Designated to stay local
- Client identity and the connection to the matter.
- Confidential communications and instructions not approved for release.
- Negotiating position, litigation strategy and internal assessment.
Confidential legal work · ILLUSTRATIVE WORKFLOW
A defined research task.
Not the entire client matter.
Useful legal work depends on context. That does not mean every external research or drafting request should receive every client fact, instruction and strategic consideration.
SYNTHETIC SCENARIO
A starting point: a narrow research question
In a synthetic Project Meridian matter, counsel considers external help with a selected clause or a narrow research issue. Client-specific analysis remains part of the team’s local work.
A candidate external assignment
Summarize an approved clause excerpt or organize selected public sources around a question reviewed by counsel. The review includes whether the wording, jurisdiction and timing together disclose more than intended.
Local synthesis
Return the source summary to the local environment for application to the confidential facts. A qualified professional reviews the output and the underlying authorities.
A draft research note for counsel to review in the context of the matter.
What to evaluate
Examine the specificity of the transmitted question, citation accuracy, the usefulness of the returned work and the records available to the reviewer.
Illustration scope
This illustration is not a legal opinion, a customer result or a claim that using APL preserves privilege. The firm determines appropriate tools and handling rules for each matter.
START WITH A NON-CONFIDENTIAL DESCRIPTION
Start with one workflow.
Tell us what you want to accomplish, what should remain local, and what a useful evaluation would demonstrate.
Discuss a legal workflowPlease do not send client documents, deal details or unpublished invention material through the website.