Nothing here is legal advice. A draft is a starting point for a qualified person, not a substitute for one.
These prompts help you turn reviewed discovery records into a traceable draft privilege log. They are for litigation teams handling document review and disclosure, where a supervising lawyer must make the final decisions.
Nothing here is legal advice. The output is a working draft for a qualified person, not a substitute for their judgment.
Start with the review data
Use Normalise reviewed records before asking for a log. Paste the reviewer export, coding notes or record summaries. The aim is not a polished table. It is a reliable source layer where each value can be traced back to a record.
Check that your source includes, where available:
- document or record ID;
- Bates start and end values;
- document date and type;
- author, recipients and copied parties;
- family and attachment identifiers;
- reviewer privilege designation and stated basis;
- the reviewer note or source reference.
Do not ask the model to fill participant roles from names alone. A name may belong to a lawyer, employee, client representative or third party, but the record must establish that fact. Where the export does not say, keep the gap visible.
Key point
Keep legal labels separate from facts
The log can repeat a reviewer label, but the supporting facts and unresolved questions must remain separate fields.
Build entries, not conclusions
Next, use Create draft privilege log entries. It produces a row for each potentially withheld document or family, rather than deciding that the claim succeeds. This distinction matters when review coding is incomplete or inconsistent.
The prompt uses reviewer_claimed_basis rather than a model-generated legal label. If the reviewer did not provide a basis, the row should say UNRESOLVED. The factual-basis field should then identify what is actually present, such as a listed sender, recipient or note indicating a request for legal input.
Descriptions need care. A useful log description identifies the document without reproducing advice or the substance of the communication. Compare the draft description against the source record. If it adds purpose, legal character or content not in the record, send it back for correction.
Watch out
Do not treat an email family as one document by default
An attachment may have different participants, content and treatment from its parent email.
Check families before you circulate
Use Review document families where the collection contains emails with attachments, embedded documents, duplicates or broken family links. Run it before treating a parent email and its attachments as a single log entry.
A family review should identify what the data proves, not what the team assumes. For example, a listed parent_id supports a relationship. Similar subject lines alone may support only an uncertainty. Keep missing attachments and unclear duplicates in the decision queue.
Then run Find log conflicts and omissions against both the draft log and the normalised source records. This is the useful final comparison because it catches records that were coded for potential privilege but never reached the log, and log rows that no longer have a traceable source.
| If you see this | Treat it as | What to do |
|---|---|---|
| A claimed basis but no reviewer note or supporting metadata | An unsupported draft field | Ask for the source coding or put a precise question in the lawyer queue |
| A parent marked for review with unreviewed attachments | An incomplete family | Identify each attachment and request its record-level review |
| Two records with the same Bates range but different participants | A source conflict | Preserve both values and ask the review team to confirm the correct record |
| A description that states advice or strategy | A disclosure risk in the draft | Replace it with a neutral document-characteristics description |
Tell whether the output is wrong
A clean-looking table can still be unsafe. Test every row by selecting its source_reference and checking the source record. You should be able to answer: where did this date come from, who supplied this basis, and what evidence supports this family relationship?
The output needs further work if it:
- changes a date, name, Bates range or document type without identifying the source;
- converts an uncertain reviewer note into a definite legal conclusion;
- treats missing information as negative information, such as assuming no copied parties because none were listed;
- applies a designation to an attachment without attachment-level support;
- uses broad descriptions that disclose more than necessary;
- omits a question where the record is contradictory or incomplete.
Check
Every log row should be auditable
You should be able to trace each material field to a record, reviewer note or explicit lawyer decision.
Prepare the decision queue
Use Prepare the lawyer decision queue after the audit. It turns scattered gaps into questions a supervising lawyer can answer, and factual requests the review team can complete. Keep the requests narrow. Ask for the recipient role for REC-1042, not a general explanation of the entire collection.
This queue also separates corrections that can be made from supplied data from points that need legal judgment. That makes it less likely that an administrative fix is delayed, or that a legal decision is buried in a spreadsheet.
If file handling, available fields or output behaviour differs in the model you are using, check the current xAI documentation.
When the prompts do not work
Stop and reduce the input if the output merges records, loses identifiers or invents participant roles. Paste a smaller batch, preferably one custodian, family or review tranche at a time. Keep the original export alongside each generated table.
Stop
Do not file or serve a generated log without review
A qualified lawyer must check the factual record, the asserted basis, the description and the final treatment.
Where the source data is too thin to support a draft entry, do not force a result. Record UNRESOLVED, preserve the source reference, and send the exact missing fact or decision to the responsible lawyer or review team.