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WORKFLOW GUIDE

Make screening a step. Not an assumption.

Where litigator screening fits into a considered data workflow.

Define the screening step

Choose the screening filters available to your account and review the outcome before using your records. Litigator screening is a data signal; it does not establish consent or determine whether a particular communication is lawful.

Review the result

Check the selected filters, job status, and available coverage information. A result without a flag should not be treated as permission to contact someone.

Plan the next decision

Your organization remains responsible for evaluating consent, suppression requirements, and the rules that apply to its communications. Discuss legal questions with qualified counsel.

Discuss your workflow ↗