The operating problem
Start with a lawyer requesting documentation of a client decision. A successful handoff produces a verified response record linked to the exact proposed decision. Define the accountable owner before connecting systems. A link click, silence, or AI summary cannot establish legal authority. A source event is a request to evaluate the current state; it is not permission to make an irreversible change.
Use your own working copy
The free workbook for this process opens in a browser and works offline after download. It includes editable checks and notes, a text export, and a print view. It is a planning resource: it does not send messages, read account data, or run actions in business systems. No vendor account is needed to use the workbook.
Map the process
1. Define the decision request
A lawyer records the specific proposal, client representative, and required response process.
2. Verify the recipient route
Use the approved contact and authority information for the particular client and matter.
3. Deliver reviewed information
Send the exact lawyer-approved explanation through the secure channel.
4. Capture the response
Preserve the actual response and identity-verification evidence without paraphrasing away conditions.
5. Request legal confirmation
A lawyer determines whether the response supplies sufficient authority and records next instructions.
Information to check
These reference fields describe the process. Use invented values while planning. Keep real records in an appropriate private system; the public website does not need them.
| Reference field | Working record | Check before progressing |
|---|---|---|
| decision_request_id | decision_request_id | Use the authorized owner or reviewed decision; unknown values stop the handoff. |
| proposal_version | proposal_version | Bind approval to this exact source version; changes require review. |
| representative_ref | representative_ref | Resolve the stable source reference in the correct client, entity, and engagement. |
| verified_response_ref | verified_response_ref | Resolve the stable source reference in the correct client, entity, and engagement. |
Acceptance checks
- Silence cannot count as approval.
- A conditional response requires legal review.
- A repeated source event creates only one current review task.
- A changed source version invalidates an earlier approval.
Walk through a successful example, a duplicate, a missing item, an incorrect match, and an interrupted handoff with synthetic records. Record the expected result, observed result, owner, and recovery action. Checklists record your work; checking a box does not establish that an external action happened.
Ownership and review
Name the person responsible for the process and the person who can resolve an exception. Define which decisions require qualified professional review. Use stable references, limit access to private records, and document when work must stop. Educational material does not establish legal, accounting, tax, security, or regulatory compliance.
Run a measured pilot
Choose a small, reversible sample. Measure handling time, waiting time, review, rework, and errors before changing the process. Include the effort of maintaining the new method. Expand only when the observed result meets your acceptance criteria; a longer checklist is not proof of improved performance.
Use the free workflow planner to define your next step, or compare the assumptions in the opportunity calculator.