CRM
E-Discovery Review
Tabular workflow for managing document review and e-discovery risk assessment.
Workflow type
Tabular
Tabular
Trigger
Document collection starts.
Build a review matrix from uploaded discovery documents and evidence sets.
Output
Review tracker.
Create a structured log of issues, documents, and privilege review status.
Document triage
Tag key items.
Identify sensitive documents, privileged communications, and issues for review.
Risk matrix
Organize findings.
Present review status and key risks in a tabular format.
Team assignment
Route review tasks.
Assign reviewers and track progress through the CRM workflow.
Upload Document
Upload a document for analysis based on E-Discovery Review schema
Workflow logic
Dedicated page for e-discovery review workflow logic in the CRM module.