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The Future of eDiscovery: Building Trust Through Integration

In our last series on the Future of eDiscovery, we discussed the evolution of target operating models. Now, we're building on that theme by examining the industry buzz around a significant new integration: Anthropic's large language model and AI chatbot, Claude, with RelativityOne. Let's explore what this means—and what it doesn’t—for the future of legal technology.

Orchestration, Not an "AI Takeover"

At its core, this integration is about one key concept: orchestration. As described by Relativity's Chief Product Officer, Chris Brown, this allows legal teams to use natural language to manage and automate complex platform workflows directly within RelativityOne.

But what does "orchestration" actually look like? Instead of navigating through multiple menus, a manager could now use a single prompt to execute a multi-step process. For example:

  • Automated Matter Setup: A command like, "Create a new workspace for the 'Acme Corp' investigation using our standard litigation template and add the 'First Pass Review' group," could replace dozens of manual clicks.
  • Efficient Data Management: Teams could initiate complex jobs by asking the AI to "Check the status of all processing jobs and send me a report."

This is a critical step forward, embedding AI at the procedural level to make the entire eDiscovery process smarter and more efficient.

However, Brown is careful to make a crucial distinction: Relativity's own purpose-built suite of AI solutions, Relativity aiR, will "continue to power the substantive analysis at the core of every matter." This means the Claude integration is for orchestrating platform workflows, not performing direct legal output analysis. For example, this will not run a predictive coding model to find relevant documents or summarize the contents of a contract, as those substantive tasks remain the domain of specialized, in-platform tools like aiR.

A Measured Approach to Building Trust

This measured approach is fundamental to building trust, the most critical currency in legal technology. While the allure of doing things faster and cheaper is strong, the true measure of AI's success will not be its speed, but the quality of its output. By integrating a powerful, generalist AI into a trusted, industry-specific platform, Relativity aims to give legal teams the best of both worlds: automation without sacrificing the security, reliability, and precision required. The future isn't about handing over the keys to a black-box AI; it's about building a trusted partnership between human experts and intelligent systems.

Key Considerations for Legal Teams Evaluating Integrations: 

While the technology is promising, its adoption requires careful strategic planning. These considerations mirror the top AI concerns highlighted in the KPMG 2026 eDiscovery survey, which found that Trust & Transparency, Acceptance & Adoption, and Financial Constraints are the primary hurdles to overcome.

1

Define Your Use Case: Does the workflow you plan to automate have a clear ROI that outweighs any risks? This is critical, as financial constraints were the most frequently ranked #1 concern (32%) by legal professionals, highlighting pain points around licensing, scaling, and value. A strong business case is essential for driving user acceptance & adoption.

2

Manage Data SprawlAs you integrate new tools, you risk "data sprawl"—where sensitive information leaks beyond secure boundaries. This speaks directly to trust & transparency, the top overall concern in the industry. How will you manage, track, and conduct legal and security reviews for new integrations to maintain trust in your data governance? 

3

Evaluate the Beneficiary: Does the adoption of these technologies primarily benefit the client through lower costs, or the service provider through higher margins? Does it create a faster or more accurate output? Your answer will shape your implementation strategy and your ability to get buy-in from all stakeholders.

4

Measure Trust Through Quality: Trust cannot be assumed; it must be measured. Before deploying any AI integration at scale, establish a rigorous testing framework. Run the AI in parallel with human teams on a defined set of tasks. Compare the AI's output against the human-verified result. Is the quality identical or better? This process allows you to create a quantifiable scorecard for reliability, moving trust from an abstract feeling to a data-driven metric.

5

Ensure Business Continuity: What happens when the AI is unavailable due to an outage, an API issue, or performance degradation? Relying on a new system for critical workflows introduces a potential point of failure. You must have a robust backup plan that includes clearly documented manual processes. Are your teams trained and ready to revert to these methods to prevent disruption to deadlines and client services?

The legal industry's adoption of AI will be a gradual process. Ultimately, the true impact of this technology will not be measured in bold headlines, but in the day-to-day increase in quality.

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David Nides
Principal, Advisory, KPMG US

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