First-pass document review for relevance in discovery

MaintainedLast reviewed

Key facts

Human involvement
YellowClose supervision
How AI is used
Use AI to rank and classify documents.
What the lawyer must review
Lawyer reviews privileged and borderline documents.
Written for / version
Written for Australia

The work product

Forum. Australia

Produce. First-pass document review for relevance in discovery

Have ready. LSJ: AI reshaping productivity; Judicial Commission NSW: AI and litigation; The matter instructions and the documents the output will rely on..

Example of the limit. Stop before the result is filed, sent or relied on. Lawyer reviews privileged and borderline documents.

Stop and hand it back when

  • The cited source is not the instrument that applies to this forum or this date.
  • The output states a fact, date, citation, figure or commitment that is not in the instructions or the source.
  • The responsible lawyer has not approved the exact output for its intended use.

Sources for this task were checked on 2026-10-10.

Who does what

Who does what
RoleWhat they do
AssistanceUse AI to rank and classify documents.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Open the cited source and confirm it is the current instrument for this forum and this date.
  2. Lawyer reviews privileged and borderline documents.
  3. Compare the output with the source and the instructions, including material the output left out.
  4. The responsible lawyer approves the exact output for its intended use, or sends it back.

Sources

Suggested working checks from the linked public sources. Read the source and confirm it applies to this forum and this date. The checks do not approve software or record that the work is done.

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