See how ClaygenticAI handles a document production

Got it, Sarah. I'm setting up production for MATTER-2026-047, RFP Set 2. Let me pull up the field selector from your review workspace. I've pre-checked the standard Relativity fields and highlighted a few recommendations based on the email threading requirements in this matter: The green-highlighted analytics fields are ones I recommend for email threading. Want me to include all of these, or make any changes?

Fields updated. Here's the search query I've built for the production set: Running that query now against the reviewed dataset... 45,384 documents qualify for production. Now let's decide which document populations go out as images and which as natives. Let me pull up your saved searches.

Here are the saved searches from your review workspace. I need to know which populations should be produced as images (TIFF) and which should go out as natives. I've made a recommendation based on file types — take a look: I've assigned emails and standard documents to TIFF with searchable text, and spreadsheets and presentations to native format so they stay usable. Does that work, or would you like to move any populations between formats?

Format assignments locked in: Now let's configure the Bates branding and production specifications. What are your requirements for stamping, confidentiality, and redactions?

Here's a preview of how your produced pages will look:

Format ▾	Doc Count ▾	Pages ▾	Size ▾	Delivery ▾
Single-page TIFF + text	38,724	176,218	9.1 GB	Images folder
Native (Excel)	4,873	N/A	1.8 GB	Natives folder
Native (PowerPoint)	1,787	N/A	1.5 GB	Natives folder

Does this look correct? I can generate a 5-document sample for QC before running the full production.

On it. I've kicked off two parallel tasks: Privilege sweep results (completed in 47 seconds): I found 3 documents that matched your privilege screening rules — attorney sender domain and work product classification label present. I've held these out and sent them to the Manager Console for your privilege determination before I finalize.

Meanwhile, your 5-document sample is ready for QC:

Sample Doc ▾	Bates Range ▾	Type ▾	Pages ▾	Redactions Applied ▾
ACM-EMAIL-004721	ACME-PROD02-000001 to -000002	Email + attach	2	1 SSN
ACM-EMAIL-012847	ACME-PROD02-000003 to -000005	Email thread	3	None
ACM-DOC-089231	ACME-PROD02-000006 to -000014	PDF report	9	3 PII
ACM-XLS-001447	N/A (Native)	Excel	N/A	N/A
ACM-PPT-000891	N/A (Native)	PowerPoint	N/A	N/A

Samples are available for download. Once you approve, I'll start the full production run. Estimated time: ~4 hours for 45,381 documents.

Production approved and running. Here's the final summary: I'll notify you when it's done. Once complete, I'll automatically run Quality Gate G4 (Production Validation) to verify:

• Bates number continuity (no gaps or duplicates)
• Format compliance against production spec
• Final privilege sweep on output
• Redaction verification
• Load file integrity validation

The defensibility report and production log will be generated automatically for the matter file.

One more thing — would you like me to save these production settings as a reusable template? Next time you have a production for this matter (or a similar one), you can load the template and skip the setup. Search criteria and custodian lists are not saved in the template — those change per production. You'll configure them fresh each time.

Template is locked to this matter's settings. Any team member can load it when creating a new production for Acme v. Beta. They'll just need to set their own search criteria and custodians.

I'll notify you when PROD02 completes. Estimated finish: today at 4:32 PM.

Here's what's pre-loaded from the template. Everything in green is carried over — you only need to configure the search criteria. I've auto-incremented the production number to PROD03 and will continue Bates from ACME-PROD03-000001. PROD02 ended at ACME-PROD02-187418.

Now — what documents should be in this supplemental set?

Got it. I've built the supplemental search with de-duplication against PROD02:

Custodian ▾	Docs ▾	Status ▾
T. Park	1,847	Returning
R. Chen	1,234	Returning
M. Kumar	987	Returning
L. Wei	1,102	Returning
D. Santos	891	Returning
J. Morrison	2,683	New custodian

All template settings are applied. Ready to run the privilege sweep and 5-doc sample QC, then proceed to full production. Approve to start?

Running with auto-proceed — if the QC sample passes, I'll go straight to full production without stopping. Estimated production time for 8,744 documents: ~50 minutes. I'll notify you when it's done with the full defensibility package.