Navigate a Privilege workflow

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Input data

The Privilege workflow requires a dataset containing the documents to be analyzed for privilege. When preparing input data for this workflow:

• Import a dataset that reflects the scope of documents under review.
• Ensure the dataset contains sufficient text and metadata to support privilege analysis.
• Apply appropriate filtering before import to limit the dataset to relevant documents.

If available, you may also select an existing protocol during input setup. Protocol selection can influence how the workflow evaluates and processes documents for privilege.

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Steps

The Steps tab lists the components used to perform privilege review and log generation. Each component represents a step in the analysis and contributes to the overall workflow outcome. In this workflow, the components are:

Component	Purpose
Metadata Extraction	Extracts metadata from source documents, including message internal metadata.
Name Normalization	Standardizes participant and organization names across the extracted metadata.
Entity Labeling	Classifies participants and organizations according to their type (for example, counsel, law firm).
Metadata Normalization	Applies normalized names to the documents.
Privilege Classification	Classifies documents according to their privilege category.
Privilege Log Generation	Creates description fields for the privilege log.

The available configuration options depend on the component. Some components may require you to:

• Map fields or metadata
• Define analysis parameters
• Review default instructions

Configuration changes affect how the workflow evaluates documents, so review each component carefully before running the workflow.

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Step Results

The Results tab shows how the Privilege Review workflow progresses through its components once it is run. As the workflow executes:

• Components move through their defined stages
• Progress indicators reflect the current state of analysis
• Completed components indicate that their portion of the workflow has finished successfully

Use the Steps tab to monitor execution and understand where the workflow is in the privilege review process at any given time.

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Outputs

The Outputs tab displays the results generated by the Privilege Review workflow. Outputs may include:

• Analysis results that indicate potential privilege
• Structured data produced by the workflow components
• Artifacts used for review or downstream processes

The specific outputs available depend on how the workflow is configured and which components are included. Review outputs to validate results and determine next steps in your review process.

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Runs

The Runs tab provides a history of workflow activity. From this tab, you can:

• See when the Privilege Review workflow was run or deployed
• Review the status of past runs
• Identify which runs completed successfully and which may require attention

Run history helps support tracking, auditing, and troubleshooting over the lifecycle of the workflow.