How to Streamline Document Review: A 5-Step Litigation Workflow Using AI

Document review is one of the most time-consuming stages of litigation. Sifting through hundreds or thousands of pages to extract key facts, identify issues, and build timelines can take weeks. But with AI-powered tools like NeXa, ChronoVault 2.0, and TrialPrep, legal professionals can accelerate their review process by up to 60% without sacrificing accuracy.

In this guide, we’ll walk you through a 5-step AI-powered litigation workflow to streamline document review, organize your strategy, and save billable hours.

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Step 1: Upload Your Document Set to NeXa

Start by uploading your case files, emails, contracts, transcripts, and exhibits into the NeXa interface. NeXa supports bulk upload and OCR, making it easy to convert scanned PDFs into searchable text.

Once uploaded, NeXa’s AI engine automatically categorizes the documents and prepares them for targeted analysis.

Pro tip: Before uploading, segment your files into logical groups such as “Emails from opposing counsel,” “Client interview notes,” or “Invoices.”

Step 2: Use Targeted Prompts to Summarize & Extract Facts

Instead of reading every document line-by-line, use custom prompts in NeXa to extract what matters.

Here are some example prompts that streamline analysis:

• “Summarize all documents authored by John Smith between May 1 and June 15.”
• “List all references to payment disputes in emails between the client and vendor.”
• “What are the key dates and events related to the contract termination clause?”
• “Identify any potential admissions of liability in the deposition transcripts.”

NeXa also flags inconsistencies across jurisdictions and highlights citations or excerpts that require manual verification.

Step 3: Automatically Build Chronologies with ChronoVault 2.0

Once key facts are extracted, ChronoVault 2.0 helps you organize them into a visual timeline.

You can:

• Link each fact to its original source document
• Tag events by issue (e.g., breach of duty, payment delay, conflicting statements)
• Spot gaps in documentation or inconsistencies between parties

This structured view enables faster strategy development and helps teams get courtroom-ready earlier.

Step 4: Structure Arguments and Strategy with TrialPrep

TrialPrep takes your fact patterns and helps you map out arguments, anticipate counterpoints, and stay aligned with procedural rules.

Use TrialPrep to:

• Build outlines for motions, briefs, or hearing prep
• Organize exhibits and fact summaries for court
• Assign review checkpoints so attorneys stay in control

Every output can be reviewed, edited, and annotated—keeping full human-in-the-loop oversight in place.

Step 5: Review and Iterate as the Case Evolves

As new documents are added or legal strategy shifts, you can re-run analysis with updated prompts or timeline filters.

The AI adapts to new inputs, saving time while maintaining consistency across versions. This is especially helpful during:

• Discovery disputes
• Last-minute filings
• Case updates close to trial

Mini Case Study: Before and After AI

Before AI: A 3-attorney team at a mid-sized litigation firm spent 110 hours over 3 weeks reviewing emails and deposition transcripts to prepare a motion for summary judgment.

After AI: Using NeXa and ChronoVault 2.0, the same team completed the review and strategy development in 43 hours, cutting review time by 61% while improving overall timeline clarity.

Downloadable Resource: AI Document Review Checklist

Want a printable checklist for your firm?

• Pre-upload file organization guide
• Sample prompts for NeXa
• Audit trail and verification best practices
• Review checkpoints for ethical compliance

Download the checklist now (PDF)

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Need help implementing your first AI review workflow? Book a free demo call with our litigation strategy experts.