Document Review & Production
Document Review & Production SupportPage-banded review pricing, issue tagging, Bates indexes, production logs and privilege log support.
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Document Review Preparation Checklist
Review quality is decided before the first document is opened. This checklist covers the protocol decisions — issue tags, privilege criteria, redaction rules and sampling — that determine whether a review can be explained months later when someone challenges it.
- Who it's for
- Litigation teams running first-pass or targeted document reviews.
Scope and protocol
- Written review protocol identifying the issues in dispute
- Responsiveness criteria with examples of responsive and non-responsive documents
- Issue tags limited to what the case actually needs
- Confidentiality tiers matched to the protective order
- Escalation path for close calls, with a named attorney decision-maker
Privilege criteria
- List of attorneys, in-house counsel and agents whose communications may be privileged
- Treatment of documents copying both counsel and business personnel
- Work-product criteria distinct from attorney-client criteria
- Redaction versus withholding rules stated in advance
- Privilege log fields fixed before review begins
Review mechanics
- Documents batched by custodian or thread rather than randomly
- Families reviewed together
- Consistent handling of foreign-language documents
- Tracking of review rate and open questions per reviewer
- Daily log of protocol clarifications, retained with the file
Quality control
- Sampling of coded documents by a second reviewer
- Overturn rate tracked and used to retrain, not just corrected
- Full attorney re-review of every privilege call
- Final consistency pass across custodians before production
Practical notes
- • Write the protocol down. A review that cannot be explained cannot be defended.
- • Track protocol clarifications as they happen — reconstructing them later is guesswork.
- • Responsiveness, privilege and production decisions remain the attorney's.
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Attorney types who use this checklist
Attorneys we support
Civil Litigation AttorneysGeneral civil practitioners carrying active dockets in state and federal court.
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Business & Commercial Litigation AttorneysFirms litigating contract, partnership, fraud and business-tort disputes.
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Insurance Litigation AttorneysFirst- and third-party coverage, property and bad-faith litigators.
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Employment AttorneysPlaintiff and defense-side employment and wage-hour litigators.
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Confirm the scope in writing, pay the flat fee, sign the service agreement, complete the matter intake, then upload your records to the secure vault. Preparation begins when the file is complete.