7-lesson course · about 2 hours
Use AI to sort a production without letting it make the privilege calls
For Attorneys, paralegals and in-house legal teams
Everything for Legal teamsA two-hour course for attorneys and paralegals: set up a review workflow where AI organizes documents and suggests reasons, and every privilege and response decision is recorded against a named attorney.
What you’ll be able to do
By the end, you can…
How it works
A tutor that meets you where you are
- Lessons that adapt to your levelThe course has seven lessons in two modules. Later lessons are written for your level as you reach them, so a paralegal new to AI tools and an attorney who already uses them each get material that fits.
- An AI tutor you can ask anythingAsk questions about a lesson by typing or speaking out loud, such as how to word a decision block or what counts as boilerplate in an objection. The tutor works through it with you one-on-one.
- Quizzes and flashcards for each lessonEach lesson comes with quizzes and flashcards tied to its content, so you can check that you can tell a suggestion from a determination, or a complete log entry from one missing a source reference.
- Progress tracking and a certificateTrack which lessons you have finished and pick up where you left off. When you complete the course, you receive a certificate of completion.
Curriculum
The curriculum
The first module sets the boundaries before any review starts: who decides, where client data may go, and how a production gets sorted with reasons attached. The second module builds the drafts, routing and checks that stop at attorney decision points.
Module 1Setting the Boundaries Before Any Review Starts3 lessons
1Where AI Work Stops and Attorney Decisions Begin
- Sort a list of review tasks into AI-assisted preparation and attorney-only decisions
- Spot wording in an AI output that presents a suggestion as a privilege determination
- Write a task boundary list for one matter that names the attorney responsible for decisions
2Keeping Client Information in Approved Workspaces
- Distinguish an approved workspace from an unapproved one using their organization's policy
- Identify privileged, confidential and identifying details in a sample document before any AI use
- Choose what to do when a tool's approval status is unknown
3Sorting a Production Into Review Categories With Reasons Attached
- Write a sorting prompt that requires a category, a suggested reason and a source reference for every document
- Spot a sorted item that lacks a source reference or states a conclusion as a determination
- Add newly received documents to an existing sort without restarting the whole review
Module 2Drafts That Stop at Attorney Decision Points4 lessons
4Drafting Privilege Log Entries With Decision Points
- Draft a privilege log entry with source references, a suggested reason and an empty attorney decision block
- Rewrite a log description that reveals privileged content or states a determination
- Flag facts in a document, such as third-party recipients, as questions for the attorney
5Drafting Discovery Responses With Unreviewed Objections
- Draft a response to a set of requests with each objection tagged as unreviewed and tied to a stated reason
- Spot boilerplate objections and unsupported factual statements in an AI draft
- Set up a review status for each objection that records approved, changed or rejected with the attorney's name, date and basis
6Routing Each Item to a Named Attorney and Recording the Decision
- Assign each flagged document and draft response to one named attorney
- Build a decision record that captures item, assigned attorney, decision, date and basis
- Mark an earlier decision for re-review when a document or draft changes
7Checking Drafts Before Use
- Apply a release check that blocks any draft with unreviewed items
- Confirm that every item in a release has a matching entry in the decision record
- Check a draft for missing jurisdiction, access restrictions and unresolved questions
Who it’s for
Made for you if…
Made for: Attorneys, paralegals and in-house legal teams
Litigation paralegals who prepare privilege logs and organize productions
You want AI help sorting and drafting, with a clear structure that hands each call to the right attorney and records it.
Litigation attorneys who supervise review and sign discovery responses
You need to know that no objection or privilege call went out without your review, and to see the basis for each decision you made.
In-house legal team members handling productions and discovery requests
You want a workflow that keeps client information in approved workspaces and leaves a record of who decided each item, when and why.
Questions
Good to know
Does the AI decide what is privileged?
No. The course teaches you to use AI for sorting, summarizing and suggesting reasons. Every privilege determination and response decision is routed to a named attorney and recorded. The course does not make or recommend privilege determinations, waivers or clawback decisions.
What do I need to know before starting?
Working knowledge of discovery and privilege rules in your jurisdiction, familiarity with attorney-client privilege and work product, experience reviewing a production or preparing a privilege log, the ability to use a chat-based AI tool, and access to your organization's approved workspaces and client data policies.
Does it cover the privilege law or ethics rules in my jurisdiction?
No. The course assumes you already know your jurisdiction's rules. It does not cover case law research on privilege or jurisdiction-specific ethics rules, beyond flagging items for you to check. It does teach you to keep jurisdiction visible in every draft.
Will it show me how to configure our e-discovery platform?
No. Platform configuration, vendor selection, statistical validation of technology-assisted review and building custom AI tools are outside the course. The workflow is designed around a chat-based AI tool used within your organization's approved workspaces.
How long does the course take?
About two hours across seven self-paced lessons.
Does it cover motions to compel or protective orders?
No. Drafting motions to compel, protective orders or sanctions papers, and litigation strategy, are not part of this course. It focuses on privilege logs, discovery responses and the review records behind them.
What if new documents arrive mid-review?
Lesson 3 covers adding newly received documents to an existing sort without restarting the whole review, and Lesson 6 covers marking earlier decisions for re-review when a document or draft changes.