Discovery and e-discovery processing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Discovery Request Received

   Legal team receives formal discovery request or court order requiring document production. Case details and discovery scope are captured in the case management system.

   ClioPracticePanther
2. 2

   Action

   Collect Electronic Documents

   Automated collection of relevant documents from client systems, email servers, and document repositories based on search criteria. Legal hold notices are automatically generated and distributed.

   NetDocumentsClio
3. 3

   Action

   Process and Index Documents

   Documents are processed for metadata extraction, text recognition, and de-duplication. Files are indexed and organized in a reviewable format with privilege screening.

   NetDocuments
4. 4

   Decision

   Determine Review Complexity

   System evaluates document volume, content sensitivity, and case complexity to determine if automated review tools or manual attorney review is required.

   LexisNexis
5. 5

   Action

   Conduct Document Review

   Documents are reviewed for relevance, privilege, and confidentiality using AI-assisted review tools and attorney oversight. Responsive documents are tagged and categorized.

   LexisNexisWestlaw
6. 6

   Action

   Generate Production Set

   Responsive documents are compiled into production-ready format with proper numbering, redactions, and privilege logs. Quality control checks are performed automatically.

   NetDocumentsClio
7. 7

   Output

   Deliver Discovery Production

   Final production set is delivered to requesting parties with accompanying documentation and case records are updated with production details and billing information.

   NetDocumentsClioLawPay

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