Core Requirements for the LegalSifter Review User Certification

I. INTRODUCTION

a. Watch 4-Minute LegalSifter Review by clicking HERE.

b. Review this FAQ.

c. Click here to access LegalSifter’s Sifter Library, and review the article titled, “Introducing the Indemnification Sifters” which is included in the Sifter Library.

This explains how LegalSifter develops families of Sifters and describes relationships within a typical Sifter family.

II. ACCESS LEGALSIFTER REVIEW

a. Open and review your “Getting Started with LegalSifter” email.

b. Create your LegalSifter Review password.

c. Log in to LegalSifter Review.

III. TRAINING

a. Attend a User Training Session.

IV. SIFT

a. Sift sample contracts with appropriate document types.

b. Download and review Document Abstract for each contract.

c. Open Sifter Summary in the left-hand margin to determine what concepts are Found and Missing in the Sifted Document.

i. Navigate to one Missing and one Found Sifter in the Viewer Screen using the Sifter Summary.

d. Dismiss any Sifters from the Sifter Summary that are not relevant to your review or which do not need to be considered by unclicking the box.

V. EDIT

a. Review Missing Sifters and their relevant advice, one by one, and insert important Missing provisions where appropriate. Resolve each Sifter once reviewed by clicking the checkmark in the right-hand corner of the Sifter.

i. Be sure to adjust defined terms and section references.

ii. Be sure to use the toolbar to adjust formatting as appropriate for any inserted provision.

b. Review each Found Sifter and its relevant advice; analyze the related language in the document and make revisions to the Sifted Document where appropriate.

c. Add comments to the Sifted Document where appropriate.

VI. SHARE

a. Share at least one Sifted Document with a colleague.

b. Reply to at least one comment that your colleague makes to your Shared Sifted Document.

VII. EXPORT

a. Export Sifted Documents to Word with and then without Sifters turned on.

VIII. SIFTER TRAINERS

a. Submit a Sifter Trainer where appropriate.

i. 3-5 days later, download and review the Sifter Trainer Report to review LegalSifter’s response.

Test Assignments

Scenario & Task: Your supervising attorney has assigned you to review two agreements. Select two Assignments from the list below to work on:

1. Consulting Agreement

2. SaaS Agreement

3. Non-Disclosure Agreement

4. Research Agreement

Follow the drafting instructions and complete the Assignment Worksheet for each corresponding sample agreement. Submit both the revised sifted documents and the completed Assignment Worksheets to your Onboarding Specialist for review.