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Client decision & authority record

Use a lawyer requesting documentation of a client decision to create a verified response record linked to the exact proposed decision. The design keeps source references, uncertain matches, and approval decisions visible to the responsible legal professional. It coordinates an administrative handoff with version checks and an exception queue. A link click, silence, or AI summary cannot establish legal authority.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

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.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Define the decision request

A lawyer records the specific proposal, client representative, and required response process.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Verify the recipient route

Use the approved contact and authority information for the particular client and matter.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Deliver reviewed information

Send the exact lawyer-approved explanation through the secure channel.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Capture the response

Preserve the actual response and identity-verification evidence without paraphrasing away conditions.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Request legal confirmation

A lawyer determines whether the response supplies sufficient authority and records next instructions.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
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.

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

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.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.