OMB Individually Reported

Everlaw AI Assistant for Responsive Review

Low riskExact public inventory row

Description

Everlaw AI Assistant’s Coding Suggestions lets OTAR and DO set natural-language criteria (case, category, and code descriptions) to assess document responsiveness. By tagging documents using keywords, account numbers, and contextual clues, it reduces manual review and speeds document triage

Detailed example

The AI assistant provides one of four coding suggestions: Yes (direct match), Soft Yes (plausible relevance), Soft No (weak relevance), or No (not relevant). DOI reviewers can filter by category, validate samples, and refine code descriptions. Output is advisory; reviewers decide whether to apply the ‘Responsive’ code.

AI / analytics pattern

Agentic AI: AI systems that perform tasks or make decisions autonomously with minimal human intervention.

Automation level / stage

b) Pilot – The use case has been deployed in a limited test or pilot capacity.

Expected benefit

Reduced manual labor cost and cycle time for responsive review; more consistent and rapid identification of responsive documents; meet discovery deadlines; large scale document search; and improved classification for historical accounting.

Controls / human review

ATO: Yes; PIA: Not published

Data needed

digitized documents such as contracts, account records, correspondence, and financial records