Review a document revision

Step by step

1. Document registration Matter Coordinator

   Matter Coordinator records a title, revision and content hash for the matter document and attaches the file when available.

   • Identify content and matter
   • Updates Legal documents, Matters

2. Document review Supervising Attorney

   Supervising Attorney examines the exact revision and records its privilege classification and approving name.

   • Retain the privilege classification and approving name
   • Updates Legal documents
   ApprovalA person approves before the work moves on.

3. Production preparation Matter Coordinator

   The coordinator identifies the intended recipient and the authorization reference for the reviewed material.

   • Confirm the intended document
   • Updates Legal documents, Matters

4. Production authorization Supervising Attorney

   Supervising Attorney checks the revision, recipient and authority before a production record is accepted.

   • Record recipient, reference and guarded result
   • Updates Document productions, Operation receipts
   ApprovalA person approves before the work moves on.

Matter Coordinator

Prepares the document; Supervising Attorney decides privilege and production authority; Auditor inspects the retained trail.