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Solutions/Functions/Legal and contracts/Litigation and disputes

AI workflows for litigation and disputes.

Handling claims and disputes: case files, evidence, deadlines and work with outside lawyers.

Who does this work

  • Litigation paralegal
  • Litigation counsel
  • Claims manager

12 workflow templates ready to adapt, and 13 workflows identified.

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Assemble the pack for a set hearing
  2. Build a sourced chronology for a dispute or matter
  3. Check a filing package before the attorney signs
  4. Check citations in a draft against their sources
  5. Check the privilege log metadata

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Assemble the pack for a set hearingGathers the notice's details, the docket history, each order's directives, each witness's prior statements with page cites, and exhibit and checklist status into one pack with its open items, for the arguing attorney. Prepares work for a lawyer. Not legal advice.Workflow templateBuild a sourced chronology for a dispute or matterA dated timeline of events with the source behind each, conflicting accounts and gaps, for counsel. Prepares work for a lawyer. Not legal advice.Workflow templateCheck a filing package before the attorney signsMarks every item on the firm's own checklist for that court and judge pass or open, with the caption held against the docket, exhibits referred to against exhibits attached, and the proof of service against the service list. Prepares work for a lawyer. Not legal advice.Workflow templateRecord an incoming demand, claim or subpoena for counselA same-day intake record of who sent a demand, claim or subpoena, what it asks, every date it states, the facts it relies on, related matters and where the records are, for a named lawyer. Prepares work for a lawyer. Not legal advice.Workflow templateSummarize a deposition transcript by topicA page-line summary of a deposition transcript arranged by the attorney's topics, with every exhibit and objection logged and differing testimony flagged, for the attorney who will use it. Prepares work for a lawyer. Not legal advice.Workflow template

Legal research

Check citations in a draft against their sources Prepares work for a lawyer. Not legal advice.Workflow templateCompare legal authorities on a defined question Prepares work for a lawyer. Not legal advice.Workflow templatePlan the research for a legal question Prepares work for a lawyer. Not legal advice.Workflow template

Discovery and legal holds

Check the privilege log metadata Prepares work for a lawyer. Not legal advice.Workflow templateIndex a received document production Prepares work for a lawyer. Not legal advice.Workflow templatePrepare the record-preservation checklist Prepares work for a lawyer. Not legal advice.Workflow templateTrack discovery responses and promised supplements Prepares work for a lawyer. Not legal advice.Workflow template
Check a discovery response package's service paperworkIllustrative · not built yet

