Privilege Logs

IN THIS ARTICLE:

Privilege logs describe reasons for withholding items from production in a lawsuit under a claim of attorney-client privilege or work-product protection. The Privilege Log module in Lighthouse Analytics (LHA) simplifies and expedites the privilege logging process using customizable privilege reasons assigned to each potentially privileged document.

The Privilege Logs tab allows you to select a saved search that uses Relativity fields, LHA-created content, and your work product to generate Privilege Logs. LHA’s Privilege Log tools allow you to combine fields, manage formatting, memorialize log content, and more. Single documents can exist in multiple privilege logs. The columns/fields displayed in each log are customizable, and custom columns/fields can be created to combine field information, adjust field formatting, and add notes, among other common log actions.

Once you create a privilege log, you can save it as a template for quick future use. You can recall the template later and use it with the same or a new set of documents. Privilege Logs can be easily exported to Excel at any time.

WHO CAN PERFORM:

There are two permission levels of access to Privilege Logs:

• Access to Privilege Logs
• Create and manage Privilege Logs

See the Permissions article for complete details.

LHA Privilege Logs List

Click on the Privilege Logs tab to create and view LHA privilege logs. If no logs have been created, this page will be empty. If logs exist for this workspace, they are displayed in a list on this page.

Page Actions

At the top of the Privilege Logs page, you will find two buttons:

1. Edit Templates: Opens a modal window where you can see and edit privilege log templates for the workspace, as well as delete them.
2. Create New Log: Opens a modal window with inputs for selecting a Saved Search, entering a Log Name, and specifying a Log Abbreviation. You can optionally select a previously saved template to speed up the log creation process.

Privilege Log Columns

Columns on the Privilege Log List page can be resized, sorted, and filtered. Changes apply only to your view and will not be saved once you exit the session. If the full value in a column cannot be displayed due to text size, you can hover over the cell to see the complete value.

Here are the key columns available:

• Log Name: The name given to the privilege log when it was created. Clicking on the log name will navigate you to the log for further management.
• Log Abbreviation: A short abbreviation for the log, entered during creation. This determines the field naming for the object created when the log is finalized.
• Saved Search: The Relativity Saved Search that the log is based on. This search determines which documents are included in the log.
• Documents: The number of documents in the saved search associated with the privilege log.
• Created On: The date and time the log was created.
• Created By: The user who created the log.
• Status: The current status of the log, which can be either:
  • Queued: This status appears when the log is being created and the documents are still being populated.
  • Open: In this status, the log can be fully edited. Users can adjust column selection, grouping, and sorting, and create or edit custom columns. Updates made to the saved search (such as documents being added or removed) are not automatically reflected in the log; you must click Sync Search Population to apply those updates. However, any changes made to fields on the coding layout (which are used in the combined fields) will automatically reflect on the Privilege Log page.
  • Syncing Population: This status indicates that the saved search is being synchronized with the log, pulling in updates or changes made in Relativity.
  • Sync Exception: This status appears if the synchronization of the saved search with the log fails.
  • Finalized: A finalized log cannot be edited, and any updates made to the saved search or fields in Relativity are not reflected.

Row Actions

Each row in the Privilege Log list has a three-dot menu containing actions based on the log’s status. These options include:

• Sync Search Population: Syncs any changes made to the saved search in Relativity with the privilege log.
• Export to XLS: Exports the privilege log data to an Excel file.
• Save as Template: Saves the current log setup as a template for reuse.
• Update Log Settings: Allows you to update the name, abbreviation, or saved search for the log.
• Finalize Log: Locks the log, preventing further edits.
• Delete Log: Permanently deletes the privilege log.

Back to top