Playbook
eDiscovery + Document Review
A workflow for fast triage, prioritization, and defensible review notes.
ContractsReviewSensitivity: mediumBudget: Free or paidPlatform: any
Recommendation
Based on your answers, we’d start with: Contract Review Quickstart
Your current page is a template. The recommendation below is the closest match for your matter type and workflow stage.
Recommended Stack
Start with 3–5 tools. Add more only if you can maintain the workflow.
Everlaw
Everlaw is cloud-native ediscovery software for litigation and investigations, with AI for surfacing facts with direct citations (Deep Dive), review coding suggestions, and a StoryBuilder writing assistant. Proven on document sets of 10M+. Quote-based. Retrieval-grounded with citations.
Verifiedpaid
- Review + production workflow support
- Team collaboration for litigation matters
Cocounsel
CoCounsel is Thomson Reuters' professional-grade legal AI assistant (built on Casetext), covering legal research, document review, drafting, and deposition preparation, grounded in Westlaw content. Sold to firms and legal departments; pricing is quote-based and enterprise, typically bundled with Westlaw. Retrieval-grounded, though outputs still require attorney verification.
Verifiedpaid
- Commonly used in the "eDiscovery + Document Review" workflow.
Digitalowl
DigitalOwl is an AI medical-record review platform used across insurance and legal, with products for summaries (View), conversational review (Chat), audit reports (Triage), and workflows. Self-serve for legal users under 30,000 pages per month, enterprise pricing above. HIPAA and SOC 2. As of 2026 DigitalOwl is rebranding to ChartSwap Insights (a Datavant company), combining medical-record retrieval and analysis.
Verifiedpaid
- Commonly used in the "eDiscovery + Document Review" workflow.
Evenup
EvenUp is a personal-injury-only platform centered on demand packages, expanded to Pre-Litigation as a Service (PLAAS): intake, treatment, demands, and negotiation, plus litigation drafting for discovery and trial. Per-case pricing, quote-based. Demands are AI-generated, so a human reviews the draft and its citations before it is sent.
Verifiedpaid
- Commonly used in the "eDiscovery + Document Review" workflow.
Harvey
Harvey is enterprise legal AI for large law firms and professional-services teams, with purpose-built agents, a secure document vault, cross-domain legal research (Knowledge), and contract intelligence. Aimed at AmLaw firms and in-house teams rather than solo or PI practices. Enterprise, quote-based.
Verifiedpaid
- Commonly used in the "eDiscovery + Document Review" workflow.
Legora
Legora (formerly Leya) is collaborative legal AI built around an agentic operating system for research, drafting, and document review, used by law firms and in-house teams. Quote-based, sales-led. Note: leya.law now redirects to legora.com following the 2026 rebrand.
Verifiedpaid
- Commonly used in the "eDiscovery + Document Review" workflow.
Lexcheck
LexCheck is AI contract-review software that delivers insights and redlines inside Microsoft Word, capturing your playbook positions from an uploaded template. Used by enterprises for faster negotiation. Quote-based, with a lead-in free-access offer.
Verifiedpaid
- Commonly used in the "eDiscovery + Document Review" workflow.
Luminance
Luminance offers Legal-Grade AI agents that automate contract drafting, review, and negotiation across legal, compliance, procurement, and sales. Enterprise-focused, used by large businesses and law firms. Quote-based, sales-led.
Verifiedpaid
- Commonly used in the "eDiscovery + Document Review" workflow.
Checklist
- [ ] Define relevance, privilege, and confidentiality criteria
- [ ] Triage and prioritize documents (time, parties, topics)
- [ ] Extract key facts and create defensible review notes
- [ ] Compile exhibit candidates and gaps for follow-up discovery
Risk Notes
- Treat privilege as a first-class requirement; keep review boundaries explicit.
- Do not use consumer tools for sensitive data without approval.
Prompts
eDiscovery Collection Plan
Draft a collection plan with custodians, sources, scope limits, and chain-of-custody notes.
Keyword Search Protocol (Starter)
Generate a keyword search protocol with query strings, iterations, and validation steps.
Doc Review Coding Guide (Starter)
Create a coding guide for responsiveness/issues/privilege and QC rules.
Privilege Log Skeleton
Generate a privilege log skeleton and QC rules for review teams.
Skill templates
Source Check (Template)
A repeatable template for verifying legal citations and claims.
Advisory
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