AI workflows for discovery and legal holds.
Preserving records when a dispute starts and managing what is produced, withheld and still owed in discovery.
Who does this work
- Litigation paralegal
- Discovery coordinator
- Litigation support manager
4 workflow templates ready to adapt, and 5 workflows identified.
Updated
Examples of the workflows identified
- Check the privilege log metadata
- Index a received document production
- Prepare the record-preservation checklist
- Track discovery responses and promised supplements
- Check a discovery response package's service paperworkIllustrative
The workflows identified
Marked illustrative: an example of the work, identified, with no workflow template yet.
Check a discovery response package's service paperworkA checklist linking each discovery response to its signature pages, signer roles, recipients and proof of service.Illustrative · not built yet
Workflow templates
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Where to go next
All of litigation and disputesThe broader area this belongs to, with its workflows.All of legal and contractsEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.
Also within litigation and disputes
Other areas of legal and contracts