Batch assignment register
Record batch references, assigned reviewers and administrative status using the approved inventory.
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Enterprise / Document review coordination
Keep batch ownership, review status and unresolved questions visible within the protocol your counsel approves.
Enterprise legal outsourcing support under attorney direction.
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The work and the handoff
What Does Review Coordination Produce?
Document review coordination prepares batches, tracks assignments and routes exceptions against counsel's review protocol. Legal decisions about responsiveness, privilege and disclosure remain with authorized reviewers.
This workflow covers the administration around a review project. It helps the supervising team see assigned work and unresolved questions without confusing operational completeness with substantive legal review.
Protocol exception log
Collect unresolved questions with document references and route them to the designated legal reviewer.
Progress and reconciliation report
Compare assigned and reported work, identify unexplained differences and state the limits of the source data.
Release preparation checklist
Track the required checks and outstanding sign-offs. Keep preparation status separate from authorization to disclose.
Define the starting point
When Does a Review Need a Clearer Queue?
Start with the source record.
Use this scope when batches have multiple owners, status labels mean different things or questions are buried in messages. The starting point is an agreed protocol and an authoritative inventory, not a promise of review speed.
Inputs to agree
- Counsel-approved review protocol
- Authorized document inventory and platform access
- Batch identifiers and assignment rules
- Exception categories and escalation owners
Ownership stays clear
What Do We Prepare, and What Do You Decide?
Support prepares
- Maintain batches, reviewer assignments and status records.
- Apply approved administrative labels and report discrepancies.
- Collect exception references and track responses.
Your team decides
- Approve the review protocol and substantive coding rules.
- Decide privilege, responsiveness, redactions and disclosure.
- Authorize any production or external release.
A complete coordination checklist is not a privilege review, a legal quality opinion or permission to release documents.
Start with a defined scope
How Would We Set Up the Work?
Define the project boundary
Agree the document set, administrative tasks and excluded decisions.
Confirm the protocol
Name reviewers, status definitions, source references and escalation routes.
Reconcile a sample batch
Check assignment and exception records against approved sample material.
Agree status reporting
Set the reporting cadence and the owner who accepts the coordination output.
Access, staffing, working hours, reporting and commercial terms are agreed for the assignment.
Questions before you scope
What Should Your Team Know?
Does this include independent privilege review?
No. Counsel defines the protocol and retains privilege, responsiveness and disclosure decisions. The proposed support scope concerns the queue, records and escalation process around that review.
Can support staff prepare a production checklist?
They can track the checks and sign-offs specified by counsel and flag missing items. Counsel or another authorized owner decides whether a production may be released.
Do you require a particular review platform?
Your team identifies its approved environment. Access, administrative tasks and training needs are assessed during scoping; no platform certification or universal integration is implied.
How is this different from diligence support?
Review coordination tracks document batches and protocol exceptions. Diligence support tracks a transaction's information requests, requested evidence and responsible parties.
Related capabilities
Explore the Support Behind the Workflow
Your next conversation
Scope the Coordination Around Your Review
Describe the project, its batch structure and the reporting gap. Counsel's protocol sets the boundary.
Make your next moveBook a Strategy Call
Bring the work. Let’s define the role.
LET’S PLAN YOUR ORGANIZATION’S SUPPORT
How Can Your Team Scope Document review coordination?
Document review coordination prepares batches, tracks assignments and routes exceptions against counsel's review protocol. Legal decisions about responsiveness, privilege and disclosure remain with authorized reviewers.
What we’ll discuss
A defined workflow and output
Agree the request queue, source records, expected deliverables and the person who accepts the work.
Coverage for your organization
Discuss workload, working hours, time zones and the skills needed for the proposed assignment.
Scope and commercial terms
Review the proposed scope, coverage and assignment-specific commercial terms before deciding how to proceed.
Client-owned review and access
Confirm approved systems, permissions, instructions and the legal or business owners who review exceptions.
Your organization sets the instructions. Counsel retains legal judgment; authorized business and finance owners retain approval. Share business requirements only, without confidential documents, personal data or case information.
Tell us about your organization
Describe the workflow, expected outputs, review owner and preferred timing. Business requirements only; do not include confidential documents or personal data. Required fields are marked *. Read our Privacy Policy and Website Terms.
Choose a time to talk
Discuss document review coordination, your team’s workload and the next steps for your organization.