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- Document Automation
- Process
- Authorize a document production
Authorize a document production
Record who received the exact reviewed document and why.
Step by step
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Document review Supervising Attorney
Supervising Attorney verifies the revision, content hash and privilege treatment.
- Confirm the content to be shared
- Updates Legal documents
ApprovalA person approves before the work moves on. -
Recipient selection Matter Coordinator
Matter Coordinator identifies the recipient and the matter that authorizes sharing.
- Check matter and counterparty context
- Updates Matters, Clients
-
Production authorization Supervising Attorney
Supervising Attorney confirms the reference and recipient for the exact revision.
- Bind authority to exact content
- Updates Document productions, Legal documents
ApprovalA person approves before the work moves on. -
Production evidence Matter Coordinator
The team records the production date, recipient, reference and hash with the document.
- Retain the recipient and result
- Updates Document productions, Operation receipts
Who does what
Roles and permissions- Matter Coordinator
- Prepares the requested disclosure; Supervising Attorney authorizes it; Auditor reviews the evidence.
Set up Document Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.