Harbour / Thursday, 10:00 am
Review the revised parenting proposal with Alex. This appointment is preparation context, not a calculated legal deadline.
Your agentic firm
One matter.
A firm behind it.
From new correspondence to prepared work, with the matter’s context and your direction throughout.
The same file, throughout
Harbour
- Changed
- Proposed Friday handover: 5:00 pm, previously 6:00 pm.
- Directed
- Keep the revised proposal internal pending review with Alex.
- Still open
- Latest bank statement. Promised, not received.
Follow a matter through NISI.
The file stays with the work.
Follow an instruction from arrival to prepared work, counsel’s review and the follow-up still needed.
Today / Thursday at 10:00 am
The appointment has a file behind it.
A client conference is on the calendar. The revised proposal, the new instruction and the unresolved disclosure belong in its preparation.
Alex’s email / 9:14 am
“Please change the proposed Friday handover to 5:00 pm rather than 6:00 pm.”
Matter workspace
A changed fact. The same matter.
The email changes the proposed time. The instruction to keep the draft internal travels with it. The missing document does not disappear.
After Alex’s 9:14 am email
- Proposed handover
- Friday, 5:00 pm. Earlier notes proposed 6:00 pm.
- Client direction
- Keep the revised proposal internal pending review with Alex.
- Missing material
- Latest bank statement outstanding. No delivery date stated.
The revised time is a proposal. Agreement is not established by the example sources.
Drafting Room
Begin with the matter’s context.
Give a preparation direction, then inspect the conference brief with its supporting sources.
Your preparation instruction
Prepare for Thursday’s conference using the revised proposal. Keep the draft internal and flag missing disclosure.
Brief preview · Awaiting direction
Inspect the conference brief
Harbour / Internal preparation
Thursday’s conference brief
Current proposal. Friday handover at 5:00 pm, replacing the 6:00 pm time in earlier working notes. Confirm Alex’s direction at the conference.
Review boundary. Keep the revised draft internal. These sources do not establish agreement to the changed time.
Open material. The latest bank statement remains outstanding. No document or delivery date appears in the example record.
The LinePrepared by NISI.
Prepared by NISI.
Directed by you.
Inspect the prepared work before recording review. Missing disclosure stays open.
PreparationNot requested
Counsel reviewNot recorded
Latest bank statementStill outstanding
Prepare and inspect the brief before recording review.
Follow-throughYour direction.
Your direction.
Carried forward.
See what is ready, what needs review and what remains outstanding.
Counsel’s conference instruction
No preparation direction recorded yet.
Conference preparation
Not requestedInspect the conference brief
Harbour / Internal preparation
Thursday’s conference brief
Current proposal. Friday handover at 5:00 pm, replacing the 6:00 pm time in earlier working notes. Confirm Alex’s direction at the conference.
Review boundary. Keep the revised draft internal. These sources do not establish agreement to the changed time.
Open material. The latest bank statement remains outstanding. No document or delivery date appears in the example record.
Counsel reviewNot recorded
Prepare and inspect the brief before recording review.
Disclosure follow-up
Statement outstandingAlex said the latest bank statement would follow. No document or delivery date is in the record.
Counsel’s next instruction
Prepare a client follow-up asking for the latest statement or its expected delivery. Keep the email internal for review.
No follow-up requested.
Inspect the internal follow-up
Harbour / Internal email draft
Latest bank statement
Dear Alex,
Please provide the latest bank statement referred to in your email, or let us know when you expect it to be available. It remains outstanding in our conference preparation.
Kind regards,
Your counsel
- Preparation owner
- Associate
- Counsel review
- Not requested
- External action
- Not authorized or sent
Counsel’s next decision is whether to revise, hold or authorize the reply.
Open throughout
Latest bank statement. Promised by Alex; not received in this example.
Fictional demonstration. Nothing is sent, filed or scheduled. Resets when you reload.
Five roles. One record.
Less passing the file.
More carrying it forward.
Each handoff keeps the source, the current position and your direction together. A reviewed brief can move forward while the missing statement remains open.
Start with the tools your firm usesYour firm, in detail.
Is this a collection of separate chatbots?
The matter is the organising record. Correspondence, documents, preparation and counsel attention connect through that context. Asking a question is one way into the work; it is not the entire workflow.
What does counsel remain responsible for?
Counsel gives direction, checks the supporting material, reviews prepared work and makes the professional decisions. A saved instruction is not proof of execution, and prepared work is not automatically sent or filed.
Is the demonstration live, and do choices follow me between pages?
No. This is a fictional, scripted demonstration, separate from the live NISI app. Your choices stay on this page and reset on reload. Available workflows are confirmed during onboarding.