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Matter intelligence: how it works

Follow the requirements, source-linked facts and chronology into reusable witness and drafting work. Inspect both accounts, recorded decisions and the known reliance that returns for review.

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Availability

Limited availabilityA new document version flags pending approvals, client updates and research memos. A finished draft is flagged when a fact it cites is corrected, not when a document it cites changes.
Supported work
Source-linked chronologies and fact-to-element matrices connect the record to what you need to prove. Carry that work into discovery and deposition prep.
Start with
The North Harbor illustration assembles the May 2 email, later deposition accounts and proposed Request No. 1 from the supplied matter record. Sending is distinct from receipt or reading; meeting notes were not found in the named sources. No researched holding, corrected testimony or recorded strategy decision is supplied.
Key limit
BRON works from what it has taken in and could read. A new document version does not flag a finished draft. An accepted correction to a fact it cites does.

Some capabilities have their own availability or configuration requirements, shown below.

Before you start

  • The North Harbor illustration assembles the May 2 email, later deposition accounts and proposed Request No. 1 from the supplied matter record. Sending is distinct from receipt or reading; meeting notes were not found in the named sources. No researched holding, corrected testimony or recorded strategy decision is supplied.
  • Registered witness topics, recorded admissions, linked exhibits and opposing discovery answers can be reused in examination preparation. Unlinked records and failed reads remain visible; source links do not establish legal sufficiency.
  • Reviewed claim definitions and a readable record are needed to interpret the fact-to-element matrix. The mounted Facts panel shows support, adverse material, source quotations and link authorship; absent definitions and unread data remain visible.
  • Documents taken into the matter. BRON works from what it has taken in and could read.
  • Version flags reach only work that recorded which version it relied on: pending approvals, client updates and research memos. They come from the daily review, so a flag can take up to a day.
  • The Facts view mounts the element proof panel with attorney link controls. Supporting and adverse evidence remain separate, and a law catalog or definition that is absent is disclosed. The separate proposed-action sufficiency check is not runtime-invoked.
  • Reuse of the firm's earlier arguments in drafting, with party names removed, is on unless the firm turns it off.

How it works

Start with research into the governing law, the matter’s reviewed claim requirements, source-linked facts and chronology. Read supporting and adverse accounts together, turn the open evidence question into the next request, and carry recorded decisions into preparation and drafting. When the basis changes, known dependencies return for review. Counsel decides what is material and what the evidence can establish.

Which reviewed requirement does this fact bear on, and what evidence would resolve the disagreement?

From analysis to preparation

  • Reuse recorded work in the witness plan

    Recorded testimony and admissions, linked exhibits and opposing discovery answers feed the registered witness’s examination plan. The plan reuses available rows; it does not discover every missing admission or turn source-linked accounts into findings.

From legal theory to proof

  • Review the law and define the requirement

    Begin with the intake or pleading theory and research the governing law. BRON can propose claims and draft element definitions with citations; counsel reviews the forum, legal requirement and definition. Agreement §9.2 in the North Harbor example supplies a contract reference, not a researched holding. The notice question becomes useful only when counsel has identified what must be established.

  • Read the fact-to-element matrix on both sides

    In the matter’s Facts view, inspect the element proof panel: the defined element, supporting and adverse facts, source quotations and who authored each link. Attorney-attested links stay distinct from model or staff suggestions. An element may have support and substantial adverse evidence at once. Missing definitions or unread directions are disclosed rather than converted into a percentage.

  • Put the disagreement in a source-linked chronology

    Read the sequence against its sources: the May 2 email was sent before May 4; Garcia and Smith give different accounts of notice. Sending does not establish receipt or reading. Chronology preserves source and date disagreements so counsel can decide whether the discrepancy is a material contradiction for the reviewed notice requirement.

  • Turn the unresolved fact into an evidence question

    A recorded fact or claim element can carry its context into a scoped device-question draft. Counsel chooses the accepted device and question; previews require freezing and review before becoming evidence. A separate evidence-matrix run can propose a discovery gap from retrieved excerpts. Counsel decides whether to prepare a request, pursue another source or revise the theory.

When the record changes

  • Refresh the analysis, then review the result

    Admitted evidence can schedule chronology, contradiction and Red Brief refreshes. These passes have separate prerequisites and may be conditional, delayed or debounced. Inspect the resulting source-linked change before using it in a draft, war game or trial plan; an upload alone does not attest that every downstream analysis finished.

  • A new version flags recorded reliance

    When a document gets a new version, BRON flags the pending approvals, client updates and research memos that relied on the old one. This happens in the daily review, so a flag can take up to a day. Only work that recorded which version it relied on is flagged.

  • An accepted correction flags dependent drafts

    When an attorney accepts a correction to a fact, the work that cited it is flagged for review, drafts included. Nothing is rewritten.

  • A corrected transcript flags its designations

    A corrected transcript flags the designations it affects and proposes fact updates for attorney review. Moving a designation to the corrected page and line needs an attorney's confirmation.

  • The editor marks a draft whose facts changed

    The editor marks a draft whose underlying facts changed after it was written, with the label Changed since drafted. The check looks at each drafting pass as a whole, not at each section on its own.

Where each fact comes from

  • Open the passage behind a sentence

    Available

    Open the cited passage as text or a box on a scanned page, wherever BRON can locate it. A quote it cannot place is counted as unplaced, never assigned a guessed page.

  • Documents are read as evidence, not as instructions

    Available

    Text drawn from the record is marked as source material before a model reads it, and phrases that look like instructions to the model are replaced with a marker. That lowers the risk that a document steers an answer. It does not remove it.

