aiR for Case Strategy

aiR for Case Strategy uses Generative AI to support and potentially accelerate the building of your case strategy. With aiR for Case Strategy, you can automatically identify and extract potential facts from key documents, generate customizable document summaries to assist with review, and use collections of these facts to help draft witness summaries and deposition outlines to support preparation for interviewing individuals.

Before using AI, we recommend learning about how it works so that you can leverage it effectively. For more information, see Generative AI considerations in aiR for Case Strategy.

Once you've installed the application, you can begin generating draft fact chronologies, witness summaries, and deposition outlines. To learn more, see Creating a fact chronology and Creating witness summaries and deposition outlines. You can also find information on best practices for creating fact chronologies, witness summaries, and deposition outlines on Relativity Community.

ARM is compatible with aiR for Case Strategy. To learn more, see ARM Overview.

Installing aiR for Case Strategy

aiR for Case Strategy is available as a secured application from the Application Library. You must have an active aiR for Case Strategy contract to use it in standard workspaces. If you would like to learn more about starting aiR for Case Strategy, contact your Account Executive.

If you have an integrated pricing contract, you can access aiR for Case Strategy and aiR Assist in both standard and repository workspaces. For aiR for Case Strategy, the integrated pricing contract provides an allotment of up to 50,000 documents to use in repository workspaces for each period, generally annually, of the SaaS subscription term. For aiR Assist, there are no additional considerations for repository workspace use on integrated pricing contracts. To learn more, contact your Account Executive.

To install the application:

Navigate to the Relativity Applications tab in your workspace.
Select Install from the application library.
Select the aiR for Case Strategy application.
Click Install.

For more information on installing applications, see Relativity applications.

Permissions

The following permissions are needed to use aiR for Case Strategy:

Object Security	Tab Visibility	Other Settings
aiR For Case Strategy Case Document - View, Edit, Add aiR for Case Strategy Prompt Criteria - View, Edit, Add Fact - View, Edit, Add	aiR for Case Strategy Case Home	Document Preview

aiR for Case Strategy billing and usage

A workspace fee is charged when you run the first successful Fact Chronology job or Transcript Summary job. To learn more about Transcript Summary, see Transcript Summary. You receive a quota of documents, and after exceeding that quota, billing transitions to a per-document rate. The workspace fee also provides up to 150 GB of .mp4 deposition video hosting and unlimited witness summaries and deposition outlines. Any video storage beyond the 150 GB is charged at your contractual Review rate.

You can view metrics on your aiR for Case Strategy usage, including the number of documents processed, with Cost Explorer. To learn more, see Cost Explorer.