Case Study: How ToolKit Eliminated Manual Work for a National Litigation Firm

The Challenge: Manual Work Slowing Progress

A national litigation firm was stuck in a frustrating cycle of exporting data from Relativity, manipulating it manually in Excel, and then reloading it back. The process was time-consuming, error-prone, and repetitive. Their administrators were spending hours on tasks that could be done within the platform. The team needed a better way to handle common actions without burning resources.

The Solution: Page One’s Toolkit

To streamline their workflow and empower their admins, the firm implemented Toolkit, Page One’s curated library of ready-to-use scripts designed specifically for Relativity environments.

Toolkit helped the team:

· Access pre-built scripts to automate repetitive, time-wasting tasks

· Eliminate manual manipulation and reduce reliance on external tools

· Apply scripts quickly with clear inputs and minimal setup

· Save results directly in Relativity—no extra back-and-forth

· Expand their toolset with new scripts added regularly based on evolving needs

Toolkit gave their admins the power to act quickly, reduce errors, and move from task to task with precision.

The Outcome: Speed, Accuracy & Admin Efficiency

With Toolkit in place, the firm’s team shaved hours off routine processes every week. Administrators became more self-sufficient, confident, and efficient being able to complete complex tasks in minutes.