Streamlining eDiscovery Workflows: Oasis Develops Litsy to Integrate with Relativity and Automate Processes

150 150 Gulfstream Legal Group

In the ever-evolving landscape of eDiscovery, efficiency and automation have become paramount. Legal professionals and eDiscovery experts are constantly seeking ways to streamline their workflows, reduce manual tasks, and improve productivity. Litsy, an innovative Relativity integration by Oasis, has emerged as a game-changer in this regard. Find out how Litsy can benefit your eDiscovery process.

What is Litsy?

Litsy, a Relativity application developed by Oasis, is designed to empower legal teams, vendors, and eDiscovery professionals by providing them with a comprehensive toolset to automate various tasks within the Relativity platform.

Oasis, with a rich history of serving as a vendor to the vendors, has always prioritized removing obstacles for legal professionals. Their mission is to enable users to take control of their workspace, administer their own tasks, and have the flexibility to adapt to the unique requirements of different projects and datasets. Litsy was conceived to fulfill this vision, offering an intuitive application that allows Relativity users to create workspaces, manage user groups, and perform various actions independently.

Litsy’s Automated Workflows

The latest evolution of Litsy introduces automated workflows, a feature that promises to significantly enhance productivity and reduce human error. With Litsy’s automated workflows, users can automate tasks such as DT search indexes, OCR sets, imaging sets, batch sets, and more. The automation extends beyond individual matters, allowing users to execute these tasks across entire instances.

To gain a better understanding of how Litsy’s automated workflows function, it’s essential to delve into its core functionalities:

  • User-Friendly Templates – Litsy offers a straightforward template creation process, ensuring that even users without advanced technical knowledge can utilize the platform effectively. Templates are customizable, allowing users to define specific tasks and actions for their workflows. These templates serve as the foundation for automated processes.
  • Triggers and Scheduling – Users have the flexibility to trigger workflows manually or schedule them to run at specific intervals. Litsy supports daily, hourly, and weekly scheduling, accommodating a wide range of automation needs. The scheduling feature also enables users to skip weekends and select their preferred start times, ensuring that workflows align with their operational preferences.
  • Email Notifications – Litsy keeps users informed by sending email notifications. These notifications include updates on completed tasks, errors, and relevant information. Users can configure their notifications to stay informed about the progress of automated workflows, ensuring seamless oversight.
  • Group-Based Permissions – To maintain security and access control, Litsy’s automation is designed around user groups. This approach allows administrators to grant specific permissions to users based on their roles and responsibilities. It ensures that the right people have access to the right workflows, promoting data integrity and security.

Best Practices for Automation

While Litsy’s automated workflows promise to enhance efficiency, it’s important for users to adopt best practices to make the most of this tool. Here are some key considerations:

  1. Efficient Scheduling – Users should schedule workflows thoughtfully, considering the time required for each task. Overloading the system with unnecessary, frequent tasks can lead to inefficiencies. Regular monitoring and adjustment of schedules are essential to maintain system performance. Using a scheduled run, you can set up an automated workflow that images responsive documents on a nightly recurrence. This will save you time when it’s time to start wrapping up your case.
  2. Script Integration – Litsy seamlessly integrates with scripts, allowing users to incorporate custom scripts into their workflows. This feature is particularly valuable for those who rely on scripts for specific tasks, such as data transformation or quality checks.
  3. Think Bigger – Don’t limit your creative automated workflows to a single workspace; deploy your automated workflow across multiple workspaces to improve your handling of critical activities, such as updating indexes or processing documents, and be confident your data is accurate.
  4. Continuous Improvement – Litsy’s development is driven by user feedback and evolving industry needs. Legal professionals are encouraged to provide input and suggestions for additional features or improvements. Oasis is committed to enhancing Litsy to meet the ever-changing demands of the legal technology landscape.

Beyond Automation: Litsy’s Expanding Toolbox

Oasis’s commitment to simplifying the lives of legal professionals extends beyond Litsy’s automated workflows. The platform continues to evolve with the introduction of innovative features, such as:

  1. GDrive Link – The GDrive Link tool addresses the challenges posed by modern attachments by providing a solution for managing Google Drive links. This feature streamlines the process of handling GDrive links, ensuring they remain accessible and efficient.
  2. Tag Sync – Tag Sync is a tool made to help move tags or choices from one Relativity workspace to another. It uses a unique field, such as Hash/MD5Hash, to find and match items between workspaces. Previously reviewed documents on a distinct matter are now relevant to a new case. The client aims to capitalize on the coding choices made during the first review by synchronizing these tags. When documents already examined for another matter appear in a fresh case, this software is crucial. Its primary purpose is to harness the initial coding decisions by harmonizing tags across matching data sets across multiple databases.
  3. Reg Extract – Reg Extract is a powerful tool within Litsy that helps users find and extract data based on regular expressions. This feature simplifies the process of locating and extracting specific information, such as: PII (Phone Numbers Email Addresses, Birth Dates, etc.), Financial Accounts (Credit Cards, IBAN Codes, SWIFT Codes), and Government Identification Numbers (Tax ID, SSN, Driver’s License ID, Passport ID, etc.), enhancing data analysis capabilities.

Litsy’s Relativity integration and automated workflows represent a significant advancement in the field of eDiscovery and legal technology. By streamlining processes, reducing manual tasks, and providing user-friendly automation tools, Litsy empowers legal professionals to focus on higher-level tasks and deliver more value to their clients. As the eDiscovery landscape continues to evolve, Oasis remains at the forefront, committed to simplifying the lives of legal professionals and driving efficiency across the industry.

Watch a demonstration of Listy here. Contact us to try it out, too!