- Collect, organize and index case records into a structured, searchable review set.
- Find and prioritize the meetings, documents and time periods relevant to the matter.
- Load and prepare documents for AI review tools, write and refine search prompts, and check AI output for accuracy and missing items.
- Conduct first-level document review and tag documents for relevance, key issues, and privilege or confidentiality concerns.
- Build chronologies, fact summaries, issue memos and indexes of key documents, citing the source for every point.
- Conduct background legal and factual research as directed and summarize findings in plain English.
- Maintain version control and an audit trail of what was reviewed, how, and what was found.
- Join regular check-ins with the project lead and U.S. counsel and revise work based on feedback.
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