The Legal Privilege Expert is a legally qualified specialist who reviews documents exclusively for legal professional privilege (LPP), litigation privilege, and without-prejudice privilege within EDT. Their daily work centres on identifying and classifying privileged content, managing quarantine folders for privileged material, applying redactions to privileged portions of documents, and ensuring export rules prevent inadvertent disclosure. They work closely with legal reviewers and prosecutors but their focus is solely on privilege determination and protection.
| EDT Feature | How Do I... |
|---|---|
| Login & Authentication | ...log in to EDT and set up two-factor authentication before starting my privilege review session? |
| Terms & Conditions | ...accept the required terms and conditions before accessing the case and its privileged material? |
| Site Home Page | ...orient myself to the platform landing page and locate the case assigned for privilege review? |
| Case List | ...find and open the case where I need to conduct a privilege review? |
| My Cases View | ...quickly access the cases I am currently performing privilege reviews on? |
| Case Home Page | ...navigate to the Review tab and locate the privilege review workspace? |
| Tabs | ...switch between the Review tab where I make privilege determinations and the Redaction workspace? |
| Workspaces | ...use the workspace configured for privilege review to see the appropriate filters, views, and coding layout? |
| Views | ...arrange my screen with the Grid, Viewer, and Layout panel to review documents for privilege efficiently? |
| Filters Panel | ...filter my review set to show only documents not yet assessed for privilege? |
| Layout Panel | ...expand the coding panel to apply privilege classifications such as LPP, litigation privilege, or without-prejudice? |
| User Profile Settings | ...adjust my display density and auto-save settings for extended privilege review sessions? |
| Case Profile Settings | ...configure auto-save so my privilege coding decisions are preserved if I navigate away from a record? |
| Keyboard Shortcuts | ...learn the keyboard shortcuts that let me code privilege decisions and advance to the next document faster? |
| Share via Email | ...email a link to a document to the senior privilege reviewer or case lead for a second opinion on a privilege claim? |
| Notifications | ...check whether a bulk privilege coding action I initiated has completed? |
| About Dialog | ...view the case summary, key attorneys, and disclosure dates to understand the privilege context? |
| Help & Links | ...access online help when I need guidance on a privilege-related feature or coding field? |
| EDT Feature | How Do I... |
|---|---|
| Search Bar | ...search for communications between the accused and their solicitor to identify potentially privileged material? |
| Filters Panel | ...build a visual search filtering by author, recipient, and date range to isolate lawyer-client correspondence? |
| Advanced Search | ...construct a Boolean query combining legal entity names, law firm domains, and privilege-related keywords? |
| Saved Searches | ...save a search that identifies documents sent to or from known legal representatives for ongoing privilege review? |
| Search History | ...review the privilege-related searches I ran earlier and re-run one that returned relevant results? |
| Word Variations | ...find all variations of terms like "advice," "instruct," or "brief" that may indicate privileged content? |
| Document ID Filter | ...locate a specific document flagged by the legal reviewer as potentially privileged for my assessment? |
| Document ID Lists | ...load a list of document IDs identified by the review team as requiring privilege determination? |
| MD5 Lists | ...identify documents matching hash values of known privileged material from related matters? |
| Location Filter | ...browse documents by their original source folder to find material stored in legal or solicitor directories? |
| Alias Recipient "Only" | ...find private communications exclusively between the accused and their legal representative? |
| Sample from Saved Search | ...draw a random sample from documents I have coded for privilege to perform quality assurance on my decisions? |
| EDT Feature | How Do I... |
|---|---|
| Review Pools | ...access the privilege review pool and check out my next batch of documents requiring privilege assessment? |
| Batches View | ...see how many documents remain in my current privilege batch and track my progress? |
| Continuous Active Learning (CAL) | ...review documents prioritised by the CAL model so I assess the most likely privileged records first? |
| CAL Scheduling | ...understand when the CAL model will update based on my latest privilege coding decisions? |
| Viewer (Text/Native/PDF/Markup/TIFF) | ...read a document in its native format to assess whether it contains privileged legal advice or litigation material? |
| Standalone Viewer | ...open a document in a separate window to view it on a second monitor while recording my privilege determination? |
| Grid View | ...sort and browse my privilege review set, group by family, and identify documents not yet assessed? |
| Record Coding (Layout Panel) | ...code a document as legally privileged and record the specific ground of privilege (LPP, litigation, or without-prejudice)? |
| Coding Propagation | ...apply my privilege coding to an entire email family so attachments inherit the privilege determination from the parent? |
| Tags | ...apply a privilege tag such as "LPP," "Litigation Privilege," or "Partial Privilege" to a record? |
| Document Sets | ...add a privileged document to the quarantine document set being assembled for the privilege log? |
| Bulk Update | ...apply the same privilege coding to a group of documents from the same lawyer-client communication chain? |
| Email Thread View | ...review an email conversation in its full thread context to determine where privilege attaches and where it may have been waived? |
