Your copy. Your pace.

Research citation verification queue

Use a lawyer submitting a draft research memo to create a source-linked citation check report for professional review. 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. The workflow cannot establish that an authority is current, binding, or correctly applied.

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 submitting a draft research memo. A successful handoff produces a source-linked citation check report for professional review. Define the accountable owner before connecting systems. The workflow cannot establish that an authority is current, binding, or correctly applied. 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. Register the draft

Record memo version, matter, author, and permitted research sources.

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

2. Extract citations as candidates

Preserve the exact citation and associated proposition without inventing missing authorities.

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

3. Locate approved source records

Use authorized research tools and store the source reference, retrieval date, and match uncertainty.

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

4. Check quotation and reference

Flag missing sources, text mismatches, incomplete citations, and review-required status signals.

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

5. Request lawyer confirmation

The lawyer assesses validity, treatment, jurisdiction, and relevance before use.

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
memo_version	memo_version	Bind approval to this exact source version; changes require review.
citation_id	citation_id	Resolve the stable source reference in the correct client, entity, and engagement.
source_reference	source_reference	Resolve the stable source reference in the correct client, entity, and engagement.
lawyer_verification	lawyer_verification	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.

A nonexistent authority stays an unresolved exception.A source match cannot approve the legal proposition automatically.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.