Discovery Review Agent

The Discovery Review Agent reviews large document sets for relevance and privilege for discovery under Rule 35 of the Uniform Rules of Court. It tags each document by issue, identifies potentially privileged material, and prepares the schedules for the discovery affidavit so the attorney can review and finalise them.

Ideal forLitigation attorneys

The difference

From 40-60 hours per 1,000 documents to 8-12 hours

Discovery deadlines become manageable, and senior attorneys spend their time on the key documents and privilege calls.

Done by hand

40-60 hours per 1,000 documents

With the Vanine agent

8-12 hours

Time returned to your team

80%

Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.

Manageable document volumes

Email-heavy disputes can involve tens of thousands of documents. The agent does the first-pass review so your team focuses on the documents that matter.

Privilege protected

Inadvertently discovering privileged documents is hard to undo. The agent flags legal advice, litigation privilege and without prejudice material for attorney review.

Consistent, defensible review

Every document is assessed against the same issues and criteria, with reasons recorded, so your discovery process is consistent and explainable.

Capabilities

Get through Rule 35 discovery faster, with privilege protected.

Built for litigation attorneys, candidate attorneys, paralegals and in-house dispute teams handling document-heavy matters in South African courts and arbitrations.

Relevance review

Assesses each document against the issues defined by the pleadings and records a short reason for its relevance classification.

Privilege identification

Flags documents that may attract legal advice privilege, litigation privilege or without prejudice protection, for attorney decision.

Issue tagging

Tags documents by issue, custodian and date, so the team can build witness files and focus on the key documents quickly.

Duplicate and thread handling

Groups duplicate documents and email threads so reviewers see each conversation once.

Discovery affidavit schedules

Prepares the schedules of documents for the Rule 35 discovery affidavit, separating documents in possession, privileged documents and documents no longer held.

Personal information flags

Highlights personal information of third parties so the team can consider POPIA and confidentiality measures before documents are produced.

How it works

From your systems to a result you sign off

The attorney decides on relevance and privilege, finalises the schedules, and the client deposes to the discovery affidavit.

SharePointOutlookTeamsExcelWord
Any system you use
Connects

Connect the places your discovery documents already live.

Client document collections from SharePoint, Outlook mailboxes, Purview eDiscovery exports and your document management system. Already use something else? We connect that too.

  • OpenAI Frontier
  • Your own AI platform or models
  • Microsoft 365 (Teams, SharePoint, Outlook, Excel)
  • Copilot Studio
  • Microsoft Purview eDiscovery exports
  • iManage and NetDocuments
  • Court Online and CaseLines
Works in

Runs as a batch review on a schedule or on request in Teams or OpenAI Frontier, using the models your organisation approves.

Relevance review
Privilege identification
Issue tagging
Duplicate and thread handling
Discovery affidavit schedules
Personal information flags
Delivers to

A tagged review set in Excel, a privilege log and draft discovery affidavit schedules in Word.

Step by step

  1. 01

    The attorney defines the issues and loads the document collection.

  2. 02

    The agent removes duplicates and groups email threads.

  3. 03

    It reviews each document for relevance and privilege and tags it by issue.

  4. 04

    It prepares the privilege log and discovery affidavit schedules.

  5. 05

    The attorney reviews the classifications and privilege calls.

  6. 06

    The client deposes to the affidavit and the attorney serves it.

Deployment

Runs inside the tools your team already uses

The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.

Model Context Protocol

In the frontier assistant you already pay for

We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.

Adopting frontier AI across your teams
Called from ClaudeMCP connected

"Remove duplicates and group email threads"

Tooldiscovery_review.dedupe_documents
rule
Uniform Rule 35
custodians
9 mailboxes
Returned18,400 down to 6,210Every finding linked to its source document
Self-hosted

On a model you host yourself

Run the agent on open-weight models in your data centre or private cloud. Your discovery documents never leave your network, which keeps POPIA and data residency straightforward.

  • Llama
  • Mistral
  • Ollama
  • or any OpenAI-compatible endpoint
Sovereign AI on your infrastructure
Bespoke systems

Inside your own software

Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.

  • REST API
  • Webhooks
  • Batch jobs
  • Embeddable review panel
Custom integrations from our software factory
Governance

Governed the same way, every route

Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.

  • Single sign-on through Entra ID, Okta or Google Workspace
  • Reads only the documents each user is already allowed to open
  • Every tool call written to an audit log you can export
How your data is handled

DATA SECURITY & PRIVACY

Your discovery documents stay yours.

The agent runs inside your tenancy, reads only what each task needs, and never trains on your discovery documents. Every step is logged so your auditors can see exactly what it touched.

Built for regulated work.

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WHAT THE AGENT KEEPSONLY THE OUTPUTENCRYPTED AT REST0 BIT AES0% DELETABLE0 TRAINING RUNS

YOUR DISCOVERY DOCUMENTS NEVER LEAVE YOUR ENVIRONMENT

Precision AI for Institutional Workflows

Build once.Deploy across teams.Improve over time.