| Interactions View | ...review a chat conversation between the accused and their solicitor in native chat-bubble format to assess privilege? |
| Duplicates View | ...check whether a document I have coded as privileged has duplicates that also need the same privilege classification? |
| Transcription View | ...review a transcribed recording of a meeting with legal counsel to determine if its contents are privileged? |
| Thumbnail View | ...quickly scan through image documents to identify scanned legal correspondence that may be privileged? |
| Batches Coding | ...code privilege decisions directly within my batch workflow with propagation to family members? |
| Lists (Keyword Lists) | ...see how many documents in my review set match the privilege keyword list containing law firm names and legal terms? |
| Sampling | ...draw a statistically valid sample from my completed privilege review for quality assurance? |
| Reverse Coding | ...request that an incorrect privilege coding decision I made on a batch of documents be rolled back? |
| Related Records Panel | ...navigate to the family members, email thread, and similar documents for a record I am assessing for privilege? |
| EDT Feature | How Do I... |
|---|---|
| Markup Tab | ...access the redaction tools on a document that contains a mix of privileged and non-privileged content? |
| Markup Sets | ...apply privilege redactions to a dedicated privilege markup set, separate from other redaction categories? |
| Redaction Tools | ...redact privileged portions of a partially privileged document before disclosure using the text selection tool? |
| Redaction Reasons | ...stamp "Legal Professional Privilege" or "Litigation Privilege" as the reason on each privilege redaction? |
| Redaction View Mode | ...toggle redactions to transparent mode to verify I have accurately covered the privileged content? |
| 12 Annotation Types | ...highlight a passage containing privileged legal advice and add a text annotation recording my reasoning? |
| Convert Markup Types | ...promote a highlight annotation to a formal privilege redaction after confirming the content is privileged? |
| Search and Redact | ...search for a solicitor's name within a document and redact all occurrences of privileged advice in one action? |
| Auto Markup (Pattern Recognition) | ...automatically redact detected patterns such as legal file reference numbers across privileged documents? |
| Auto Markup (Lists) | ...apply redactions to all instances of terms from a privilege-terms keyword list across multiple documents? |
| Comments on Markups | ...add a comment to a privilege redaction explaining the basis for the privilege claim for another reviewer? |
| Markup Keyboard Navigation | ...navigate between privilege redactions on a lengthy document using keyboard shortcuts? |
| Copy Markup | ...copy my privilege redactions from one version of a document to a near-duplicate version? |
| Burn Markup | ...finalise privilege redactions so they are permanently rendered into the PDF before disclosure? |
| Image Adjustment | ...sharpen a poor-quality scanned letter from a solicitor so I can read and assess it for privilege? |
| Rotate Document/Page | ...rotate a sideways-scanned legal advice letter so I can read and assess its privilege status? |
| Download with Markup | ...download a redacted PDF of a partially privileged document for offline review or external sharing? |
| Auto-Save Markup | ...ensure my privilege redaction work is automatically saved so I do not lose progress? |
| EDT Feature | How Do I... |
|---|---|
| Case Creation | ...understand how the case was created and what template was used to support privilege review workflows? |
| Case Templates | ...verify that the case template includes privilege-specific tags, fields, layouts, and quarantine folders? |
| Case Lifecycle | ...understand the case lifecycle stage to know whether privilege review is active or the case is being finalised? |
| Custom Tabs | ...check that a dedicated Privilege Review tab has been created with the correct group permissions? |
| Workspaces | ...request a privilege-specific workspace configured with the views and filters I need for privilege assessment? |
| Fields | ...understand the custom fields available for privilege coding, such as Privilege Type and Privilege Grounds? |
| Tags | ...review the privilege tag hierarchy (LPP, litigation privilege, without-prejudice, partial privilege) and request additions? |
| Layouts | ...check that the privilege coding layout includes all the fields and tags I need for my privilege determinations? |
| Folders | ...understand the folder structure and access controls that segregate privileged material from the general review set? |
| Quarantine Folders | ...quarantine a document into the privileged material folder so it is isolated from the general review population? |
| Document Sets | ...use document sets to group privileged records for the privilege log or for senior counsel review? |
| Groups & Permissions | ...verify that my group has the permissions needed to apply privilege tags, quarantine records, and access privilege layouts? |
| Case Settings | ...review case settings relevant to privilege review, such as export warnings and unsaved changes behaviour? |
| Coding Rules | ...understand any coding rules that automatically calculate or concatenate privilege-related field values? |
| Case Rules | ...understand case rules that update case-level privilege statistics when record-level privilege fields change? |
| Import Rules | ...understand import validation rules that may affect how privilege-related metadata is handled during ingestion? |
| Export Rules | ...verify that export rules prevent any document marked as privileged from being included in a disclosure package? |
| EDT Feature | How Do I... |
|---|---|
| Concepts View | ...identify key legal concepts and themes that may indicate documents containing privileged advice? |
