In the pack: ChatGPT, Claude & Gemini Prompts for Lawyers, Paralegals & Legal Teams
First-Pass Document Review Coding Protocol
Prompt
Review protocol (issues, relevance criteria, privilege indicators, key people and lawyers' names or roles): {{PROTOCOL}}
Batch of documents (each with a control number): {{DOCUMENT_BATCH}}
For each document, produce a row:
- Control number
- Suggested relevance: Relevant, Not Relevant, or Needs Review, with a one-line reason
- Issue tags from the protocol
- Possible privilege: Yes or No, with the indicator (lawyer involved, request for legal advice, work product language). Any Yes goes to a lawyer.
- Hot document flag, with the sentence that makes it important, quoted
- Confidentiality or personal data noted (for redaction)
After the table:
1. Patterns: recurring senders, topics or terms that should be added to the protocol or the search terms.
2. Documents you couldn't assess, and why.
Never treat a privilege decision as final. Quote exactly and don't summarise beyond what the document says.
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About this prompt
“First-Pass Document Review Coding Protocol” is a free prompt for ChatGPT in the Productivity category, 173 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.
It has 2 placeholders to fill in first:
{{PROTOCOL}}, {{DOCUMENT_BATCH}}.
Use the “Customize this prompt” fields to personalise it before you copy.
Recommended models: ChatGPT, Claude, Gemini.
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