AI for e-discovery and litigation support
Ultramarine Work reads the files already in the matter folder and drafts privilege logs, discovery responses, chronologies and digests from them. It also checks productions and counts the deadlines.
Delgado-v-Harlan-discovery.xlsxExampleDelgado v. Harlan discovery, week of May 18
- Rogs, Set 1Served Apr 20Due May 20Waiting
All 25 answers are drafted, and Nos. 7 and 12 still need the client’s verification.
- RFPs, Set 2Served May 14Due Jun 15Ready
Day 30 falls on Saturday, June 13, so Rule 6(a)(1)(C) carries the deadline to Monday.
- Privilege log, Vol. 3ESI order ¶ 9Due May 22Flagged
Forty-one entries have no author, so the log goes back to the review team before service.
- Production 4Rolling scheduleDue May 29Waiting
The vendor is reprocessing 112 documents that failed QC for missing extracted text.
How it works
- 1
Load the matter folder
Productions with their Bates indexes, review coding exports, deposition transcripts, medical records, the protective order, the ESI protocol and your firm’s log template go into the matter folder just as they are.
- 2
Tell it what to build
Request a page-line digest of the 312-page Halvorsen transcript, a log entry per withheld document, or an elusion recall estimate. Every entry cites the Bates number or transcript page behind it, and files come back in Excel or Word.
- 3
Check every file it touched
Tie each log entry back to the review coding, read the chronology against the source pages, and have counsel settle every privilege call before anything is served. The drafts support that review, and they never stand in for it.
Inside the Litigation Support & E-discovery mode
Litigation support
Drafts the entries and summaries review teams write all day, with each one cited to the Bates number, transcript page or record page behind it.
Medical records chronology
Reads the provider records and returns a dated, page-cited chronology, with diagnoses, treatment, bills, prior conditions and treatment gaps called out.
Discovery and depositions
Writes the responses with their objections, the deficiency letter for meet-and-confer, Rule 45 subpoenas to providers and the outline for the next deposition.
eDiscovery preservation and productions
Puts together the hold notice and custodian tracker, counts hits per search term, runs elusion test math and sets the production spec to the protocol’s fields.
Pleadings and motions
Assembles the motion package with the notice, declaration, proof of service and proposed order, checked against the local rules and the judge’s standing order.
Court filing and docketing
Counts each response date under Rule 6(a) or your state’s rules, calendars every date in the order, and builds the checklist for the e-filing packet.
Trial preparation and exhibits
Keeps the exhibit and witness lists keyed to Bates numbers, and drafts page-line designations, motions in limine, jury instructions and verdict forms.
Legal authority verification
Looks up the cases, statutes and court rules a draft relies on, and flags the ones it cannot confirm for you to settle before the draft leaves your desk.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Ask it for
“Turn the 1,240 pages of Mesa General and Pioneer Orthopedics records into a chronology by date and provider, with page cites, prior conditions and gaps flagged.”
Delgado-medical-chronology.xlsx“Draft a log entry for each withheld and redacted document in the Harlan review export, with authors, recipients, privilege asserted and a neutral description.”
Harlan-privilege-log.xlsx“Answer Delgado’s First Set of Interrogatories, all 25, from the email export and the Barrow report, and object specifically to the overbroad requests.”
Harlan-rogs-set-one.docx“From the 1,537-document elusion sample, estimate recall for the TAR workflow at 95% confidence, and show the elusion rate and the math.”
TAR-elusion-validation.xlsx“Build the trial exhibit list from the production index and witness list, with number, description, date, Bates range and sponsoring witness for all 142.”
Trial-exhibit-list.xlsx“Count the Rule 34 response deadline for requests served by e-service on May 14, 2026, with Memorial Day counted, and show the counting rule at each step.”
Rule-34-deadline-math.xlsx
Who it’s for
Litigation paralegals, litigation legal assistants and docketing staff, litigation support and e-discovery specialists and managers, and document review attorneys at firms, legal departments, agencies and service providers.
Questions
Will it make the privilege call on a document?
No, the privilege call stays with counsel and your review team. Ultramarine Work drafts the log entries and redaction lists from the review coding, and each entry sets out the authors, recipients, privilege asserted and a description that lets the other side assess the claim without reading the advice. Sedona’s 2024 commentary holds that writing those descriptions is attorney judgment, which is why the mode handles logging as drafting work and leaves the call to counsel.
Can putting privileged documents into an AI tool waive privilege?
It can, and because the app sends whatever you give it to Paper Instruments’ servers to be processed, the decision belongs to counsel and your compliance team. The waiver risk sits with tools that retain or train on inputs, and protective orders and ESI protocols now bar public chatbots for confidential material. Negotiate a clawback order under FRE 502(d) before production, and ask counsel about prompts, because courts are split on whether they are discoverable.
Can we load PHI from medical records into it?
The app will read any file in the folder, but whether PHI may go in is a decision for your compliance team and counsel. Loading PHI means sending it to Paper Instruments’ servers, where the model runs, the same as any request. Treat what goes in the way you treat any other vendor disclosure. Ultramarine Work holds no healthcare certification, so records covered by a qualified protective order still have to clear your HIPAA analysis. The details are on our compliance page.
Will it invent a case or a quote in the drafts?
It can, which is why the skills tell it to cite the source file for every statement and to note what it could not find instead of guessing. The mode’s authority skill looks up the cases, statutes and rules a draft relies on and flags any it cannot confirm, which narrows the problem without removing it. You still review every file it touched. The $5,000 sanction in Mata v. Avianca went to lawyers who filed briefs built on six invented cases and never read them.
Where does the case data go?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.