| Clusters Tab | ...find clusters of similar documents that may relate to a single legal advice engagement or litigation matter? |
| Communications View | ...map communication patterns between the accused and their legal representatives to identify privilege-relevant channels? |
| Timeline View | ...view the distribution of potentially privileged documents over time to identify when legal advice was sought? |
| Chronology View | ...review the case chronology to understand when legal advice was obtained relative to key events? |
| Custodians View | ...see how many documents each custodian contributed, focusing on custodians with legal representative relationships? |
| File Types View | ...understand the mix of file types in my privilege review set so I know what formats to expect? |
| Detected Languages View | ...identify foreign-language documents that may contain legal advice requiring translation before privilege assessment? |
| File Size View | ...find unusually large files that might contain lengthy legal opinions requiring extended privilege review? |
| Named Entities View | ...discover which legal entities, law firms, and solicitor names appear most frequently across the data? |
| Detect Sentiment | ...identify emotionally charged communications that may relate to contentious litigation or dispute-related privilege? |
| Record Clustering | ...see how the platform has grouped similar documents so I can batch-review related privilege-relevant records? |
| Similar Content View | ...find documents similar to one I have already classified as privileged to ensure consistent determinations? |
| Compare Records View | ...compare two versions of a legal advice document side by side to determine if privilege applies to both? |
| Email Threading | ...understand the full email thread to determine at which point privileged legal advice enters the conversation? |
| Detect Concepts | ...use NLP-extracted concepts to identify clusters of documents related to legal advice or litigation strategy? |
| EDT Feature | How Do I... |
|---|---|
| Generate Summaries | ...read an AI-generated summary of a lengthy document to quickly assess whether it contains privileged legal advice? |
| Continuous Active Learning (CAL) | ...understand how the CAL model is prioritising documents for privilege review based on my coding decisions? |
| Detect Concepts | ...use NLP-detected concepts to identify themes related to legal advice, litigation strategy, or settlement discussions? |
| Detect Sentiment | ...use sentiment scores to identify charged communications that may relate to without-prejudice settlement negotiations? |
| Detect Languages | ...identify documents in foreign languages that may contain legal advice requiring translation before I can assess privilege? |
| Named Entity Recognition | ...see the legal entities, solicitor names, and law firm names detected in a document to inform my privilege assessment? |
| Detect Logos | ...understand why certain image attachments have been marked as irrelevant logo images and whether any contain law firm letterheads? |
| Detect Flagrant Images | ...see which images have been flagged as potentially offensive and whether they are relevant to my privilege review? |
| Detect Objects in Images | ...check object labels on image files to identify scanned legal correspondence or court documents? |
| Record Clustering | ...use ML-based clustering to find documents thematically related to a known privileged communication? |
| Transcription | ...review an automatically transcribed recording of a client-solicitor meeting to assess whether it is privileged? |
| Translation | ...read a machine translation of a foreign-language legal advice document to assess its privilege status? |
| Pattern Recognition | ...review detected patterns such as legal file references, case numbers, or court identifiers to locate privilege-relevant material? |
| Alias Detection | ...see normalised name groupings so I can search for a solicitor or legal representative across all their name variants? |
| Spam Detection | ...understand why certain emails have been flagged as spam and confirm they do not contain privileged content? |
| Intelligent Processing | ...understand which AI and NLP detections were run at import time and review their results for privilege-relevant entities? |
| OCR | ...ensure a scanned legal advice letter has been OCR-processed so I can search and review its text for privilege? |
| EDT Feature | How Do I... |
|---|---|
| Export Wizard | ...review the export configuration to confirm that privilege protections are in place before a production runs? |
| Export Types | ...understand which export format is being used and verify that privilege fields are included in the load file? |
| Export Templates | ...check that the saved export template includes the privilege-related export rules and field selections? |
| Native Export | ...verify that native files marked as privileged are excluded from export or exported only in redacted form? |
| Text Export | ...confirm that extracted text from privileged documents is not included in the text export output? |
| PDF Export | ...ensure that PDFs of privileged documents are either excluded or exported with privilege redactions burned in? |
| TIFF/JPEG Export | ...verify that image exports of privileged documents include the privilege redaction overlay? |
| Production IDs | ...check that production numbering accounts for gaps where privileged documents have been withheld? |
| ID Stamping | ...verify that stamp positions and formats are correctly applied to redacted privileged documents? |
| Page Number Stamping | ...confirm that page numbering is correct on partially privileged documents after redaction? |
| Endorsement Stamping | ...check that endorsement stamps correctly reflect the privilege status on disclosed documents? |
| Markup in Export | ...verify that the export is configured to include privilege redactions and prevent export of unredacted privileged content? |
| MS Office Settings | ...confirm that tracked changes in Word documents do not reveal privileged content in the exported version? |
