Run a first-pass review of the large discovery set
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From a lawyer-cleared corpus, cluster documents, flag likely hot families and draft an issues list with sample cites.
- What the lawyer must review
- Make production and privilege calls yourself
- Do not load class-member personal information into a tool without a clearance decision
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.