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Litigation Support Workflow

Legal hold automation, discovery document collection, privilege review, and case tracking

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #litigation #ediscovery #legal-hold #privilege #case-management

Workflow Diagram​

Steps​

Agent: litigation

specialist - Send preservation notices to custodians

Step 2: Identify custodians​

Agent: litigation

specialist - Determine who has relevant documents

Step 3: Collect documents​

Agent: ediscovery

manager - Pull emails, files, Slack, databases

Step 4: Process documents​

Agent: ediscovery

manager - Deduplicate, extract metadata, load to review platform

Step 5: Privilege review​

Agent: legal

analyst - Tag attorney-client, work product documents

Step 6: Produce to opposing counsel​

Agent: litigation

specialist - Generate production sets

Step 7: Track case milestones​

Agent: litigation

specialist - Monitor deadlines, hearings, settlements

Usage​

To execute this workflow:

/workflow professional/hr/litigation-support-workflow.workflow

See other workflows in this category for related automation patterns.