A privilege workflow applies search criteria to identify candidates, routes them to qualified reviewers, applies consistent coding, generates log entries, and includes quality control sampling.
It typically combines automated screening with attorney review.
Alternative Names:
Privilege Review Process, Privilege Screening Workflow
Why it Matters?
Workflow design determines both cost and defensibility, and the recurring failure is treating privilege as a first-pass coding decision rather than a separate reviewed determination. Attorney names alone are an unreliable screen, since privileged communications frequently do not include counsel and many communications with counsel are not privileged. Combining name-based, term-based, and content-based identification produces better recall than any single method.
Frequently Confused with
Related terms
Frequently asked questions
Why is name-based screening insufficient?
What improves recall?
