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
Legal document review and analysis assistant.
- Review + production workflow support
- Team collaboration for litigation matters
AI Lawyer
Contract review and drafting assistant for legal teams.
- Commonly used in the "eDiscovery + Document Review" workflow.
Athennian AI
Athennian AI is a cloud-based solution designed to revolutionize corporate governance and compliance. This tool is fundamental for entity management, providing a platform that automates data entry and ensures accuracy across records. By leveraging artificial intelligence, Athennian AI helps organiza...
free
- Commonly used in the "eDiscovery + Document Review" workflow.
CaseOdds.ai
CaseOdds.ai is an AI tool designed to assist in the domain of legal analysis by predicting the likely outcomes of court cases. The software operates through the processing of various case-related documents and details provided by the user about a particular situation. The AI tool uses machine learni...
free
- Commonly used in the "eDiscovery + Document Review" workflow.
Donotpay
Contract review and drafting assistant for legal teams.
- Commonly used in the "eDiscovery + Document Review" workflow.
Go Legal AI
Contract review and drafting assistant for legal teams.
- Commonly used in the "eDiscovery + Document Review" workflow.
Harvey
Contract review and drafting assistant for legal teams.
- Commonly used in the "eDiscovery + Document Review" workflow.
Kilo | Code Reviewer
Kilo Code Reviewer is an AI-powered platform that offers automated code reviews aimed at helping teams ship code more efficiently. The tool parses your codebase, identifies bugs prior to merging, and facilitates continued learning through its review suggestions. Essential to its operation, Kilo Code...
- 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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