High-volume files with inconsistent document organization
Document Review
Trained reviewers turn document piles into usable facts.
Staff organize, classify and check case documents, with AI assistance for extraction. Attorneys receive the sources, reviewed facts and uncertainty that matter to the next task.
Managed staff workDemand Preparation & Review
Codingfirm-defined
Sourcesretained
Issuesescalated
The people doing the work
Make the file easier to inspect, not just easier to search.
Review begins with coding rules and a human quality standard. Staff distinguish extracted suggestions from checked facts, flag source conflicts and route attorney-sensitive questions for judgment.
Document types and sources indexed
Useful fields checked
Uncertainty and risk flagged
Sensitive documents
Control access before extraction.
HIPAA-trained staff handle medical records in the controlled client workspace. Review rules also identify attorney-sensitive material and restricted access. Privilege and legal relevance decisions remain with counsel.
Staff review with AI support
The source stays part of the work product.
AI can assist classification and extraction; the agreed review standard defines verification and QA. Gatekeeper supports evidence-to-case-facts and demand-report preparation for motor-vehicle-accident matters. Uncertain facts are surfaced, not promoted to certainty.
Keep extracted fields tied to source contextReview conflicts and uncertain documentsHand checked facts and open issues to the next owner
Where the role helps
Match the capacity to your team.
The proposal defines the assigned work, supervision, review and tool access. Compare the managed staffing scope.
Case teams needing useful facts before attorney review
Matters with uncertain or attorney-sensitive documents to escalate
The PI process
From source input to the next owner.
A completed task has a documented result, a review status and a clear next handoff.
STEP 01
Define the review
Set document types, tags, issue flags, access and the quality standard.
STEP 02
Organize and extract
Staff classify documents and use assistance to prepare useful dates, providers, policies and other fields.
STEP 03
Verify and flag
Check the assigned output against sources and escalate uncertainty or attorney-sensitive material.
STEP 04
Deliver the review set
Return indexed documents, checked facts, reviewer status and open issues for case or demand work.
Questions Owners Ask
Clear answers before you add another moving part.
What documents can be reviewed?
The workflow can support classification and extraction for case documents such as records, bills, correspondence, policies, forms, evidence, and other PI file materials.
Does AI make final document judgments?
No. AI can assist with classification and extraction, but staff review and attorney escalation remain part of the workflow.
What does a clean review set include?
It should include organized documents, useful extracted facts, issue flags, uncertainty notes, and updates that make the case file easier to act on.
Define the document review work your team needs.
A Guided Systems Review maps the role, work product and handoffs to your firm’s case volume and existing systems.
Request Your Systems Review