Memos
From assignment to filing, everyone knows whose turn it is
Management assigns, the consultant drafts and sends it for review, management approves or asks for changes, and the researcher records the filing. Every memo moves one clear step at a time, and nothing gets lost in WhatsApp.
Assigned with a due date
Each memo is tied to its file and hearing, with an owner and a due date, and shows on its owner's home page.
Review and approval
The memo goes to review, and management approves it or sends it back with notes. Every version is kept.
- Every version kept
- Management's notes on each version
- Alerts when a memo runs late
Proof of filing
The researcher records the filing date and reference, and the memo joins the case timeline.
Questions
Who can assign a memo?
Management on any file, a researcher within their files, and a consultant to themselves on their files.
Are memo versions kept?
Yes. Every version sent for review is kept with its notes.
Can late memos be followed up?
Yes. A late memo stays in front of management and its owner until it is delivered.