aiR for Case Strategy Limited General Availability

This content refers to Preview, Advance Access or limited-availability functionality that may not be available in all Relativity environments.

This application uses powerful Generative AI to expedite the building of your case strategy. With aiR for Case Strategy, you can generate facts automatically from key documents, get customizable document summaries, and use large sets of these facts to craft witness summaries and deposition outlines to prepare 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 facts, witness summaries, and deposition outlines. To learn more, see Generate facts and case documents.

Before you begin

Install the Case Dynamics application before using aiR for Case Strategy.

Installing aiR for Case Strategy

aiR for Case Strategy is available as a secured application from the Application Library. You must be a participant in the Limited General Availability program. aiR for Case Strategy is not available for repository workspaces.

To install the application:

  1. Navigate to the Relativity Applications tab in your workspace.
  2. Select Install from the application library.
  3. Select the aiR for Case Strategy application.
  4. 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
  • aiR For Case Strategy Case Document - View Edit Add
  • aiR for Case Strategy Prompt Criteria - View, Edit, Add
  • Fact - View, Edit, Add