> ## Documentation Index
> Fetch the complete documentation index at: https://labs.laer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Best practices for Privilege workflow

Use these best practices to improve privilege results, reduce rework, and keep output consistent across matters.

### Plan the workflow before you run it

* Define your privilege criteria before configuration begins.
* Align on document types, labels, and expected log fields.
* Confirm which metadata fields the workflow should rely on.
* Decide how reviewers will validate and correct results.

### Start with clean inputs

* Use a dataset that matches the review scope.
* Remove obvious duplicates before running the workflow.
* Verify that documents contain usable text and metadata.
* Confirm that participant, sender, recipient, and date fields are populated where possible.

Poor inputs lead to weak classification and incomplete log descriptions.

### Prepare libraries early

* Add known attorneys to the appropriate library before the first run.
* Add known firms, clients, and organizations when available.
* Use normalized names and remove duplicates.
* Update libraries as new entities are identified during review.

### Configure incrementally

* Start with the default configuration when possible.
* Change one area at a time.
* Test each change before making additional adjustments.
* Record what changed and why.

Small, controlled changes make it easier to trace issues and improve results.

### Test on a sample first

* Run the workflow on a pilot set before using the full dataset.
* Check the output from each component.
* Validate privilege calls on a representative mix of documents.
* Review generated log descriptions for accuracy and consistency.

Use the sample run to catch gaps in metadata, instructions, or libraries early.

### Review output at each stage

* Do not wait until the end of the workflow to validate results.
* Check entity labeling before relying on downstream classification.
* Review potentially privileged documents first.
* Inspect documents with missing or weak log descriptions.

Early review prevents errors from carrying into later workflow steps.

### Use reviewer feedback to improve results

* Capture repeated correction patterns from reviewers.
* Refine instructions when the same issues appear across runs.
* Update libraries with confirmed attorneys, firms, and domains.
* Recheck edge cases after making changes.

### Reuse what works

* Save successful configurations for similar matters.
* Apply proven instruction patterns across workflows where appropriate.
* Compare results across matters to spot recurring issues.
* Keep internal notes on validated approaches.