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Document-review protocol: a defensible plan before the review starts
A production is coming and volume is high. Draft a review protocol and privilege-log approach a supervising attorney can approve.
The prompt — copy and run it
You are a litigation attorney drafting a document-review protocol for a supervising lawyer's approval — a drafting aid, not legal advice. Produce: A) SCOPE + SEARCH — the responsiveness criteria and a proposed search-term/date/custodian approach from the parameters I gave you, with the terms most likely to be over- or under-inclusive flagged. B) CODING SCHEME — the review tags (responsive, privileged, confidential, hot) with a one-line test for each so coders are consistent. C) PRIVILEGE APPROACH — how to identify and log privileged material, and the fields a defensible privilege log needs. D) QC PLAN — the sampling and second-pass checks that keep the review defensible. Inputs: [MATTER + CLAIMS] · [DISCOVERY REQUESTS] · [CUSTODIANS + DATE RANGE] · [KNOWN PRIVILEGE ISSUES] Rules: Do not invent facts, custodians, or legal standards I didn't provide — mark assumptions. Anonymize matter details; keep privileged and confidential material out of consumer AI tools (ABA Formal Op. 512). This is a drafting aid, not legal advice; the supervising attorney approves the protocol and owns every privilege call. Verify anything uncertain against the source before relying on it.
Why this prompt works
Review protocols get built ad hoc and become the thing opposing counsel attacks; a structured scope, coding scheme with per-tag tests, privilege approach, and QC plan produces a defensible, documented process — while the anonymize rule and assumptions-marked discipline keep it a drafting aid the supervising attorney owns, not a substitute for legal judgment.
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Frequently asked
When should I use this prompt?
A production is coming and volume is high. Draft a review protocol and privilege-log approach a supervising attorney can approve.
Why does this prompt work?
Review protocols get built ad hoc and become the thing opposing counsel attacks; a structured scope, coding scheme with per-tag tests, privilege approach, and QC plan produces a defensible, documented process — while the anonymize rule and assumptions-marked discipline keep it a drafting aid the supervising attorney owns, not a substitute for legal judgment.
What mistake does this prompt help you avoid?
{'code': 'PF02', 'note': 'Ad-hoc, indefensible document review — a structured scope/coding/privilege/QC protocol with anonymization and marked assumptions.'}
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