> ## 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.

# Configure and run the Privilege workflow

Once you have uploaded your data to Epiq AI and created a Privilege Review workflow from a template, you are ready to configure and run your Privilege workflow.

To configure and run a Privilege workflow, complete the following procedure.

1. In the **Project space** menu, select **Workflows**.
2. Select your Privilege Workflow.
3. Select the **Steps** tab and review each of the following components.

<Accordion title="Metadata Extraction">
  This component extracts targeted metadata from your source documents, including participants from metadata and nested email headers.

  1. Select **Metadata Extraction**.
  2. Select **Output fields**.
  3. Review the table to confirm default extraction fields.
  4. Add new fields or composite fields as needed for your matter.
  5. Optional. Click **Run Step** to run this component individually, or wait to deploy the full workflow after you configure all components.
  6. Select **All steps** to return to the **Pipeline Steps**.
</Accordion>

<Accordion title="Name Normalization">
  This component standardizes participant and organization names, consolidating name variations into Actor (Person) and Domain (Organization) entities. It takes participants and organizations from the Metadata Extraction component and normalizes their names to standard formats.

  1. Select **Name Normalization**.
  2. Select **Output fields**.
  3. Select **Input**.
  4. Confirm the **Input** fields from the Metadata Extraction component.
  5. Review the table to confirm default output fields for **Actors** and **Domains**.
  6. Add a field or a composite field as needed for your matter.
  7. Optional. Click **Run Step** to run this component individually, or wait to deploy the full workflow after you configure all components.
  8. Select **All steps** to return to the **Pipeline Steps**.
</Accordion>

<Accordion title="Metadata Normalization">
  This component applies normalized metadata and entity records to documents in the workflow. It is primarily a process component rather than one that needs configuration. Any changes must be made in the upstream Metadata Extraction or Name Normalization components.

  1. Select **Metadata Normalization**.
  2. Select **Output fields**.
  3. Review the fields.
  4. Optional. Click **Run Step** to run this component individually, or wait to deploy the full workflow after you configure all components.
  5. Select the back arrow to return to the **Configuration** tab.
</Accordion>

<Accordion title="Entity Labeling">
  This component assigns legal roles to identified Actors and Domains based on their function in the matter.

  1. Select **Entity Labeling**.
  2. Select **Persons** and do the following:
     1. Review the instructions.
     2. Edit the instructions and tags as needed for your matter.
     3. Select **General Instructions** and review the instruction and tag dependencies. Edit as needed for your matter.
  3. Select **Organizations** and do the following:
     1. Review the instructions.
     2. Edit the instructions and tags as needed for your matter.
     3. Select **General Instructions** and review the instruction and tag dependencies. Edit as needed for your matter.
  4. Optional. Click **Run Step** to run this component individually, or wait to deploy the full workflow after you configure all components.
  5. Select **All steps** to return to the **Pipeline Steps**.
</Accordion>

<Accordion title="Privilege Classification">
  This component assigns legal roles to identified Actors and Domains based on their function in the matter.

  1. Select **Privilege Classification**.
  2. Review the instructions.
  3. Edit the instructions and associated tags as needed for your matter.
  4. Select **General Instructions** and review the instruction and tag dependencies. Edit as needed for your matter.
  5. Select **Tags** and update tags and tag groups as needed.
  6. Select **Model** and do the following:
     1. Update model settings as needed.
     2. Select **Metrics**.
     3. Modify error categories as desired and select **Update Categories**.
     4. Select **Update**.
  7. Optional. Click **Run Step** to run this component individually, or wait to deploy the full workflow after you configure all components.
  8. Select **All steps** to return to the **Pipeline Steps**.
</Accordion>

<Accordion title="Privilege Log Generation">
  This component generates privilege log descriptions using text generation models.

  1. Select **Privilege Log Generation**.
  2. Review the instructions.
  3. Edit the instructions as needed for your matter.
  4. Select **General Instructions** and review the instruction and tag dependencies. Edit as needed for your matter.
  5. Select **Metrics**.
  6. Modify error categories as desired and select **Update Categories**.
  7. Optional. Click **Run Step** to run this component individually, or wait to deploy the full workflow after you configure all components.
  8. Select **All steps** to return to the **Pipeline Steps**.
</Accordion>

6. Select **Deploy Workflow** to run all components in order.