Keep different accounts separate
Published decisions, meeting notes and correspondence can describe the same situation differently. We keep the records and their versions, then identify what still needs confirmation.
Client briefsBriefing notes
Briefing notes
and client briefs.
The client should understand what changed, what it means for their matter and what happens next. The source references and unanswered questions belong with the answer.
The deliverable
What the brief answers
- What changed?
- What does it mean for this client?
- What still needs confirmation?
- Who takes the next step, and when?
The serviceAgreed sources.
Agreed sources.
Clear delivery.
We agree the records, the boundaries and what you will receive before the work begins.
An approval belongs to a version.
A review belongs to the record it examined. When a source, a follow-up or the brief changes, the earlier review stays with the earlier version. The desk marks a brief as outdated when its working context changes.
Write and review the brief
Each brief includes the client summary, observed changes, open questions, next step and source references. Its review is tied to the matter version. Later changes make that brief visibly outdated.
Keep a usable copy
Download a readable brief or the complete record. The browser workspace supports supplied text records and manual review. The installed private desk also supports selected source checks, authorised file imports and locally prepared drafts for review.