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Delegate the work. Keep the sign-off.

Keep the assignment manageable in Desk: define the expected result, follow its stages and review the work. BRON proposes a plan; a licensed attorney approves it.

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BRONWorkflowsNorth Harbor · workflow
Proposed planAwaiting approval

Prepare Request for production No. 1 for the supplier. Stop before anything is served.

Inspect the proposed steps
  1. 01reads the matterRead the May 2 email and both depositions
  2. 02comes back for reviewDraft Request for production No. 1 for Alex Chen's review
  3. 03needs its own approvalServe the request on the supplier
Nothing in this plan has been sent or served.
About this example
Illustration · fictional matterThe names, dates and documents are invented for this example.

In practice

From plan to reviewed work.

  1. Read the plan.

    Set the scope and expected result in Desk. Review BRON's proposed steps against the assignment before a licensed attorney approves the plan.

    BRON / Authorized work01

    North Harbor / proposed plan

    What the plan would do.

    1. 01
      Read the notice evidence

      Garcia and Smith give different accounts. The plan reads both, with their sources.

    2. 02
      Draft Request for production No. 1

      Ask the supplier for Smith's copy of the May 2 email, its delivery records, and the review-meeting notes.

    3. 03
      Return the draft to Alex Chen

      Serving the request needs its own approval.

    Internal preparation

    Reading and drafting

    Covered by approving the plan.

    Outside the firm

    Serving Request for production No. 1

    Stops for its own approval.

    Proposing a plan starts nothing. Only a licensed attorney at the firm can approve it.

    Illustration · fictional matter · no action has been taken

  2. Approve each outside act.

    Approving the plan covers the internal preparation. Each send, signature, filing, funds request or phase change stops for an approval of that exact act.

    BRON / Authorized work02

    Approval / one act

    Approve the exact request.

    Proposed actionSend an evidence request through the client portal
    RecipientGarcia, North Harbor
    CoversThis send, once

    The approval covers this action, on this matter, with these details.

    Action
    Send evidence request
    Matter
    North Harbor
    Approving attorney
    Elena Rivera
    What it asks for
    The email that sent the defect report to the supplier, its attachments, and any notes from the review meeting

    Approving the plan did not approve this send. A changed detail needs a new approval.

    Illustration · fictional matter · no action has been taken

  3. Review what comes back.

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

    BRON / Authorized work03

    Later / the approved run

    The draft comes back first.

    Read the matterBoth depositions and the May 2 email.
    DraftedRequest for production No. 1, prepared for review.
    With Alex Chen for reviewThe run paused here. It continues when the draft is approved.
    Next act outside the firmServe the request

    Needs its own approval.

    Approving the draft does not serve it. Nothing has reached the supplier.

    Illustration · fictional matter · no action has been taken

What this carries into the rest of the matter

  • The matter's record, into each step of the plan.
  • Drafts, back to the attorney for review.
  • Each approval and override, into the matter's activity log.

One decision in practice

The draft, before anything is served.

ResumedServing waits for approval
  1. DraftedRequest for production No. 1

    Asks for Smith's copy of the May 2 email, its delivery records, and the review-meeting notes.

  2. PausedWith Alex Chen for review

    The run continues only after the draft is approved.

  3. Next act outside the firmServe the request

    One approval, for this request, on this matter, with these details.

Counsel review
Your next decision

Approve the draft, edit it or send it back. Serving it is a separate approval.

How it works, in detailSee every feature

Bring an assignment your team hands off every week, and see what approving its plan would allow.

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