AI4Discovery | AI-based Legal Discovery Automation

What is AI4Discovery? AI4Discovery combines human intelligence (15+ years winning discovery battles) and two types of artificial intelligence (expert system and generative) to make discovery easier, faster, and less expensive than ever before. It's the only software capable of creating Discovery, Responding to Discovery, and generating Meeting and Confer letters on its own or in collaboration with attorneys and paralegals.

It assists through the entire discovery process, from creating discovery, to objecting to improper discovery, helping clients provide code-compliant, verified responses, and using its library of attorney-verified “objection killers” to invalidate boilerplate objections in Meet & Confer letters.

It also facilitates teams of attorneys, paralegals, and other staff (including contract or pool workers) to collaborate on cases or support multiple attorneys. And the cost is structured to be a reimbursable case cost rather than a firm cost.*

* This is not legal or financial advice.

How much does it cost? There are no setup fees, subscription, monthly, or user charges. There's a Service Charge for serving discovery, responses, and Meet & Confer letters.

"Regular" service, where AI4Discovery serves the document, which includes AI4Discovery indicia, costs $20. It's less expensive because AI4Discovery gains visibility and marketing benefits.

"Private" service, where you serve the document, which does not include any AI4Discovery indicia, so opposing counsel doesn't know you used AI4Discovery,
costs $45.

Do you offer a Free Trial? Yes, AI4Discovery's tools are complimentary. We only charge for serving Discovery, Responses, and Meet & Confer letters. You get 3 free Services so you can test serving each type of document. No credit card is required.

What is My Profile? Your and your firm's information.

What is the Letterhead? Your firm's Letterhead for use with Meet & Confer letters. When a Case is created the Case's Letterhead inherits the Lead Counsel's Letterhead (although it can easily be changed without affecting the Lead Counsel's Letterhead).

To add or change the Letterhead, either drag-and-drop a pdf onto the Letterhead section or browse to find it. Once selected, you'll see the Letterhead with top and bottom margin lines. Drag the lines to indicate the printable portion of the Letterhead, and Save it.

What is the Masthead? Your firm's address for use on pleading paper. When a Case is created, the Case's Masthead inherits the Lead Counsel's Masthead (although the Case's Masthead can be changed without affecting the Lead Counsel's Masthead).

What is My Team? Every attorney has a Team of people, e.g. paralegals, secretaries, other attorneys, who frequently work with them. Anyone on your Team can create a Case for you. When a new Case is created and you're assigned as Lead Counsel, the Case's Team inherits your Team (although the Case's Team can be changed without affecting the Lead Counsel's Team).

What is Attorneys Teams I'm On? A list of the Attorneys who have added you to their Team. You can create Cases for any of them.

What is Case Teams I'm On? A list of the Cases whose Team you're on.

What are Saved Cards? Credit cards you've provided to pay for Service Charges. If you select ”Allow Case Team Members to use the card” any Case Team member can charge Services for that Case to your card.

What are Payment Transactions? If you've provided a credit card to pay for Service Charges, this is a list of the charges to the card.

What is Delete My Account? Allows you to delete your AI4Discovery account. Be careful, however, because deletion is permanent; it cannot be undone.

What is the Case List? A list of the Cases whose Team you're on. You can re-sort by any of the columns. To add a Case, click ”Add Case”. To edit a Case, click the green button to the right of the Case. To manage Discovery for a Case, click the red button to the right of the Case.

How do I create a Case? From your Case List, click "Add Case". If you have the Complaint, say ”Yes” to import it. AI4Discovery will import the Complaint, analyze the issues, assign Roles to the Parties, and create the Case. If you don't have the Complaint, you can add the information manually.

How do I edit a Case? From your Case List, click the green button to the right of the Case you want to edit.

How do I join an existing Case? After you select the Jurisdiction and add the Case Number, AI4Discovery will check whether that Case Number already exists in that Jurisdiction. If so, it will offer you the choice of either joining the existing Case or creating a new one.

How do I add Parties to a Case? In the Case's profile, click ”Add Party” in the Parties section, enter the Party's Name, and select their Role. If you represent the Party, select ”Us” for Representation and add the Party's email address (if you know it). Or, if you don't represent the Party, select ”Another Attorney” for the Representation. Then click "Add" to add the Party to the Case.

What is the Case Team? When the Case was created, the Case's Team inherited the Lead Counsel's Team. However, anyone on the Case's Team can add or delete members of the Case's Team without affecting the Lead Counsel's Team.

Everyone on the Case's Team has equal rights to manage the Case including propounding and responding to Discovery, Meeting & Conferring, and leaving or deleting the Case.

Why can I Delete some Cases but only Leave others? If your Team is the only one left in the Case or the Case's Service Type is Private, you can Delete it. However, if the Case's Service Type is Regular and another Team is still using the Case, you can Leave it, so it doesn't appear in your Case List, but you can't Delete it. Only the last attorney in the Case can Delete a Regular service Case.

