Document review and production

Step by step

1. Record the revision Evidence Officer

   Evidence Officer keeps title, revision and content hash with the parent matter.

   • Evidence Officer keeps title, revision and content hash with the parent matter.
   • Updates Legal documents, Matters

2. Review privilege Matter Owner

   Matter Owner checks Unreviewed, Privileged or Not Privileged before production.

   • Matter Owner checks Unreviewed, Privileged or Not Privileged before production.
   • Updates Legal documents
   ApprovalA person approves before the work moves on.

3. Record production Evidence Officer

   Evidence Officer records recipient, authorization reference, production date and hash.

   • Evidence Officer records recipient, authorization reference, production date and hash.
   • Updates Document productions, Legal documents

4. Preserve supporting evidence Evidence Officer

   Evidence Officer attaches supporting material with its visibility and evidence type.

   • Evidence Officer attaches supporting material with its visibility and evidence type.
   • Updates Record attachments, Matters

Evidence Officer

, Matter Owner.