Email Correspondence

Seven emails between GreenLeaf and Vertex documenting the dispute as it developed.

⚠️ Highly Confidential

Client email correspondence is among the most sensitive documents in any matter. These contain privileged communications, business strategy, and admissions. Extreme care is required before using any tool with this content.

Tool Selection Opportunity

Task: Construct timeline, identify key statements, evaluate whether notice requirements were satisfied

Non-AI Options
  • Manual review with timeline spreadsheet
  • Color-coded annotation (admissions, dates, demands)
  • Traditional document summarization
AI Options (Tools You Have)
  • CoCounsel/Protégé: Document analysis within privileged platforms—the appropriate choice if using AI
  • Gemini/Copilot: What would happen if you uploaded these emails? What information would you be exposing?
Selection Considerations
  • These emails contain client communications with the opposing party—highly sensitive
  • Email addresses, business details, negotiation positions, and potential admissions are all present
  • This is a case where non-AI approaches may be more appropriate—consider whether the efficiency gain justifies the confidentiality analysis required
  • If you do use AI, which platform provides appropriate protections?

Email Correspondence

Email chain between GreenLeaf Technologies and Vertex Solutions