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
Plain-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.
Data Request Sheet
Structured 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.
Production Tracker
A 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.