Index / Litigation Work Product
PB-020

Production Issue Coder

Codes produced documents for responsiveness and issue tags, and never touches privilege.

Litigation Work Product — category rule

Every spec in this category touches privileged material, work product, or protected health information, and none of them exercises legal judgment. They locate, assemble, cite, and flag. An attorney determines privilege, responsiveness, valuation, and argument — always. Before you connect a document store to any AI vendor, confirm what that vendor does with what you upload, whether a protective order in the matter permits it, and whether your client's informed consent is required. Competence, confidentiality, and supervision are yours; the tool does not carry any of them for you.

Before you run this

Confidentiality is the whole issue here. Confirm what your AI vendor does with uploaded documents, whether any protective order in the matter permits it, and whether client consent is required. Privilege calls stay with an attorney — that is not a setting to change.

The spec — copy this

Set up a new bot for me I can trigger on a document production. Walk me through connecting my document store, then configure it: read the produced set and code each document for the issue tags I define, note the date, author, recipients, and document type, and produce a review sheet with a one-line summary and a confidence level per document. Route everything it codes as low confidence, and everything mentioning counsel, legal advice, or anything that could bear on privilege, into a separate attorney-review queue without coding it. It never makes a privilege determination, never marks anything as non-responsive without attorney sign-off, and never produces or withholds anything. Ask me for my issue tags, my confidence threshold, and who owns the review queue, run it against a set already reviewed so I can measure it against the human coding, then save it.
Paste into an assistant that can connect to your systems.
Category
Litigation Work Product
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

More in Litigation Work Product