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How to review privilege and confidentiality issues in legal files?

Identify privileged communications, confidentiality duties, restricted disclosures, waiver risks, sensitive parties, and document handling requirements.

Review sensitive files

Find sensitive material before it is shared

Legal files can contain privileged advice, confidential business information, settlement discussions, board communications, and regulated data. TextMine can help identify sensitive content and connect it to source documents.

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Apply handling standards

Playbooks can define indicators for privilege, confidentiality, waiver risk, legal advice, settlement privilege, regulatory restrictions, and disclosure controls.

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Route high-risk material

Workflows can send potential privilege issues, restricted disclosures, unclear confidentiality markings, and external sharing requests to legal reviewers.

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Keep reviewer decisions attached

Records can retain sensitivity status, source pages, reviewer notes, disclosure decision, redaction status, and audit history.

Detect sensitivity
Identify privileged, confidential, restricted, or regulated content.
Classify issue
Apply playbooks for privilege and confidentiality indicators.
Route review
Assign high-risk documents to legal reviewers.
Track decision
Record disclose, withhold, redact, or escalate outcomes.
Create records
Store sensitivity status and source evidence.
Support redaction
Link reviewer decisions to document sections.
Audit handling
Show who reviewed and why.
Detect sensitivity
Identify privileged, confidential, restricted, or regulated content.
Classify issue
Apply playbooks for privilege and confidentiality indicators.
Route review
Assign high-risk documents to legal reviewers.
Track decision
Record disclose, withhold, redact, or escalate outcomes.
Create records
Store sensitivity status and source evidence.
Support redaction
Link reviewer decisions to document sections.
Audit handling
Show who reviewed and why.

Keep reviewer decisions attached

Records can retain sensitivity status, source pages, reviewer notes, disclosure decision, redaction status, and audit history.

Detect sensitivity
Identify privileged, confidential, restricted, or regulated content.
Classify issue
Apply playbooks for privilege and confidentiality indicators.
Route review
Assign high-risk documents to legal reviewers.
Track decision
Record disclose, withhold, redact, or escalate outcomes.
Create records
Store sensitivity status and source evidence.
Support redaction
Link reviewer decisions to document sections.
Audit handling
Show who reviewed and why.
Detect sensitivity
Identify privileged, confidential, restricted, or regulated content.
Classify issue
Apply playbooks for privilege and confidentiality indicators.
Route review
Assign high-risk documents to legal reviewers.
Track decision
Record disclose, withhold, redact, or escalate outcomes.
Create records
Store sensitivity status and source evidence.
Support redaction
Link reviewer decisions to document sections.
Audit handling
Show who reviewed and why.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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