a scalable, start-to-finish process and an expert team at their disposal, A&M is ready to deliver.