A two-hour course for paralegals and litigation support staff: sort each new production, have the AI summarize only what is new, append cited entries and leave prior entries as they were.
What you will be able to do
- Sort a production before you summarize it: Classify each incoming document as new, an exact duplicate or a near-duplicate of something already in the inventory, and record which existing entry it matches.
- Turn each new document into a standard, cited entry: Fill the fields of a matter inventory entry and write a source reference that lets a reviewer find the production, document and page.
- Update the inventory without touching what's already there: Prompt the AI with only the new batch, append its entries, confirm prior rows are unchanged, and log each addition.
- Flag conflicts instead of letting the newest document win: Write a conflict flag that cites both sources and states the difference, then route it to the attorney to decide.
- Send late evidence where it matters: Identify the chronology items, research notes and draft passages a new entry affects, and tell the right person what changed and where.
- Check every new entry before it's shared: Compare fields and quotes against the cited pages, catch summaries that overstate or turn an allegation into a fact, and mark each entry verified, corrected or needing attorney review.
Taught at learn.c-o-u-r-s-e-s.com: lessons that adapt to your level, an AI tutor you can ask anything, quizzes and flashcards, and a certificate when you finish.
