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Workflows: how it works

Scope a recurring research, drafting or follow-through assignment. Inspect internal preparation, paused draft review and separate outside-act approval; a confirmed hearing debrief has its own reviewable results.

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Return to workflows

Availability

Available
Supported work
Give research, drafting and follow-through a concrete assignment, named sources and a plan that returns useful work for review.
Start with
The normal confirmed-debrief path is separate from the optional reader for minutes, orders and transcripts. Source-quoted debrief prefills require the firm’s arrival-reader switch, which is off by default.
Key limit
Some workflows are unavailable on a given matter. Expanded workflow steps are off by default.

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

Before you start

  • The normal confirmed-debrief path is separate from the optional reader for minutes, orders and transcripts. Source-quoted debrief prefills require the firm’s arrival-reader switch, which is off by default.
  • A concrete issue, source scope and expected output make the plan reviewable. A request about notice can start from the two testimony passages and original email, with receipt or reading still unresolved.
  • The run carries its approved plan and source snapshot alongside recorded earlier results and verified research. That preparation context is separate from the exact details and approval of an outside act.
  • A matter with documents and facts for the plan to draw on. Proposing a plan starts nothing.
  • Some workflows are unavailable on a given matter.
  • Expanded workflow steps are off by default.

How it works

Give research, drafting or operational preparation a scoped plan with named sources and an expected result. Carry the matter context into preparation, inspect returned work and approve consequential acts separately. A recorded hearing can also prepare follow-through drafts for review without starting an outside act.

What should this assignment prepare, from which records, and which decisions remain separate?

Preparation and follow-through

  • A hearing outcome prepares distinct follow-up

    Recording the hearing outcome can prepare a client-update draft, supplied-duration time draft and deadline or trial-book review tasks. This debrief path is separate from approving a workflow plan. Each result keeps its own review; no client update publishes itself.

From open question to assignment

  • Name the issue and the expected work

    The North Harbor assignment can read both depositions and the May 2 email, then prepare a request for material bearing on the review meeting and receipt. The legal task is to test the notice question, not to produce another summary. Scope the source set and expected result before approving the proposed plan.

  • Return a draft counsel can inspect

    The request comes back with the issue and sources that explain why it was prepared. Review whether its people, period and requested material address the gap. Internal preparation, approval of the draft and service remain separate decisions; a workflow run does not turn the allegation into an established fact.

  • Carry the context into the next step

    The run keeps the approved plan, its source snapshot and recorded earlier results together. Later preparation can use those results and verified research without asking you to assemble the assignment again. That context guides the work; it does not authorize an outside act.

The plan you approve

  • Turn the assignment into a proposed plan

    Describe the assignment, and BRON proposes the steps from what the matter holds. Proposing a plan starts nothing.

  • A licensed attorney approves the plan

    Only a licensed attorney at the firm can approve a plan. Anyone else who tries is told why it was refused, and nothing runs.

  • The run stops at the first act outside the firm

    An approved run reads the matter and does the preparation the plan set out. It stops at the first act with an outside effect, at a wait, or at a step whose effect has not been declared. That act needs its own single-use approval.

Each act you approve

  • Sending, signing, trust and phase changes stop

    Available

    Sending, signing, moving trust money and changing a matter's phase always stop for confirmation, whatever the firm's settings say.

  • One approval, one action, one use

    Each approval covers one action, on one matter, with the exact details you saw. It can be used once, and a changed detail needs a new approval.

  • A draft pauses the run for review

    When a step produces a draft, the run pauses and puts it in front of you. It continues when you approve.

  • The same checks from every screen

    Available

    An act approved from the daily board, the brief or Chambers goes through the same checks as one approved in the run, including the conflicts check.

Overrides and the log

  • An override needs a stated reason

    An override needs the attorney's stated reason, recorded under their name. Ordinary approvals do not ask for one.

  • Approvals go into the matter's log

    Approvals and other key acts go into a log that is never edited and can be checked for tampering.

When a run fails or stalls

  • A wait ends when an attorney records it

    A run waiting on opposing counsel's response moves on only when a licensed attorney records that the response came, or that the meet and confer reached impasse.

  • A stalled run becomes a task

    A run stalled for more than 30 minutes creates a task on the matter, so it is not mistaken for one that is still working.

  • A run has a step limit

    A run that reaches its step limit stops before the next step, rather than carrying on.

What it reads from

  • The matter's record and documents
  • Discovery findings
  • Open deadlines and tasks
  • Workflows Chambers proposes, once a person starts them

Who can do what

  • Counsel records the outcome and duration, then reviews the proposed time, private client update, deadline-recomputation task and trial-book reconciliation. Bench notes and strategy are not copied into the client draft.
  • Counsel approves internal preparation, inspects the returned draft and separately authorizes the exact outside act. The next request is chosen for the evidence question, not treated as automatic proof-gap fulfillment.
  • A licensed attorney at the firm approves a plan. Anyone else who tries is told why it was refused, and nothing runs.
  • Approving a plan lets BRON do the internal preparation. Every send, signature, filing, funds request or phase change still stops for its own approval.
  • Each approval covers one action, on one matter, with the exact details you saw. It can be used once.
  • Approving a plan and starting it are separate acts. Built-in workflows wait for review; automatic launch of a firm-owned definition requires separate enablement and read-only eligibility checks on every tool step.
  • A run waiting on opposing counsel moves on when a licensed attorney records the response, or records that the meet and confer reached impasse.
  • An override needs the attorney's stated reason, recorded under their name.

What it produces

  • Drafts waiting for review
  • Client requests
  • The daily board
  • The matter's activity log

Limits

  • Some workflows are unavailable on a given matter.
  • Additional kinds of workflow step are experimental and off by default.

What BRON will not do

  • Start a run because a plan was approved.

    Approving and starting are separate acts. Built-in workflows wait for review. A firm-owned workflow can launch automatically only when separately enabled and every tool step passes the read-only eligibility checks.

  • Take an approval from the model.

    Text in a document could tell a model to approve an act. The approval comes from a person's click, and the model never sees it.

  • Let a button on the daily board lift a hold.

    Buttons on the daily board and in Chambers drop any override before the act runs, so a held citation or privileged document stays held.

  • Treat an act outside the firm as something it can roll back.

    A sent email was sent. After a failure, a correction, retraction or further notice is a new act that a person writes and approves, and the original record is kept.

  • Re-send a client notice whose delivery was not confirmed.

    It may already have arrived. The attorney sends it again from the client thread, where what the client already has can be seen.

When something goes wrong

  • A prepared update is private until attorney publication. Recording a debrief does not send, sign, calendar, pay or make the proposed ruling memory final.
  • A completed reading or drafting step is not service, receipt by an opponent or resolution of the disputed fact.
  • A run stops at the first act with an outside effect, at a wait, or at a step whose effect has not been declared.
  • A step that already reached outside the firm is not undone. A correction, retraction or further notice is a new act that a person writes and approves.
  • A client notice that no provider confirmed is not sent again automatically. The attorney sends it again from the client thread.
  • A run stalled for more than 30 minutes creates a task on the matter.
  • Buttons on the daily board and in Chambers drop any override before the act runs.
  • A run that reaches its step limit stops before the next step.