Three turns and a check. Keep this open next to your chat: each step is the thing to paste next, with what you typed already carried across. Nothing is sent from here, and nothing on this page is a transcript. The conversation stays where you are having it.
The withheld set with whatever metadata you have: author, recipients, date, type, subject.
The court and any ESI protocol, stipulation, or order governing the log's form.
What the case is about, who counsel are inside and out, and when litigation was anticipated.
When the log is due and how many documents are in the set.
Your standing rules on entry format, basis codes, and descriptions.
Watch for, the whole way through
What a log must contain, and whether categorical logging is permitted, varies by forum, by protocol, and sometimes by judge. Nothing here establishes the requirement; the rule and the order do.
The model cannot tell whether a participant is a lawyer or whether a communication sought legal advice. Every basis it assigns from metadata alone is a guess a human has to confirm.
Over-withholding is the most common way a log is lost. A partly privileged document withheld in full costs you the document and the court's confidence in the rest of the log.
A log entry can itself waive privilege if it describes the advice rather than the subject matter. Read every description for what it gives away.
Do not paste privileged document text. Metadata and subject lines are usually enough to build a log, and the content is the thing you are protecting.