Analyze Document Control Forms to auto-validate Bates numbering continuity and flag gaps or duplicate identifiers in high-volume document productions

Document Production Set *

Bates Numbering Scheme * Select numbering format... ABC_000001 format (Prefix with underscore and 6 digits) ABC000001 format (Prefix combined with 6 digits) 000001 format (6 digits only, no prefix) DEF-PLT-000001 format (Matter-Prefix-6 digits) ABC_000001_001 format (Prefix-6 digits-Attachment sequence) Custom alphanumeric with variable length Two-tier: ABC_000001_DEF_001 format (Multiple prefixes) Volume-based: VOL01ABC000001 format (Volume+Prefix+Digits) Date-based: 20240315ABC000001 format (Date+Prefix+Digits) Legacy: Mixed formats requiring pattern recognition

Production Type * Select production category... Discovery Response - Initial Production Discovery Response - Supplemental Production Third Party Subpoena Response Regulatory Investigation Submission Internal Investigation Materials Due Diligence Document Room Privilege Log with Corresponding Documents Redacted Production with Burn Logs Native File Production with Exceptions Rolling Production Over Time Expert Witness Support Materials Trial Exhibit Preparation

Matter Information *

Expected Page Range

Duplication Handling Rules * Choose handling method... Flag as critical error - prevent production Allow duplicates but require justification Differentiate with attachment suffix (_001, _002) Check for actual duplicate documents first Apply MD5 hash comparison for true duplicates Generate exceptions report for manual review Auto-resequence conflicts with appended notation

Gap Tolerance Threshold * Select gap tolerance level... Zero tolerance - any gap requires investigation Allow single page skips due to privilege Permit gaps up to 10 pages for redactions Exclude placeholder/reserved numbers Defer to privilege log for justification Accept reasonable separation for exhibits Uncoded documents may create gaps

Stakeholder Notification * Select reporting recipients... Discovery Attorney - Case Management Paralegal - Document Production Lead eDiscovery Vendor - Technical Support Outside Counsel - Production Responsible Client - Document Hold Team Opposing Counsel - Meet and Confer Court - Special Master Review Internal IT - System Validation Multiple Parties - Joint Defense Group Regulatory Body - Investigation Team

Output Format Requirements * Choose output format... Excel spreadsheet with full gap analysis Load-ready DAT file for Relativity Concatenated PDF bookmark report CSV format for database import Legal hold notice integration Privilege log correlation report Direct integration with CaseMap Secure client portal upload Load file with .OPT reference linking Multi-format delivery (Excel + PDF + Native)

Quality Compliance Standards * Set compliance parameters... Sedona Principles - Best Practices FRCP Rule 34 timing compliance State court local rules alignment International eDiscovery standards GDPR data handling requirements HIPAA medical records protection SEC investigation protocols DOJ criminal discovery obligations ISO 27001 security standards Client-specific retention policies

Additional Processing Notes