CASE CONTEXT FOR THE SAMPLE CASE
Copy the pieces below into Discovery Triage. All names and facts are fictional.

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CASE / MATTER NAME
Larkspur Construction Group v. Tallowmere Steel Supply, Inc.

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DESCRIPTION  (paste into the Case Context description)
Commercial dispute over late and defective structural steel. Larkspur Construction Group, LLC
(client, a general contractor) bought about 480 tons of steel from Tallowmere Steel Supply, Inc.
under Steel Supply Agreement SSA-2025-0117, signed February 10, 2025, for the Cedar Quay Medical
Pavilion (Site B). Shipment 2 arrived 22 days late and Shipment 3 arrived 28 days late. Fourteen
beams in Shipment 3, from heat lot 44821, were rejected for excess camber, web laminations and a
mill certificate that did not match the stamp. Larkspur claims liquidated damages, the cost of
replacement steel (cover) and the damages it owes the project owner. Tallowmere denies liability,
says notice under Article 9 was late, and demands payment of invoice INV-30418 ($228,000).
Relevant period: January 1, 2025 to October 9, 2025.
Key people: Dana Whitcombe, Raul Esteban, Priya Nandakumar, Theo Brandvold and Inez Calloway
(Larkspur); Garrett Voss and Bram Odell (Tallowmere); Marguerite Okoro and
Julian Reyes-Hart (Pellham Okoro LLP, Larkspur's outside counsel); Colm Fenwick (Fenwick Dray LLP,
Tallowmere's counsel).

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RESPONSIVENESS CRITERIA  (use with the AI "Responsive" question)
A document is responsive if it relates to any of the following:
- the Steel Supply Agreement SSA-2025-0117, its change order, schedule, price or notices;
- the timing of any shipment of steel from Tallowmere to the Cedar Quay project, including
  delays, rescheduling and the reasons given for them;
- the quality of the steel, including heat lot 44821, camber, ultrasonic testing, inspection
  reports, mill test certificates, and the rejection of any beams;
- invoices, payments, or the withholding of payment to Tallowmere;
- damages or costs caused by the delay or the defect, including the owner's liquidated damages,
  idle crane rental, extended general conditions, and the cost of replacement steel;
- communications with Tallowmere, the project owner, Ironwright Inspection Services, Weir
  Structural Consulting or Brightwater Fabrication about the steel;
- notice of breach, demand letters, and settlement or mediation.
A document is NOT responsive if it concerns something else, even if it mentions steel in passing:
other projects (for example the Eastgate Library), general newsletters and marketing, human
resources and benefits, safety policy, office logistics (lunch orders, parking, IT notices),
and personal messages.

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PRIVILEGE CRITERIA  (use with the AI "Privilege" question)
Mark a document as potentially privileged if it is:
- a communication between Larkspur and its lawyers at Pellham Okoro LLP (Marguerite Okoro or
  Julian Reyes-Hart) made to ask for or give legal advice, including drafts the lawyers prepared;
- an internal Larkspur communication that passes on or discusses that legal advice, where it is
  shared only with people who need it to act on the advice;
- notes of a meeting or call that record legal advice from those lawyers.
Do NOT treat a document as privileged only because a lawyer is copied on it or because it is
labeled "Privileged". Scheduling messages, business discussions with no legal advice, and
anything sent to or received from Tallowmere, its lawyers, or the project owner are not
privileged. If a privileged communication was forwarded outside Larkspur (for example to a
consultant), flag it as "needs review" because privilege may have been waived.
