Working position
Separate the next action
Harbour needs counsel’s direction on the proposal. Redwood needs review of prepared work. Willow is waiting on the client’s statement.
Priorities & counsel attention
See which file needs a decision, which has work to review and which is waiting on someone else.
A useful starting point
Know what needs counsel and what the team can carry forward.
You come back to a changed client instruction, a prepared brief and a promised document. Each needs a different response. A single list of open tasks leaves you to sort that out again.
Give counsel the reason a decision is needed and the work available to act on. Give staff a clear preparation task or follow-up, with its source and owner.
The Line brings counsel’s decisions together with their sources and prepared work. In this example, directing Harbour changes its preparation while the other two files keep their own next steps.
Direct the work that needs you. Keep the rest of the team’s work in view.
Back at the office
Three files are waiting when you return. Give Harbour a direction and follow the resulting brief.
Harbour: Alex changed the proposed Friday time to 5:00 pm. Redwood: internal conference brief is ready for inspection. Willow: the client has promised a statement but has not sent it.
Working position
Harbour needs counsel’s direction on the proposal. Redwood needs review of prepared work. Willow is waiting on the client’s statement.
Keep the 5:00 pm proposal internal. Prepare the client conference brief and include the transport question. Do not circulate the response.
Internal draft
Confirm Alex’s proposed Friday handover at 5:00 pm and the transport arrangement. Keep the response internal. The other party’s agreement is not established.
Prepared · review outstanding
Harbour: brief prepared under the recorded instruction. Counsel review and transport question remain.
Redwood: existing brief still available for its own review.
Willow: statement still with the client. The receipt follow-up remains open.
Fictional demonstration. Nothing is sent, filed or scheduled. Resets when you reload.
Open work can be preparation, a dependency or a decision. The useful question is what needs counsel’s attention, why, and what is available to act on.
This example groups work by its next action; it does not demonstrate automatic ranking or calculate legal deadlines. Counsel decides priority using the actual matter and verified dates.
The prepared work and its review status carry your direction. Other waiting items stay open until something changes on those files.
Discuss how your firm separates counsel’s decisions, staff preparation and waiting work.