Firm subscribers ยท Review team work
User: Firm visitor
CounselDebates Firm Guided Workspace
For firm subscribers: walk a lawyer, supervisor, or training team through the work one clear step at a time.
Simple rule: assign one team goal, use short facts, then ask the agents to find risks, gaps, and the next drill. Keep review-before-sync on for firm work.
1Pick the team goal
Choose the kind of firm work. Keep it to one goal.
2Name the matter
Add the matter, lawyer, jurisdiction, and deadline.
3Add short facts
Use plain facts. Do not paste the whole file yet.
4Add authority or evidence
Paste key cases, statutes, exhibits, or notes.
5Choose the test
Pick what the agents should challenge first.
6Build the prompt
Copilot creates a firm-ready starting prompt.
7Review next steps
Save the answer, assign a next drill, then continue.
Choose the firm path
Step 2
Step 3: add short facts
Step 4: add authority, evidence, or notes
Step 5: choose the first test
Step 6: build the prompt
Firm inputs
Step 2: name the matterDo not paste confidential material unless your firm approves it for this workflow.
Step 7
Copilot output
Use this when a partner, firm admin, or supervisor needs a clean review and next drill.
Choose a firm path, add the matter basics, then click Build firm prompt. Use the Firm Dashboard button when you are ready to manage the matter inside the firm portal.
Step 7: open the firm dashboard
This firm workflow is for paid firm workspaces. Free users can still use the simple guided chat first.