Case Strategy (aiR for Case Strategy)

aiR for Case Strategy is now Case Strategy. References to aiR for Case Strategy may still appear in this documentation, in the product, and in other sources such as marketing materials, published content, and commercial or legal agreements. Both names refer to the same product/feature.

Case Strategy uses Generative AI to support and potentially accelerate the building of your case strategy. With 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 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 Case Strategy. To learn more, see ARM Overview.

Installing Case Strategy

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

For more information on installing applications, see Relativity applications.

Permissions

The following permissions are needed to use Case Strategy:

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

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 Case Strategy usage, including the number of documents processed, with Cost Explorer. To learn more, see Cost Explorer.

If you have an integrated pricing contract, you can access Case Strategy and Assist in both standard and repository workspaces. For Case Strategy, the integrated pricing contract provides an allotment of up to 50,000 documents to use in each repository workspaces for each period, generally annually, of the SaaS subscription term. If a user tries to start a job that has enough documents to put you over the 50,000 document limit, the job fails to run. For aiR Assist, there are no additional considerations for repository workspace use on integrated pricing contracts. To learn more, contact your Account Executive.