What is the Lead Counsel? The Lead Counsel is the attorney in charge of the Case. When the Case is created, it inherits the Lead Counsel's Team (but the Case's Team can be changed without affecting the Lead Counsel's Team), Letterhead and Masthead (which can be changed without affecting the Lead Counsel's Letterhead or Masthead).

What is the Masthead? The address used on pleading paper. When a Case is created, it inherits the Lead Counsel's Masthead (although it can easily be changed without affecting the Lead Counsel's Masthead).

What is the Letterhead? Your firm's letterhead for use on Meet & Confer letters. When a Case is created, it inherits the Lead Counsel's Letterhead (although it can easily be changed without affecting the Lead Counsel's Letterhead).

What is the Complaint? The Complaint in the Case. AI4Discovery analyzes it to understand the type of Case, Parties, and the allegations in order to create relevant, case-specific Discovery.

What is the Trial? The Trial date for the Case.

What is the Discovery Cutoff? If you enter a Trial date, AI4Discovery will automatically calculate the Discovery Cutoff accounting for weekends and court holidays.

What is Parties? The Parties in the Case, including their Role, i.e. Plaintiff or Defendant, and who represents them, i.e. Us or Other counsel. To edit a Party, click the green button to the right of the Party. To delete a Party, click the red button to the right of the Party.

What is the Service List? The list of people who will be served with Discovery, Responses, and Meet & Confer letters in the Case. However, the Service List is only used when the Case's Service Type is Regular. If the Case's Service Type is Private, you'll serve the documents yourself so no one knows you used AI4Discovery.

What are Case Charges? The Service Charges for the Case. You can print or create a pdf of them to add to other Case costs.

What is Leave or Delete Case? When you're finished with a Case, you can either Delete or Leave it. If your Team is the only one left in the Case or the Case's Service Type is Private, you can Delete it. However, if another Team is still using the Case, you can Leave it, so it doesn't appear in your Case List, but you can't Delete the Case. Only the last attorney in the Case can Delete it.

What is the Case Discovery page? A list of the Served Discovery in the Case along with your Team's un-Served (in process) Discovery. Only you and your other Case Team members can see your un-Served Discovery. You can resort by any of the columns.

Click the Action menu to the right of any Discovery to see the available actions including, depending upon the Discovery, ”View” to view the Discovery; ”Import Response” if you propounded the Discovery and opposing counsel responded outside of AI4Discovery; ”Supp/Amend” to supplement or amend Served Discovery; ”Change Due Date” to change opposing counsel's date to respond; and ”Copy” to re-use the Discovery in the same or another Case.

How do I create Discovery? From your Case List, click the red button to the right of the Case for which you want to create Discovery. This will take you to the Discovery List for the Case.

If you're propounding Discovery, click ”Propounder”, select the Propounding and Responding Parties and the Device (Form Interrogatories, Requests of Admission, etc.) you want to create. AI4Discovery will ask if you want the AI to generate the Interrogatories or Requests. If you click "Yes" it will ask whether you want to Propound all of the Interrogatories or Requests or Select the ones you want to propound (depending upon the selected Device).

If you're creating Discovery that was propounded upon you outside of AI4Discovery, click "Respondent". AI4Discovery will ask if you want to import a pdf of the Discovery or add it manually.

You can Save the unserved Discovery for later or Serve it. If a Declaration for Additional Discovery is required, AI4Discovery will automatically create a completed one for you.

How do I Serve Discovery? If you've set the Case to use "Regular" service, click the "Serve" button at the bottom of the page, sign the Proof of Service, pay the Service Charge, and your Discovery will be served upon everyone in the Case's Service List.

Alternatively, if you've set the Case to use "Private" service, click the "Download" button at the bottom of the page, pay the Service Charge, download the Discovery, as serve it yourself.

The Service Type setting is in the Case's profile. To access a Case's profile, click the "Cases" button at top of the screen then click the green Edit button for the Case. Be sure to save your changes.

What are Definitions? Using Definitions is a good way to minimize legitimate objections. AI4Discovery offers a library them that you and the AI can incorporate into Discovery. To insert a Definition, click the arrow to the left of it. To check for Use Notes, click the arrow to the right of the Definition.

Can I request or suggest a Definition? To request or suggest a Definition, click "Request/Suggest a Definition" at the top of the list of Definitions. If you request a Definition, AI4Discovery staff will attempt to create it. If successful and AI4Discovery staff believe it would be useful for other users, it will be added to the common list of Definitions. If not, it will be added to your list of Definitions.

What are My Notes? You can use My Notes to store any text, e.g. Definitions, Objections, Instructions, notes to a client, etc. that you use frequently and want to be able to insert with a click. No one else can see your Notes.

Can I edit a Definition? No, but you can copy a Definition to one of your "My Notes" and edit it there.

What is Genuineness of a Document? A Request to Admit the Genuineness of a Document does not count toward the 35 Request limit requiring a Declaration for Additional Discovery. Code Civ.Proc., § 2033.030. To designate a Request as one, check the "Genuineness of a Document" box above the Request.

