Your brief
Your morning read, built for you from the firm's knowledge and your own private notes.
Deadlines for your clients come with a drafted email and task memo, so you are deciding
rather than typing. Nobody else sees your brief, and nothing in it is ever sent for you.
How to use this page
- It is ready when you arrive. Briefs are built overnight; if yours
is missing, opening the app builds it and the drafts fill in over a few minutes.
- Tell it who your clients are in Settings, under My clients. Until
then it covers every firm client.
- Work through the items. Approve or dismiss a draft, or use Draft
this one on anything that was not drafted in advance.
- Drafts marked "Used your private notes" drew on your vault. Read
them before anything goes to a client.
- Use the archive on the right to reread an earlier day.