The problem

What the customer was up against.

An AmLaw 50 firm was running massive document-review projects on litigation matters and M&A due diligence — work that consumed associate hours, frustrated clients who paid for it, and was increasingly contested on cost. Contract-attorney review centres mitigated cost but raised quality concerns. The firm needed a way to scale review without compromising attorney-client privilege or partner-grade output quality.

The solution

What xyner built.

Deployed xyner with three specialist agents — Document Review Agent, Privilege Screening Agent, Due Diligence Synthesis Agent — inside the firm's matter-management environment with full matter-scoped data isolation and privilege protection.

The outcomes

Measured impact.

Document-review throughput up 10× on agent-handled review; privilege screening accuracy materially improved; due-diligence synthesis cycle compressed from weeks to days on M&A matters; associate hours reallocated to substantive lawyering work.

Executive summary

At a glance.

Situation

An AmLaw 50 firm was running massive document-review projects on litigation matters and M&A due diligence — work that consumed associate hours, frustrated clients who paid for it, and was increasingly contested on cost. Contract-attorney review centres mitigated cost but raised quality concerns. The firm needed a way to scale review without compromising attorney-client privilege or partner-grade output quality.

Intervention

Deployed xyner with three specialist agents — Document Review Agent, Privilege Screening Agent, Due Diligence Synthesis Agent — inside the firm's matter-management environment with full matter-scoped data isolation and privilege protection.

Outcome

Document-review throughput up 10× on agent-handled review; privilege screening accuracy materially improved; due-diligence synthesis cycle compressed from weeks to days on M&A matters; associate hours reallocated to substantive lawyering work.

Industry

Legal · Document review and due diligence

An AmLaw 50 law firm with global litigation and transactional practices

Scope

United States with global presence

Litigation document review, contract due diligence, privilege screening, deposition prep

Duration

11 weeks pilot, 8 months full rollout

From contract signature to full rollout.

Architecture

What the deployment actually looks like.

Law-firm work carries unique data isolation requirements — privilege, work-product, conflicts. Every component of the deployment respects matter-scoped data boundaries.

Document Review Agent

Reviews documents against case-specific issue codes, responsiveness criteria and review protocols; produces partner-reviewable summaries and flagged concerns.

Privilege Screening Agent

Screens for attorney-client privilege, work-product and other protection categories; outputs are reviewed by attorneys before production.

Due Diligence Synthesis Agent

For M&A matters, synthesizes contracts, corporate documents, regulatory filings into deal-context summaries; surfaces material issues, change-of-control provisions and unusual terms.

Matter-scoped isolation

Each matter has its own data plane scope; cross-matter information flow is structurally impossible; conflicts boundaries enforced at the platform level.

Attorney workbench

Attorneys interact with agents from a single workbench integrated with the firm's document-review platform and matter-management system.

Privilege-grade audit

Every document touch, every agent action, every privilege determination captured; full audit trail defensible to courts and regulators.

Implementation timeline

How the rollout sequenced.

An 11-week pilot covered two matters (one litigation, one M&A) before phased rollout across practice areas.

Weeks 1-3

Foundations & matter isolation

Deploy matter-scoped architecture; integrate with the firm's document-review platform and matter-management system; complete first round of privilege-protection review.

Weeks 4-5

Agent configuration

Configure three agents against the two pilot matters; load matter-specific issue codes, review protocols and precedent into RAG.

Weeks 6-8

Shadow mode

Agents review documents in shadow alongside contract-attorney teams; outputs reviewed by partners daily; thresholds calibrated by matter.

Weeks 9-11

Pilot live

Live in two pilot matters with partner sign-off on every production; client communication coordinated with general counsel.

Months 4-6

Practice-area rollout

Rollout across litigation and M&A practices; per-practice variations; per-client information governance reviewed.

Months 7-8

Deposition prep + autonomy calibration

Deposition-prep agent introduced; autonomy thresholds calibrated by matter type and review category.

Governance & controls

How the deployment is governed.

Law-firm AI carries unique governance: attorney-client privilege, work-product, conflicts, professional-responsibility rules and increasing court scrutiny of AI-assisted lawyering.

Privilege protection

Privilege screening is integrated into every document touch; any output that might cross a privilege boundary is gated for attorney review.

Matter isolation

Matter-scoped data planes; conflicts boundaries enforced at the platform level; cross-matter information flow is structurally impossible.

Attorney supervision

All agent outputs that reach clients or courts are reviewed and signed off by an attorney with the appropriate level of authority.

Court-disclosure readiness

The firm can produce, on request, complete records of which AI tools were used on which matters and how; aligned to the evolving court-disclosure landscape.

Professional-responsibility alignment

Deployment reviewed for alignment with the relevant professional-responsibility rules; ongoing monitoring as the regulatory landscape evolves.

What other enterprises can learn

Three transferable lessons.

Three lessons for other AmLaw firms considering agentic AI in core lawyering work.

1

Matter-scoped isolation is the foundational architectural choice

Without true matter isolation, privilege and conflicts concerns block adoption. With it, the platform unlocks scale without sacrifice.

2

Partner supervision must be visible, not just real

Partners signing off on every production isn't enough — the supervision must be visible in the audit trail. Court-disclosure requirements made this an upfront requirement.

3

Contract-attorney review centres are augmented, not replaced

Contract-attorney teams worked alongside the platform productively. The platform handled volume; contract attorneys handled nuance. Both quality and economics improved.

We can offer document review at a price our clients accept, with a quality our partners stand behind, on timelines our courts require. Three constraints that used to be in conflict are now in harmony.
Managing Partner, AmLaw 50 law firm

Reference engagement available through your xyner account team, subject to the firm's client-confidentiality and matter-confidentiality protocols.

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