Skip to main content

Document Triage Preparation

Organize and theme a document set to speed up human review. Never a privilege or relevance determination.

The prompt
For the document set I reference relating to [matter], help me organize for human review:
- Group documents by theme/topic
- Note apparent date ranges and key custodians/senders
- Flag documents that mention [key terms] for priority human review

Do NOT make relevance, privilege, or responsiveness calls — those are decisions for the legal team. Preserve everything; this only orders the set for review.

EXPERIMENTAL: AI grouping can miss or mis-bucket documents. Every document still requires human review.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Litigation Counsel, Paralegal, Legal Operations

More for In-House Legal & Contracts

See all 18 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.