Define the permitted assistance
State whether the tool will identify candidate documents, extract participants, or organise questions. Obtain approval for processing the material before upload.
A privilege-sensitive collection requires attention to confidentiality and the applicable legal framework as well as review quality.
Record contextual fields
Capture participants, roles, date, communication purpose, attachments, and surrounding thread. Keep the source passage behind any proposed label.
A lawyer's name or email domain may be a useful lead, but it does not decide whether a communication is privileged.
Test a mixed business discussion
Suppose a thread includes commercial planning and a later request for legal advice. Preserve the distinct communications and context.
Do not apply one automatic label to the entire chain without counsel's assessment. Attachments can require separate consideration.
Route uncertain cases
Give reviewers the exact question and evidence needed to decide it. Record unresolved issues rather than forcing a binary answer for every document.
Check applicable law, orders, and agreed procedures. Any privilege-log or production decision belongs in the team's established legal review process.
Maintain decision evidence
Save the counsel-approved determination, reasoning as appropriate, reviewer, and version. Track corrections and affected documents.
Judicio can assist issue spotting and organisation. It does not provide a final privilege determination or a complete privilege-review platform.
Sources and next steps
This is an editorial workflow guide for legal professionals. The suggested checks are our practical recommendations, not a statement that a regulator requires a particular software workflow.
Explore Document Review and Collaboration, or review Judicio's regional coverage and limitations. Check the underlying source and your organisation's approved process before relying on an output.