Trust release
Threshold not setTwo-person approval is off in this example. Once a threshold is set, payments above it need a second licensed attorney. Deposits are never held.
Firm controls
Who sees the matter. Who may act on it.
Add people, set what each can open, and assign work. BRON checks bar license before it assigns work that needs one. A blocked action names the rule that blocked it.
Availability: Available
BRONFirm controlsNorth Harbor · Notice of defect
Requested action
Alex Chen asks BRON to share Notice memorandum v4 with the client portal. What stops it?
Inspect the policy checks
Who is askingAlex Chen, associate, bar admission not verified in BRONNot cleared
The actionShare Notice memorandum v4 with the client portalFor review
The ruleSharing with a client needs a licensed attorney. The block names this rule.Not cleared
Who canElena Rivera can share it. Her approval is recorded under her name.In the record
About this example
In practice
Three checks on every request.
Role, access and authority are separate.
A person's role, the matters they can open and the acts they may perform are checked separately for every request. An admin role does not lift an ethical wall.
01Role, matter access and authorityIllustrative example Set the firm's rules.
Set the trust approval threshold, the AI vendors your firm allows and its drafting style. Required approvals and ethical walls cannot be switched off.
Firm settings / example review
What each setting
changes, and what it cannot.Autonomy
Always reviewedSending, signing, filing, moving client funds and changing a matter’s phase stop for a person at every setting.
Vendor choice
Checked, with exceptionsThe firm’s vendor choice is checked before each model request for the firm, including retries.
Not checked: embeddings, re-ranking, web search, reading scanned pages and requests not tied to a firm. If the choice cannot be read, the reviewed default applies.
02Firm settings and what they cannot changeIllustrative example Scope each outside tool.
Give each outside tool a key for named matters and specific abilities, and see exactly what you granted. A key cannot send, file, sign, serve, calendar or move money.
Outside tool grant / illustration
What this grant reaches.
- Capability
- Read the recordNo sending or signature authority
- Matter
- North HarborNo other matter
- Privilege
- Only sources the grant namesOther privileged material stays out
Outside this grant
Other matters · sources the grant does not name · approving or carrying out any action
Each request is checked against what the grant allows. The tool gets no authority of its own to act for the firm.
03A grant to an outside toolIllustrative example
What this carries into the rest of the matter
- The same rules in the web app and for outside tools.
- Ethical walls, applied every time someone opens the matter.
- Every approval, recorded with the person who gave it.
One decision in practice
More autonomy does not remove the stops.
01
Firm preferenceDelegation and drafting style
AdjustableSet how much preparation BRON does before a person reviews it.
02
Always reviewedSend, sign, file, move funds
FixedThese stop for a person at every setting, on every matter.
03
Known limitVendor choice is not checked everywhere
Partly checkedIndexing for search, ranking search results, web search and reading scanned pages do not check it.
No setting removes an approval
Your next decision
Check what each setting actually enforces before relying on it. A stored preference is not proof that every path obeys it.