Trust and responsibility
Define who has access, who acts and who approves.
The firm organizes authorized materials, team roles and actions requiring lawyer review.
Context, action and review
Define how each role contributes to the case.
Choose the materials and actions for each profile. Work prepared by AI is assigned to a person responsible for decisions and approval.
Authorized sources
Firm materials and references selected for the context.
Work prepared
Account, record, documents and next steps for the team.
Review and decision
The lawyer checks the content and decides what will be released.
Example responsibility
Preparing guidance does not mean sending it to the client.
The consultation draft remains under review. The person responsible checks, adjusts and releases the material; only then does the follow-up process use the approved content.
See review in practiceFor your firm
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