What are Generate Requests (or Interrogatories)? Click "Generate Requests (or Interrogatories)" to ask AI4Discovery to generate Requests or Interrogatories for you. You can edit or delete any generated Request or Interrogatory.

What is Reformat? When you Reformat a Request or Interrogatory, AI4Discovery looks for uncapitalized defined terms, adds the Definitions and capitalizes the defined term as well as fixing other formatting issues. You can click "Reformat" for an individual Request or Interrogatory or click "Reformat All" to Reformat all of them.

How do I delete a Request or Interrogatory? Check the Delete box to the left of the Request or Interrogatory then click "Delete Interrogatories (or Requests)" at the bottom left of the screen.

How do I insert a new Request or Interrogatory? To insert a blank row above a Request or Interrogatory, click the green up arrow to the right of it. To insert one below, click the green down arrow.

How do I add more Requests or Interrogatories? At the bottom of the page, click "+ More Interrogatories (or Requests)".

How do I respond to Discovery? From your Case List, click the red button to the right of the Case for which you want to respond. This will take you to the Discovery List for the Case. Find the desired Discovery in the List, open the Action menu to the right and select ”Respond”.

AI4Discovery will offer to generate Objections for you. If you click "Yes" you can choose between asserting the full Objection to each Request (or Interrogatory) or selecting the Objections you want to assert.

Depending upon the Device, e.g. Form Interrogatories, Requests for Admission, etc., AI4Discovery will display the Request or Interrogatory and offer both an Objection field and an Answer field. For Requests for Admission, you (or your client) will have the options of answering "Admit", "Deny", or "Unable to Admit or Deny".

For Requests for Production of Documents, you (or your client) will have the options of answering "I have responsive documents", "Responsive documents have never existed", "Responsive documents were destroyed", or "Responsive documents were lost, misplaced stolen, or I lack access to them." If you (or your client) has responsive documents, you can drag-and-drop them into the Documents field at the bottom of the page. If you respond "Responsive documents were lost, misplaced stolen, or I lack access to them", you'll be asked for the name and address of anyone you believe has the documents.

How do I respond to Discovery I was served with outside of AI4Discovery? From your Case List, click the red button to the right of the Case for which you were Served with Discovery. This will take you to the Discovery List for the Case. Click ”Respondent” in the upper right. If you have a pdf of the Discovery, click "PDF" and import the response. Or click "Manually" to manually enter the Discovery.

What are Objections? A list of Objections that may be valid for the Discovery you're responding to. You can either assert them where appropriate or ask AI4Discovery to assert them for you. To assert an Objection, click the arrow to the left of it. To check for Use Notes, click the arrow to the right of it.

Can I request or suggest an Objection? To request or suggest an Objection, click "Request/Suggest a Objection" at the top of the list of Objections. If you request a Objection, AI4Discovery staff will attempt to create it. If successful, and AI4Discovery staff believe it would be useful for other users, it will be added to the common list of Objections. If not, it will be added to your list of Objections.

What is the "Client" button? Click the "Client" button to send the client an invitation to respond to the Requests or Interrogatories. The client will not see your Objections. When the client returns their responses, they'll be prompted to Verify them.

How do I Meet & Confer about Discovery responses? From your Case List, click the red button to the right of the Case for which you want to Meet & Confer. This will take you to the Discovery List for the Case. Find the Discovery you propounded in the List. Click the small blue arrow to the left of the Discovery's Title to view the Response. Open the Action menu for the Response and select ”Meet & Confer”.

AI4Discovery will display the Requests or Interrogatories and opposing counsel's responses. It will ask if you want the AI to generate Objection Killers (authoritative, well-cited arguments that invalidate boilerplate objections). If so, you can either Propound All of them or Select the Objection Killers you want to respond with.

Enter your Meet & Confer reply in the Reply field for each Request or Interrogatory. If the Reply field is left blank, that Request or Interrogatory will be excluded from the Meet & Confer letter.

How do I put the Meet & Confer letter on my Letterhead? If the Case has Letterhead, it will be used automatically. To see how to add Letterhead to a Case, select the "Cases" section of this FAQ.

What's the difference between "Regular" and "Private Label" service? With Regular service, AI4Discovery serves the Discovery to everyone in the Case's Service List. Both the documents and the email include AI4Discovery branding. Since this helps grow our user base, we subsidize the cost, making it just $20.

However, some people don’t want it known that they’re using AI4Discovery. As one person put it, “I would not like [opposing counsel] to use AI4Discovery on me.” With Private Label service, we provide you with the Discovery and you serve it, just as you do currently. There's no AI4Discovery branding so opposing counsel doesn't know you used AI4Discovery and we don't subsidize the cost, making it $45.

AI4Discovery read our complaint and drafted discovery in minutes. It generates powerful Meet & Confer letters (without AI hallucinations). Its AMAZING!

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