| Field Selection | ...ensure that privilege-related fields such as Privilege Type and Privilege Grounds are included in the export metadata? |
| Placeholders | ...verify that placeholder pages are generated for privileged documents withheld in their entirety from disclosure? |
| Cover Letters | ...check that the disclosure cover letter references the number of documents withheld on grounds of privilege? |
| Manual Order | ...review the manual ordering of documents in a production to confirm privileged records are excluded? |
| Export Verification | ...run post-export verification to confirm that no privileged document was inadvertently included in the disclosure package? |
| Export Package Viewer | ...review the export package to verify that privileged documents appear only as redacted versions or placeholders? |
| Error Logs | ...check the export error log to identify any failures related to privileged document handling? |
| Run as New | ...re-run an export after correcting a privilege-related configuration error? |
| Exports Page | ...review the history of exports to confirm which productions I have already verified for privilege compliance? |
| Export to Case (Simplified) | ...verify that a cross-case transfer does not inadvertently include privileged material? |
| Export to Case (Full) | ...review field mapping in a cross-case export to confirm privilege fields are correctly carried across? |
| Image Generation | ...confirm that image generation for privileged documents includes the privilege redaction markup? |
| Grid Download | ...download a filtered list of privileged documents to Excel for offline privilege log preparation? |
| Print Records | ...print a small set of partially privileged documents with redactions applied for a privilege review meeting? |
| Australian Court-Compliant Export | ...verify that an Australian Federal Court production correctly withholds privileged material per court rules? |
| Exhibit List Generation | ...confirm that exhibit lists do not reference documents withheld on grounds of privilege? |
| EDT Feature | How Do I... |
|---|---|
| Participants View | ...look up the role and details of a legal representative mentioned in a document I am assessing for privilege? |
| Participant Types | ...distinguish between case-level and site-level participant records for a solicitor appearing in multiple matters? |
| Roles | ...check what role a participant holds (e.g., defence counsel, solicitor, accused) to inform my privilege determination? |
| Add Participants | ...add a newly identified legal representative encountered during privilege review? |
| Representation Tracking | ...check who represents the accused or a co-accused to determine if a communication attracts privilege? |
| Participant Details | ...view the start and end dates of a legal representation relationship to determine whether privilege applied at the relevant time? |
| Alias Detection | ...see all the name variants for a solicitor or barrister so I can find all their correspondence for privilege assessment? |
| Alias Operations | ...verify that two different email addresses belong to the same legal representative? |
| Communications View | ...visualise the communication pattern between the accused and their lawyers to identify the full scope of privileged correspondence? |
| Persons (Site Level) | ...look up a solicitor's details across cases when they appear as a legal representative in multiple matters? |
| Orgs (Site Level) | ...check law firm details to identify all communications with that firm as potentially privileged? |
| Chronology Integration | ...see which legal representatives are linked to key events to understand the timing of legal advice? |
| Download Participants | ...export the list of legal representatives and their roles for reference while preparing the privilege log? |
| EDT Feature | How Do I... |
|---|---|
| Report Builder View | ...generate a report showing how many documents I have classified by each privilege category? |
| Grid Download | ...download my privilege review results to Excel for offline analysis or reporting to the privilege team lead? |
| Chronology View | ...review the case chronology to understand the timeline of legal advice relative to the events under investigation? |
| PDF Presenter | ...present a key partially privileged document to senior counsel in a clean single-page view for a privilege determination conference? |
| Exhibit Lists | ...check that exhibit lists do not inadvertently reference documents subject to privilege claims? |
| Case List Report | ...see a summary of all cases I have access to and their current privilege review status? |
| Case Stats | ...view high-level metrics on the case, including the total number of documents assessed and pending privilege review? |
| QA Reports | ...check whether there are outstanding data quality issues that might affect the completeness of my privilege review set? |
| Import Details | ...review the import summary to understand the source and provenance of data in my privilege review set? |
| Export Summary | ...review the export summary to confirm that a completed production correctly excluded privileged material? |
| Participant Download | ...download the list of legal representatives to Excel for cross-referencing during privilege review? |
| Audit Reports | ...review the audit trail to see who else has accessed or coded a document I have classified as privileged? |
| Review Pool Reports | ...check the overall progress of the privilege review pool to see how many documents remain to be assessed? |
| Record Audit | ...see the full event history for a specific document, including who viewed it and when privilege coding was applied? |
| Download Charts as PNG | ...save a communications chart showing lawyer-client correspondence patterns as an image for a privilege review memo? |
| Print Records | ...print a small set of documents for a privilege determination meeting with senior counsel? |