8-lesson course · about 2 hours

Add each new production to your matter inventory without re-running the whole summary

For Attorneys, paralegals and in-house legal teams

Everything for Legal teams

A two-hour course for paralegals and litigation support staff: sort each new production, have the AI summarize only what is new, append cited entries and leave prior entries as they were.

Try lesson 1 freeSee what you’ll learn

What you’ll be able to do

By the end, you can…

Sort a production before you summarize itClassify each incoming document as new, an exact duplicate or a near-duplicate of something already in the inventory, and record which existing entry it matches.
Turn each new document into a standard, cited entryFill the fields of a matter inventory entry and write a source reference that lets a reviewer find the production, document and page.
Update the inventory without touching what's already therePrompt the AI with only the new batch, append its entries, confirm prior rows are unchanged, and log each addition.
Flag conflicts instead of letting the newest document winWrite a conflict flag that cites both sources and states the difference, then route it to the attorney to decide.
Send late evidence where it mattersIdentify the chronology items, research notes and draft passages a new entry affects, and tell the right person what changed and where.
Check every new entry before it's sharedCompare fields and quotes against the cited pages, catch summaries that overstate or turn an allegation into a fact, and mark each entry verified, corrected or needing attorney review.

How it works

A tutor that meets you where you are

  1. Lessons that meet you at your levelThe eight lessons adapt to what you already know about document review and AI summaries. Later lessons are written for your level as you reach them.
  2. An AI tutor you can ask anythingType or speak your questions about entry fields, near-duplicates, prompts or conflict flags and get answers in the context of the lesson you're on.
  3. Quizzes and flashcards for each lessonShort quizzes and flashcards tied to each lesson help you check your understanding of terms and steps before moving on.
  4. Progress tracking and a certificateSee which lessons you've finished and what's left. Complete the course to receive a certificate of completion.

Curriculum

The curriculum

The course follows the order of a real update: set up an inventory that can grow, add a production without starting over, handle documents that change the picture, then run the full routine on a sample production. Each lesson builds on the one before it.

Module 1Setting Up an Inventory That Can Grow2 lessons

  1. 1The Inventory Entry and Its Source Reference
    • Explain why regenerating the full inventory for each production puts existing entries and their sources at risk
    • List the fields of a standard matter inventory entry and what belongs in each
    • Write a source reference that lets a reviewer find the production, document and page
    • Spot an entry with a vague source reference, a guessed field, or wording that states what the document means rather than what it says
  2. 2Sorting a New Production: New, Duplicate or Near-Duplicate
    • Classify incoming documents as new, exact duplicate or near-duplicate of an existing entry
    • Spot common near-duplicate patterns across productions
    • Record the link between a duplicate or near-duplicate and the existing entry it matches
    • Choose which near-duplicates still need their own entry

Module 2Adding a Production Without Starting Over3 lessons

  1. 3Prompting the AI With Only What Is New
    • Write a prompt that gives the AI only the new documents, the entry template and example entries
    • Write instructions that require a source reference and pinpoint cite for every summarized point
    • Write instructions that stop the AI from rewriting, merging or reordering existing entries
    • Spot AI output that has strayed outside the new batch
  2. 4Appending Entries and Logging Each Addition
    • Append new entries to the inventory without altering existing rows
    • Confirm after each update that prior entries are unchanged
    • Write a batch log entry for a production
    • Choose the right way to handle a needed correction to an older entry
  3. 5Checking New Entries Against the Source
    • Check each new entry's fields and quotes against the cited pages
    • Spot summaries that overstate, add facts or turn an allegation into a fact
    • Mark entries as verified, corrected or needing attorney review
    • Decide when the updated inventory is ready to share

Module 3When New Documents Change the Picture2 lessons

  1. 6Flagging Conflicts Without Letting the Newest Document Win
    • Spot a new entry that conflicts with an existing entry
    • Explain why the newer document is not automatically the more reliable one
    • Write a conflict flag that cites both sources and states the difference
    • Route the conflict to the attorney without resolving it yourself
  2. 7Routing Late Evidence to the Chronology, Research Notes and Draft
    • Identify which chronology items, research notes and draft passages a new entry touches
    • Write a routing note that tells the right person what changed and where
    • Add new dated events to the chronology with source references
    • Log routing so the team can see what was passed on

Module 4Putting the Update Routine Together1 lesson

  1. 8Running a Full Update on a Sample Production
    • Carry a small production through sorting, prompting, appending, checking, conflict flagging and routing in order
    • Confirm at the end that every prior entry is unchanged
    • Produce a complete batch log for the update
    • Judge whether the updated inventory is ready to share and list what is still open

Who it’s for

Made for you if…

Made for: Attorneys, paralegals and in-house legal teams

Paralegals on matters with rolling productions

You're tired of re-running the full document summary every time a new production arrives and want a routine that adds only what's new.

Litigation support staff who maintain matter inventories

You need every entry to carry a source reference a reviewer can follow, and a log that shows what each production added.

Team members who already use AI to summarize documents

You've seen AI rewrite or reorder earlier work and want prompts and checks that keep it inside the new batch.

Questions

Good to know

What do I need before I start?

Working knowledge of document review and production sets, basic experience organizing a matter file, some experience reading or summarizing legal documents, and access to the matter file and an approved AI workspace for it.

How long does the course take?

About two hours across eight self-paced lessons.

Will this teach me how to make privilege calls or respond to discovery requests?

No. Privilege determinations and responses to discovery requests stay with the attorney. The course also does not cover deciding what evidence means for the case.

Does the course help me choose an AI tool or cloud workspace?

No. Choosing or approving workspaces for privileged or identifying client information is outside this course. It assumes you already have access to an approved AI workspace for the matter.

What happens when a new document contradicts an existing entry?

You'll learn to write a conflict flag that cites both sources and states the difference, and route it to the attorney without resolving it yourself. A newer document is not treated as automatically more reliable.

Does it cover jurisdiction-specific production rules?

No. The routine is about maintaining the inventory and does not address jurisdiction-specific discovery or production rules.

What if an older entry needs correcting?

Lesson 4 covers how to choose the right way to handle a needed correction to an older entry.

Adding New Documents to a Matter Inventory Without Starting Over

$47

One payment · lifetime access

  • 8 self-paced lessons in 4 modules, about two hours in total
  • Lessons that adapt to your level, with later lessons written for you as you reach them
  • An AI tutor you can ask questions by typing or speaking
  • Quizzes and flashcards tied to each lesson
  • A final lesson running a full update on a sample production
  • Progress tracking and a certificate of completion

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Refunds: Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.

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