Client deliverables
Documents and trackers generated for the client — non-legal language, ready to share with business and data teams.
Content and design to be developed
This tab will house client-facing outputs generated from the Response Builder workflow — outputs designed to be shared directly with the client, not opposing counsel.
Client Summary
Coming soonPlain-language, actionable list of the documents and data the client has agreed to produce. Non-legal language; suitable for sharing with client business teams and data teams.
- Format
- DOCX / PDF
- Audience
- Client (non-lawyers)
Data Request Sheet
Coming soonStructured list of specific data fields, date ranges, and employee populations the client's data team needs to extract in order to fulfill the agreed production commitments.
- Format
- DOCX / XLSX
- Audience
- Client data / IT team
Production Tracker
Coming soonA living tracker — accessible to both the legal team and the client — that tracks the status of each production commitment: what was agreed to produce, what has been collected, what has been reviewed, and what has been produced. Templates to be designed.
- Format
- XLSX or dashboard
- Audience
- Legal team + client