  • Keep amounts and dates beside their quotations

    Through the API only

    BRON keeps a list of the dollar amounts and dates it reads in the record, each with the quote it came from. Reading a source again replaces its rows, so one payment never shows up as two.

What supports a position, and what cuts against it

  • Supporting and contrary accounts, side by side

    Supporting and contrary accounts sit side by side, each with its source. Which account holds is counsel's call.

  • Which facts bear on which elements

    BRON suggests which facts bear on which elements, labels each link by who made it, and never overwrites an attorney's decision.

  • Where a fact is used

    Open a fact to see where it is used. The answer covers one fact at a time and lists the uses BRON recorded.

People and parties

  • Two people with one name stay two people

    Available

    BRON will not merge two people whose names differ only by a generation suffix, such as Jr. and Sr.

  • A person is not merged into their own company

    Available

    BRON will not merge a witness into a consulting firm that carries their name. Before the merge rules change, they are tested against a fixed set of hard name cases, and a single wrong merge fails the test.

  • A document that may belong to another matter

    Available

    When a new document names no party the matter already has, BRON raises a high-priority task for the attorney to check that it was filed in the right matter.

What the matter and the firm carry forward

  • Decisions carry into later work on the matter

    Decisions your team records on a matter, with the reasons, carry into later drafts and answers on that matter. BRON carries the most recent ones. A strategy decision is recorded with its reason and the parts of the record it relied on.

  • How the firm decided similar changes before

    When you review a proposed change, BRON can show how the firm decided similar ones before.

  • The firm's earlier arguments, without party names

    Drafting can reuse the firm's own earlier arguments, with party names removed, unless the firm turns this off.

  • Lookups across matters stop at the ethical wall

    Available

    A lookup across the firm's matters leaves out what an ethical wall screens from you. If BRON cannot check the wall, the lookup returns nothing rather than everything.

What it reads from

  • Intake and the engagement record
  • Every document and production taken into the matter
  • Depositions and discovery findings
  • The attorney's own element calls, merge decisions and recorded decisions

Who can do what

  • Retained matter decisions and their rationale supply context to later answers and bounded drafting reads. Counsel still checks whether the resulting work follows the chosen approach.
  • Counsel confirms the legal requirements, fact-to-element direction and which contradictions are material. The same unresolved notice question can inform a discovery request, a scoped device question, a war game and the witness/exhibit plan, with review at each transition.
  • Element calls and merge decisions are the attorney's. BRON suggests which facts bear on which elements, labels each link by who made it, and never overwrites an attorney's decision.
  • When an attorney accepts a correction to a fact, the work that cited it is flagged for review.
  • A corrected transcript proposes fact updates for attorney review. Moving a designation to the corrected page and line needs an attorney's confirmation.
  • When BRON reads across the firm's matters, it leaves out any matter an ethical wall screens you from.

What it produces

  • Valuation
  • Drafting and the citation check
  • Deadlines
  • The daily board and the standing brief
  • Workflow proposals

Limits

  • BRON works from what it has taken in and could read. The record does not show that nothing is missing.
  • Version flags come from the daily review, so one can take up to a day. Only work that recorded which version it relied on is flagged.
  • A new document version does not flag finished drafts. A draft is flagged when an attorney accepts a correction to a fact it cited.
  • The elements BRON lists for each claim are drafted by an AI model, with citations, and marked as drafts. Whether an element shows as proved is a reading of the record, not a ruling on the law of your forum.
  • A review that reaches its limit, 500 recorded uses of sources or 100 changed sources, says it is partial.
  • Case memory carries the most recent decisions recorded on the matter, not every one.

What BRON will not do

  • Treat a link to an element as support for it.

    A link with no recorded direction supports neither side. Linked and supported are different findings, and the call is counsel's.

  • Net the two sides into one number.

    An element can be well supported and contested at once. BRON keeps the two lists and their counts apart, so no single coverage figure can be carried into a dollar value.

  • Offer a withdrawn fact as undisputed.

    A fact an attorney withdrew, merged away or set aside is not proof. Exporting it would put it back into work product a court reads.

  • Merge two people because they share a name.

    A wrong merge folds two people into one record, and that record feeds the conflicts check. Two half-filled records an attorney can reconcile is the error you can recover from.

  • Guess the page a quote came from.

    A wrong page gives a wrong cite, and a wrong cite can end up in a filing.

  • Report a failed search as one that found nothing.

    A search that ran and matched nothing is a finding counsel can rely on. A search that partly failed is not, so the answer says that part of it failed.

  • Read a source it could not open as unchanged.

    If BRON cannot read the source behind a flag, the review is marked blocked and the answer is shown as partial.

  • Rewrite work when a fact changes.

    A flag asks for review. The attorney decides whether the work still holds, and nothing in it is rewritten.

When something goes wrong

  • Tracked version-and-digest reliance covers pending approvals, client drafts and research memos. It is distinct from accepted-fact-correction review; neither path claims every finished document or dependency was found.
  • An evidence-matrix run searches bounded retrieved excerpts. No support found in that run does not mean the whole matter has no evidence. Upload-driven refreshes are conditional and may be delayed; they are not a promise of immediate propagation.
  • A quote BRON cannot place is left unplaced and counted. BRON does not guess the page.
  • If part of a search fails, the answer says so. It is not reported as a search that found nothing.
  • If BRON cannot read the source behind a flag, the review is marked blocked and the answer is shown as partial.
  • A review that reaches its limit of 500 recorded links between work and its sources, or 100 changed sources, says it is partial.
  • If BRON cannot check the ethical walls, a read across matters returns nothing, not everything.
  • A flag is a request for review. Nothing in the flagged work is rewritten.