FILEPREFLIGHT — LEGAL DOCUMENT AI REVIEW CHECKLIST

General information only; not legal advice.

[ ] Identify the jurisdiction, professional rules, engagement terms, protective orders, client instructions, and organisational policy.
[ ] Confirm the exact AI service, workspace, feature, contract, retention, administrator access, and connectors.
[ ] Obtain the responsible lawyer's or organisation's approval and any consent required for the actual matter.
[ ] Use only the minimum clause, chronology, extract, or synthetic hypothetical needed for the task.
[ ] Review direct identifiers and matter-specific indirect identifiers together.
[ ] Inspect comments, tracked changes, rejected wording, properties, authors, filenames, attachments, exhibits, and embedded objects.
[ ] Apply true redaction and format-specific sanitisation to a separate copy.
[ ] Close and reopen the exact output; search, extract, and visually review it again.
[ ] Confirm the document remains usable and that redaction has not changed required meaning or evidentiary value.
[ ] Record the purpose, approver, destination, settings, and exact uploaded copy where policy requires it—without logging confidential values.
[ ] Stop or use a synthetic or controlled alternative when residual risk remains too high.