1. Litigation Management
  2. Process
  3. Document review to production
Process · Document review to production

Document review to production

Retain the approved document revision and the evidence of production.

Step by step

  1. Prepare document Matter Coordinator

    Matter Coordinator links a titled legal document, revision and content hash to the matter.

    • Identify version and case.
    • Updates Legal documents, Matters
  2. Privilege review Supervising Attorney

    Supervising Attorney considers its privilege state and the version proposed for sharing.

    • Record the privilege classification.
    • Updates Legal documents
    ApprovalA person approves before the work moves on.
  3. Authorize production Supervising Attorney

    Counsel identifies the version and authorization reference that the coordinator may use.

    • Connect approval and authorization reference.
    • Updates Legal documents, Document productions
  4. Record delivery Matter Coordinator

    The production record names the recipient, date and hash of the produced content.

    • Retain recipient, date and production hash.
    • Updates Document productions, Legal documents
Supervising Attorney
Owns privilege and authorization decisions; Matter Coordinator prepares the document record and production evidence; Auditor reads authorized records.

Set up Litigation Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started