Document Review Classifier

During document review in litigation — use Claude to do a first-pass classification before attorney review.

Classify the following document for discovery review:

Case: [BRIEF CASE DESCRIPTION]
Discovery requests at issue: [RELEVANT REQUEST NUMBERS OR DESCRIPTIONS]
Privilege holders: [LIST ATTORNEYS AND PARTIES FOR PRIVILEGE ASSESSMENT]

For each document, determine:
1. Responsiveness — does it fall within the scope of the discovery request? (Responsive / Not Responsive / Potentially Responsive)
2. Relevance — how relevant is it to the claims and defenses? (Highly Relevant / Relevant / Marginally Relevant)
3. Privilege assessment:
   - Attorney-client privilege (communication with counsel for legal advice?)
   - Work product (prepared in anticipation of litigation?)
   - Other privileges (spousal, physician-patient, etc.)
4. Confidentiality designation — does it warrant a protective order designation?
5. Key information — what facts does this document establish?
6. Hot document flag — does it contain smoking gun evidence for either side?
7. Recommended coding tags

Document:
[PASTE DOCUMENT TEXT]

Example Output

A classification card for each document with responsiveness, privilege, relevance, and key facts extracted.

Tips

• •Never rely on AI alone for privilege calls — always have an attorney review privilege-flagged documents.
• •Provide Claude with the specific discovery requests to improve responsiveness accuracy.
• •Process documents in batches by custodian for better consistency.

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