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Extract from the recordCorrespondenceMixed / full case record

Privilege Log Builder

Turn a set of withheld documents into a privilege log — date, author, recipients, type, and a non-waiving basis for each — with the doubtful calls flagged for review.

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What is an AI privilege log builder prompt?

It is a CITE prompt that asks an AI tool to extract specific items from correspondence or case records. Turn a set of withheld documents into a privilege log — date, author, recipients, type, and a non-waiving basis for each — with the doubtful calls flagged for review. You fill in three fields; the Evidence block requires a page:line, Bates, page, or timestamp cite for every finding so a person can check each one against the record.

Sample prompt

Synthetic data

Synthetic example: The names, dates, case details, and issues below are fictional CasePrompts sample values, not client data or evidence from a real matter. They demonstrate the prompt format, not the accuracy of any AI model's output.

Preview the complete sample prompt
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CONTEXT:
You are a litigation support analyst assisting defense counsel in a first-party property matter. The attached documents are being withheld or evaluated for privilege in a production to the insured's counsel. Your job is to build the log entries, not to decide the calls.

INSTRUCTIONS:
For every document, produce one privilege-log entry containing:
1. Date.
2. Author or sender.
3. Every recipient, including cc and bcc, with their role where the document shows it.
4. Document type (email, memo, letter, draft, attachment).
5. The privilege asserted — attorney-client, work product, joint-defense / common-interest, or a combination.
6. A one-line basis that supports the assertion WITHOUT revealing the privileged content or otherwise waiving it.
Then flag separately any document whose privileged status is doubtful — a third party copied, an attorney acting in a business rather than legal role, or no attorney involved at all.

TEMPLATE — format your output exactly as follows:
## Privilege log
| # | Bates / ID | Date | Author | Recipients (incl. cc/bcc) | Type | Privilege asserted | Basis (non-waiving) |
|---|---|---|---|---|---|---|---|
## Doubtful — attorney review before withholding
| Bates / ID | Why the privilege may not hold |
|---|---|

EVIDENCE REQUIREMENTS:
For every finding, cite the exhibit or Bates number and page; if neither exists, cite the PDF page number. Take dates, authors, and recipients exactly as the document shows them; if a field is not shown, write "not stated" rather than inferring it. Never quote or paraphrase privileged content in the basis column. If a document is not privileged on its face, put it under Doubtful — do not invent a basis to support withholding it.

Unless a section above specifies its own marker, write "not found in the record" wherever the provided record does not support a requested finding. Do not infer or fill gaps from outside knowledge.
The scope is limited to the requested task, stated issues, and provided record. Do not introduce outside subjects or sources.
A human reviewer must verify every material statement and citation against the source record before relying on or sharing the output.

AI output is a starting point, not work product. Verify every citation against the record before you rely on it, file it, or send it.

What you'll fill in

  • 01Your role
  • 02Case typee.g., "trucking liability," "first-party property," "medical malpractice"
  • 03Opposing party(optional)

Verification checklist

  1. Correspondence: open each cited Bates or page location and confirm it supports the finding. The prompt asks: “For every finding, cite the exhibit or Bates number and page; if neither exists, cite the PDF page number.”
  2. Mixed / full case record: open each cited page:line, Bates, page, or timestamp location and confirm it supports the finding. The prompt asks: “For every finding, identify the source document by name and cite page:line for transcripts, timestamps for audio/video, and Bates/page for documents.”
  3. Re-check every item labelled “not stated” or “not found in the record” against the full source; these labels flag gaps or judgment calls for a person to resolve, not proof of absence.
  4. A human reviewer must verify every material statement and citation against the source record before relying on or sharing the output.

Pro tip Run this on the withheld set first, then work the 'Doubtful' list with the responsible attorney before the log goes out — that's where waiver fights start.