Goal & what you need
Goal
Keep collaborative legal-document review attributable, recoverable, and complete while preventing lost edits, silent changes, conflicting copies, unresolved comments, and hidden information from reaching the wrong audience.
What you need
- Correct client, matter, document, purpose, and requested review scope
- Identified authoritative working draft and approved storage location
- Approved reviewers, permissions, deadline, and substantive decision owner
- Microsoft Word or another approved review tool
- Applicable naming, versioning, confidentiality, metadata, approval, and release procedure
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 15 steps.
- 1Confirm the client, matter, document purpose, requested review type, deadline, reviewers, recipient audience, and person authorized to decide substantive changes
- 2Verify the authoritative working draft, approved location, owner, filename or document ID, modified state, and relationship to any redline, attachment, download, or earlier version
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (8)
Preview two sources. Members can open the complete source list.