Decide whether discovery or suppressed material can go into a tool
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Build an index of candidate documents from metadata the lawyer has already cleared, without opening the underlying files in the tool.
- What the lawyer must review
- Decide whether discovery, subpoenaed or suppressed material may be processed, and where
- Do not treat the index as permission to upload
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Build an index of candidate documents from metadata the lawyer has already cleared, without opening the underlying files in the tool. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm the forum or obligation that applies before any draft is used.
- Check the output against the current primary source for that forum.
- Keep confidential, suppressed and compelled material out of a public tool.
- The lawyer settles the document or the decision before it is used.
Related tasks
Review the discovery set and draft a production issues listCheck permission before using subpoenaed or sensitive recordsBuild an issue-to-document evidence tablePrepare a navigable hearing bundle indexCheck authorities and evidence before filing submissionsConvert court orders into an action and responsibility list