Document production

Step by step

1. Review document revision Document Reviewer

   The Document Reviewer checks the file, revision, content hash and privilege state on the matter.

   • File and revision checked for privilege
   • Updates Legal documents, Matters

2. Authorize production Document Reviewer

   The Document Reviewer decides whether the exact revision may go to the named recipient under the recorded authority.

   • Approval evidence for the exact revision and recipient
   • Updates Legal documents, Document productions, Record attachments
   ApprovalA person approves before the work moves on.

3. Record production Document Reviewer

   The team records the recipient, production date, authorization reference and production hash.

   • Recipient and hash tied to the document
   • Updates Document productions, Legal documents

4. Retain delivery evidence Matter Owner

   The actual recipient receipt is kept on the matter alongside the production record.

   • Recipient receipt retained with the matter
   • Updates Record attachments, Matters

Document Reviewer

, Matter Owner, Supervising Attorney, Operations Reviewer