Find your next step.

Your mailbox connection needs reconnecting

Settings shows Needs reconnecting beside your mailbox, or firm email that used to go out from your address uses the firm's platform address instead. Reconnect the personal mailbox, then check the identity shown before sending.

An invitation email did not arrive

Someone was invited to the firm and no email reached them. It is not in spam, and re-sending produces the same silence.

What Verified, not serving means for a custom domain

A custom hostname for your client portal shows as verified, and the address still does not load anything for your clients.

Who owns which credential

A connection is failing and it is not clear whether the firm, the individual, or BRON is supposed to fix it.

A document uploaded but will not process

A file is in the matter, and its text cannot be searched, cited or analyzed. It may show no extractable text, or simply stay empty.

Export your calendar to an .ics file

You want a copy of the events and deadlines you can access in BRON in another calendar application.

Import matters and contacts from Clio or Filevine

Your firm has an export from its existing practice system and wants to inspect what BRON will create before importing it.

Answer an item in your firm's document checklist

Your firm has asked for a document or answer in the client portal, and you want to respond to the right item.

Tell your firm you cannot provide a requested item

You understand what the firm requested but do not have it, cannot access it, or cannot obtain it yourself.

Ask your firm to explain a request

A checklist item is unclear, or you need to know which document, date range or source the firm means.

Read the receipt after sending a file

You uploaded a file and want to know whether it arrived, whether it answered the request and whether your firm reviewed it.

Find material your firm has shared with you

Your firm says a document is available, but you cannot see it, or you want to understand what appears in the client portal.

Prepare BRON for Mac for a firm's request

A firm has asked you to use BRON for Mac to provide material from named sources on your computer.

Give BRON for Mac permission to read requested sources

BRON for Mac cannot read a requested source, or macOS is asking you to grant access before collection can continue.

Review a collection request and pause it when needed

You need to understand what BRON for Mac will copy, or you want to stop collection while discussing the request with the firm.

Provide an encrypted iPhone backup through BRON for Mac

The firm's request names material in an iPhone backup, or BRON for Mac refuses the backup you selected.

Read collection results when some material is missing

A collection result lists files it could not copy, shows an unknown count, or found less material than you expected.

Review a document held after an upload check

A document is listed on the matter, but opening or downloading it is blocked. Its upload-check card reports a hold, a failed scan, or an unavailable scanner.

Inspect a fact, its sources and its recorded status

A fact appears in an answer or draft, and you need to see who says it, what document it comes from, and whether the matter treats it as disputed or accepted.

Inspect and restore a saved document version

A draft has changed, an approval appears older than the current text, or you need to inspect the document as it existed before a revision.

Prepare a draft from the matter's facts and documents

You want a first draft that uses the matter's recorded facts, keeps the source references available, and gives the reviewing attorney a defined assignment.

Read the passage behind a sentence in a draft

A draft contains a citation or source link, and you need to verify the proposition against the underlying document before approving the text.

Review a draft marked Changed since drafted

The editor marks a draft Changed since drafted, or a pending approval, client update or research memo is flagged after a recorded source changes.

Resolve a citation hold before a document leaves

BRON holds a document during approval, export, sharing or another outside action because a citation cannot be confirmed, or because the required check could not run.

Approve the saved version you actually reviewed

A review request is waiting, or someone edited a document after approval and the team needs to establish which version may be used.

Record a discovery request and review its dates

A discovery request has arrived or is being prepared, and the team needs to record the request, establish the service facts and review any proposed response date.

Inspect a possible gap in a received production

A received email refers to an attachment you cannot find, the production has a numbering gap, or Discovery reports an incomplete document family.

Prepare a meet-and-confer letter and record the exchange

A discovery response or production appears deficient, and the team needs a letter grounded in the request and a chronology of the ensuing exchange.

Review documents and record their classification

Documents have arrived, but the review queue still shows uncoded material, an unknown side or role, or a model proposal awaiting the firm's decision.

Review privilege, redactions and the privilege log

A proposed production contains sensitive material, a document is marked privileged or work product, or a withholding needs a privilege-log entry.

Review a production package and record its delivery

The team has reviewed documents for production and needs to check the set, prepare the required files and establish what was actually delivered.

Export the firm's records or one matter

You need a portable copy of a matter or the firm's permitted records, with the files, structured data and evidence needed to inspect the export outside BRON.

Check the document copy or archive you are handing over

An export is prepared, but you need to establish which document version it contains, whether the actual files are included, and what the recipient can verify.

Build the order of proof from the matter record

Trial preparation is spread across witness notes, exhibit lists and drafts. You need to see which witness will establish each point and which questions still need an answer.

Review a witness's examination outline

You want to prepare an examination from the matter's recorded topics and evidence without treating a suggested witness or an assembled outline as counsel's finished plan.

Check a proposed exhibit and its foundation

An exhibit appears in trial preparation, but its number, source, sponsoring witness or foundation still needs review before counsel decides whether to offer it.

Review the work in Before trial

You are preparing the pretrial work and need to separate the matter's recorded issues from legal standards, motion grounds and instructions that counsel must supply.

Export and inspect the trial notebook

You need a trial preparation file outside BRON and want to know what the notebook contains before relying on it away from the matter workspace.

Distinguish a proposed date from a confirmed deadline

A task or review item shows a possible due date. You need to know whether it is a suggestion awaiting review or a deadline that an attorney has confirmed.

Calculate a date and review it before calendaring

You have a recorded triggering event and need to inspect a calculation before a licensed attorney decides whether to add the date to the matter calendar.

Resolve a missing rule or conflicting deadline basis

A proposed deadline relies on the wrong forum, a rule cannot be loaded, or the trigger and service facts disagree with the records counsel is reviewing.

Review a deadline after its inputs change

BRON has flagged a confirmed deadline because a triggering date, service method or forum changed, and a recalculated date now needs an attorney's review.

Log time and prepare an invoice for review

You need to record work on the correct matter and prepare an invoice whose time, rates, expenses and other charges can be checked before it reaches the client.

Export an invoice as LEDES

A client or carrier needs a LEDES billing file. You have an invoice to export and need to distinguish creating the file from submitting or receiving acceptance for it.

Reconcile the bank statement and trust records

You need to compare the bank statement with the firm's trust ledger and client balances, or a reconciliation shows missing information or a difference to investigate.

Review a closing statement before approval or signature

A settlement closing statement has been prepared and the firm needs to inspect its gross amount, deductions and client share before approving or presenting that version for signature.

Share one fixed version of a brief

You need to give a recipient a read-only brief and its cited sources without giving them access to the matter or changing what an already-issued link shows.