What is Chat EQ?
At the core of ChatEQ is empowering attorneys to truly control the scope of production, privilege determinations, and key decision-making: rather than relying on linear full‑scale reviews or black‑box technology‑assisted review (TAR), it uses the attorney’s submitted response as the sole basis for defining the production scope. It automatically compares this response against client documents, swiftly filtering out obviously irrelevant materials, and only flags documents requiring attorney judgment regarding responsiveness, privilege, and mixed categories for further review. All original documents remain intact, emails and their attachments are always processed as a group, and non‑production items such as pleadings and strategy memos are excluded by default. Before starting the review process, attorneys can edit and sign off on the final scope and privilege list, with all redactions, privilege markings, and outstanding matters subject to final confirmation and issuance by the attorney.
Key features
Automatically defines the scope of production based on the attorney’s submitted response, without expanding to include all of the opposing party’s requests or other transactions within the same document, ensuring precise and controllable boundaries.
Privilege review and responsiveness review are completely separated; any document possessing both responsiveness and privilege attributes is explicitly marked as a retained item, never overriding privilege markings due to its responsive nature.
Use cases and audience
The producing counsel—the litigation attorney responsible for delivering documents to the opposing party.
- Assists trial attorneys in reviewing client documents by comparing them against the submitted response content to determine the appropriate scope of production.
- Identify and retain privileged content within documents to prevent the inadvertent production of sensitive information.
- Maintain each email and its attachments as a complete family unit for review.
Submitted response content, privilege lists, and client documents (which may be provided later).
A list of issues awaiting attorney decision, documents requiring attorney handling (including those involving privilege, de-identification, or uncertainty), and output packages compliant with the opposing party’s review tool loading requirements.
Frequently asked questions
Are you our attorneys?
You are always the attorney, and ChatEQ performs review tasks under your guidance.
If the court or the opposing party raises inquiries, how should we respond?
You have chosen the written approach; attorney privileges, de-identification, and uncertain matters are determined by you. Both produced and non-produced content are verified through sampling, and system operational details fall within the scope of the commissioned service.
How to use
- 01
Submit the confirmed response content, privilege log, and client files, and sign after editing and confirming the scope of deliverables.
- 02
Answer only questions that can be determined by an attorney, such as personnel identities, whether other transactions are involved, or the actual content of commitments made.
- 03
Flag documents that still require attorney decision-making, including those involving privilege, de-identification requirements, or items of uncertainty.
- 04
Generate output packages formatted according to case requirements, ready for direct loading into the opposing party’s review tools.
Official website & sources
Updated on 2026-10-28