Workflow templates

Case chronology from the matter documentsFrom the document set the handling attorney approved, the paralegal or associate prepares a draft chronology for that attorney: each event with its source and Bates number or page, document dates kept apart from event dates, conflicting accounts side by side, and the gaps. What matters is left to the attorney. Prepares work for a lawyer. Not legal advice.Workflow templateDeposition transcript summaryBefore the next deposition, a motion or trial, the attorney has a draft page-line summary of the transcript, arranged by the topics they named: every point cited, every exhibit and objection logged, and every place the testimony differs flagged without a label. The attorney decides what it means. Prepares work for a lawyer. Not legal advice.Workflow templateFiling package checkBefore a filing goes to the attorney for signature, the paralegal gets every item on the firm’s own checklist for that court and judge marked pass or open: caption against the docket, length and format, certificates, exhibits, signature blocks and service. The attorney decides and signs. Prepares work for a lawyer. Not legal advice.Workflow templateHearing preparation packBefore a set hearing, the arguing attorney has one draft pack: the hearing as the notice states it, the docket history, each order's directives quoted, each witness's prior statements with page cites, exhibit and checklist status as the firm records them, and an open-items list. The attorney decides every argument. Prepares work for a lawyer. Not legal advice.Workflow templateInbound demand or claim intake recordWhen a demand, claim or subpoena arrives, the company's lawyer gets one intake record the same day: who sent it, what it asks, every date it states, the facts and citations it relies on, related matters, where the records are, and a question on keeping them. It rates nothing and recommends nothing. Prepares work for a lawyer. Not legal advice.Workflow templateDiscovery requests and commitments registerThrough discovery, the litigation paralegal keeps one register for the handling attorney: each request and its response in the exact words served, the Bates ranges produced against it, every supplement promised in correspondence with its date as written, and the promises now overdue. The attorney decides what it means. Prepares work for a lawyer. Not legal advice.Workflow templateDocument production index and summariesFrom a production review counsel has cleared, the paralegal prepares a draft for that counsel: an index of every document by Bates range, a short summary of each, every statement cited to its Bates page, missing documents and differing passages listed, and anything matching counsel's screen list held by number only. Prepares work for a lawyer. Not legal advice.Workflow templateLegal hold custodian trackerOnce counsel has issued a legal hold, your legal operations lead keeps one tracker for counsel: every custodian and system in counsel’s scope, who has acknowledged and who is overdue, who has left or changed role, the refresh date counsel set, and reminders copied from counsel’s own text for a person to send. Prepares work for a lawyer. Not legal advice.Workflow templatePrivilege log entry checkBefore a draft privilege log goes to review counsel, the paralegal gets an entry-by-entry check against counsel’s approved format and role map, and a list of logged documents’ attachments with no entry. It checks metadata only: review counsel makes every privilege call and writes or approves every description. Prepares work for a lawyer. Not legal advice.Workflow templateAuthority comparison tableFrom the opinions, statutes and regulations counsel selected, and only those, the researching lawyer gets one side-by-side table: each authority's court, date, stated issue, operative words, posture and separate opinions, quoted with pinpoints, and a list of every quotation to check. The lawyer decides what applies. Prepares work for a lawyer. Not legal advice.Workflow templateCitation and quotation checkBefore a draft is filed or relied on, the associate or paralegal has one worksheet: every citation, quotation and record cite counted, then set against the sources supplied, and every good-law check left for the lawyer. No result calls anything confirmed; each says only what was compared. Prepares work for a lawyer. Not legal advice.Workflow templateResearch plan for counselBefore an associate or paralegal starts on a partner's research question, they hold a one-to-two-page plan: the question split into sub-questions, the stated facts against each, the firm's own notes to read first, where to search and with what terms, and the gaps. Leads, not authorities: nothing is named from memory. Prepares work for a lawyer. Not legal advice.Workflow template

Questions people ask

What can AI prepare in a dispute or lawsuit?
The working records a litigation team keeps: a sourced chronology from the matter documents, a deposition transcript summary by topic, a check of citations and quotations against their sources, a table comparing authorities on a defined question, a privilege log entry check and a research plan for counsel. The handling attorney decides what each one means.
Are there free AI workflow templates for litigation support?
Yes. The published ones are free to read with a free account. They include the case chronology, the deposition transcript summary, the citation and quotation check and the legal hold custodian tracker.
Does AI work out court deadlines or give legal advice?
No. These workflows organize documents and evidence and flag what is missing. They work out no deadline and state no legal conclusion. A lawyer decides and signs.

Request this workflow

Tell us the litigation and disputes work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Related reading

  • ArticleA workflow, an automation tool or an agent: what this piece of work needsAn automation tool moves data, an agent acts alone, a workflow carries your team’s judgment. One signed contract three ways, and five questions to choose.Read
  • ArticleWhat happens on a fit call, and what you leave withA 30-minute fit call is the first working session in your plan: your teams laid out, their repeated work marked, a named next step. No card needed.Read
  • ArticleYour current AI platform, specialist software or a built workflow: how to chooseCompare three routes for one client-status update: your AI platform as it comes, specialist software or a built workflow. Criteria and a checklist.Read
  • ArticleA plan before agents: decide what each team should do with AI firstPlan by team before you buy or build agents: about five workflows for each team, the work between teams, the roles that do it, one owner each and what to build first.Read

Where to go next

All of legal and contractsEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within litigation and disputes

  • Discovery and legal holds
  • Legal research

Other areas of legal and contracts

  • Contract administration
  • Contract review and drafting
  • Contracts
  • Employment legal matters
  • Intellectual property
  • Legal operations
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