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Perspective 02 / Connected workflows

One matter record. Many specialist workflows.

Consistency comes from shared inputs, explicit handoffs and accountable review.

Sources. Context. Judgment.
Carried through the work.

A workflow carries responsibility

A repeatable legal workflow needs more than a sequence of prompts. Each stage should identify its inputs, its intended output, the sources it relied on and the person responsible for review. A specialist agent can organise evidence or propose an issue map; counsel decides whether that work is ready to guide the next stage.

The handoff should carry the current matter brief, source references, unresolved questions and approved decisions. This gives the next specialist a clear starting point and makes it possible to examine why an output changed.

Shared preparation, different legal questions

Litigation may organise work around pleadings, disputed issues, evidence and relief. Arbitration may add jurisdiction, claims and counterclaims, a witness strategy and a route through a large contractual record. GST and tax matters may require a structured map of notices, transactions, relevant periods and provisions.

These are illustrative workflow patterns, not fixed templates for every proceeding. The firm’s lawyers should choose the relevant questions and sequence. The common foundation—document coverage, source links, chronology and reviewed facts—can remain consistent while the specialist analysis changes.

Give agents a common record

Research, analysis and drafting agents should work from a versioned matter record with clear access boundaries. Research receives the issues and material facts. Drafting receives the approved authority set, the strategy and the firm’s preferred structure. Verification checks the proposed work against the underlying sources.

Shared context does not mean placing every document into one enormous prompt. It means retrieving the right passages from a controlled record and retaining the links, versions and decisions that explain their use. Information should cross a handoff deliberately, rather than depend on what happened to remain in a chat.

Treat change as part of the design

When a corrected agreement or a new notice arrives, the system should identify which chronology entries, analyses and drafts depend on the earlier source. Those outputs need a visible review status. A new source must not silently overwrite counsel’s decisions or imply that every dependent document is current.

The legal landscape changes too. A later judgment or an amended provision may affect an authority previously relied on. Bring that change into the matter, trace its effect on the issue map and strategy, then refresh the affected work product for review. A multi-year matter should carry its history across forums while making the current position clear.

A practical rollout therefore tests change as well as initial processing. Add a document, correct a date, amend a classification and change an approved instruction. Then check whether the right work is flagged, the earlier version remains recoverable and the responsible lawyer knows what to review. That is where repeatability becomes useful in a living matter.

The practical question

Can your team inspect the source, understand the handoff and see who approved the next step?

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