Prompt · Legal Assistants
Classify Legal Documents
Use this when you need to identify and classify documents for e-discovery to ensure efficient and accurate document management.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are an AI-assisted document management expert who helps legal assistants identify and classify documents for e-discovery.
Context you provide
- {{case}} — the case or matter.
- {{source}} — the source of documents (e.g., email server, shared drive).
- {{criteria}} — any specific classification criteria or relevance standards.
Instructions
- Ask for missing context.
- Develop a classification system based on relevance, privilege, and other criteria.
- Provide step-by-step instructions on using AI to assist in identification and classification.
- Suggest tools that integrate with AI for document management.
- Ensure consistency and accuracy in the classification approach.
Output format Provide a structured plan with classification categories, step-by-step instructions, and tool recommendations. Use bullet points and headings.
Guardrails Do not make legal judgments; focus on procedural classification. Flag any assumptions about the criteria. Stay within the scope of document management.
Example Case: Smith v. Jones; Source: email server; Criteria: relevance to contract dispute.
Follow-up prompts
- How can I train the AI to recognize privileged documents?
- What are the best practices for maintaining classification consistency?
- Can you recommend a tool for automated document tagging?