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privilege log

Initial Preparation

Gather all relevant documents and communications

Conduct a thorough review of each document for potential privilege claims

Create a spreadsheet or database to maintain the privilege log

Assign a unique identification number to each document

Document Information

Document ID:* Assign a unique identification number to each document

Document Title:* Provide a concise description of the document

Date:* Record the date the document was created or sent

Author:* Note the individual or entity responsible for creating the document

Recipient:* Identify the person or organization to whom the document was sent

Description:* Provide a brief summary of the content or subject matter

Privilege Claim

Type of Privilege:* Specify the applicable privilege, such as attorney-client privilege, work product doctrine, etc.

Basis for Privilege Claim:* Explain the reasons why the privilege applies to the document

In-House or Outside Counsel:* Indicate whether the document involves in-house or outside counsel

Waiver:* Determine if any waiver of privilege has occurred, and if so, note the details

Document Review

Reviewer Name:* Record the name of the individual who reviewed the document for privilege

Review Date:* Note the date when the document was reviewed

Review Notes:* Document any important observations or considerations made during the review

Redactions:* Specify any redactions made to the document to protect privileged information

Document Production

Production Date:* Record the date the document was produced to the opposing party or parties

Production Format:* Specify the format in which the document was produced (hard copy, electronic, etc.)

Confidentiality Designations:* Indicate any confidentiality designations assigned to the document

Disputes and Resolutions

Disputes:* Document any disputes or challenges to the claimed privilege by opposing parties

Resolutions:* Note the outcomes or resolutions of any privilege disputes

Updates and Amendments

Updates:* Regularly update the privilege log to include newly identified privileged documents

Amendments:* Make amendments to the log if any errors or omissions are discovered

Final Review and Sign-off

Final Review:* Conduct a final review of the privilege log to ensure accuracy and completeness

Sign-off:* Obtain appropriate sign-off from legal counsel or designated personnel to confirm the log's accuracy

Note: This checklist serves as a general guideline and may need to be modified or expanded based on specific organizational requirements and legal jurisdictions.

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